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Sales Commission & Incentive Compensation for Dynamics 365 CRM — A build-to-order Dynamics 365 extension that models tiered c — 1/1معاينة توضيحية

A build-to-order Dynamics 365 extension that models tiered commission plans,

accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE.

ما هو Sales Commission & Incentive Compensation for Dynamics 365 CRM؟

A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

الميزات الرئيسية

Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
Rep-level commission statements showing earned, accrued, paid, and projected amounts
Quota and attainment tracking with period-over-period roll-up per rep, team, and territory
Commission forecasting recalculated on a schedule via a Business Central job queue entry
Approval workflow for manual commission adjustments with full audit-log capture
Permission sets that scope reps to their own statements while RevOps and finance see the full book
Split commission handling for multi-rep opportunities with configurable allocation percentages
OData/REST API endpoints exposing commission and accrual data to Power BI or external payroll systems
Draw and clawback support for advances against future commission and reversed deals
Deployed as a per-tenant extension — upgrade-safe across BC cumulative updates, never modifying base app code

مبني حسب الطلب، ننجزه بالكامل لك

لا إعداد يدوي — تطبيق جاهز يبنيه ويثبّته ويدعمه ECOSIRE.

  1. 1

    تطلب

    ابدأ بسعر بناء لمرة واحدة. نحدّد النطاق معك عند الانطلاق.

  2. 2

    نبني ونثبّت

    يقوم ECOSIRE ببنائه وتهيئته وتثبيته على Dynamics 365 Business Central الخاص بك.

  3. 3

    الإطلاق + الدعم

    تنطلق خلال أسبوع عمل واحد تقريبًا، مع أسبوعين من الدعم بعد التشغيل. نصلح عيوب الكود الذي نسلّمه مجانًا.

عن هذا المنتج

Sales ops and RevOps teams running incentive plans in Dynamics 365 Sales usually fall back to spreadsheets the moment plans get real — tiers, splits across multiple reps, accelerators above quota, draws, and adjustment approvals. This product replaces that spreadsheet with a governed, auditable commission engine that lives inside your own Dynamics 365 environment.

ECOSIRE builds this as a per-tenant extension for Dynamics 365 Business Central paired with a Dataverse / Power Platform integration to your D365 Sales (CE) app. It is not an instant Microsoft AppSource download. After purchase we scope your real plan rules, write the AL extension (table extensions, page extensions, and event subscribers), wire the cross-app data flow, deploy it to your sandbox first, then publish it to production and hand over documentation and admin training.

How it works: a Plan Designer lets you define commission tiers, attainment accelerators, and rep splits. An event subscriber fires when an opportunity reaches Closed Won (synced from D365 Sales via the Dataverse connection or the BC OData/REST API), creating a commission accrual record against the responsible rep. A job queue entry recalculates quota attainment and forecasts on a schedule. Reps and managers get commission statements showing earned, accrued, and projected payouts; finance gets an approval workflow for any manual adjustment, with every change written to an audit log.

Everything is governed by Business Central permission sets so reps see only their own numbers while RevOps sees the full book. Because it ships as a per-tenant extension, it upgrades cleanly with your BC cumulative updates and never touches the base application code. You own the environment; ECOSIRE owns the build, the install, and ongoing support.

ما تحصل عليه

  • AL per-tenant extension (.app) built to your incentive plan rules, deployed to your Business Central sandbox then production
  • Dataverse / Power Platform integration connecting D365 Sales opportunities to the Business Central commission engine
  • Configured Plan Designer pre-loaded with your tiers, splits, accelerators, and quotas
  • Business Central permission sets for reps, managers, RevOps, and finance roles
  • Job queue setup for scheduled attainment and forecast recalculation
  • Admin and end-user documentation plus a live handover/training session, with source AL available on request

لمن هذا

Sales Operations Manager

Owns the comp plan mechanics and is tired of reconciling tiers, splits, and accelerators in a fragile spreadsheet every period. Wants the rules encoded once and applied consistently.

RevOps Lead

Needs a single auditable source of truth across D365 Sales and Business Central, with forecasts and attainment that finance trusts and that scope correctly by role.

Finance / Accounting Controller

Cares about accrual accuracy, approval governance for adjustments, and a clean audit trail tying every payout back to a Closed Won opportunity before it hits payroll.

كيف يقارن Sales Commission & Incentive Compensation for Dynamics 365 CRM.

المعيارECOSIREبناء مخصصمنافسDynamics 365 Business Central الأصلي
Plan rules match YOUR comp plan (tiers, splits, accelerators)متضمنةمتضمنةدعم جزئيغير متضمنة
Accrual auto-triggered on opportunity Closed Wonمتضمنةدعم جزئيدعم جزئيغير متضمنة
Dataverse / D365 Sales integration built and testedمتضمنةدعم جزئيدعم جزئيغير متضمنة
Upgrade-safe per-tenant extension (no base code changes)متضمنةدعم جزئيمتضمنةمتضمنة
Adjustment approval workflow with audit logمتضمنةدعم جزئيدعم جزئيغير متضمنة
Installed and supported by the vendor on your tenantمتضمنةغير متضمنةدعم جزئيغير متضمنة
Role-scoped permission sets out of the boxمتضمنةدعم جزئيدعم جزئيدعم جزئي
You own the source AL and the dataمتضمنةمتضمنةغير متضمنةمتضمنة

الأسئلة المتداولة حول Sales Commission & Incentive Compensation for Dynamics 365 CRM

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order product. ECOSIRE scopes your specific incentive plan rules, builds the AL per-tenant extension and the Dataverse integration, and installs it directly on your Business Central environment. There is no instant AppSource download — the value is that the engine matches your actual comp plan rather than a generic template.

What is the typical delivery lead time?

Most builds are delivered in roughly one working week from the kickoff scoping call. The first week is spent capturing your plan rules (tiers, splits, accelerators, quotas) and mapping your D365 Sales fields; the remaining time covers AL development, sandbox deployment, your acceptance testing, and the production publish. More complex plans (multiple currencies, draws, clawbacks) sit at the longer end.

How do ongoing support and updates work after install?

Because it ships as a per-tenant extension that never modifies base app code, it stays upgrade-safe across Business Central cumulative updates. ECOSIRE provides a support window after go-live for fixes and plan-rule adjustments, and offers an optional ongoing support arrangement for new plan years, additional accelerators, or schema changes in your D365 Sales app.

Do we own the code and the data?

Yes. The extension is installed on your own Business Central tenant and all commission data lives in your environment under your control. Source AL is available to you on request. You are never locked into a hosted ECOSIRE system.

Can it push approved commissions into our payroll system?

Yes. The extension exposes commission and accrual data through Business Central OData/REST API endpoints, so approved payouts can be pulled into Power BI for reporting or pushed to an external payroll or finance system. We confirm the exact integration target during scoping and can build the connector as part of the engagement.

طلب عرض سعر

Sales Commission & Incentive Compensation for Dynamics 365 CRM

A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE.

  • Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
  • Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
  • Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
  • Rep-level commission statements showing earned, accrued, paid, and projected amounts

طلب عرض سعر

أخبرنا باحتياجاتك من Sales Commission & Incentive Compensation for Dynamics 365 CRM وسنرسل لك الأسعار وخيارات الترخيص وعرضًا مخصصًا، عادةً خلال يوم عمل واحد.

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