Sales Email Tracking & Auto-Capture for Dynamics 365

主な機能

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

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

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.

得られるもの

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

これは誰のためのものですか

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.

Sales Email Tracking & Auto-Capture for Dynamics 365 の比較方法

基準	エコシエール	カスタムビルド	競合他社
Auto-capture of Outlook and Gmail email to CRM records	付属	部分的なサポート	付属
Open and click tracking on 1:1 sales emails	付属	部分的なサポート	部分的なサポート
Delivered as an upgrade-safe per-tenant AL extension	付属	部分的なサポート	付属
Capture rules, field mappings, and permission sets tailored to your sales process	付属	付属	含まれていない
Installed, sandbox-tested, and supported for you (not self-service)	付属	含まれていない	含まれていない
Meeting and contact auto-sync via Microsoft Graph	付属	部分的なサポート	部分的なサポート
Email engagement data exposed via BC REST/OData for Power BI	付属	部分的なサポート	部分的なサポート
One-time fixed build price with no per-seat subscription	付属	含まれていない	含まれていない

Sales Email Tracking & Auto-Capture for Dynamics 365 に関するよくある質問

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.