Track Time, Costs & Revenue Seamlessly in Microsoft Dynamics CRM
Time and Billing is a flexible CRM add-on that enables real-time time tracking, cost accumulation, resource billing, and professional invoice generation—from Activities to Cases to Invoices.
Time & Billing
Time and Billing Overview
Time and Billing for Microsoft Dynamics CRM (Online or On-Premise) is a complete solution for managing time, resource costing, and revenue—all within CRM. Designed to work with CRM Users (internal resources) and Contacts (external resources), it helps teams track billable and non-billable time on Activities, link time entries to Jobs or Cases, and convert them into polished invoices or billing statements. From time entry and approval to invoice generation, Time and Billing automates the full billing cycle while maintaining flexibility, visibility, and control for service-oriented businesses.
Benefits
Automates billing process and reduces missed revenue
Consolidates time tracking and
approvals
Increases visibility into resource
usage
Enhances accuracy & consistency with centralized time
Encourages staff accountability through real-time status tracking
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
Time Tracking Tools
Post time in real-time or via start/stop with ActivityTimer
Resource Costing
Define cost/revenue per CRM User or Contact
Pre-Bill Editor
Apply alerts in bulk based on defined criteria
Alert Types
Review, adjust, and approve time entries before billing
Billing Generator
Create invoices and statements directly from CRM
Job & Case Dashboards
View cost and revenue per service job or case in real-time
Expense Posting
Capture expenses linked to Cases or Projects
Workflow Integration
Trigger billing or approval workflows based on time or cost
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Configure Users and Contacts as billable Resources
2.
Use ActivityTimer or manual time posting to track time against Cases or Jobs
3.
Review time entries via the Pre-Bill Editor
4.
Approve, adjust, or annotate entries
5.
Generate invoices or statements with one click using the Billing Generator
6.
Monitor cost, revenue, and unbilled hours using real-time dashboards
Integrated Dashboards
Add Precision and Performance to
CRM Time Tracking
Instantly view service case profitability, staff activity, and billing trends
Monitor time logged, expenses posted, and client-level balances from a single interface
Auto-generated performance charts help identify resource bottlenecks and opportunities
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
Time and Billing Flyer – 1 Page PDF
Time and Billing User Guide – 30+ Page PDF
Documentation
Time and Billing for Dynamics 365
Time Billing Solution – 2015–2016
Note – Unzip Downloaded file before upload to CRM
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
Trusted by the world’s leading businesses
Time and Billing – FAQ
Can I track cost and revenue per resource?
Yes, it tracks both internal (users) and external (contacts) resource costing.
Is there a pre-bill approval process?
Yes, the Pre-Bill Editor allows account-level approval before final invoicing.
Can it generate invoices and statements?
Yes, Time and Billing generates final PDFs for invoices and statements.
Does it integrate with Activity Timer?
Yes, it supports real-time tracking and fixed-time setups using ActivityTimer.
Are time logs audit-ready?
Yes, every tracked activity can include notes, billing classification, and time logs.