A build-to-order Dynamics 365 / Business Central extension that automatically scores, grades, and assigns inbound leads to the right reps — with configurable scoring, round-robin and rule-based routing, SLA timers, duplicate merge, and score decay. Built, installed as a per-tenant AL extension, and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $299.00 USD; request a quote for a scoped proposal.
مثالی پیش منظرA build-to-order Dynamics 365 / Business Central extension that automatically scores, grades, and assigns inbound leads to the right reps — with configurable scoring, round-robin and rule-based routing, SLA timers, duplicate merge, and score decay. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔
ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔
ECOSIRE اسے آپ کے Dynamics 365 Business Central پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔
آپ تقریباً 2–4 ہفتوں میں لائیو ہو جاتے ہیں، لانچ کے بعد معاونت کی مدت کے ساتھ۔
Inbound leads in Dynamics 365 don't wait politely in a queue — the ones you answer fast convert, and the rest go cold. This is a build-to-order lead scoring and routing extension that ECOSIRE designs to your qualification rules, builds in AL, and installs as a per-tenant extension directly on your Dynamics 365 Business Central (or Dataverse-integrated CE) environment.
Every new lead is scored against a configurable model that blends demographic fit (industry, company size, region, role from custom table fields) with behavioral signals (form fills, email engagement, page activity pushed in via the BC REST/OData API or a Power Automate flow). Scores roll up into letter grades (A/B/C/D), and a table-extension on the Contact/Lead record stores score, grade, and last-touch so your reps see them inline on the page.
Routing fires through event subscribers on lead insert: round-robin across an availability roster, or rule-based assignment by territory, product line, or score band. SLA timers run on a job queue entry — if a hot lead isn't actioned in N minutes, it escalates to a manager. Duplicate detection matches on email/domain and offers a guided merge so two reps never chase the same account. Score decay decrements stale leads over time via a scheduled job, so your A-list reflects who's hot now.
This is not an instant AppSource download. ECOSIRE scopes your rules, builds the extension, ships a permission set, installs it on sandbox first, validates with you, then promotes to production. You own the deployed extension and get a documented configuration. Honest lead time and ongoing support are below.
Owns the inbound lead process and is drowning in volume. Wants leads auto-graded and routed by clear rules, with SLA escalation so nothing high-value sits untouched, and an audit trail to prove the process works.
Cares about speed-to-lead and fair distribution. Needs round-robin and rule-based routing that respects territory and product ownership, plus score decay so the team focuses on genuinely active prospects.
Responsible for the tenant's health and security. Wants a clean per-tenant extension with a proper permission set, job queue jobs they can monitor, and no fragile customizations that break on the next BC update wave.
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Scoring model tailored to your exact demographic + behavioral rules | Included | Included | Partial support | |
| Round-robin AND rule-based routing out of the box | Included | Partial support | Partial support | |
| SLA timers with manager escalation via job queue | Included | Partial support | Partial support | |
| Duplicate detection with guided merge of activity history | Included | Partial support | Partial support | |
| Score decay over time on a scheduled job | Included | Partial support | Not included | |
| Delivered as an upgrade-safe per-tenant AL extension with permission set | Included | Partial support | Included | |
| Built, installed, and supported for you on your tenant | Included | Not included | Not included | |
| No in-house AL developer required to own it | Included | Not included | Included |
No. This is a build-to-order extension. ECOSIRE scopes your scoring and routing rules, builds the extension in AL, and installs it as a per-tenant extension on your own Dynamics 365 / Business Central environment. It is not a public AppSource listing you download yourself, which is exactly why it can match your qualification logic instead of forcing you into someone else's.
Typical lead time is about 2 to 4 weeks from confirmed requirements, depending on how complex your scoring model and routing rules are and how quickly we can access a sandbox. We install and validate on a sandbox environment first, walk through it with you, and only promote to production after your sign-off.
Delivery includes configuration documentation and an admin handover so your team can adjust weights, thresholds, decay, and SLA windows without us. After go-live, ECOSIRE provides a support window for fixes and questions, and offers ongoing maintenance — including compatibility checks against Business Central's twice-yearly release waves — as a continued engagement. Contact us for the current support terms.
Behavioral events are pushed into the extension through the Business Central REST/OData API or a Power Automate / Dataverse flow connected to your marketing tooling or website. During scoping we map exactly which signals you can feed in and weight them in the scoring model. If a source isn't available, scoring still runs on the demographic and any available behavioral data.
Yes. Because it is delivered as a proper AL per-tenant extension using table extensions, page extensions, and event subscribers — not modified base code — it follows Microsoft's extensibility model and is far more upgrade-safe than direct customization. It ships with a least-privilege permission set, and we can run a compatibility check against each release wave as part of ongoing support.
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A build-to-order Dynamics 365 / Business Central extension that automatically scores, grades, and assigns inbound leads to the right reps — with configurable scoring, round-robin and rule-based routing, SLA timers, duplicate merge, and score decay. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.