Quick facts
- Price
- $499.00 USD
- dynamics_365_business_central versions
- —
- Setup time
- 20160 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
Loyalty Program for Dynamics 365 CRM
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
$499.00USD
No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.
Key Features
Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records
Reward catalog with redemption tracking — each burn writes a ledger entry linked back to the member and source document
Configurable burn/redemption rules and point-to-value conversion, validated against the member's live balance
Point expiry windows with a Job Queue entry that ages out stale points and recalculates tiers on a schedule
Campaign-driven bonus point rules (multipliers or flat bonuses) scoped to a date range, segment, or SKU set
A point ledger that records every earn, burn, adjustment, and expiry as an auditable entry
Business Central REST/OData v4 API pages exposing members, balances, tiers, and redemptions for storefront, POS, or Power Platform integration
Dataverse / Power Platform-ready endpoints so loyalty state can sync into Dynamics 365 CE, Power Automate flows, or Customer Insights
A dedicated permission set (and entitlements) so loyalty data and configuration are governed separately from general BC access
Admin actions on the member card for manual point adjustment, tier override, and redemption — each fully logged
About this Product
Most B2C marketing teams running Dynamics 365 end up gluing loyalty together with spreadsheets, manual point tallies, and a custom field or two on the Contact card. There is no native loyalty engine in Business Central or Dynamics 365 CE, and off-the-shelf AppSource apps tend to assume your process rather than fit it. This is a build-to-order AL extension engineered to your earn/burn rules, your tier ladder, and your reward catalog.
Why Choose Loyalty Program for Dynamics 365 CRM
Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records
Reward catalog with redemption tracking — each burn writes a ledger entry linked back to the member and source document
Configurable burn/redemption rules and point-to-value conversion, validated against the member's live balance
ECOSIRE designs, builds, installs, and supports the extension on your Business Central environment. It is delivered as a per-tenant extension (not a generic AppSource download), so the table extensions, page extensions, and event subscribers are scoped to your tenant and your data model. We extend the Contact and Customer tables with loyalty profile fields, add a Loyalty Member list and card, and wire point accrual into your sales document posting flow via event subscribers (OnAfterPostSalesDoc) so points earn automatically when orders are invoiced.
The engine is rule-driven: configurable earn rates (per amount, per SKU, per category), burn/redemption rules, expiry windows, and tier thresholds with associated benefits. A job queue entry recalculates tier progression and ages out expiring points on a schedule. Campaign-driven bonus point rules let marketing run double-points promotions for a date range or segment. Every member, balance, and redemption is exposed through the Business Central REST/OData v4 API for your storefront, POS, or a Power Platform / Dataverse flow — and a dedicated permission set keeps the loyalty data governed.
You get a real, source-controlled extension you own — not a black box. Honest delivery: a scoped build with a defined lead time, UAT on your sandbox, then production install.
What you get
- A per-tenant Business Central AL extension (.app) built to your earn/burn rules, installed on your sandbox and then your production tenant
- Source code delivered to you in a Git repository — you own the AL project, you are never locked to ECOSIRE
- A dedicated permission set and entitlement file scoped to loyalty configuration and data
- Job Queue setup for scheduled tier recalculation and point expiry, configured in your environment
- Published OData/REST API pages with endpoint documentation for storefront, POS, or Power Platform integration
- A configuration workbook: your earn rates, tier thresholds, reward catalog, and expiry policy captured and loaded
- UAT on your sandbox with a documented test script, plus an admin walkthrough session and handover notes
Who this is for
B2C Marketing Manager
Owns the loyalty program and promotions. Needs configurable tiers, campaign-driven bonus points, and a reward catalog they can run without filing a developer ticket each time.
Business Central / D365 Administrator
Responsible for the tenant, permission sets, and Job Queue. Wants loyalty delivered as a clean per-tenant extension with governed permissions, not unmanaged customizations sprawled across the base app.
E-commerce / Integration Lead
Needs member balances and redemptions available over the BC REST/OData API so the storefront, POS, or a Power Automate flow can show points and redeem rewards in real time.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the Loyalty Program for Dynamics 365 CRM module ZIP from your account dashboard.
Upload to Odoo
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Install the module
Activate Developer Mode, open Apps, click Update Apps List, search for Loyalty Program for Dynamics 365 CRM, and press Install.
Configure settings
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Verify & go live
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
How Loyalty Program for Dynamics 365 CRM Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Loyalty fits your exact earn/burn rules and tier ladder | ||||
| Available immediately with no build effort | ||||
| Delivered as a governed per-tenant extension (not unmanaged customization) | ||||
| Automatic point accrual wired into sales posting via event subscribers | ||||
| REST/OData API + Dataverse / Power Platform integration included | ||||
| You own the source code and avoid vendor lock-in | ||||
| Installed and supported by the builder on your environment | ||||
| Predictable one-time cost with no per-seat loyalty SaaS fees |
Frequently Asked Questions about Loyalty Program for Dynamics 365 CRM
+Is this an instant AppSource download?
No. This is a build-to-order extension. ECOSIRE scopes it to your earn/burn rules, tier ladder, and reward catalog, builds it in AL, then installs it as a per-tenant extension on your sandbox and production environment. There is no instant marketplace download — you get a solution that actually fits your loyalty process and the source code that comes with it.
+How long does delivery take and what is the process?
Typical lead time is roughly 2–4 weeks depending on complexity. After purchase we run a short scoping call to capture your rules, build the extension, deliver it to your sandbox for UAT against a documented test script, and then install to production once you sign off. You will have a defined milestone schedule before any build starts — no open-ended timelines.
+What does ongoing support and updates include?
The build includes a support window for bug fixes and configuration help. Because it is delivered as a versioned per-tenant extension with source in your Git repository, ECOSIRE can ship updates as new app versions and, when Microsoft releases a major Business Central wave, recompile and retest against the new runtime. Ongoing enhancement and maintenance can continue under a support agreement, or your own team can take the source forward.
+Will it work with Dynamics 365 CE / Dataverse, not just Business Central?
Yes. The loyalty engine lives in Business Central, but member, balance, tier, and redemption data is exposed through the BC REST/OData v4 API. From there it can be surfaced in Dynamics 365 CE, synced into Dataverse, or driven by Power Automate / Customer Insights flows. We build the API pages and integration points your CE and Power Platform stack needs as part of the scope.
+Do I own the code, or am I locked into ECOSIRE?
You own it. The AL extension source is delivered to you in a Git repository. You are free to extend it with your own team, host it, or have another partner maintain it. ECOSIRE's value is the build and ongoing support — not lock-in.
Why Customers Trust ECOSIRE
SOC 2 Aligned
GDPR Compliant
Secure Stripe Payment
30-Day Money Back
Lifetime Updates
LGPL-3.0 License
Related Modules
Request a quote
Loyalty Program for Dynamics 365 CRM
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
- Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
- Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
- Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
- Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records