Customer Loyalty & Rewards

Name: Customer Loyalty & Rewards
Brand: ECOSIRE
SKU: bc-loyalty-rewards

Hauptfunktionen

Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers

Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles

Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup

Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time

Birthday, anniversary and date-based campaign triggers run on the Business Central job queue

Points ledger as a dedicated AL table with full transaction history, reversal on credit memo, and drill-down from the Customer Card

REST/OData v4 API endpoints to read balances and post point adjustments from eCommerce, POS or external systems

Optional Power Platform / Dataverse integration for member self-service, Power BI loyalty dashboards and Power Automate flows

Dedicated permission sets separating loyalty administrators, cashiers and read-only reporting roles

Configurable expiry rules for points (rolling or fixed-window) handled by scheduled job queue entries

Multi-currency and multi-channel aware so points value is consistent across POS, web and wholesale

Upgrade codeunit and data migration logic so balances survive extension version updates

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

Sie bestellen

Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

Wir bauen & installieren

ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.

Go-live + Support

Sie gehen in etwa 2–4 Wochen live, mit einem Support-Zeitraum nach dem Launch.

Über dieses Produkt

Customer Loyalty & Rewards is a build-to-order Microsoft Dynamics 365 Business Central extension that adds a complete points, tiers and rewards engine directly inside your ERP — no separate loyalty silo to reconcile. ECOSIRE builds it in the AL language as table and page extensions on Customer, Sales Header and Sales Line, with event subscribers on posting routines (OnAfterPostSalesDoc) so points earn and burn the moment a sale is posted, whether it originates at the POS, the web shop, or a back-office order.

This is not an instant AppSource download. ECOSIRE scopes the rules with you, develops the extension against your data model, then installs it as a per-tenant extension on your Business Central Online (SaaS) tenant or on-premises environment — so it never blocks a Microsoft platform update and ships with its own permission sets and upgrade codeunits.

You configure earn/burn rules by item, item category and sales channel; define membership tiers with spend thresholds and benefits; and identify members by loyalty card, phone number or app ID. A reward catalog drives automatic discount redemption on qualifying lines, and the job queue runs scheduled campaign, birthday and anniversary triggers. Points balances and member data are exposed through the BC REST/OData v4 API so your eCommerce front end, POS, or a Power Platform / Dataverse flow can read balances and post adjustments in real time.

Everything lives in your own tenant — your data, your security model, your audit trail. ECOSIRE delivers the source, the AppSource-grade .app package, deployment, and a handover session, then supports and updates it as Business Central evolves.

Was Sie bekommen

A per-tenant Business Central AL extension (.app package) installed on your SaaS or on-premises environment

Full AL source code: table/page extensions, the points ledger table, earn/burn codeunits and event subscribers

Configured earn/burn rules, tier thresholds and reward catalog matching your scoped requirements

Dedicated permission sets for loyalty admin, cashier and reporting roles

REST/OData API endpoints documented for your eCommerce or POS integration

Optional Power Platform / Dataverse connection and a starter Power BI loyalty dashboard

Deployment, smoke-testing and a recorded handover/training session for your team

Post-delivery support window with bug fixes and Business Central version-compatibility updates

Für wen das ist

Retail Operations Manager

Runs multi-store retail on Business Central with an integrated POS and wants to drive repeat purchase using existing sales data, without buying and reconciling a separate loyalty platform.

Hospitality / Restaurant Owner

Wants members identified by phone or app at the table or counter, with birthday and anniversary offers triggered automatically and redemptions handled inside the same ERP that runs the books.

eCommerce & Omnichannel Lead

Needs a single points balance shared across web and physical stores, exposed via the BC REST/OData API so the online storefront can show and redeem points in real time.

Business Central Administrator / Finance Lead

Cares that loyalty lives as a governed per-tenant extension with its own permission sets and audit trail, doesn't break platform updates, and keeps point liability visible in the ledger.

Wie Customer Loyalty & Rewards im Vergleich abschneidet

Kriterium	ECOSIRE	Benutzerdefinierter Build	Konkurrent
Runs natively inside Business Central (no separate loyalty silo)	Im Lieferumfang enthalten	Im Lieferumfang enthalten	Teilweise Unterstützung
Points earn/burn on POS and online sales out of the box	Im Lieferumfang enthalten	Teilweise Unterstützung	Im Lieferumfang enthalten
Tiered membership with automatic promotion/demotion	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Built, installed and supported on your tenant by the vendor	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten	Nicht im Lieferumfang enthalten
Tailored to your exact rules, items, channels and tiers	Im Lieferumfang enthalten	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten
REST/OData API for eCommerce and POS integration	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Dedicated permission sets and ledger audit trail	Im Lieferumfang enthalten	Teilweise Unterstützung	Teilweise Unterstützung
Ongoing version-compatibility updates included	Im Lieferumfang enthalten	Nicht im Lieferumfang enthalten	Teilweise Unterstützung

Häufig gestellte Fragen zu Customer Loyalty & Rewards

Is this a download from Microsoft AppSource?

No. Customer Loyalty & Rewards is build-to-order. ECOSIRE develops the extension in AL against your requirements, then installs it as a per-tenant extension directly on your Business Central environment. You receive the .app package and the source — there is no public AppSource listing to self-install.

How long does delivery take?

A standard configuration is typically delivered in about 2 to 4 weeks from a confirmed scope. The first step is a short discovery call to lock down your earn/burn rules, tier structure and channels. Heavier customization (deep eCommerce/POS integration, custom Dataverse flows) extends the timeline, and we give you an honest estimate before you commit.

What happens with ongoing support and updates?

Every build includes a post-delivery support window covering bug fixes and compatibility with Business Central's major and minor platform updates, since per-tenant extensions can be affected by Microsoft's release waves. After the initial window we offer an optional ongoing support and enhancement plan — pricing depends on scope and is agreed up front, never auto-charged.

Will it work with my existing POS and online store?

Yes. The engine earns and burns points on the standard Business Central posting routines, so any sale that posts to BC is covered regardless of where it originated. For real-time balance display and redemption in your POS or web shop, we expose REST/OData v4 endpoints and can build the integration as part of the scoped work.

Where does the loyalty data live and who can see it?

All member, points-ledger and reward data lives inside your own Business Central tenant — never on an external ECOSIRE system. Access is governed by dedicated permission sets we ship with the extension, so you can separate loyalty administrators, cashiers and read-only reporting users, and every points transaction is traceable in the ledger.

Can points expire and can we run time-based campaigns?

Yes. Points expiry (rolling or fixed-window) and date-based campaigns, including birthday and anniversary triggers, run as scheduled entries on the Business Central job queue. The rules are configurable, so you control expiry periods, campaign windows and bonus multipliers without code changes after delivery.