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.

Product Highlights

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

Expense Manager

作者 MTC