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簡単な事実
- 価格
- $299.00 USD
- dynamics_365_business_central のバージョン
- —
- セットアップ時間
- 30分
- ライセンス
- ワンタイム永続
- 言語
- 11 言語
一回購入
Lead Scoring & Routing for Dynamics 365
A build-to-order Dynamics 365 / Business Central extension that automatically scores, grades, and assigns inbound leads to the right reps — with configurable scoring, round-robin and rule-based routing, SLA timers, duplicate merge, and score decay. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
$299.00USD
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主な機能
Configurable demographic scoring model (industry, company size, region, job role) sourced from custom table-extension fields on the Lead/Contact record
Behavioral scoring from form submissions, email opens/clicks, and web activity ingested via the BC REST/OData API or a Power Automate / Dataverse flow
Automatic letter-grade banding (A/B/C/D) derived from the numeric score, surfaced inline on the record via a page extension
Round-robin assignment across a configurable rep availability roster with weighted distribution
Rule-based routing by territory, product line, language, or score band using a setup table you control
SLA timers on a job queue entry that escalate un-actioned hot leads to a manager after a configurable threshold
Duplicate detection on email and domain with a guided merge action that consolidates activity history
Score decay job that decrements aging leads on a schedule so rankings reflect current intent
Event subscribers on lead insert/modify so scoring and routing fire automatically with no manual trigger
Dedicated permission set granting least-privilege access to scoring setup, routing rules, and the assignment log
Assignment and escalation audit log table for full traceability of who was routed what and when
Admin setup pages (page objects) to tune scoring weights, grade thresholds, decay rate, and SLA windows without code changes
この製品について
Inbound leads in Dynamics 365 don't wait politely in a queue — the ones you answer fast convert, and the rest go cold. This is a build-to-order lead scoring and routing extension that ECOSIRE designs to your qualification rules, builds in AL, and installs as a per-tenant extension directly on your Dynamics 365 Business Central (or Dataverse-integrated CE) environment.
Lead Scoring & Routing for Dynamics 365を選ぶ理由
Configurable demographic scoring model (industry, company size, region, job role) sourced from custom table-extension fields on the Lead/Contact record
Behavioral scoring from form submissions, email opens/clicks, and web activity ingested via the BC REST/OData API or a Power Automate / Dataverse flow
Automatic letter-grade banding (A/B/C/D) derived from the numeric score, surfaced inline on the record via a page extension
Round-robin assignment across a configurable rep availability roster with weighted distribution
Rule-based routing by territory, product line, language, or score band using a setup table you control
SLA timers on a job queue entry that escalate un-actioned hot leads to a manager after a configurable threshold
Every new lead is scored against a configurable model that blends demographic fit (industry, company size, region, role from custom table fields) with behavioral signals (form fills, email engagement, page activity pushed in via the BC REST/OData API or a Power Automate flow). Scores roll up into letter grades (A/B/C/D), and a table-extension on the Contact/Lead record stores score, grade, and last-touch so your reps see them inline on the page.
Routing fires through event subscribers on lead insert: round-robin across an availability roster, or rule-based assignment by territory, product line, or score band. SLA timers run on a job queue entry — if a hot lead isn't actioned in N minutes, it escalates to a manager. Duplicate detection matches on email/domain and offers a guided merge so two reps never chase the same account. Score decay decrements stale leads over time via a scheduled job, so your A-list reflects who's hot now.
This is not an instant AppSource download. ECOSIRE scopes your rules, builds the extension, ships a permission set, installs it on sandbox first, validates with you, then promotes to production. You own the deployed extension and get a documented configuration. Honest lead time and ongoing support are below.
得られるもの
- A per-tenant AL extension (.app) installed on your Dynamics 365 Business Central environment — sandbox first, then production after your sign-off
- Table extensions and new tables for score, grade, routing rules, availability roster, and the assignment/escalation audit log
- Page extensions surfacing score and grade inline on the Lead/Contact card and list, plus admin setup pages
- Event-subscriber codeunits wiring scoring and routing to lead insert/modify events
- Job queue entries configured for SLA escalation and scheduled score decay
- A dedicated permission set and configuration of role centers/user access
- Configuration documentation plus a short admin handover walkthrough so your team can tune scoring and routing themselves
これは誰のためのものですか
Sales Operations Manager
Owns the inbound lead process and is drowning in volume. Wants leads auto-graded and routed by clear rules, with SLA escalation so nothing high-value sits untouched, and an audit trail to prove the process works.
Revenue / RevOps Lead
Cares about speed-to-lead and fair distribution. Needs round-robin and rule-based routing that respects territory and product ownership, plus score decay so the team focuses on genuinely active prospects.
Business Central / D365 Administrator
Responsible for the tenant's health and security. Wants a clean per-tenant extension with a proper permission set, job queue jobs they can monitor, and no fragile customizations that break on the next BC update wave.
インストールの概要
ECOSIREからダウンロード
ecosire.com でライセンスを購入し、アカウント ダッシュボードから Lead Scoring & Routing for Dynamics 365 モジュールの ZIP をダウンロードします。
Odoo にアップロードする
ZIP をサーバー上の Odoo カスタム アドオン フォルダーに抽出します (または、[アプリ] > [Odoo.sh / runbot のファイルからインストール] を介してアップロードします)。
モジュールをインストールする
開発者モードをアクティブにし、アプリを開き、「アプリリストの更新」をクリックして、「Lead Scoring & Routing for Dynamics 365」を検索し、「インストール」を押します。
設定を構成する
新しいメニューを開き、ECOSIRE ライセンス キーを貼り付け、外部認証情報 (Shopify、Amazon、Stripe など) を接続して保存します。
検証して公開する
組み込みの接続テストを実行し、最初の 10 レコードを同期し、定期的な cron をスケジュールします。何か問題が発生した場合はサポートにお問い合わせください。
Lead Scoring & Routing 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 | オドゥー ネイティブ |
|---|---|---|---|---|
| Scoring model tailored to your exact demographic + behavioral rules | ||||
| Round-robin AND rule-based routing out of the box | ||||
| SLA timers with manager escalation via job queue | ||||
| Duplicate detection with guided merge of activity history | ||||
| Score decay over time on a scheduled job | ||||
| Delivered as an upgrade-safe per-tenant AL extension with permission set | ||||
| Built, installed, and supported for you on your tenant | ||||
| No in-house AL developer required to own it |
Lead Scoring & Routing for Dynamics 365 に関するよくある質問
+Is this an instant download from Microsoft AppSource?
No. This is a build-to-order extension. ECOSIRE scopes your scoring and routing rules, builds the extension in AL, and installs it as a per-tenant extension on your own Dynamics 365 / Business Central environment. It is not a public AppSource listing you download yourself, which is exactly why it can match your qualification logic instead of forcing you into someone else's.
+How long does delivery take?
Typical lead time is about 2 to 4 weeks from confirmed requirements, depending on how complex your scoring model and routing rules are and how quickly we can access a sandbox. We install and validate on a sandbox environment first, walk through it with you, and only promote to production after your sign-off.
+What support and updates are included after install?
Delivery includes configuration documentation and an admin handover so your team can adjust weights, thresholds, decay, and SLA windows without us. After go-live, ECOSIRE provides a support window for fixes and questions, and offers ongoing maintenance — including compatibility checks against Business Central's twice-yearly release waves — as a continued engagement. Contact us for the current support terms.
+How are behavioral signals like form fills and email engagement captured?
Behavioral events are pushed into the extension through the Business Central REST/OData API or a Power Automate / Dataverse flow connected to your marketing tooling or website. During scoping we map exactly which signals you can feed in and weight them in the scoring model. If a source isn't available, scoring still runs on the demographic and any available behavioral data.
+Will this survive Business Central upgrades and keep my tenant secure?
Yes. Because it is delivered as a proper AL per-tenant extension using table extensions, page extensions, and event subscribers — not modified base code — it follows Microsoft's extensibility model and is far more upgrade-safe than direct customization. It ships with a least-privilege permission set, and we can run a compatibility check against each release wave as part of ongoing support.
お客様が ECOSIRE を信頼する理由
SOC 2 調整済み
GDPR準拠
安全なストライプ支払い
30日間の返金
生涯アップデート
LGPL-3.0ライセンス
見積もりを依頼
Lead Scoring & Routing for Dynamics 365
A build-to-order Dynamics 365 / Business Central extension that automatically scores, grades, and assigns inbound leads to the right reps — with configurable scoring, round-robin and rule-based routing, SLA timers, duplicate merge, and score decay. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
- Configurable demographic scoring model (industry, company size, region, job role) sourced from custom table-extension fields on the Lead/Contact record
- Behavioral scoring from form submissions, email opens/clicks, and web activity ingested via the BC REST/OData API or a Power Automate / Dataverse flow
- Automatic letter-grade banding (A/B/C/D) derived from the numeric score, surfaced inline on the record via a page extension
- Round-robin assignment across a configurable rep availability roster with weighted distribution