イメージプレビューManage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE
— a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
Loyalty Program for Dynamics 365 CRMとは？
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE. 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.
主な機能
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。
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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。
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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。
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本番稼働 + サポート
約1週間（営業日ベース）で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。
この製品について
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.
得られるもの
- 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
これは誰のためのものですか
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.
Loyalty Program for Dynamics 365 CRM の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | Dynamics 365 Business Central 標準機能 |
|---|---|---|---|---|
| Loyalty fits your exact earn/burn rules and tier ladder | 付属 | 付属 | 部分的なサポート | 含まれていない |
| Available immediately with no build effort | 含まれていない | 含まれていない | 付属 | 部分的なサポート |
| Delivered as a governed per-tenant extension (not unmanaged customization) | 付属 | 部分的なサポート | 付属 | 含まれていない |
| Automatic point accrual wired into sales posting via event subscribers | 付属 | 付属 | 部分的なサポート | 含まれていない |
| REST/OData API + Dataverse / Power Platform integration included | 付属 | 部分的なサポート | 部分的なサポート | 部分的なサポート |
| You own the source code and avoid vendor lock-in | 付属 | 付属 | 含まれていない | 部分的なサポート |
| Installed and supported by the builder on your environment | 付属 | 部分的なサポート | 含まれていない | 含まれていない |
| Predictable one-time cost with no per-seat loyalty SaaS fees | 付属 | 部分的なサポート | 含まれていない | 付属 |
Loyalty Program for Dynamics 365 CRM に関するよくある質問
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 one working week 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.
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Loyalty Program for Dynamics 365 CRM
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
- 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