Auto-capture sent and received sales emails to Dynamics 365, track opens and clicks on 1:1 messages, and sync meetings and contacts from Outlook and Gmail. Built, installed as a per-tenant AL extension, and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $299.00 USD; request a quote for a scoped proposal.
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Sales Email Tracking & Auto-Capture for Dynamics 365
- platform
- Dynamics 365 Business Central
- version
- —
- category
- SaaS Tools
- license
- Hecho a medida
Manifiesto de la app
Diseñado en torno a tu flujo de trabajo
Auto-capture sent and received sales emails to Dynamics 365, track opens and clicks on 1:1 messages, and sync meetings and contacts from Outlook and Gmail. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
Características clave
Auto-capture of sent and received emails to Contact, Customer, and Opportunity records via a Job Queue Graph sync
Outlook and Gmail side-panel (Microsoft 365 add-in / Graph connection) showing the linked BC record while you write
Open tracking and click tracking on 1:1 sales emails via pixel and link-wrapping, posted back to the interaction timeline
Meeting and calendar auto-sync from Microsoft Graph to the related Business Central or Dataverse record
Contact auto-sync and de-duplication so new email correspondents create or match contacts automatically
Reusable email templates and multi-step email sequences with send scheduling
Table and page extensions adding an Interaction Log FactBox to Contact, Customer, and Sales pages
AL event subscribers that log activity without modifying base application objects
Configurable capture rules (domain allow/deny lists, internal-email exclusion, BCC-to-capture address)
Dedicated permission sets so reps see only their own captured correspondence and admins see all
BC REST/OData v4 API endpoints for reporting and Power BI dashboards on email engagement
Built as a clean per-tenant extension installed via the Business Central Extension Management page
Hecho a medida, listo para ti
Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.
- 1
Haces el pedido
Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.
- 2
Creamos e instalamos
ECOSIRE la crea, la configura y la instala en tu Dynamics 365 Business Central.
- 3
En marcha + soporte
Sales en vivo en unas 2–4 semanas, con un periodo de soporte posterior al lanzamiento.
Sobre este producto
Sales reps lose deals in the gap between their inbox and their CRM. Emails sent from Outlook or Gmail never make it onto the contact or opportunity record, meetings live only in a calendar, and nobody knows whether a proposal was ever opened. This extension closes that gap inside Dynamics 365 Business Central.
ECOSIRE builds this as a per-tenant AL extension installed directly on your Business Central environment (cloud SaaS or on-prem). It uses table and page extensions to attach an interaction timeline to Contact, Customer, and Sales Quote/Opportunity records, event subscribers to log activity, and the BC REST/OData v4 API plus a Microsoft Graph connection to pull mail and calendar data. Outbound 1:1 emails are stamped with a tracking pixel and link-wrapping so opens and clicks post back to the contact timeline. A Job Queue entry runs the periodic Graph sync so capture keeps working even when reps forget.
Because this is a custom Dynamics 365 CE / Dataverse-adjacent flow, ECOSIRE wires the capture rules, permission sets, and field mappings to your sales process rather than a generic template. Where you run Dynamics 365 Sales (CE) on Dataverse, we integrate via the Power Platform connector and server-side sync; where you run Business Central, we keep everything native in AL.
This is not an instant AppSource download. It is scoped, built, tested in a sandbox, installed, and supported by ECOSIRE. You get a one-time build for $299, deployed to your tenant with documentation and a hand-off so your team owns the workflow, not a black box.
lo que obtienes
- A signed, per-tenant AL extension (.app) installed on your Business Central sandbox then production environment
- Microsoft Graph / Microsoft 365 app registration and server-side sync configured for your Outlook and Gmail capture
- Table and page extensions adding the interaction timeline and FactBox to Contact, Customer, and Sales pages
- Job Queue entry configured for the periodic email and calendar sync
- Permission sets created and assigned for sales reps and administrators
- Configured capture rules, field mappings, templates, and sequences tailored to your sales process
- Admin and end-user documentation plus a recorded hand-off walkthrough
¿Para quién es esto?
Sales Representative
Wants every email and meeting logged to the right Dynamics 365 record automatically, and wants to know the moment a prospect opens a proposal or clicks a link, without leaving Outlook or Gmail.
Sales Manager
Needs a complete, trustworthy interaction history on every opportunity and a Power BI view of team email engagement, so pipeline reviews are based on real activity instead of what reps remember to type in.
Business Central / D365 Administrator
Wants email capture delivered as a clean per-tenant extension with proper permission sets and Job Queue scheduling, no base-app modifications, and a documented Graph configuration they can maintain.
Cómo se compara Sales Email Tracking & Auto-Capture for Dynamics 365
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Odoo Nativo |
|---|---|---|---|---|
| Auto-capture of Outlook and Gmail email to CRM records | Incluido | Apoyo parcial | Incluido | |
| Open and click tracking on 1:1 sales emails | Incluido | Apoyo parcial | Apoyo parcial | |
| Delivered as an upgrade-safe per-tenant AL extension | Incluido | Apoyo parcial | Incluido | |
| Capture rules, field mappings, and permission sets tailored to your sales process | Incluido | Incluido | No incluido | |
| Installed, sandbox-tested, and supported for you (not self-service) | Incluido | No incluido | No incluido | |
| Meeting and contact auto-sync via Microsoft Graph | Incluido | Apoyo parcial | Apoyo parcial | |
| Email engagement data exposed via BC REST/OData for Power BI | Incluido | Apoyo parcial | Apoyo parcial | |
| One-time fixed build price with no per-seat subscription | Incluido | No incluido | No incluido |
Preguntas frecuentes sobre Sales Email Tracking & Auto-Capture for Dynamics 365
How long until it is live, and how is it delivered?
This is build-to-order, not an instant AppSource install. After a short scoping call we typically build, sandbox-test, and install the extension within 2 to 4 weeks depending on whether you run Business Central, Dynamics 365 Sales (CE) on Dataverse, and how custom your capture rules are. ECOSIRE installs it as a per-tenant AL extension on your sandbox first, validates capture and tracking, then promotes to production.
What ongoing support and updates are included?
The $299 is a one-time build. ECOSIRE supports the installed extension and is on hand for the Microsoft Graph configuration and Business Central platform updates (the bi-annual major releases) that can affect API behavior. Functional changes, new mappings, additional automation, or version-compatibility maintenance are quoted as a small support retainer or per-change so you only pay for what you need.
Does this work with Gmail as well as Outlook?
Yes. Outlook capture and the side-panel use Microsoft Graph and the Microsoft 365 add-in model natively. Gmail capture is handled through a connected mailbox configuration plus a BCC-to-capture address so sent and received mail still reaches the Dynamics 365 timeline. We confirm your exact mail setup during scoping.
Will it modify my base Business Central application or break on upgrades?
No. It is delivered as a separate per-tenant extension using table extensions, page extensions, and event subscribers, so base application objects are never edited. This is the Microsoft-recommended pattern and is the most upgrade-safe approach, though every major BC release should still be validated in sandbox first, which ECOSIRE assists with.
Can the captured email engagement data feed Power BI or other reports?
Yes. The extension exposes the interaction and tracking data through the Business Central REST/OData v4 API, so you can build Power BI dashboards on open rates, click rates, and per-opportunity activity. For Dataverse-based Dynamics 365 Sales, the data is also available to Power Platform reporting.
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Sales Email Tracking & Auto-Capture for Dynamics 365
Auto-capture sent and received sales emails to Dynamics 365, track opens and clicks on 1:1 messages, and sync meetings and contacts from Outlook and Gmail. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
- Auto-capture of sent and received emails to Contact, Customer, and Opportunity records via a Job Queue Graph sync
- Outlook and Gmail side-panel (Microsoft 365 add-in / Graph connection) showing the linked BC record while you write
- Open tracking and click tracking on 1:1 sales emails via pixel and link-wrapping, posted back to the interaction timeline
- Meeting and calendar auto-sync from Microsoft Graph to the related Business Central or Dataverse record