Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI - Read Press Release →

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Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI - Read Press Release

Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI- Read Press Release

Accelerate Revenue with Dynamics 365 Integration

Close deals faster. Unify your sales and legal workflows to eliminate data silos and shorten quote-to-cash cycles by over 35% with our powerful CLM software

Microsoft Dynamics x Volody CLM Integration

The Unified Commerce Journey

01.

Click-to-Draft from CRM

Sales reps trigger contract generation directly from a Dynamics 365 Opportunity record with a single click.

02.

Bi-Directional Sync

03.

Product Line Item Mapping

04.

Closed-Won Automation

01.

Click-to-Draft from CRM

Sales reps trigger contract generation directly from a Dynamics 365 Opportunity record with a single click.

02.

Bi-Directional Sync

03.

Product Line Item Mapping

04.

Closed-Won Automation

01.

Click-to-Draft from CRM

Sales reps trigger contract generation directly from a Dynamics 365 Opportunity record with a single click.

02.

Bi-Directional Sync

03.

Product Line Item Mapping

04.

Closed-Won Automation

Sync Sales, Legal, and Finance

Request demo

Supercharge Quote-to-Cash

Eliminate the gap between "Verbal Yes" and "Signed Deal." Automate contract creation from approved quotes to recognize revenue days faster

Zero Data Re-Entry

Pull trusted account and contact data directly from Microsoft Dataverse into the contract management software

Sales-Side Visibility

Empower reps to track legal review status and bottlenecks directly within their familiar Dynamics 365 Sales dashboard

ERP Financial Governance

Ensure every vendor contract is linked to a valid Dynamics 365 Finance & Operations record, enforcing spending limits and compliance before procurement begins

Supercharge Quote-to-Cash

Eliminate the gap between "Verbal Yes" and "Signed Deal." Automate contract creation from approved quotes to recognize revenue days faster

Zero Data Re-Entry

Pull trusted account and contact data directly from Microsoft Dataverse into the contract management software

Sales-Side Visibility

Empower reps to track legal review status and bottlenecks directly within their familiar Dynamics 365 Sales dashboard

ERP Financial Governance

Ensure every vendor contract is linked to a valid Dynamics 365 Finance & Operations record, enforcing spending limits and compliance before procurement begins

Supercharge Quote-to-Cash

Eliminate the gap between "Verbal Yes" and "Signed Deal." Automate contract creation from approved quotes to recognize revenue days faster

Zero Data Re-Entry

Pull trusted account and contact data directly from Microsoft Dataverse into the contract management software

Sales-Side Visibility

Empower reps to track legal review status and bottlenecks directly within their familiar Dynamics 365 Sales dashboard

ERP Financial Governance

Ensure every vendor contract is linked to a valid Dynamics 365 Finance & Operations record, enforcing spending limits and compliance before procurement begins

Related Integrations

MS Word

Power Up Contracting in Word

MS Word

Power Up Contracting in Word

MS Word

Power Up Contracting in Word

Salesforce

Sell Faster with Native Salesforce Contracts

Salesforce

Sell Faster with Native Salesforce Contracts

Salesforce

Sell Faster with Native Salesforce Contracts

DocuSign

Combine Powerful CLM with World-Class eSignature

DocuSign

Combine Powerful CLM with World-Class eSignature

DocuSign

Combine Powerful CLM with World-Class eSignature

SAP

Drive procurement velocity with SAP integration

SAP

Drive procurement velocity with SAP integration

SAP

Drive procurement velocity with SAP integration

Workday

Secure top talent with Workday integration

Workday

Secure top talent with Workday integration

Workday

Secure top talent with Workday integration

Oracle

Master financial governance with Oracle integration

Oracle

Master financial governance with Oracle integration

Oracle

Master financial governance with Oracle integration

Microsoft 365

Maximize enterprise value with Microsoft 365

Microsoft 365

Maximize enterprise value with Microsoft 365

Microsoft 365

Maximize enterprise value with Microsoft 365

OpenAI

Revolutionize contract intelligence with OpenAI

OpenAI

Revolutionize contract intelligence with OpenAI

OpenAI

Revolutionize contract intelligence with OpenAI

Google Docs

Kill version chaos with Google Docs

Google Docs

Kill version chaos with Google Docs

Google Docs

Kill version chaos with Google Docs

Hubspot

Supercharge Your Sales Cycle with HubSpot CLM

Hubspot

Supercharge Your Sales Cycle with HubSpot CLM

Hubspot

Supercharge Your Sales Cycle with HubSpot CLM

Adobe Sign

Execute agreements precisely with Adobe Sign

Adobe Sign

Execute agreements precisely with Adobe Sign

Adobe Sign

Execute agreements precisely with Adobe Sign

Slack

Bring Contracts into Your Slack Workflow

Slack

Bring Contracts into Your Slack Workflow

Slack

Bring Contracts into Your Slack Workflow

Microsoft Teams

Accelerate approvals with Microsoft Teams chat

Microsoft Teams

Accelerate approvals with Microsoft Teams chat

Microsoft Teams

Accelerate approvals with Microsoft Teams chat

Azure AD

Secure enterprise access with Azure AD

Azure AD

Secure enterprise access with Azure AD

Azure AD

Secure enterprise access with Azure AD

Google Forms

Convert Google Forms into a Powerful Contract Engine

Google Forms

Convert Google Forms into a Powerful Contract Engine

Google Forms

Convert Google Forms into a Powerful Contract Engine

Azure AI

Scale contracting operations with Azure AI

Azure AI

Scale contracting operations with Azure AI

Azure AI

Scale contracting operations with Azure AI

Gemini

Unlock deep reasoning with Gemini integration

Gemini

Unlock deep reasoning with Gemini integration

Gemini

Unlock deep reasoning with Gemini integration

Jira

Unify legal and project workflows with Jira

Jira

Unify legal and project workflows with Jira

Jira

Unify legal and project workflows with Jira

Gmail

Transform Your Gmail into a Contract Powerhouse

Gmail

Transform Your Gmail into a Contract Powerhouse

Gmail

Transform Your Gmail into a Contract Powerhouse

Outlook

Turn Outlook into a contract command center

Outlook

Turn Outlook into a contract command center

Outlook

Turn Outlook into a contract command center

Zoho

Unlock Faster Deals with Zoho CRM Contracts

Zoho

Unlock Faster Deals with Zoho CRM Contracts

Zoho

Unlock Faster Deals with Zoho CRM Contracts

Dropbox

Automate Your Contract Archiving with Dropbox

Dropbox

Automate Your Contract Archiving with Dropbox

Dropbox

Automate Your Contract Archiving with Dropbox

Box

Automate and Secure Contract Archiving with Box

Box

Automate and Secure Contract Archiving with Box

Box

Automate and Secure Contract Archiving with Box

Okta

Secure Your CLM with Okta Single Sign-On (SSO)

Okta

Secure Your CLM with Okta Single Sign-On (SSO)

Okta

Secure Your CLM with Okta Single Sign-On (SSO)

Google Drive

Automate Contract Archiving with Google Drive

Google Drive

Automate Contract Archiving with Google Drive

Google Drive

Automate Contract Archiving with Google Drive

Trusted by Many, Loved by All

View more Customer Stories

Volody has streamlined our contract processes, reducing turnaround time and boosting efficiency, with excellent customer support throughout.
Abbas Motorwala
Head Legal @ PPG Asian paints
I’m really pleased with how smoothly Volody was implemented at Hetero Drugs, and their ongoing support has made it an essential tool for our contract management.
Savita Adla
Head Business Legal @ Hetero Drugs
Volody has developed a good understanding of our process and found a way to successfully automate our requirements. We are satisfied and happy with the Volody's software.
Vignesh Muthupandian
Company Secretary, Manager - Legal & Finance
With the help of Volody, our contract management process has become very smooth & we are getting timely reminders on the compliance before the due date, this helps us to remain compliant all the time. Great after sales support.
Company Secretary & Compliance Officer
Thanks a lot team Volody. I appreciate the dedication and support extended to us during the difficult phase of Coronavirus lockdown to complete our activities with respect to the regulations. Well done.
Company Secretary
The AI features are genuinely useful. We’ve been able to speed up contract review, drafting, and searching without feeling like we’re fighting the system.
G2 user

The obligation tracking feature is a game-changer. I can see all contract deadlines, renewal dates, and key obligations in one place, which keeps me on top of every contract.
G2 user
A solution provider—a platform that offers a consolidated approach to contract management. It is backed by a strong team that provides quick responses, making in-house contract management a smooth and efficient experience.
Anamika Jha
Legal Manager @ Zuno
Volody has made contract management so much easier for us. It keeps everything organized, ensures we’re always working with the right version, and makes signing and tracking contracts seamless. It’s been a game-changer for our team.
Mary Kelly Persyn
VP of Legal Affairs @ BGCSF
We deal with 1000+ contracts annually, keeping track and getting updates from businesses is a tough task. Volody helped us solve this problem with their CLM solution. Now our legal team can be on top of all the agreements and effortlessly draft & execute them. I'm likely to recommend Volody.
Managing Director
I really like how you handle the clients, and I would definitely recommend this product to everyone. We are able to manage our contracts, and the customer support is superb.
Ranjan Sharma
Legal Manager @ Relaxo Footwear
My company has been using Volody for 5+ years now. Volody has been good in terms of doing business with. The tool is packed with many features like user friendly customizable workflow, easy to generate contract from salesforce integration, & central repository.
G2 user
Volody solution helped in automation of compliances at SIDBI and its subsidiaries.
Legal Counsel
Thank you for the efforts. Please also thank the team and I look forward to you continuing to support the team here in future.
Head Secretarial & Compliance
Volody CLM is an easy to use software. Features like redlining, contract creation, central repository, integration with my CRM has helped in halved my contracting process. Along with this the support provided by the team has been immaculate.
G2 user

Trusted by Many, Loved by All

View more Customer Stories

Volody has streamlined our contract processes, reducing turnaround time and boosting efficiency, with excellent customer support throughout.
Abbas Motorwala
Head Legal @ PPG Asian paints
I’m really pleased with how smoothly Volody was implemented at Hetero Drugs, and their ongoing support has made it an essential tool for our contract management.
Savita Adla
Head Business Legal @ Hetero Drugs
Volody has developed a good understanding of our process and found a way to successfully automate our requirements. We are satisfied and happy with the Volody's software.
Vignesh Muthupandian
Company Secretary, Manager - Legal & Finance
With the help of Volody, our contract management process has become very smooth & we are getting timely reminders on the compliance before the due date, this helps us to remain compliant all the time. Great after sales support.
Company Secretary & Compliance Officer
Thanks a lot team Volody. I appreciate the dedication and support extended to us during the difficult phase of Coronavirus lockdown to complete our activities with respect to the regulations. Well done.
Company Secretary
The AI features are genuinely useful. We’ve been able to speed up contract review, drafting, and searching without feeling like we’re fighting the system.
G2 user

The obligation tracking feature is a game-changer. I can see all contract deadlines, renewal dates, and key obligations in one place, which keeps me on top of every contract.
G2 user
A solution provider—a platform that offers a consolidated approach to contract management. It is backed by a strong team that provides quick responses, making in-house contract management a smooth and efficient experience.
Anamika Jha
Legal Manager @ Zuno
Volody has made contract management so much easier for us. It keeps everything organized, ensures we’re always working with the right version, and makes signing and tracking contracts seamless. It’s been a game-changer for our team.
Mary Kelly Persyn
VP of Legal Affairs @ BGCSF
We deal with 1000+ contracts annually, keeping track and getting updates from businesses is a tough task. Volody helped us solve this problem with their CLM solution. Now our legal team can be on top of all the agreements and effortlessly draft & execute them. I'm likely to recommend Volody.
Managing Director
I really like how you handle the clients, and I would definitely recommend this product to everyone. We are able to manage our contracts, and the customer support is superb.
Ranjan Sharma
Legal Manager @ Relaxo Footwear
My company has been using Volody for 5+ years now. Volody has been good in terms of doing business with. The tool is packed with many features like user friendly customizable workflow, easy to generate contract from salesforce integration, & central repository.
G2 user
Volody solution helped in automation of compliances at SIDBI and its subsidiaries.
Legal Counsel
Thank you for the efforts. Please also thank the team and I look forward to you continuing to support the team here in future.
Head Secretarial & Compliance
Volody CLM is an easy to use software. Features like redlining, contract creation, central repository, integration with my CRM has helped in halved my contracting process. Along with this the support provided by the team has been immaculate.
G2 user

Trusted by Many, Loved by All

View more Customer Stories

Volody has streamlined our contract processes, reducing turnaround time and boosting efficiency, with excellent customer support throughout.
Abbas Motorwala
Head Legal @ PPG Asian paints
I’m really pleased with how smoothly Volody was implemented at Hetero Drugs, and their ongoing support has made it an essential tool for our contract management.
Savita Adla
Head Business Legal @ Hetero Drugs
Volody has developed a good understanding of our process and found a way to successfully automate our requirements. We are satisfied and happy with the Volody's software.
Vignesh Muthupandian
Company Secretary, Manager - Legal & Finance
With the help of Volody, our contract management process has become very smooth & we are getting timely reminders on the compliance before the due date, this helps us to remain compliant all the time. Great after sales support.
Company Secretary & Compliance Officer
Thanks a lot team Volody. I appreciate the dedication and support extended to us during the difficult phase of Coronavirus lockdown to complete our activities with respect to the regulations. Well done.
Company Secretary
The AI features are genuinely useful. We’ve been able to speed up contract review, drafting, and searching without feeling like we’re fighting the system.
G2 user

The obligation tracking feature is a game-changer. I can see all contract deadlines, renewal dates, and key obligations in one place, which keeps me on top of every contract.
G2 user
A solution provider—a platform that offers a consolidated approach to contract management. It is backed by a strong team that provides quick responses, making in-house contract management a smooth and efficient experience.
Anamika Jha
Legal Manager @ Zuno
Volody has made contract management so much easier for us. It keeps everything organized, ensures we’re always working with the right version, and makes signing and tracking contracts seamless. It’s been a game-changer for our team.
Mary Kelly Persyn
VP of Legal Affairs @ BGCSF
We deal with 1000+ contracts annually, keeping track and getting updates from businesses is a tough task. Volody helped us solve this problem with their CLM solution. Now our legal team can be on top of all the agreements and effortlessly draft & execute them. I'm likely to recommend Volody.
Managing Director
I really like how you handle the clients, and I would definitely recommend this product to everyone. We are able to manage our contracts, and the customer support is superb.
Ranjan Sharma
Legal Manager @ Relaxo Footwear
My company has been using Volody for 5+ years now. Volody has been good in terms of doing business with. The tool is packed with many features like user friendly customizable workflow, easy to generate contract from salesforce integration, & central repository.
G2 user
Volody solution helped in automation of compliances at SIDBI and its subsidiaries.
Legal Counsel
Thank you for the efforts. Please also thank the team and I look forward to you continuing to support the team here in future.
Head Secretarial & Compliance
Volody CLM is an easy to use software. Features like redlining, contract creation, central repository, integration with my CRM has helped in halved my contracting process. Along with this the support provided by the team has been immaculate.
G2 user

Ready to Unify Your Dynamics Ecosystem?

Connect your front and back office. Integrate Volody AI CLM software with Microsoft Dynamics 365 to streamline your entire business lifecycle.

Request a Demo

Ready to Unify Your Dynamics Ecosystem?

Connect your front and back office. Integrate Volody AI CLM software with Microsoft Dynamics 365 to streamline your entire business lifecycle.

Request a Demo

Frequently Asked Questions

Have more questions? Don't hesitate to email us at: connect@volody.com

Do I need to install a bot?

Yes. You simply add the Volody AI CLM software bot from the Microsoft Teams App Store to enable notifications and actionable messages for your organization.

Can I approve contracts on mobile?

Yes. The integration is fully responsive. Stakeholders can view contract summaries and hit "Approve" directly from the Microsoft Teams mobile app on iOS or Android.

Does chat history sync to the contract?

Yes. You can configure the system to log specific Teams channel conversations or decision threads directly to the audit trail in the contract lifecycle management software.

Can I search for contracts in Teams?

Yes. The bot includes a search command. You can type a query like "Find NDA with Acme Corp" and the bot will return a direct link to the document in the CLM software.

Is it secure?

Yes. The integration respects all Microsoft 365 security policies and uses secure, encrypted channels to transmit contract metadata and approval actions.

Can I initiate a request from Teams?

Yes. Users can fill out a simple Adaptive Card form directly in a Teams chat to trigger a new contract request workflow in the contract management software.

Does it work with private channels?

Yes. You can pin the Volody tab to specific private channels to allow restricted groups (like HR or Legal) to collaborate on sensitive documents securely.

Do I need to install a bot?

Yes. You simply add the Volody AI CLM software bot from the Microsoft Teams App Store to enable notifications and actionable messages for your organization.

Can I approve contracts on mobile?

Yes. The integration is fully responsive. Stakeholders can view contract summaries and hit "Approve" directly from the Microsoft Teams mobile app on iOS or Android.

Does chat history sync to the contract?

Yes. You can configure the system to log specific Teams channel conversations or decision threads directly to the audit trail in the contract lifecycle management software.

Can I search for contracts in Teams?

Yes. The bot includes a search command. You can type a query like "Find NDA with Acme Corp" and the bot will return a direct link to the document in the CLM software.

Is it secure?

Yes. The integration respects all Microsoft 365 security policies and uses secure, encrypted channels to transmit contract metadata and approval actions.

Can I initiate a request from Teams?

Yes. Users can fill out a simple Adaptive Card form directly in a Teams chat to trigger a new contract request workflow in the contract management software.

Does it work with private channels?

Yes. You can pin the Volody tab to specific private channels to allow restricted groups (like HR or Legal) to collaborate on sensitive documents securely.