مثالی پیش منظرAn AL extension for Dynamics 365 Business Central that drafts follow-up emails,
summarizes opportunities and accounts, and surfaces next-best actions — built, installed as a per-tenant extension, and supported by
ECOSIRE on your own tenant.
AI Sales Assistant & Email Drafting for Dynamics 365 کیا ہے؟
An AL extension for Dynamics 365 Business Central that drafts follow-up emails, summarizes opportunities and accounts, and surfaces next-best actions — built, installed as a per-tenant extension, and supported by ECOSIRE on your own tenant. 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.
اہم خصوصیات
آرڈر پر تیار، مکمل طور پر آپ کے لیے
خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔
- 1
آپ آرڈر دیتے ہیں
ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔
- 2
ہم بناتے اور انسٹال کرتے ہیں
ECOSIRE اسے آپ کے Dynamics 365 Business Central پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔
- 3
لائیو + معاونت
آپ تقریباً ایک کاروباری ہفتے میں لائیو ہو جاتے ہیں، گو لائیو کے بعد دو ہفتوں کی معاونت کے ساتھ۔ ہمارے فراہم کردہ کوڈ کی خرابیاں مفت درست کی جاتی ہیں۔
اس مصنوع کے بارے میں
AI Sales Assistant & Email Drafting for Dynamics 365 brings practical AI productivity to your sales team inside Business Central — without the per-seat cost of full Microsoft Copilot licensing. ECOSIRE builds, installs, and supports this as a per-tenant AL extension deployed directly to your Business Central environment (cloud SaaS or on-prem), not an instant AppSource download.
The extension adds AI actions where your sellers already work. On the Opportunity Card and Contact/Customer Card, page extensions surface one-click actions to draft follow-up and outreach emails, generate an opportunity or account summary, and request a next-best-action recommendation. Emails open in the standard Business Central Email Editor so a human always reviews before sending. Interaction Log Entries and notes are summarized and scored for sentiment, and structured fields can be auto-filled back into CRM tables from call notes.
Under the hood we use AL table and page extensions, event subscribers (OnAfterInsert/OnModify on interaction records), and a configurable Job Queue entry for batch summarization. The extension calls your chosen LLM gateway — Azure OpenAI Service (recommended, so prompts stay in your Azure tenant) or another HTTPS endpoint you nominate — using a securely stored API key in Isolated Storage. We wire a dedicated permission set so admins control exactly who can invoke AI actions, and all calls are logged for auditability.
Because it is built to order, we scope your real CRM workflow, configure prompt templates to your tone and products, deploy to a sandbox for UAT, then promote to production. Pricing is a one-time build of $999 USD; you provide (or we help provision) the Azure OpenAI resource and bear its token usage. Honest lead time and ongoing support terms are below.
What you get
- Signed, per-tenant AL extension (.app) built for your Business Central version and deployed to sandbox then production
- Page extensions on Opportunity, Contact, and Customer cards plus a dedicated AI Sales Assistant setup page
- Azure OpenAI Service (or nominated HTTPS LLM gateway) integration with key stored in Isolated Storage
- Custom permission set and entitlement file for role-based control of AI actions
- Configured prompt templates tuned to your products, tone, and primary language
- Job Queue setup, deployment runbook, and a short admin + end-user guide
- UAT sign-off pass in your sandbox and a post-go-live support window
Who this is for
Sales Manager
Wants reps to send faster, more consistent follow-ups and to read pipeline at a glance without paying for full Copilot seats across the team.
Account Executive / Sales Rep
Lives on the Opportunity and Customer cards and wants AI to draft the email, summarize the account, and tell them what to do next — inside Business Central, not a separate tool.
Business Central Administrator
Needs the AI capability delivered as a governed per-tenant extension with a clean permission set, audit logging, and data kept inside the company's Azure tenant.
How AI Sales Assistant & Email Drafting for Dynamics 365 Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Dynamics 365 Business Central نیٹو |
|---|---|---|---|---|
| AI email drafting inside Business Central UI | Included | Partial support | Partial support | Not included |
| Tailored to your customized opportunity tables and fields | Included | Included | Not included | Not included |
| Built, installed, and supported for you (no in-house AL dev needed) | Included | Not included | Partial support | Not included |
| Data kept in your Azure tenant via Azure OpenAI Service | Included | Partial support | Partial support | Partial support |
| No full Microsoft Copilot per-seat licensing required | Included | Included | Partial support | Not included |
| Next-best-action recommendations on the Opportunity Card | Included | Partial support | Partial support | Not included |
| Governed permission set plus full AI request audit logging | Included | Partial support | Partial support | Partial support |
| Fixed one-time build price with known scope | Included | Not included | Partial support | Not included |
Frequently Asked Questions about AI Sales Assistant & Email Drafting
Is this an instant download from Microsoft AppSource?
No. This is a build-to-order solution. ECOSIRE builds the AL extension for your specific Business Central version and CRM workflow, installs it as a per-tenant extension in your sandbox, runs UAT with you, then promotes it to production. There is no instant AppSource download.
What is the delivery lead time?
Typical lead time is one working week from kickoff: a short scoping call, configuration of prompt templates and permission sets, sandbox deployment and UAT, then production go-live. Timelines shift with the size of your CRM customization and your UAT availability; we confirm a firm date after scoping.
How do ongoing support and updates work?
The one-time $999 build includes a post-go-live support window for fixes and tuning. After that we offer an optional support retainer covering compatibility updates across Business Central release waves, prompt-template adjustments, and minor enhancements. You always own the deployed extension on your tenant.
Do I need a Microsoft Copilot license to use this?
No. This extension is designed to give your team AI email drafting and summaries without full Copilot per-seat licensing. It calls your own Azure OpenAI Service resource (or another HTTPS LLM endpoint you nominate), so you control the model and pay only for token usage.
Where does my CRM data go, and is it secure?
By default we use Azure OpenAI Service so prompts and responses stay within your Azure tenant rather than a public consumer API. The gateway API key is stored in Business Central Isolated Storage, access is gated by a dedicated permission set, and every AI request is logged for audit. We can also point to an on-prem or private LLM endpoint if you require it.
Will it work with our customized opportunities and on-prem deployment?
Yes. We build against your actual table and page customizations using AL table and page extensions and event subscribers, so it fits your fields rather than forcing a generic layout. It deploys to Business Central cloud (SaaS) or on-prem; on-prem simply needs outbound HTTPS to your chosen LLM gateway.
Related Modules
AI Payables Agent
An autonomous agent extension for Dynamics 365 Business Central that ingests vendor invoices from a mailbox, extracts and validates header and line data, matches them to purchase orders, flags exceptions, and drafts purchase invoices ready for approval. Built, installed as a per-tenant AL extension, and supported by ECOSIRE on your own BC environment.
AI POS Assistant & Voice Order
A build-to-order Business Central extension that puts an AI copilot at the point of sale: voice and natural-language order entry, AI upsell suggestions, and product Q&A grounded in your live BC item catalog. Built, installed per-tenant, and supported by ECOSIRE.
AI Tax Code & Invoice Coding Assistant for Business Central
An AI copilot, delivered as a per-tenant AL extension, that suggests G/L accounts, dimensions and VAT/tax codes on incoming Business Central invoices — learning from your own posting history, flagging anomalies and duplicates, and letting AP review or bulk-approve before posting.
Amazon Marketplace Connector
A build-to-order Business Central extension that syncs Amazon orders, listings, inventory and settlements (MFN & FBA) across US/EU/MENA marketplaces — built, installed per-tenant and supported by ECOSIRE.
AI Sales Assistant & Email Drafting
An AL extension for Dynamics 365 Business Central that drafts follow-up emails, summarizes opportunities and accounts, and surfaces next-best actions — built, installed as a per-tenant extension, and supported by ECOSIRE on your own tenant.
- AI-drafted follow-up and cold-outreach emails opened in the native Business Central Email Editor for human review before send
- One-click Opportunity and account/customer summaries rendered on the Opportunity Card and Customer Card via page extensions
- Next-best-action recommendations derived from opportunity stage, interaction history, and open tasks
- Sentiment analysis scored on Interaction Log Entries and conversation notes, written to a custom field on the record