Loyalty Program for Dynamics 365 CRM

Fonctionnalités clés

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

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

Vous commandez

Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

Nous développons et installons

ECOSIRE la développe, la configure et l'installe sur votre Dynamics 365 Business Central.

Mise en ligne + assistance

Vous êtes en ligne en 2–4 semaines environ, avec une période d’assistance après le lancement.

À propos de ce produit

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.

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.

Ce que vous obtenez

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

Pour qui c'est

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.

Comment Loyalty Program for Dynamics 365 CRM se compare

Critère	ÉCOSIRE	Construction personnalisée	Concurrent
Loyalty fits your exact earn/burn rules and tier ladder	Inclus	Inclus	Prise en charge partielle
Available immediately with no build effort	Non inclus	Non inclus	Inclus
Delivered as a governed per-tenant extension (not unmanaged customization)	Inclus	Prise en charge partielle	Inclus
Automatic point accrual wired into sales posting via event subscribers	Inclus	Inclus	Prise en charge partielle
REST/OData API + Dataverse / Power Platform integration included	Inclus	Prise en charge partielle	Prise en charge partielle
You own the source code and avoid vendor lock-in	Inclus	Inclus	Non inclus
Installed and supported by the builder on your environment	Inclus	Prise en charge partielle	Non inclus
Predictable one-time cost with no per-seat loyalty SaaS fees	Inclus	Prise en charge partielle	Non inclus

Foire aux questions sur 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.