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.

1645

Projects

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

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

Trial or production
license request:

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

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.

Yes, the Pre-Bill Editor allows account-level approval before final invoicing.

 Yes, Time and Billing generates final PDFs for invoices and statements.

Yes, it supports real-time tracking and fixed-time setups using ActivityTimer.

Yes, every tracked activity can include notes, billing classification, and time logs.

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