Loyalty & Rewards for Business Central

主な機能

Points accrual rules engine — earn rates by item, item category, customer group, or document type, applied per sales/POS line via event subscribers on posting routines

Tier management with configurable thresholds (points or rolling spend) and tier benefits such as accelerated earn multipliers and reward eligibility

Reward redemption posted against sales orders as line discounts or as credit memos, keeping every transaction inside standard Business Central documents

Customer loyalty card / member ID handling via a Customer table extension, with lookup and scan-friendly fields for POS

Point expiry rules and bonus-campaign windows (double points, category boosts, seasonal promos) governed by date-bounded campaign records

Points ledger with full earn/redeem/adjust/expire history for audit, reconciliation, and dispute resolution

Job queue automation for nightly tier re-evaluation, point expiry processing, and campaign activation/deactivation

Customer Card FactBox and a dedicated Loyalty Member page showing balance, tier, lifetime points, and recent activity

REST/OData API endpoints (custom API pages) exposing balances, tiers, and ledger entries for e-commerce, mobile apps, and external loyalty touchpoints

Power BI and Dataverse / Power Platform readiness — loyalty data flows to dashboards and automated flows without screen-scraping

Dedicated permission sets so cashiers, store managers, and finance each see only the loyalty actions they should

POS transaction integration that accrues and redeems on point-of-sale lines, not just back-office sales orders

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

Loyalty & Rewards for Business Central brings a complete points-and-tiers loyalty program inside Dynamics 365 Business Central — no separate loyalty platform, no fragile middleware, no exporting customer data to a third-party service. ECOSIRE builds this as a per-tenant AL extension and installs it directly on your Business Central environment (cloud SaaS or on-prem), so loyalty lives where your sales, customers, and POS transactions already are.

The extension uses table and page extensions on the Customer, Sales Line, and POS transaction tables to capture earning events, plus dedicated tables for points ledgers, tier definitions, reward catalogs, and campaign rules. Event subscribers on posting routines (e.g. OnAfterPostSalesDoc) accrue points the moment a sale or POS sale is posted — no nightly batch gap — while job queue entries handle tier re-evaluation, point expiry, and bonus-campaign windows on a schedule you control.

Because it is native AL, every loyalty figure is queryable through the Business Central REST/OData API, surfaced on Customer Card FactBoxes, and exposable to Power BI or the Power Platform / Dataverse for dashboards and flows. Redemption posts as order discounts or credit memos through standard BC documents, so finance sees clean, auditable entries.

This is an honest build-to-order engagement: ECOSIRE scopes your accrual rules, tier benefits, and redemption logic against your real configuration, develops the extension, deploys it per-tenant, validates it in a sandbox, and ships it to production with permission sets and documentation. It is not an instant AppSource download — there is a defined delivery lead time and a real engineer on the other side. After go-live, ECOSIRE provides support and updates as Business Central releases evolve.

得られるもの

A per-tenant Business Central AL extension (.app) built to your scoped accrual, tier, and redemption rules, installed on your sandbox and production environments

Source AL project (table/page extensions, event subscribers, API pages, permission sets) handed over or held under your ECOSIRE engagement, your choice

Configured loyalty setup: earn-rate rules, tier definitions and benefits, reward catalog, expiry policy, and at least one launch campaign

Permission sets and role assignments for cashier, store manager, and finance personas

Job queue entries configured for tier re-evaluation, expiry, and campaign scheduling

Sandbox validation pass plus a production deployment with a documented rollback path

Admin and end-user documentation covering setup pages, redemption workflow, and the REST/OData endpoints

A post-go-live support window with updates aligned to Business Central release waves

これは誰のためのものですか

Retail Operations Manager

Runs in-store and online sales on Business Central and wants a single loyalty program covering both POS and sales orders, without bolting on and reconciling a separate loyalty SaaS.

Wholesale / B2B Account Lead

Wants tier-based incentives that reward high-volume buyers with accelerated earn rates and redeemable credits, applied directly to their Business Central sales orders and statements.

Finance & Controller

Needs redemptions to post as clean, auditable BC documents (discounts or credit memos) with a full points ledger, so loyalty liability and reward cost are reportable in Power BI rather than guessed at.

Loyalty & Rewards for Business Central の比較方法

基準	エコシエール	カスタムビルド	競合他社
Points, tiers, and reward redemption native inside Business Central	付属	付属	部分的なサポート
Accrual tied to both sales orders and POS transaction lines	付属	部分的なサポート	部分的なサポート
Redemptions post as standard, auditable BC documents (discounts / credit memos)	付属	部分的なサポート	部分的なサポート
Exposed via BC REST/OData API for Power BI, Dataverse, and e-commerce	付属	部分的なサポート	部分的なサポート
Built, installed per-tenant, and supported for you (no in-house AL team needed)	付属	含まれていない	部分的なサポート
Scoped to your exact earn rules, tiers, and campaigns rather than a fixed template	付属	付属	含まれていない
No separate loyalty platform or customer-data export to a third party	付属	付属	含まれていない

Loyalty & Rewards for Business Central に関するよくある質問

How long does delivery take, and is this an AppSource app I just install?

This is build-to-order, not an instant AppSource download. After we scope your accrual, tier, and redemption rules, typical delivery is around 3 to 5 weeks depending on complexity — we develop the AL extension, validate it in your Business Central sandbox, then deploy it as a per-tenant extension to production. You get a real engineer and a defined timeline, not a self-service button.

How are points and rewards actually wired into Business Central — does it touch my standard posting?

It extends standard BC rather than replacing it. Earning is driven by event subscribers on posting routines (such as after a sales or POS document posts), so points accrue automatically without altering base objects. Redemptions post through standard sales orders as discounts or as credit memos. Everything is stored in dedicated loyalty tables with a full ledger, and exposed through custom API pages on the BC REST/OData API.

Can the loyalty data feed Power BI, e-commerce, or the Power Platform?

Yes. Because it is native AL, balances, tiers, and ledger entries are available through the Business Central REST/OData API and can flow to Power BI, Dataverse, and Power Automate. Your e-commerce or mobile front end can read member balances and post redemptions through the same authenticated API endpoints.

Who handles ongoing support and updates after launch?

ECOSIRE does. The engagement includes a post-go-live support window, and we keep the extension compatible across Business Central release waves (major updates twice a year). If Microsoft changes an API surface or posting behavior, we adjust the extension. Extended support and enhancement work can continue under a maintenance arrangement.

Does it work for both cloud SaaS and on-prem Business Central?

Yes. It is delivered as a per-tenant extension, which works for Business Central online (SaaS) and on-premises deployments. We confirm your environment type during scoping and target the deployment accordingly, including sandbox-first validation before production.

Can we run promotions like double points or category-specific bonuses?

Yes. Bonus campaigns are date-bounded records with their own earn multipliers and scope (all items, an item category, or a customer group). The job queue activates and deactivates them on schedule, so seasonal promos and limited-time boosts run without manual toggling.