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.

2345

Projects

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

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

Trial or production
license request:

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

For technical or billing support, visit our Help Center

Trusted by the world’s leading businesses

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

Yes, you can manage vendor quotes, select winners, and convert them to POs.

Yes, the system supports delivery date tracking and order fulfillment status.

 Yes, you can export to Excel or print/email POs in one click.

 Yes, purchasing includes budget checks before PO creation.

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