Dynamics 365 Sales
Pull Opportunity data, Product Catalog, Price Lists, and contacts to generate proposals and contracts automatically from CRM deal records.
+ Legitt. Microsoft Dynamics 365 Integration
Dynamics 365 to signed contract fully automated.
Connect Legitt AI to Microsoft Dynamics 365 and close the gap between your CRM pipeline and your contracts. AI drafts proposals and agreements from Dynamics Opportunity data, routes approvals, collects signatures, and writes every milestone back to your CRM bidirectionally, in real time.
- Microsoft AppSource certified
- Setup in under 30 min
- Works with Dynamics 365 Sales, CE & Finance
- Azure AD / Entra ID SSO
87%
Reduction in contract-to-close cycle time
60s
Proposal & contract drafted from Dynamics data
100%
Bidirectional sync - every event written back to D365
0
Manual data entry between Dynamics and contracts
<30m
Average time to connect and configure
• Dynamics 365 Modules Supported
Works across your entire Microsoft ecosystem.
Legitt AI connects natively to every major Dynamics 365 module from Sales and Customer Engagement to Finance & Operations. One integration, the entire organization.
Customer Engagement (CE)
Trigger contract generation from CE Activities, Quotes, and Orders. Signed contracts attached to CE records with full audit trail.
Finance & Operations
Connect procurement contracts, vendor agreements, and purchase orders. Obligation tracking syncs payment milestones back to F&O.
Project Operations
Generate SOWs and project contracts from Project Operations data. Milestones, deliverables, and billing schedules auto-populated.
Supply Chain Management
Vendor and supplier contracts generated from SCM purchase records. GDPR DPAs auto-added for EU suppliers. Renewal alerts in SCM.
Human Resources
Employment contracts drafted from HR worker records. Offer letters, NDAs, and IP agreements generated and signed before day one.
Power Platform
Trigger Legitt AI from Power Automate flows and Power Apps. Build custom automation without coding using our connector.
Microsoft Teams
Approval notifications, signature alerts, and renewal reminders delivered directly in Teams channels. Approve contracts without switching apps.
• Step 01 - Dynamics 365 Opportunity
A stage change in Dynamics triggers the entire workflow.
When an Opportunity moves to "Develop" or "Propose" stage in Dynamics 365 Sales, Legitt AI pulls all relevant CRM data - account name, deal value, products from the Product Catalog, primary contact, territory, and custom fields - and queues the proposal. No export, no copy-paste, no re-entry.
- • Plain English description: "Draft a freelance design agreement for Studio North, fixed fee £8,500, 6-week UK project"
- • Or browse 500+ templates by industry, type, & jurisdiction
• Step 02 - AI Proposal + CPQ
Proposal drafted with Product Catalog pricing
applied automatically.
Lana generates a complete, branded proposal using Dynamics Product Catalog data: SKUs, quantities, price lists, and configured discount rules. CPQ logic from your Dynamics pricing engine is honored - volume tiers, bundle discounts, and approval thresholds respected automatically.
- • Pulls products, unit prices, and quantities directly from Dynamics Product Catalog and Price Lists
- • Discount rules applied: volume tiers, bundle pricing, manual overrides require approval
- • AI writes the proposal narrative from Opportunity description and account history
- • Branded with your logo and standard terms - ready in under 60 seconds
• Step 03 - Send to Customer & Track
Proposal sent, opened,and tracked - all synced to Dynamics Activities.
Send the proposal directly from Legitt AI. Your customer opens a beautifully formatted interactive proposal in their browser - no login needed. Every open, view, and section interaction is tracked in real time and written back to Dynamics 365 as Activity records on the Opportunity timeline.
- • Customer receives email with a direct link - opens in browser, no login or download
- • Real-time tracking: viewed, time on page, pricing section interactions
- • Lana flags buying signals: "CPO viewed pricing 4× in past 2 hours high intent"
- • Activity entries created in Dynamics: "Legitt: Proposal opened · Emma Clarke · 3 min"
• Step 04 - Negotiate & Finalise
AI tracks every change.
Version-controlled.
Logged to D365.
When the counterparty sends back redlines, Legitt AI Negotiation Agent compares every change against your contract playbook, flags deviations, and generates specific alternative language. All negotiation activity - every version, every counter - is written back to Dynamics 365 as Activity records.
- • Upload counterparty's redlined version - Legitt compares to your playbook clause-by-clause
- • AI flags every deviation and generates specific counter-language in your house style
- • Full version history: v1 (you) → v2 (Contoso) → v3 (you) with diff view
- • Negotiation milestones synced: "Legitt: Responded to Contoso redline on Sections 4 and 7"
- • Export final agreed version as .docx with tracked changes for legal sign-off
• Step 05 - AI Contract Preparation
Agreed terms become
a full contract in 60 seconds.
Once terms are finalised, Lana converts the accepted proposal into a complete, clause-structured contract - commercial terms from the proposal are imported directly, your Clause Library enforces standard language, and required schedules (SOW, SLA, GDPR DPA) are auto-generated based on products and jurisdiction.
- • Commercial terms from accepted proposal imported directly - zero re-entry
- • Clause Library enforces your standard language on every clause generated
- • Schedules auto-generated: SOW from Project Operations data, SLA, GDPR DPA for UK/EU accounts
- • AI Risk Review runs automatically before approval routing - 200+ risk signals checked
- • Contract record created in Dynamics 365 and linked to Opportunity
• Step 06 - AI Powered Approvals
Internal approvals routed
automatically via
Teams & Power Automate.
Legitt's Approval Agent routes contracts through your review chain automatically, with notifications delivered in Microsoft Teams. Deal value, risk score, and contract type determine the routing path. Every approval is timestamped and synced back to Dynamics 365 as Activity records.
- • Approval notifications sent to Microsoft Teams channels and as Dynamics Tasks
- • Conditional routing: deals >£50k auto-escalate to CFO; high-risk flags go to GC
- • Approvers can review and approve directly from Teams - no Legitt login required
- • 24-hour SLAs with automatic escalation if deadline missed
- • Dynamics 365 Opportunity field "Approval Status" updated at each stage in real time
• Step 07 - Contract Signing
Approved. Dispatched.
Signed in minutes.
Audit trail sealed.
Once all approvals are complete, the contract is automatically dispatched for signature in the correct order - internal signers first, then the counterparty. Each party signs in their browser with no account or download required. Every signature is sealed with a cryptographic hash and synced to Dynamics 365.
- • Enforced ordering: internal parties sign before it reaches the counterparty
- • Counterparty signs in browser - no login, no Legitt account needed
- • Tamper-proof audit trail: IP address, timestamp, device, geolocation for every signature
- • Signed PDF + audit certificate automatically attached to Dynamics Opportunity Files
- • Opportunity stage → "Won" triggered automatically on final counterparty signature
• Step 08 - Repository & Obligations
Every signed contract
stored, monitored, and
linked to Dynamics.
Once all approvals are complete, the contract is automatically dispatched for signature in the correct order - internal signers first, then the counterparty. Each party signs in their browser with no account or download required. Every signature is sealed with a cryptographic hash and synced to Dynamics 365.
- • Enforced ordering: internal parties sign before it reaches Contoso
- • Counterparty signs in browser - no login, no Legitt account needed
- • Tamper-proof audit trail: IP address, timestamp, device, geolocation for every signature
- • Signed PDF + audit certificate automatically attached to Dynamics Opportunity Files
- • Opportunity stage → "Won" triggered automatically on final counterparty signature
• Step 09 - Bidirectional Dynamics 365 Sync
Every contract event
written back to
Dynamics automatically.
Legitt AI maintains a true bidirectional sync with Dynamics 365. Every contract milestone is written back as Activity records, field updates, and file attachments - giving your CRM a complete picture of every deal's contract lifecycle. Dynamics 365 remains the single source of truth.
- • D365 → Legitt: Opportunity changes, new products, account updates sync to Legitt in real time
- • Legitt → D365: Every contract event created, approved, signed, stored written back as Activity entries and Opportunity field updates
- • Opportunity status auto-updated: Qualify → Develop → Propose → Negotiate → Won
- • Signed PDF + audit certificate attached to Opportunity Notes & Files automatically
- • Renewal dates create Dynamics Tasks assigned to Account Owner with configurable lead time
• What’s Included
Everything Legitt AI does native to your Dynamics 365 environment.
True bidirectional sync with Dynamics 365 - not a one-way push
Most integrations push data in one direction. Legitt AI maintains a live bidirectional relationship with your Dynamics org. CRM data flows into Legitt to power document generation. Contract milestones - every approval, every signature, every renewal alert - flow back as Dynamics Activities, field updates, and File attachments. Automatically. In real time. Without any Power Automate flows to maintain manually.
Product Catalog CPQ
Pull products, unit prices, discount rules, and bundles directly from your Dynamics 365 Product Catalog and Price Lists. CPQ logic honored automatically - volume tiers, bundle pricing, and approval thresholds applied to every proposal generated.
Microsoft Teams notifications
Power Automate + Power Apps connector
Azure AD / Entra ID SSO
Renewal Tasks in Dynamics CRM
• Trust & Security
Enterprise-Grade Security. No Compromises.
Your contracts hold critical business data. Legitt AI is built to meet the Security, Control, and Compliance standards enterprise teams expect.
• Customer Stories
Teams running on Legitt AI Agents.
It's been a year of quite active work with Legitt AI on our side. The platform covers many important needs for our legal workflows - especially document signing, versioning, and having a centralized place to manage contracts and tasks.
We have been working with Legitt AI for over a year now, and the experience has been outstanding. Their team is responsive, professional, and consistently delivers high-quality work on time.
Transforming vision into reality from start to finish, the co-founders of LegittAI, Ravi and Harshdeep, exemplify outstanding leadership and integrity.
500K+ Contracts 25+ Jurisdictions 300k+ Man Hours Saved
• Legitt Pro · Enterprise AI
See Legitt in inside
your
Dynamics 365.
Every demo is a live walkthrough tailored to your use case - not a slide deck. Your solutions engineer reviews your details before the call
- Live AI review and drafting on a contract from your industry
- Integration mapping for your existing CRM and document stack
- Security and compliance walkthrough for your IT team
- Q&A with a solutions engineer - no sales script
Tell us about you
We’ll tailor the demo to your contract type and team size.
FAQ
Frequently Asked Questions,
Clearly Answered.
Straightforward answers.
What is Legitt AI 4.0?
Legitt AI 4.0 is an AI-powered contract management platform built to help businesses create, review, negotiate, sign, and track contracts from one place. It combines specialized AI capabilities with end-to-end workflow automation to make contract processes faster, smarter, and easier to manage.
How is Legitt AI 4.0 different from other contract platforms?
Legitt AI goes beyond basic storage and workflow tools by bringing intelligence into every stage of the contract lifecycle. Instead of simply moving documents from one step to another, it helps teams draft faster, review with greater accuracy, collaborate efficiently, and gain ongoing visibility into obligations, milestones, and renewals.
Who should use it?
Legitt AI is designed for sales teams, legal teams, procurement teams, operations leaders, and growing businesses that want to modernize contract management. Whether you are handling a small volume of agreements or managing complex enterprise workflows, Legitt AI 4.0 helps teams work faster with more control.
What can businesses achieve with Legitt AI?
With Legitt AI, businesses can accelerate agreement cycles, reduce manual work, improve compliance, strengthen collaboration, and unlock more value from their contracts. It helps teams move from reactive contract administration to proactive contract intelligence.
How does CLM differ from traditional contract management?
Traditional contract management is often reactive and fragmented. CLM, on the other hand, is a more strategic and holistic approach, leveraging technology to automate and optimize the entire contract lifecycle for better efficiency and risk management.