Seamless Purchasing & Vendor Management in Microsoft Dynamics CRM
The Purchasing add-on enables your CRM to handle Purchase Orders, RFQs, vendor selection, delivery tracking, and approvals—bridging CRM and ERP functionality for complete process control.
Purchase Manager
CRM Activity Calendar Overview
Purchasing for Microsoft Dynamics CRM extends your CRM into a powerful procurement platform. From creating Purchase Orders (POs) directly from Sales Orders to managing vendor RFQs and tracking deliveries, this module integrates seamlessly into your CRM workflow. Part of MTC’s “Enterprise” product suite, it is built for organizations seeking full lifecycle visibility from order to fulfillment without jumping between systems. Enable auto-generated POs from web carts or CRM order entries, and enhance procurement efficiency with automated workflows, one-click vendor communication, budget checks, and real-time delivery tracking—all from within your familiar CRM interface.
Benefits
Transforms CRM into a complete procurement hub
Eliminates duplicate data entry and
paperwork
deal for both goods and expense purchasing workflows
Increases visibility into the sales-to-purchase process
Saves time and reduces errors through automation
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
Auto-Generate POs
Create Purchase Orders directly from approved Sales Orders or RFQs
Manual PO Entry
Create standalone POs without prior requisitions
Revision Tracking
Manage PO changes with version control
Budget Check
Choose from informational, warning, or critical alerts with color-coded icons
Validate budget limits before generating a PO
Set expiration dates or reuse alerts like templates
One-Click Print & Email
Send POs or quotes via email, print, or fax directly from CRM
RFQ Management
Request and record vendor bids for competitive pricing
Multi-Vendor Selection
Assign multiple vendors to individual line items
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Install the Purchasing add-on in your Dynamics CRM
2.
Generate POs from Sales Orders, or start manually when needed
3.
Engage vendors via RFQ, log their bids, and auto-select the winning quote
4.
Track item delivery and record receipts
5.
Send POs via email, print, or fax—all from within CRM
6.
Export or report on PO data as needed for internal workflows
Pricing & Licensing
The Most Honest
Pricing in the world
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
- Salesteam@mtccrm.com
- 1800-3433-4342
Base Price
$250
Base per CRM Organization
Enabled User
$10.00
Per CRM Licensed
Downloads & Documentation
Get the latest solution packages, setup files, and detailed user manuals for all our Dynamics 365 add-ons
Documentation
Purchasing Flyer – 1 Page PDF
Purchasing User Guide – 30+ Page PDF
Documentation
Purchasing Add-on for Dynamics 365
Purchasing Solution – 2013
Purchasing Solution – 2015–2016
Note – Unzip files before uploading to CRM. For licensing, please email us with your company email signature.
Support &
Maintenance
At MTC CRM, our values are more than just words
— they guide every decision, every product, and
every partnership.
Email-based or Live Web
Installation & Usage Support
One Hour of 24/5 Implementation
Support included
Annual maintenance covers all
feature updates and customer
support
Talk with our sales team
to see how MTCCRM can
fit your needs
- Explore the right solution to match your business vision
- Receive customized pricing that fits your needs
- Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our Help Center
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Purchasing – FAQ
Can I generate POs directly from Sales Orders?
Yes, the system allows automatic or manual creation of POs from Sales Orders or RFQs
Are RFQ (Request for Quote) features included?
Yes, you can manage vendor quotes, select winners, and convert them to POs.
Can I track PO delivery dates?
Yes, the system supports delivery date tracking and order fulfillment status.
Can I export or print purchase orders?
Yes, you can export to Excel or print/email POs in one click.
Are budgets and cost controls available?
Yes, purchasing includes budget checks before PO creation.