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 and Billing
CRM 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.
Features
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
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
Activity Templates
Standardize time capture across repeatable tasks
Statement Management
Automatically generate billing statements on schedule
Recurring Billing Support
Define billing cycles with Next Billing, Frequency, and Retainer balances
CRM Security Compliant
Role-based controls for time posting and access
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
$999.00
Base per CRM Organization
User
$49.00
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
Time and Billing Flyer
1 Pages Pdf
Time and Billing User Guide
30+ Pages Pdf
Download and License
Time & Billing Solution
1 Pages Pdf 349KB
Time & Billing Solution for CRM 2013-2015
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