مثالی پیش منظرA per-tenant Business Central AL extension that adds a visual journey designer,
multi-channel sends (email/SMS/WhatsApp), behavior and field triggers, lead scoring and CRM segmentation — built, installed and supported by
ECOSIRE on your tenant.
Marketing Automation & Customer Journeys for Dynamics 365 کیا ہے؟
A per-tenant Business Central AL extension that adds a visual journey designer, multi-channel sends (email/SMS/WhatsApp), behavior and field triggers, lead scoring and CRM segmentation — built, installed and supported by ECOSIRE on your 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۔
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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۔
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ہم بناتے اور انسٹال کرتے ہیں
ECOSIRE اسے آپ کے Dynamics 365 Business Central پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔
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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
Affordable automation on top of Dynamics 365 — without Customer Insights licensing
Full Customer Insights – Journeys licensing is expensive and overkill if your contacts, leads and sales data already live in Dynamics 365 Business Central. Marketing Automation & Customer Journeys is a per-tenant AL extension that puts a trigger-based nurture engine directly inside your BC environment, so marketers can build multi-step journeys across email, SMS and WhatsApp against the CRM data they already own.
This is built-to-order, not an instant AppSource download. ECOSIRE develops the extension to your tenant's requirements, deploys it as a per-tenant extension (not a published AppSource app), and supports it on your environment. We do not claim a one-click marketplace install.
What it does
The extension adds table and page extensions to Contact, Customer and the lead/opportunity records, plus new tables for journeys, journey steps, enrollments, and message logs. A visual journey designer page lets marketers chain steps with wait conditions and branch logic. Event subscribers (e.g. OnAfterInsertEvent / OnAfterModifyEvent) and job queue entries evaluate behavior-based and field-based triggers, advancing enrolled contacts on schedule.
Outbound sends route through SMTP / the Business Central email account for email, and through your chosen SMS and WhatsApp Business gateway (e.g. Twilio) called via the AL HttpClient. Inbound engagement (opens, clicks, replies) feeds the lead scoring and grading model. A segmentation engine runs filtered queries over your CRM tables so a segment is always live, never a stale export.
Everything is governed by dedicated permission sets, and a clean OData / REST API surface exposes journeys and enrollments to Power Platform / Dataverse for dashboards or hand-offs. Pricing is a one-time build fee of USD 499; ongoing channel costs (your SMS/WhatsApp gateway) are billed by that provider directly.
What you get
- Signed per-tenant Business Central AL extension (.app) built to your requirements and installed on your sandbox then production environment
- Visual journey designer plus journey, step, enrollment and message-log tables wired to your Contact/Customer/lead records
- Configured email channel (BC email account/SMTP) and integration to your SMS/WhatsApp gateway with your credentials stored securely
- Lead scoring/grading rules and an initial set of segments configured against your actual CRM fields
- Permission sets assigned to marketer, admin and read-only roles per your security model
- Job queue setup for automatic enrollment evaluation, plus a documented OData endpoint for Power BI/Dataverse
- Source code, deployment notes, an admin/marketer runbook and a working-session handover with your team
Who this is for
Marketing Manager on D365 Sales
Wants trigger-based nurture across email and SMS but can't justify full Customer Insights – Journeys licensing for the contact volume they run.
Business Central Administrator
Needs automation delivered as a governed per-tenant extension with proper permission sets and job queue, not ungoverned scripts or third-party data exports.
RevOps / Sales Operations Lead
Wants lead scoring and live segments computed on the CRM data of record so sales sees scores on the contact card and dashboards stay in sync via OData.
How Marketing Automation & Customer Journeys for Dynamics 365 Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Dynamics 365 Business Central نیٹو |
|---|---|---|---|---|
| Trigger-based multi-step journeys across email + SMS + WhatsApp | Included | Partial support | Partial support | Not included |
| Runs without Customer Insights / D365 Marketing licensing | Included | Included | Partial support | Included |
| Live segmentation on your own BC CRM tables (no export) | Included | Partial support | Partial support | Not included |
| Built, installed and supported by ECOSIRE on your tenant | Included | Not included | Not included | Not included |
| Tailored to your fields, triggers and scoring rules | Included | Included | Not included | Not included |
| Delivered as a governed per-tenant AL extension (permission sets, job queue) | Included | Partial support | Included | Included |
| Lead scoring/grading written back to the contact record | Included | Partial support | Partial support | Not included |
| OData/REST surface for Power BI & Dataverse integration | Included | Partial support | Partial support | Partial support |
Frequently Asked Questions about Marketing Automation & Customer Journeys
How long until it's live, and how is it delivered?
Typical delivery is about one working week from requirements sign-off, depending on the number of journeys, channels and the complexity of your trigger and scoring rules. We build the extension, deploy it to your sandbox for UAT, then install it on production as a per-tenant extension. This is a build-to-order engagement — there is no instant Microsoft AppSource download; ECOSIRE builds, installs and configures it on your tenant.
Who handles ongoing support and updates after go-live?
ECOSIRE supports the extension on your environment. Because it is a per-tenant extension it upgrades cleanly alongside Business Central's monthly and major-version updates; we recompile and re-test against new BC releases as part of an optional support retainer. Bug fixes within the agreed warranty window are included; new journeys, channels or scoring logic are scoped as change requests.
Do I need a Customer Insights or Dynamics 365 Marketing license?
No. The whole point of this extension is to run trigger-based journeys on top of your existing Business Central (and optionally D365 Sales) data without Customer Insights – Journeys licensing. You will need your own SMS/WhatsApp gateway account (for example Twilio) for those channels, billed by that provider.
How are SMS and WhatsApp messages actually sent?
Email uses your Business Central email account over SMTP. SMS and WhatsApp are sent by calling your chosen gateway's REST API from AL using HttpClient — Twilio is the common choice, but we can integrate the provider you already use. Credentials are stored securely and access is restricted via permission sets. Per-message provider charges are billed to you by the gateway.
Will this interfere with Business Central upgrades or my base data?
No. It ships as a per-tenant extension using table and page extensions and event subscribers — it never modifies base Business Central tables. It can be uninstalled cleanly, and it is built to Microsoft's AL extensibility model so it survives platform upgrades. We re-validate it against each major BC release.
Can the journey and scoring data feed Power BI or Power Platform?
Yes. Journeys, enrollments and message logs are exposed through Business Central's OData/REST API, so you can build Power BI dashboards or connect via Dataverse to the broader Power Platform. Lead scores are also written back to the contact record so they appear directly on the Contact and Customer cards.
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Marketing Automation & Customer Journeys
A per-tenant Business Central AL extension that adds a visual journey designer, multi-channel sends (email/SMS/WhatsApp), behavior and field triggers, lead scoring and CRM segmentation — built, installed and supported by ECOSIRE on your tenant.
- Visual journey/workflow designer page — chain multi-step nurture flows with wait timers, branch conditions and exit rules, all inside the Business Central client
- Multi-channel steps: email via the BC email account/SMTP, plus SMS and WhatsApp through your gateway (e.g. Twilio) called from AL HttpClient
- Behavior-based triggers driven by event subscribers (OnAfterInsert / OnAfterModify) on Contact, Customer, lead and opportunity records
- Field-based triggers — enroll or advance contacts when a field changes (stage, country, industry, tag, custom flag)