Purchasing Assistant For Dynamics CRM

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microsoft dynamics crm purchase management
microsoft dynamics crm purchase management

Keep Records Of Your Purchase Orders Easily!

Purchasing Assistant is a purchase order and stock control software that helps you to complete purchase processes and make them efficient with better inventory and payment tracking. You can now keep the records of your purchases by generating purchase orders and invoices in Microsoft Dynamics CRM. These records help you to figure out vendor behavior and purchasing trends. If you want to ensure accuracy in your orders, Microsoft CRM Purchase Management software is a must buy!

Why Should You Use Purchasing Assistant?

Manage Purchases

Through Microsoft Dynamics purchasing management, you get information about your expenses. It helps you to manage the budget for specific products and you can also take benefit of volume discounts on large orders.

Ensure Order Accuracy

MS CRM purchasing order management enables you to keep a record of orders placed and other details while working with other vendors. This can help you ensure accuracy in your orders.

Reduce Discrepancies

Creating purchase orders manually can have a scope for errors. System generated purchase orders are less prone to human errors. This gives an upper hand to system generated POS.

Purchasing Assistant – Feature Highlights

Create Purchase Order

  • Go to “Order” field from the sales section and create a new order or select from the existing orders. Add product name, price per unit, quantity and select the suppliers available for the specific product. In case you have already assigned a supplier to the product, it will select it by default unless you replace it with a new supplier.

Save PDF of Purchase Order

  • Once you have generated purchase order, it can be displayed on the order page with all the relevant data that you would have selected while generating the PO. You can save the PO in PDF format for which you have to navigate to “Run Report” and then “Purchase Order”.

Create Purchase Invoice

  • Creating Purchase Invoice is the next step that you need to take after you have generated purchase order. To generate the purchase invoice for the PO, you have to navigate to “More Command” and “Create Purchase Invoice”. It will open a page where you can add received quantity (the number of items you received from the vendor) and can change the price of the product, if need be.

Save PDF of Purchase Invoice

  • It will be displayed with the purchase order, which you can view by navigating to “Run Report” and then “Purchase Invoice”. You can save this purchase invoice in PDF format for further reference.

How to install



You can go to (Our Link) click on download to get the solution. This will help you get the solution package's zip file for further processing, which will lead you to the next step.


Download files

On downloading you will get Purchasing Manager Solution.zip (ZIP file). Extract the files from the downloaded folder. You will get WINRAR ZIP file.



Open your CRM click on settings ->solution. Choose Import Solution option. In Import Solution Window, you can choose Solution Package's zip file. Click on Next for further processing.



Now click on Import for further processing. Once you have successfully imported the solution, you are ready to use it.

Points to Note

  • AppJetty License authentication is required for the Plugin
  • Works on Dynamics CRM's existing Sales Orders and Products module
  • Customization in Dynamics CRM's Sales Orders and Product's main form
  • Works with Dynamics CRM 2016(version 8.0) and upper version.

15 Days

Money Back


Free 3 Months



Free 6 Months



Highly Secure &

Stable Products

Only at $299
  • No more errors

    Before I bought this extension, I used to make a lot of errors while creating purchase orders. But now as everything is automatized, I am much relieved. Amazing tool!

    Mark M (Posted on February 3, 2018)
    Yes, I Recommend This
  • Perfect for Dynamic CRM

    If you are looking for a tool that offers perfect invoicing in your DynamicsCRM system, you are sure to be happy after investing into this tool!

    Jim Moriarty (Posted on December 29, 2017)
    Yes, I Recommend This
  • Brings Accuracy

    I never thought MS CRM purchasing order management would be so stress-free. It has brought a lot of accuracy in my orders. Thank you AppJetty!

    Cindy Emery (Posted on October 23, 2017)
    Yes, I Recommend This
  • An efficient tool

    Before I bought Purchasing Assistant Microsoft Dynamics CRM Plugin, I had no idea that there can be a product as useful and efficient as this one. Kudos to the makers!

    Jeremiah Mills (Posted on August 18, 2017)
    Yes, I Recommend This
  • Intuitive

    If you are looking for Microsoft purchasing assistant modules, Purchasing Assistant is a smart buy. All you need to do is Download files, configure and get going.

    Asher Boyd (Posted on June 2, 2017)
    Yes, I Recommend This
  • Multiple features

    After I invested in this extension, the mistakes in purchasing orders have gone down drastically! It also has an inventory and tracking software so that you can never get out of stock.

    Brody Meyer (Posted on April 6, 2017)
    Yes, I Recommend This
  • Fabulous product

    ‘Purchasing Assistant’ is a perfect tool to keep a track of all your purchases and the processes related to it. I specifically like the inventory and tracking system as I get all the notifications about my inventory bang on time!

    Colin Stone (Posted on February 28, 2017)
    Yes, I Recommend This
  • Recommended

    I will recommend the product for each and every feature it has to offer. For any business that uses Dynamic CRM, this is a must. Believe me; your purchases couldn’t be managed better!

    Carson Holmes (Posted on December 20, 2016)
    Yes, I Recommend This
  • Perfect!

    Apart from doing the job of keeping purchase records and generating orders and invoices, the product also takes cares of the legal things for me. The purchase order is accompanied by a legal clarification which eliminates any future legal troubles for my firm. I have been duped earlier, so I am definitely all praises for the product!

    Declan Black (Posted on October 28, 2016)
    Yes, I Recommend This
  • Accurate results!

    I was doing it manually for my Dynamics CRM earlier but identification of errors and rectifying it was taking up much time and efforts. Purchasing Assistant had crossed away any probability of errors and has proved to be an useful tool for managing my store purchases.

    Chase Robertson (Posted on August 18, 2016)
    Yes, I Recommend This
  • Loved it!

    Keeping purchase records is as important as keeping sales record of your store. The product works perfect for my store. By efficiently managing purchase orders in Dynamic CRM, it helps me maintain a balanced inventory without much hassle. I loved it!

    Camden Palmer (Posted on June 7, 2016)
    Yes, I Recommend This
  • Excellent plugin

    Excellent plugin to keep records of purchase orders! It offers highly effective inventory and payment tracking solutions. Certainly recommended!

    Joel Bulger (Posted on April 17, 2016)
    Yes, I Recommend This
  • Happy to use this plugin

    Happy to use this plugin! Truly CRM oriented, powerful in nature and efficient to generate purchase orders!

    Greg Allen (Posted on March 12, 2016)
    Yes, I Recommend This
  • Cost effective and efficient!

    Advanced solution to generate purchase orders in dynamic CRM. Pretty cost effective and efficient!

    Dylan Hernandez (Posted on January 21, 2016)
    Yes, I Recommend This


General FAQ

  • What versions of Dynamics CRM are supported?

    The plugin is compatible with Microsoft Dynamics CRM 2016(v8.0) and above(online and on-premises).

  • Can you customize the plugin as per my requirement?

    Definitely. You can share your customization request at support@appjetty.com.

  • Do you provide demo?

    Yes, we do. You can view the demo by clicking on "Free Trial"

  • Do you have a refund policy?

    Yes. You can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.

Technical FAQ

  • Does the plugin manage Quantities/Stock for Purchase Order?

    No, product inventory cannot be managed from this plugin.

  • How can I generate Purchase Invoice after creating the Purchase Order?

    To create Purchase Invoice from Purchase Order, click on ‘Release’ button and enable the Purchase Invoice option.

  • Does it allow Printable Purchase Order and Invoice?

    Yes, the plugin has a feature to generate PDF of purchase order and invoice and print the same.

  • Are the Suppliers added in general or you should add them product wise?

    The suppliers are added specific to product. A product can have multiple number of suppliers and their names are editable.

  • Can I change the Price and Quantity of product while creating Purchase Invoice?

    Yes, you can edit the Price and Quantity of product while creating Purchase Invoice.

Release Notes

Version 1.1 : April 27, 2017


  • Updated UI
  • Bug Fixing
Version 1.0.0 : December 30, 2015
  • Purchasing Assistant is Released.