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Memorial & Funeral Services Management — A Business Central extension that runs the whole funeral home operation — case file  — 1/1Vista previa ilustrativa

A Business Central extension that runs the whole funeral home operation

— case file intake, arrangement conferences, service and merchandise selection, facility and staff scheduling, regulatory paperwork and family statements — on one record. Built to order by

ECOSIRE for your Business Central tenant and your jurisdiction's rules.

¿Qué es Memorial & Funeral Services Management?

A Business Central extension that runs the whole funeral home operation — case file intake, arrangement conferences, service and merchandise selection, facility and staff scheduling, regulatory paperwork and family statements — on one record. Built to order by ECOSIRE for your Business Central tenant and your jurisdiction's rules. 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.

Características clave

Dedicated `Funeral Case` table as the primary document — decedent, informant, responsible party, disposition type and case status — with a state-machine codeunit governing First Call → Arrangement → Scheduled → Serviced → Billed → Closed transitions
Arrangement lines with typed line categories (Professional Services, Facilities & Staff, Merchandise, Packages, Cash Advances) so pass-through cash advances never post to revenue or COGS
Merchandise lines bind to native `Item` records, so caskets, urns and register books use standard Business Central inventory, item tracking and costing with no parallel catalogue
Package items explode into component arrangement lines with allocated pricing, keeping component-level detail visible for price-disclosure requirements
Resource-backed scheduling for chapels, preparation rooms, hearses, limousines, celebrants and licensed directors, with an overlap-validation codeunit that blocks conflicting visitation, service and committal bookings
Word layout report objects for the general price list, itemized statement of goods and services selected, authorization forms and cremation permissions, driven from live case data
`Funeral Document Log` recording each document version issued, the recipient, timestamp and issuing user — an inspection-ready audit trail rather than a filing cabinet
Family billing posts through native `Sales Invoice` and `Cust. Ledger Entry`, with split responsibility across multiple payers, insurance assignment and installment terms so aging and statements work unchanged
Event subscribers into `Sales-Post` and `Item Jnl.-Post Line` rather than base-app modification, keeping the extension upgrade-safe across Business Central release waves
API pages published over REST API v2.0 / OData v4 exposing cases, arrangement lines and schedule entries to obituary sites, Power BI and Power Automate / Dataverse flows
Job Queue Entries for unattended work — unbilled-case alerts, document expiry reminders, preneed accrual runs — instead of manual reminders
Granular permission sets separating arranger, funeral director and finance roles, so pricing and posting rights are not bundled with case entry
Table extensions on `Customer` and `Contact` linking family relationships to a case without duplicating master data
Role Centre with case activity cues — first calls today, arrangements pending, services this week, cases serviced but unbilled — surfaced as clickable stacks

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Dynamics 365 Business Central.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Sobre este producto

A funeral home does not sell products, it manages cases. From the first call at 2am to the final statement six weeks later, one case file has to hold the decedent record, the informant and next-of-kin contacts, the arrangement conference decisions, casket and urn selection, the visitation and service times, the crematory or cemetery booking, the death certificate and permit numbers, the cash advance items paid to third parties, and the itemized price list the family signed. Standard Dynamics 365 Business Central has no concept of any of it. You can force a case into a Sales Order and the arrangements into sales lines, but the moment you need to attach a service on a specific date at a specific chapel, track a merchandise item that is also part of a package, or print a price disclosure in the sequence a regulator requires, you are in spreadsheets and a filing cabinet — and the numbers in Business Central stop matching the numbers the family was quoted.

ECOSIRE builds a Business Central AL extension that makes the case the primary document. A new Funeral Case table carries decedent details, informant and responsible-party links to Customer and Contact, disposition type, and a status flow (First Call → Arrangement → Scheduled → Serviced → Billed → Closed) driven by a state codeunit rather than free text. Arrangement lines sit in a dedicated line table with line types for Professional Services, Facilities & Staff, Merchandise, Packages, and Cash Advances, so a cash advance passes through to the family statement at cost without inflating your revenue or your COGS. Merchandise lines are real Item records, so caskets, urns and register books draw on standard Business Central inventory, item tracking and costing — no shadow catalogue. Packages explode into their component lines with an allocated price, and the component detail stays visible for disclosure.

Scheduling is modelled with a Resource-backed booking table: chapels, hearses, limousines, preparation rooms, celebrants and licensed directors are all resources, and a booking codeunit enforces overlap validation across a case's visitation, service and committal appointments before it will post. Regulatory documentation is generated from the case with Word layout report objects — general price list, itemized statement of goods and services selected, authorization and cremation permission forms, transit and burial permits — with a Funeral Document Log recording which version was issued, to whom, and when, so an inspection has an audit trail instead of a folder. Family billing posts through native Sales Invoice and Cust. Ledger Entry, with support for split responsibility across multiple payers, insurance assignment, and installment terms, so aging, statements and collections behave exactly as your accountant already expects.

Technically it is a standard AL extension for current Business Central release waves on SaaS or on-premises: table and page extensions rather than base-app modification, event subscribers into Sales-Post and Item Jnl.-Post Line, dedicated permission sets separating arrangers, directors and finance, and API pages exposed over REST API v2.0 / OData v4 so an obituary website, a Power BI case-volume report, or a Power Automate flow in Dataverse can read case and schedule data without a middleman. Long-running work — preneed accrual, document expiry reminders, unbilled-case alerts — runs on Job Queue Entries, not on someone remembering.

This is build-to-order, not an AppSource download. We start with a scoping call, confirm your disposition types, price list structure, document set and jurisdiction, then write the extension against your Business Central version. Typical delivery is one working week from confirmed scope. You get the AL source, the compiled app deployed to a sandbox for UAT, a documented rollback, training for your arrangers and office staff, and a support window after go-live. If your state or country requires a form we have not seen, we build it — that is the point of building to order.

lo que obtienes

  • Full AL source code for the extension, compiled and targeted at your specific Business Central version and deployment type (SaaS per-tenant extension or on-premises)
  • Installation and configuration on your sandbox and production environments, including permission set assignment, Job Queue Entry setup and number series
  • Technical documentation covering object IDs and ranges, table and page extension points, event subscribers used, API page endpoints and the upgrade codeunit
  • End-user guide written for arrangers and office staff, plus one live training session recorded for your future hires
  • UAT on a sandbox environment against a copy of your production data, with a written test script and a documented rollback plan
  • Post-go-live support window for defect fixes and configuration adjustments arising from real case handling
  • Git repository handover with the complete commit history, branch structure and build pipeline configuration transferred to your organisation
  • Configured document layouts for your jurisdiction's required forms, produced from the samples you supply during scoping

¿Para quién es esto?

Funeral Home Owner / Principal

Runs one to a handful of locations and is tired of the gap between what the family signed and what the accounting system shows. Needs case volume, average case value and unbilled work visible without exporting anything, and needs the price disclosure documents to be provably correct at inspection time.

Funeral Director / Arranger

Sits with a family during the arrangement conference and needs one screen carrying decedent details, merchandise selection, service times and running total — printed as an itemized statement before the family leaves, without re-keying anything into a second system.

Office Manager / Bookkeeper

Owns billing, statements, insurance assignments and collections. Needs cash advances to pass through cleanly, split family responsibility to age correctly per payer, and everything to land in the same `Cust. Ledger Entry` and aging reports already used for the month-end close.

Business Central Partner or Internal IT Lead

Responsible for keeping the tenant upgradeable across release waves. Wants an extension that uses table extensions and event subscribers rather than base-app changes, ships with permission sets and API pages, and arrives with source code and documentation rather than a black box.

Cómo se compara Memorial & Funeral Services Management

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Dynamics 365 Business Central
Case as a first-class recordDedicated `Funeral Case` table with typed arrangement lines and a governed status flowAchievable, but you design the data model from scratch and own every edge caseUsually present, though the model is fixed and rarely matches your disposition typesNo case concept — you bend a Sales Order and lose service dates and line types
Regulatory document setBuilt for your jurisdiction from forms you supply, with an issued-document audit logWhatever your developer has time to build; the log is usually skippedShips one country's forms; anything else is a change request or unavailableStandard sales documents only — no price disclosure or authorization forms
Facility and staff schedulingResource-backed bookings with overlap validation across visitation, service and committalOften a date field plus a shared calendar, with conflicts caught by humansCalendar view included, though usually a closed module with limited resource typesResource capacity exists but has no notion of chapels, hearses or service events
Merchandise and inventoryNative `Item` records, so costing, tracking and purchasing are unchangedDepends entirely on the build; parallel catalogues are a common shortcutFrequently a separate merchandise list you reconcile back to inventoryFull inventory, but no link to a case or an arrangement conference
Cash advances and pass-through itemsDedicated line type that bills the family without touching revenue or COGSNeeds deliberate posting design; commonly gets it wrong on the first passSupported if the vendor's accounting assumptions match yoursWould post as ordinary sales, overstating revenue on every case
Upgrade safety across release wavesTable extensions and event subscribers only — no base-app modificationDepends on the developer's discipline; older builds often carry base changesGenerally upgrade-safe, but you wait on the vendor's release cadenceNothing to break, because nothing funeral-specific exists
Source code and ownershipFull AL source and git repository handed over at deliveryYou own it, along with the entire maintenance burdenCompiled app under licence; you cannot change behaviour yourselfNot applicable — no vertical code to own
External integrationAPI pages over REST API v2.0 / OData v4 for obituary sites, Power BI and DataversePossible, but API pages are the first thing dropped when time runs shortVendor-defined endpoints; anything outside them requires a requestStandard BC APIs only — no case, arrangement or schedule entities

Preguntas frecuentes sobre Memorial & Funeral Services Management

How long does delivery take?

This is a build-to-order extension, not an existing AppSource app you download today. Typical delivery is one working week from confirmed scope — the clock starts once we have agreed your disposition types, price list structure, required document set and jurisdiction on the scoping call. Larger scopes (multi-location, preneed trust accounting, cemetery integration) are quoted with their own timeline before any work begins.

What happens to support and updates after go-live?

You get a post-go-live support window for defect fixes and configuration adjustments as real cases flow through. Because the extension uses table extensions and event subscribers rather than base-app modification, Business Central release wave updates do not normally break it — but we validate against the next wave and supply a recompiled app if an object or event signature changes. You also receive the git repository and AL source, so you are never locked to us for a change.

Does it work on Business Central SaaS or only on-premises?

Both. For SaaS we deliver a per-tenant extension deployed through your admin centre or as an AppSource-style app package, tested on a sandbox first. For on-premises we deliver the compiled app plus the AL source and target your specific platform and application version. The scoping call establishes which, since deployment method affects permission set delivery and how Job Queue Entries are configured.

Will merchandise still use standard Business Central inventory?

Yes, deliberately. Caskets, urns, register books and memorial products are real `Item` records, so quantity on hand, item tracking, costing and purchase workflows are exactly what Business Central already does. The extension adds case-level arrangement lines that reference those items; it does not create a parallel catalogue you would have to reconcile.

Can it produce the specific forms my jurisdiction requires?

That is the main reason this is built to order. Price disclosure and authorization requirements differ by state, province and country. During scoping you send us the forms you use today; we build them as Word layout report objects driven from case data, and log each issued version in the `Funeral Document Log`. If a rule changes later, the layout is yours to amend or we amend it under support.

How do cash advances and third-party payments work?

Cash advance arrangement lines — cemetery fees, clergy honoraria, certified copies, newspaper notices — carry their own line type. They appear on the family's itemized statement at the amount charged, but post so they do not inflate your revenue or cost of goods sold. The corresponding vendor payable is linked to the case so you can see, per case, what has been advanced and what has been recovered.

Can other systems read case and schedule data?

Yes. We publish API pages over REST API v2.0 / OData v4 for cases, arrangement lines and schedule entries, secured by permission set. That is how an obituary website pulls service times, how a Power BI report charts case volume and average case value, and how a Power Automate flow in Dataverse triggers family follow-up. The endpoints and their schemas are covered in the technical documentation.

Solicitar presupuesto

Memorial & Funeral Services Management

A Business Central extension that runs the whole funeral home operation — case file intake, arrangement conferences, service and merchandise selection, facility and staff scheduling, regulatory paperwork and family statements — on one record. Built to order by ECOSIRE for your Business Central tenant and your jurisdiction's rules.

  • Dedicated `Funeral Case` table as the primary document — decedent, informant, responsible party, disposition type and case status — with a state-machine codeunit governing First Call → Arrangement → Scheduled → Serviced → Billed → Closed transitions
  • Arrangement lines with typed line categories (Professional Services, Facilities & Staff, Merchandise, Packages, Cash Advances) so pass-through cash advances never post to revenue or COGS
  • Merchandise lines bind to native `Item` records, so caskets, urns and register books use standard Business Central inventory, item tracking and costing with no parallel catalogue
  • Package items explode into component arrangement lines with allocated pricing, keeping component-level detail visible for price-disclosure requirements

Solicitar presupuesto

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