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Customer Loyalty & Rewards — A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that — 1/1Pré-visualização ilustrativa

A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that turns every POS

and online sale into repeat-customer loyalty. Built, installed and supported by

ECOSIRE as a per-tenant AL extension.

O que é Customer Loyalty & Rewards?

A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that turns every POS and online sale into repeat-customer loyalty. Built, installed and supported by ECOSIRE as a per-tenant AL extension. 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.

Recursos Principais

Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers
Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles
Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup
Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time
Birthday, anniversary and date-based campaign triggers run on the Business Central job queue
Points ledger as a dedicated AL table with full transaction history, reversal on credit memo, and drill-down from the Customer Card
REST/OData v4 API endpoints to read balances and post point adjustments from eCommerce, POS or external systems
Optional Power Platform / Dataverse integration for member self-service, Power BI loyalty dashboards and Power Automate flows
Dedicated permission sets separating loyalty administrators, cashiers and read-only reporting roles
Configurable expiry rules for points (rolling or fixed-window) handled by scheduled job queue entries
Multi-currency and multi-channel aware so points value is consistent across POS, web and wholesale
Upgrade codeunit and data migration logic so balances survive extension version updates

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

  1. 1

    Você faz o pedido

    Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

  2. 2

    Nós criamos e instalamos

    A ECOSIRE cria, configura e instala no seu Dynamics 365 Business Central.

  3. 3

    No ar + suporte

    Você entra no ar em cerca de uma semana útil, com duas semanas de suporte após a entrada em produção. Defeitos no código que entregamos são corrigidos gratuitamente.

Sobre este Produto

Customer Loyalty & Rewards is a build-to-order Microsoft Dynamics 365 Business Central extension that adds a complete points, tiers and rewards engine directly inside your ERP — no separate loyalty silo to reconcile. ECOSIRE builds it in the AL language as table and page extensions on Customer, Sales Header and Sales Line, with event subscribers on posting routines (OnAfterPostSalesDoc) so points earn and burn the moment a sale is posted, whether it originates at the POS, the web shop, or a back-office order.

This is not an instant AppSource download. ECOSIRE scopes the rules with you, develops the extension against your data model, then installs it as a per-tenant extension on your Business Central Online (SaaS) tenant or on-premises environment — so it never blocks a Microsoft platform update and ships with its own permission sets and upgrade codeunits.

You configure earn/burn rules by item, item category and sales channel; define membership tiers with spend thresholds and benefits; and identify members by loyalty card, phone number or app ID. A reward catalog drives automatic discount redemption on qualifying lines, and the job queue runs scheduled campaign, birthday and anniversary triggers. Points balances and member data are exposed through the BC REST/OData v4 API so your eCommerce front end, POS, or a Power Platform / Dataverse flow can read balances and post adjustments in real time.

Everything lives in your own tenant — your data, your security model, your audit trail. ECOSIRE delivers the source, the AppSource-grade .app package, deployment, and a handover session, then supports and updates it as Business Central evolves.

O que você ganha

  • A per-tenant Business Central AL extension (.app package) installed on your SaaS or on-premises environment
  • Full AL source code: table/page extensions, the points ledger table, earn/burn codeunits and event subscribers
  • Configured earn/burn rules, tier thresholds and reward catalog matching your scoped requirements
  • Dedicated permission sets for loyalty admin, cashier and reporting roles
  • REST/OData API endpoints documented for your eCommerce or POS integration
  • Optional Power Platform / Dataverse connection and a starter Power BI loyalty dashboard
  • Deployment, smoke-testing and a recorded handover/training session for your team
  • Post-delivery support window with bug fixes and Business Central version-compatibility updates

Para quem é isso

Retail Operations Manager

Runs multi-store retail on Business Central with an integrated POS and wants to drive repeat purchase using existing sales data, without buying and reconciling a separate loyalty platform.

Hospitality / Restaurant Owner

Wants members identified by phone or app at the table or counter, with birthday and anniversary offers triggered automatically and redemptions handled inside the same ERP that runs the books.

eCommerce & Omnichannel Lead

Needs a single points balance shared across web and physical stores, exposed via the BC REST/OData API so the online storefront can show and redeem points in real time.

Business Central Administrator / Finance Lead

Cares that loyalty lives as a governed per-tenant extension with its own permission sets and audit trail, doesn't break platform updates, and keeps point liability visible in the ledger.

Como Customer Loyalty & Rewards se compara

CritérioECOSIREConstrução personalizadaConcorrenteNativo do Dynamics 365 Business Central
Runs natively inside Business Central (no separate loyalty silo)IncluídoIncluídoSuporte parcialNão incluído
Points earn/burn on POS and online sales out of the boxIncluídoSuporte parcialIncluídoNão incluído
Tiered membership with automatic promotion/demotionIncluídoSuporte parcialSuporte parcialNão incluído
Built, installed and supported on your tenant by the vendorIncluídoNão incluídoNão incluídoNão incluído
Tailored to your exact rules, items, channels and tiersIncluídoIncluídoNão incluídoNão incluído
REST/OData API for eCommerce and POS integrationIncluídoSuporte parcialSuporte parcialSuporte parcial
Dedicated permission sets and ledger audit trailIncluídoSuporte parcialSuporte parcialNão incluído
Ongoing version-compatibility updates includedIncluídoNão incluídoSuporte parcialIncluído

Perguntas frequentes sobre Customer Loyalty & Rewards

Is this a download from Microsoft AppSource?

No. Customer Loyalty & Rewards is build-to-order. ECOSIRE develops the extension in AL against your requirements, then installs it as a per-tenant extension directly on your Business Central environment. You receive the .app package and the source — there is no public AppSource listing to self-install.

How long does delivery take?

A standard configuration is typically delivered in about one working week from a confirmed scope. The first step is a short discovery call to lock down your earn/burn rules, tier structure and channels. Heavier customization (deep eCommerce/POS integration, custom Dataverse flows) extends the timeline, and we give you an honest estimate before you commit.

What happens with ongoing support and updates?

Every build includes a post-delivery support window covering bug fixes and compatibility with Business Central's major and minor platform updates, since per-tenant extensions can be affected by Microsoft's release waves. After the initial window we offer an optional ongoing support and enhancement plan — pricing depends on scope and is agreed up front, never auto-charged.

Will it work with my existing POS and online store?

Yes. The engine earns and burns points on the standard Business Central posting routines, so any sale that posts to BC is covered regardless of where it originated. For real-time balance display and redemption in your POS or web shop, we expose REST/OData v4 endpoints and can build the integration as part of the scoped work.

Where does the loyalty data live and who can see it?

All member, points-ledger and reward data lives inside your own Business Central tenant — never on an external ECOSIRE system. Access is governed by dedicated permission sets we ship with the extension, so you can separate loyalty administrators, cashiers and read-only reporting users, and every points transaction is traceable in the ledger.

Can points expire and can we run time-based campaigns?

Yes. Points expiry (rolling or fixed-window) and date-based campaigns, including birthday and anniversary triggers, run as scheduled entries on the Business Central job queue. The rules are configurable, so you control expiry periods, campaign windows and bonus multipliers without code changes after delivery.

Sob encomenda
Data Import/Export Power Tool
Solicitar orçamento

Customer Loyalty & Rewards

A configurable points, tiers and rewards engine for Microsoft Dynamics 365 Business Central that turns every POS and online sale into repeat-customer loyalty. Built, installed and supported by ECOSIRE as a per-tenant AL extension.

  • Points earn and burn rules configurable by item, item category and sales channel, evaluated on Sales Line posting via AL event subscribers
  • Tiered membership with spend or points thresholds, automatic tier promotion/demotion, and per-tier benefit profiles
  • Member identification by loyalty card number, phone number or mobile app ID, surfaced on the Customer Card and POS lookup
  • Reward catalog with automatic discount redemption applied to qualifying sales lines at posting time

Solicitar orçamento

Conte-nos suas necessidades de Customer Loyalty & Rewards e enviaremos preços, opções de licença e uma proposta personalizada, normalmente em um dia útil.

Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.