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簡単な事実
- 価格
- $499.00 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
Sales Commission & Incentive Compensation for Dynamics 365 CRM
A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE.
$499.00USD
今すぐのお支払いはありません。これはチームへの見積もり依頼を送信します。価格と次のステップをメールでご案内します。
主な機能
Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
Rep-level commission statements showing earned, accrued, paid, and projected amounts
Quota and attainment tracking with period-over-period roll-up per rep, team, and territory
Commission forecasting recalculated on a schedule via a Business Central job queue entry
Approval workflow for manual commission adjustments with full audit-log capture
Permission sets that scope reps to their own statements while RevOps and finance see the full book
Split commission handling for multi-rep opportunities with configurable allocation percentages
OData/REST API endpoints exposing commission and accrual data to Power BI or external payroll systems
Draw and clawback support for advances against future commission and reversed deals
Deployed as a per-tenant extension — upgrade-safe across BC cumulative updates, never modifying base app code
この製品について
Sales ops and RevOps teams running incentive plans in Dynamics 365 Sales usually fall back to spreadsheets the moment plans get real — tiers, splits across multiple reps, accelerators above quota, draws, and adjustment approvals. This product replaces that spreadsheet with a governed, auditable commission engine that lives inside your own Dynamics 365 environment.
Sales Commission & Incentive Compensation for Dynamics 365 CRMを選ぶ理由
Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
Rep-level commission statements showing earned, accrued, paid, and projected amounts
Quota and attainment tracking with period-over-period roll-up per rep, team, and territory
Commission forecasting recalculated on a schedule via a Business Central job queue entry
ECOSIRE builds this as a per-tenant extension for Dynamics 365 Business Central paired with a Dataverse / Power Platform integration to your D365 Sales (CE) app. It is not an instant Microsoft AppSource download. After purchase we scope your real plan rules, write the AL extension (table extensions, page extensions, and event subscribers), wire the cross-app data flow, deploy it to your sandbox first, then publish it to production and hand over documentation and admin training.
How it works: a Plan Designer lets you define commission tiers, attainment accelerators, and rep splits. An event subscriber fires when an opportunity reaches Closed Won (synced from D365 Sales via the Dataverse connection or the BC OData/REST API), creating a commission accrual record against the responsible rep. A job queue entry recalculates quota attainment and forecasts on a schedule. Reps and managers get commission statements showing earned, accrued, and projected payouts; finance gets an approval workflow for any manual adjustment, with every change written to an audit log.
Everything is governed by Business Central permission sets so reps see only their own numbers while RevOps sees the full book. Because it ships as a per-tenant extension, it upgrades cleanly with your BC cumulative updates and never touches the base application code. You own the environment; ECOSIRE owns the build, the install, and ongoing support.
得られるもの
- AL per-tenant extension (.app) built to your incentive plan rules, deployed to your Business Central sandbox then production
- Dataverse / Power Platform integration connecting D365 Sales opportunities to the Business Central commission engine
- Configured Plan Designer pre-loaded with your tiers, splits, accelerators, and quotas
- Business Central permission sets for reps, managers, RevOps, and finance roles
- Job queue setup for scheduled attainment and forecast recalculation
- Admin and end-user documentation plus a live handover/training session, with source AL available on request
これは誰のためのものですか
Sales Operations Manager
Owns the comp plan mechanics and is tired of reconciling tiers, splits, and accelerators in a fragile spreadsheet every period. Wants the rules encoded once and applied consistently.
RevOps Lead
Needs a single auditable source of truth across D365 Sales and Business Central, with forecasts and attainment that finance trusts and that scope correctly by role.
Finance / Accounting Controller
Cares about accrual accuracy, approval governance for adjustments, and a clean audit trail tying every payout back to a Closed Won opportunity before it hits payroll.
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 Sales Commission & Incentive Compensation for Dynamics 365 CRM 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、「Sales Commission & Incentive Compensation for Dynamics 365 CRM」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。
Sales Commission & Incentive Compensation 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 | オドゥー ネイティブ |
|---|---|---|---|---|
| Plan rules match YOUR comp plan (tiers, splits, accelerators) | ||||
| Accrual auto-triggered on opportunity Closed Won | ||||
| Dataverse / D365 Sales integration built and tested | ||||
| Upgrade-safe per-tenant extension (no base code changes) | ||||
| Adjustment approval workflow with audit log | ||||
| Installed and supported by the vendor on your tenant | ||||
| Role-scoped permission sets out of the box | ||||
| You own the source AL and the data |
Sales Commission & Incentive Compensation for Dynamics 365 CRM 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 product. ECOSIRE scopes your specific incentive plan rules, builds the AL per-tenant extension and the Dataverse integration, and installs it directly on your Business Central environment. There is no instant AppSource download — the value is that the engine matches your actual comp plan rather than a generic template.
+What is the typical delivery lead time?
Most builds are delivered in roughly 3 to 5 weeks from the kickoff scoping call. The first week is spent capturing your plan rules (tiers, splits, accelerators, quotas) and mapping your D365 Sales fields; the remaining time covers AL development, sandbox deployment, your acceptance testing, and the production publish. More complex plans (multiple currencies, draws, clawbacks) sit at the longer end.
+How do ongoing support and updates work after install?
Because it ships as a per-tenant extension that never modifies base app code, it stays upgrade-safe across Business Central cumulative updates. ECOSIRE provides a support window after go-live for fixes and plan-rule adjustments, and offers an optional ongoing support arrangement for new plan years, additional accelerators, or schema changes in your D365 Sales app.
+Do we own the code and the data?
Yes. The extension is installed on your own Business Central tenant and all commission data lives in your environment under your control. Source AL is available to you on request. You are never locked into a hosted ECOSIRE system.
+Can it push approved commissions into our payroll system?
Yes. The extension exposes commission and accrual data through Business Central OData/REST API endpoints, so approved payouts can be pulled into Power BI for reporting or pushed to an external payroll or finance system. We confirm the exact integration target during scoping and can build the connector as part of the engagement.
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
Sales Commission & Incentive Compensation for Dynamics 365 CRM
A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE.
- Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
- Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
- Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
- Rep-level commission statements showing earned, accrued, paid, and projected amounts