Run Purchase Orders & Vendor Management Inside Dynamics 365
Most Dynamics 365 customers manage sales in CRM but track purchases in Excel or a separate ERP. Purchase Manager fixes that by bringing procurement directly into Dynamics 365. Create purchase orders, manage vendors, track approvals, record receiving - all in the same CRM your sales team uses. Perfect for mid-market companies wanting unified business operations without the cost and complexity of a full ERP.
Purchase Manager
CRM Purchase Manager Overview
Purchase Manager for Microsoft Dynamics 365 fills a gap many CRM customers don't realize they have: native Dynamics 365 has Quote, Order, and Invoice for the SELL side, but nothing for the BUY side. Companies end up tracking vendors and purchase orders in Excel, on paper, or in a separate ERP that doesn't integrate with CRM. Purchase Manager fixes this with a complete procurement module inside D365 - vendor records, purchase orders, line items, approval workflows, and receiving all in the same system your sales team uses.
Purchase Manager is built for mid-market companies that want unified business operations without buying and integrating a full ERP system. Sales reps see what's been ordered against a customer. Operations sees vendor performance. Finance sees committed spend. All in Dynamics 365, all visible across departments, all without the cost of separate procurement software. Cross-link with Sales Product Editor for product catalog management and Time & Billing for full quote-to-cash flow.
Features
Purchase Order Creation
Create POs with vendor, line items, quantities, prices, and delivery dates. Just like Quote/Order on the sales side, but for the buy side.
Vendor Records
Maintain vendor master records with contact info, payment terms, performance history, and document attachments. Centralized vendor management.
PO Line Items
Add multiple line items per PO with product, quantity, unit price, taxes, and totals. Mirrors the Quote/Order line item experience.
Approval Workflows
Route POs through approval based on amount, category, or department. Use Power Automate or native CRM workflows for routing logic.
Receiving Tracking
Record partial or complete receipt of PO items. Track outstanding orders, late deliveries, and vendor performance.
Vendor Performance
Track on-time delivery, quality issues, and pricing trends per vendor. Better procurement decisions over time.
No Separate ERP Required
Skip the cost and complexity of integrating a full ERP for procurement. Purchase Manager handles the basics inside CRM.
Pairs with Sales Side
Purchase Manager (buy side) + native Quote/Order/Invoice (sell side) = unified business operations in one Dynamics 365 environment.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$749.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Purchase Manager Flyer
1-page overview (PDF)
Purchase Manager User Guide
Setup & usage guide (PDF)
Download and License
Purchase Manager Solution
Managed Solution ZIP - Latest version
Purchase Manager Solution 2013
Managed Solution ZIP - Legacy
Purchase Manager Solution 2015–2016
Managed Solution ZIP - Legacy
Purchase Manager Solution 2011
Managed Solution ZIP - Legacy
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
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
Partner Programs
OEM Partnership Options
Bundle Purchase Manager inside your Dynamics 365 vertical solution - especially for industries with strong procurement needs like manufacturing, distribution, construction, retail.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor approval routing, vendor scoring, RFQ workflows, contract management, or industry-specific procurement features.
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
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact our sales team
Frequently Asked Questions
Why use Purchase Manager when I could use Business Central or another ERP?
Cost and complexity. A full ERP like Business Central costs $70-100/user/month plus implementation. Purchase Manager handles core procurement (POs, vendors, approvals, receiving) inside Dynamics 365 at a fraction of the cost. Perfect for mid-market companies that don’t need full ERP.
Does Purchase Manager handle vendor records?
Yes. Maintain vendor master records with contact info, payment terms, tax info, performance history, and document attachments. Centralized vendor management without a separate database.
Can I create approval workflows?
Yes. Route POs through approval based on amount, category, department, or any custom logic. Use native Dynamics 365 workflows or Power Automate flows for sophisticated routing.
Does it support partial receiving?
Yes. Record partial receipt against PO line items. Track what’s outstanding, what’s late, and what’s been delivered. Update vendor performance metrics automatically.
Can it handle multi-currency purchases?
Yes. Purchase Manager works with Dynamics 365’s native multi-currency support. POs in EUR, vendors in JPY, accounting in USD – all handled natively.
Does Purchase Manager integrate with the sales side?
Yes. POs can be linked to customer Orders or Cases – perfect for build-to-order or project-based businesses. See exactly what was bought to fulfill what was sold.
Does it work with Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
Who is Purchase Manager best for?
Mid-market companies running sales/CRM in Dynamics 365 but lacking procurement. Manufacturing, distribution, professional services, construction, retail. Companies that want unified buy/sell operations without separate ERP cost.