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Purchase Manager


Create & Manage Purchase Orders from CRM Sales Order.

Purchasing for Microsoft Dynamics allows you to create Purchase Orders from CRM sales Orders, generate and follow purchase orders, manage vendors, and delivery dates. This module eloquently adds Purchasing functionality to Microsoft CRM. Part of MTCs "Enterprise" product offering of CRM to ERP functional enhancement product family

Product Highlights

  • Auto-build Purchase Orders from approved requisitions or RFQs.
  • Create Purchase Order from scratch (no req or RFQ) when needed.
  • Change orders, including revision numbering and tracking.
  • It allows you to check budgets pre-purchase.
  • One click print, email or fax quotes from Microsoft CRM
  • Quotes and Purchase Orders can be copied from one Account or Contact to another
  • Permits Quote or Purchase Order to be exported to Microsoft Excel
  • Convert Quotes to Purchase Orders
  • Quickly create Purchase orders or RFQ directly in Microsoft CRM for any vendor in the database
  • Easily edit or delete line items
  • Track filled and unfilled Purchase Orders and delivery dates

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 with helpful instruction links after download, a 2nd email confirming “License Activation” is also sent upon product license activation.