RateGain Accelerates Contract Operations with AI-Powered Intelligence
Leveraging LegittAI's contract intelligence platform, RateGain streamlines contract drafting, review, and compliance across teams driving speed, consistency, and control at scale.
+ Legitt. Microsoft Dynamics 365 Integration
Integrate contracts natively into Dynamics 365.
Draft, approve, and sign contracts directly from your Dynamics 365 Opportunity. Every milestone syncs back automatically so Dynamics 365 is always up to date.
- Microsoft AppSource certified
- Setup in under 30 min
- Azure AD / Entra ID SSO
- Works with Dynamics 365 Sales, CE & Finance
87%
Reduction in contract-to-close cycle time
60s
Proposal & contract drafted from Dynamics data
100%
Bidirectional sync - every event written back to D365
<30m
Average time to connect and configure
• Dynamics 365 Workflow
Every stage of the deal cycle
connected and automated.
01
Start from Dynamics 365
Begin a contract right from your Dynamics 365 Opportunity.
Open Legitt from your Opportunity and the deal data is already there. Account details, products, pricing and contacts come through automatically. No duplicate entry, no context switching.
- Launched directly from Dynamics 365, no separate login required
- Account data, deal value, products and contacts pre-populated for you
- Matched to your contract template and company configuration
- Signatory details pulled from your Dynamics 365 contact records
02
Approvals and Signing
Internal sign-off done. Contract out for signature.
Legitt takes care of the entire approval and signing flow. Bring in the right stakeholders, get their approvals, and send the contract for signature. Every step is tracked and the executed copy lands back in Dynamics 365.
- Approvers and signatories resolved automatically from your workflow config
- Reminders sent automatically so nothing stalls waiting on a reply
- Full audit trail with timestamps on every action
- Signed PDF stored directly against the Dynamics 365 Opportunity
03
Bidirectional Dynamics 365 Sync
Contract activity written back to Dynamics 365 in real time.
Legitt runs a live two-way sync with Dynamics 365. Milestones, status updates and signed documents flow back into your CRM as Activity records and field updates. Your team always has the full picture, right inside Dynamics 365.
- Opportunity changes, products and accounts sync in real time
- All contract events written back as Activities and field updates
- Stage updated automatically from Qualify through to Won
- Renewal dates create Tasks assigned to the account owner with configurable lead time
• Case Studies
What Microsoft Dynamics 365 + legitt AI delivers in practice.
Real results from legal, sales, and procurement teams running Legitt AI inside their Microsoft Dynamics 365 environment.
Sterlite Technologies Streamlines Global Contract Governance with LegittAI
Centralizing contract drafting, approvals, and compliance monitoring across global business units improving visibility, reducing risks, and accelerating enterprise deal execution.
Intellichart Accelerates Patient Engagement with Unified Digital Health Platform
Leveraging Intellichart's patient engagement suite, healthcare providers streamline communication, scheduling, intake, and care coordination-driving satisfaction, efficiency, and outcomes at scale.
ISO 27001Information Security Management System - certified
ISO 27701Privacy Information Management - certified
SOC 2 Type IIIndependently audited security, availability & confidentiality
GDPRFull GDPR compliance with DPA available on request
HIPAAHealth Insurance Portability and Accountability Act
AES‑256Encryption at rest and in transit
• Legitt Pro · Enterprise AI
See Legitt AI 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
FAQ
Common questions
answered directly.
Straightforward answers.
How does Legitt AI integrate with Microsoft Dynamics?
Legitt AI lets teams create, view, approve, and collaborate on contracts directly within Microsoft Dynamics, giving sales users a seamless lead-to-contract workflow without extra administrative work.
Can users generate contracts from Dynamics records?
Yes. The page says users can create and process self-service contracts from account, opportunity, or quote screens inside Microsoft Dynamics, and can use structured forms to speed up contract creation.
Does Legitt AI support approval workflows and compliance in Microsoft Dynamics?
Yes. Legitt AI uses a rules-driven engine to govern contract authoring, workflow, and approvals, and it helps enforce downstream compliance and reporting by capturing commercial terms in a structured form.
What are the main benefits of using Legitt AI with Microsoft Dynamics?
The page highlights faster contracting, better contract quality, proactive workflow visibility, and stronger compliance. It also claims the integration can reduce lead-to-contract cycle time by more than 60%.