Expenses Manager for Microsoft Dynamics CRM manages the expense collection approval, tracking, and reimbursement for all categories of your expenses. This edition is a standalone add-in to CRM. Expense Manager is also an expanded feature as an option to MTC’s “Time as Billing” Professional Services starter solution.
- CRM Roles compliance allows control of Users who can "Post" expense.
- Approval process controlled Role security in management of expense review.
- Flexible Expense category Entity allows creating specific expense categories based on multiple fields.
- Tie Expenses to CRM Activities. In MTC's Time and Billing tie them to Projects of Templates of Activities.
- Trigger your Dynamics CRM Workflows from Expense records to manage your unique processes.
- Complete compliance to the Microsoft Dynamics CRM SDK. Regularly updated by MTC to Microsoft releases.
- All CRM Modes supported: On-Premises, Internet Facing Deployment (IFD), Microsoft CRM online, and Hosted.
- Expense Tracking can be implemented across all Microsoft standard CRM global Language and Currency functionality.
MTC is a leading Microsoft Dynamics 365 / CRM global engineering services firm. MTC offers a “right-fit solution” model leveraging its over 50 packaged Dynamics 365 / CRM products, all customizable for you to fit unique needs, with deep CRM and CRM Portal design, development, and life cycle engineering and support for an affordable solution-gap 1-stop resource globally to end-users and Microsoft professionals of all sizes.Don’t Forget to Register Your Add-on from Within Your Dynamics 365 / CRM Settings
You will receive an email of helpful instruction links after download, a 2nd email confirming “License Activation” is sent only when you start using this product, which may cause a momentary delay.