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
Purchasing for Microsoft Dynamics CRM
CRM Purchasing for Microsoft Dynamics CRM 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
Features
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
Validate budget limits before generating a PO
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
Delivery Tracking
Monitor filled/unfilled POs and delivery dates
Convert Quotes to POs
Seamlessly move from Quote to PO within CRM
Excel Export
Export Quotes or Purchase Orders for offline processing
Line Item Management
Add, edit, delete items with ease
Resale Item Tracking
Track resale purchases and receipts against CRM orders
Copy & Reuse
Replicate POs or Quotes across Accounts or Contacts
Goods Receipt Matching
Log receipts and reconcile with open POs
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
Purchasing Manager Flyer
1 Pages Pdf
Purchasing User Guide
30+ Pages Pdf
Download and License
Purchasing Add-on for Dynamics 365
1 Pages Pdf 349KB
Purchasing Solution 2013
1 Pages Pdf 349KB
Purchasing Solution – 2015–2016
1 Pages Pdf 349KB
Purchasing Manager Solution 2011
1 Pages Pdf 349KB
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
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
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
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