Email Marketing & Automation for Business Central

Recursos Principais

Per-tenant AL extension installed on your Business Central environment (SaaS or on-prem) — no separate marketing platform to license

Real-time BC contact and customer sync via AL event subscribers on insert/modify/delete — no CSV exports or nightly batch lag

Drag-and-drop email editor with reusable, branded templates; no HTML skills required for your team

Marketing automation flows and journeys (welcome series, re-engagement, post-sale follow-ups) running on the BC Job Queue

Segmentation built directly from native BC data: salesperson, region/country, posting group, outstanding balance, last-invoice date, item purchase history

Table and page extensions on the Contact and Customer cards for opt-in status, consent tracking, and per-recipient send history

Campaign scheduling with send-time control and per-campaign audience filters using familiar BC filter syntax

Open, click, bounce, and unsubscribe analytics surfaced on dedicated BC pages, with optional push to Dataverse / Power BI

Dedicated permission sets so marketing users get campaign access without exposing finance or admin functions

GDPR-friendly consent and unsubscribe handling that writes back to the Contact record as the single source of truth

Configurable sending domain and provider (SMTP relay or transactional API) wired into the extension during build

Documented handover, source AL package, and admin guide delivered with the installed extension

Feito sob encomenda, pronto para você

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

Você faz o pedido

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

Nós criamos e instalamos

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

No ar + suporte

Você entra no ar em cerca de 2–4 semanas, com um período de suporte pós-lançamento.

Sobre este Produto

Email Marketing & Automation for Business Central gives BC-only SMBs a full email marketing engine inside the ERP they already run — no separate CRM, no fragile CSV exports. ECOSIRE builds it as a per-tenant AL extension installed directly on your Business Central environment (SaaS or on-prem), so your contacts, customers, sales history, and balances stay the single source of truth.

The extension adds table and page extensions to the Contact and Customer cards, plus dedicated marketing pages for campaigns, templates, journeys, and analytics. AL event subscribers keep your marketing audience in real-time sync: when a contact is created or a customer's region, balance, or sales figures change, the audience and segments update automatically — no nightly batch lag. A drag-and-drop email editor lets your team design branded campaigns without HTML, and automation flows (welcome series, re-engagement, post-sale follow-ups) run on the BC Job Queue so journeys fire on schedule and on trigger.

Segmentation is the differentiator: build audiences from native BC data — salesperson, region/country, customer posting group, outstanding balance, last-invoice date, or item-ledger purchase history — using the same filters your team already knows. Campaigns can be scheduled, A/B-timed, and reported on with open, click, bounce, and unsubscribe metrics surfaced on BC pages and optionally pushed to Dataverse / Power BI for deeper analysis.

Because this is build-to-order, ECOSIRE scopes your sending domain, templates, segments, and automations up front, then delivers a tested extension with the correct permission sets and a documented handover. This is not an instant AppSource download — it's a tailored extension built and supported for your tenant. Honest delivery lead time and ongoing support are covered in the FAQs below.

O que você ganha

A custom-built per-tenant AL extension (.app) installed on your Business Central tenant by ECOSIRE

Configured table/page extensions on Contact and Customer cards plus the campaign, template, journey, and analytics pages

Real-time sync event subscribers and Job Queue setup for scheduled and triggered automations

Your initial segments, email templates, and at least one automation journey configured to your requirements

Dedicated marketing permission sets and a tested role-tailored security configuration

Sending-domain and email-provider integration (SMTP relay or transactional API) wired and verified

Admin/handover documentation, source AL package, and a walkthrough session for your team

Para quem é isso

BC-only SMB owner / operations lead

Runs the business on Business Central and wants to send marketing emails without buying, learning, and syncing a separate CRM or marketing platform. Values keeping customer data in one place.

Marketing or sales manager

Needs to segment customers by region, salesperson, balance, or purchase history and run welcome and re-engagement journeys — using the BC data they trust rather than a stale exported list.

BC administrator / IT partner

Responsible for the tenant, extensions, and permissions. Wants a clean per-tenant AL extension with proper permission sets, Job Queue setup, and documented handover rather than ad-hoc customizations.

Como Email Marketing & Automation for Business Central se compara

Critério	ECOSIRE	Construção personalizada	Concorrente
Lives inside Business Central — no separate CRM/marketing platform	Incluído	Incluído	Suporte parcial
Real-time contact/customer sync via AL event subscribers	Incluído	Incluído	Suporte parcial
Drag-and-drop email editor	Incluído	Suporte parcial	Incluído
Automation flows / journeys on the BC Job Queue	Incluído	Suporte parcial	Suporte parcial
Segmentation from native BC data (region, balance, sales, salesperson)	Incluído	Incluído	Suporte parcial
Campaign open/click/bounce analytics with optional Dataverse/Power BI	Incluído	Suporte parcial	Incluído
Built, installed, and supported on your tenant by the vendor	Incluído	Não incluído	Não incluído
Tailored to your segments, templates, and sending domain	Incluído	Incluído	Não incluído
Source AL package delivered — no lock-in	Incluído	Incluído	Não incluído

Perguntas frequentes sobre Email Marketing & Automation for Business Central

How long does delivery take, and how is it installed?

This is a build-to-order extension, not an instant download. After a short scoping call to confirm your segments, templates, automations, and sending domain, typical delivery is about 2 to 4 weeks depending on complexity. ECOSIRE builds the AL extension, tests it, and installs it as a per-tenant extension on your Business Central environment (SaaS or on-prem), then runs a handover session. You receive the installed extension, permission sets, and documentation.

What ongoing support and updates are included after delivery?

Delivery includes a warranty period covering defect fixes and configuration adjustments. After that, ECOSIRE offers optional support and maintenance — including compatibility updates for new Business Central major releases (BC ships waves twice a year), template and automation changes, and new segments. We supply the source AL package, so you are never locked in; you can also have your own partner maintain it.

Do I need a separate CRM or marketing platform to use this?

No. That is the point of the product. The email marketing engine lives inside Business Central and reads your contacts, customers, and sales data directly. You manage campaigns, journeys, and analytics from BC pages, using BC permission sets — no second platform to license, learn, or keep in sync.

How does the email actually get sent — what gateway does it use?

During the build, ECOSIRE wires the extension to your chosen sending path: either an SMTP relay or a transactional email API (for example a provider you already use). Sends are queued and dispatched via the BC Job Queue. We configure your sending domain with the appropriate SPF, DKIM, and DMARC guidance so campaigns reach inboxes reliably.

Will it slow down Business Central or interfere with finance operations?

No. The sync runs through targeted AL event subscribers and the Job Queue, so bulk sends and journey processing happen asynchronously rather than blocking user transactions. Marketing functions are isolated behind dedicated permission sets, so marketing users never touch finance or admin areas, and the extension follows AL best practices to coexist cleanly with your other extensions.

Can the campaign analytics feed into Power BI?

Yes. Open, click, bounce, and unsubscribe metrics are stored on BC tables and surfaced on dedicated pages. Optionally, ECOSIRE can expose them through the BC OData/REST API or push them to Dataverse so you can build Power BI dashboards alongside your sales and finance reporting.