Purpose

This article explains how Account Managers create and submit a new Contract Opportunity intake in Dynamics 365 Sales.

Applies To

• Account Managers
• Contract Managers

Prerequisites

• User must have access to Dynamics 365 Sales Hub
• Required Opportunity permissions must be assigned

Navigation Path

Sales Hub → Opportunities → Create New Contract

Step-by-Step Instructions

Step 1 — Create a New Contract Opportunity

1. Open Dynamics 365 Sales
2. Select Opportunities from the left navigation pane
3. Click Create New Contract

This opens the Contract Intake form.

Step 2 — Complete the Contract Intake Information

Fill in all required intake fields and save your work.

Required information includes but not limited to:

• Topic
• Account Name
• Account Manager
• Business Unit
• Contract Type
• Contract Start Date

Step 3 — Complete Revenue and Pricing Information

Complete the financial and operational details section.

This includes:

• Revenue details
• Pricing information
• Cost of Goods
• OPEX details
• Contract metrics
• Contract material details

Step 4 — Review the Intake Submission Stage

Navigate to the Business Process Flow at the top of the Opportunity.

Within the Intake Submission stage:

• Confirm all required stage fields are completed

Step 5 — Submit the Intake Stage

Click Next Stage.

This action:

• Submits the Contract Intake
• Sends a notification email to the Contract Coordinator

What Happens Automatically

After submission:

• The Contract Coordinator receives a notification email
• The Opportunity moves into the internal review process
• The Contract Intake is ready for approval preparation

Important Notes

All required fields must be completed before moving to the next stage.

Financial and pricing details should be reviewed carefully before submission.