产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $299.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Sales Email Tracking & Auto-Capture for Dynamics 365
Auto-capture sent and received sales emails to Dynamics 365, track opens and clicks on 1:1 messages, and sync meetings and contacts from Outlook and Gmail. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
$299.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Auto-capture of sent and received emails to Contact, Customer, and Opportunity records via a Job Queue Graph sync
Outlook and Gmail side-panel (Microsoft 365 add-in / Graph connection) showing the linked BC record while you write
Open tracking and click tracking on 1:1 sales emails via pixel and link-wrapping, posted back to the interaction timeline
Meeting and calendar auto-sync from Microsoft Graph to the related Business Central or Dataverse record
Contact auto-sync and de-duplication so new email correspondents create or match contacts automatically
Reusable email templates and multi-step email sequences with send scheduling
Table and page extensions adding an Interaction Log FactBox to Contact, Customer, and Sales pages
AL event subscribers that log activity without modifying base application objects
Configurable capture rules (domain allow/deny lists, internal-email exclusion, BCC-to-capture address)
Dedicated permission sets so reps see only their own captured correspondence and admins see all
BC REST/OData v4 API endpoints for reporting and Power BI dashboards on email engagement
Built as a clean per-tenant extension installed via the Business Central Extension Management page
关于此产品
Sales reps lose deals in the gap between their inbox and their CRM. Emails sent from Outlook or Gmail never make it onto the contact or opportunity record, meetings live only in a calendar, and nobody knows whether a proposal was ever opened. This extension closes that gap inside Dynamics 365 Business Central.
为什么选择 Sales Email Tracking & Auto-Capture for Dynamics 365
Auto-capture of sent and received emails to Contact, Customer, and Opportunity records via a Job Queue Graph sync
Outlook and Gmail side-panel (Microsoft 365 add-in / Graph connection) showing the linked BC record while you write
Open tracking and click tracking on 1:1 sales emails via pixel and link-wrapping, posted back to the interaction timeline
Meeting and calendar auto-sync from Microsoft Graph to the related Business Central or Dataverse record
Contact auto-sync and de-duplication so new email correspondents create or match contacts automatically
Reusable email templates and multi-step email sequences with send scheduling
ECOSIRE builds this as a per-tenant AL extension installed directly on your Business Central environment (cloud SaaS or on-prem). It uses table and page extensions to attach an interaction timeline to Contact, Customer, and Sales Quote/Opportunity records, event subscribers to log activity, and the BC REST/OData v4 API plus a Microsoft Graph connection to pull mail and calendar data. Outbound 1:1 emails are stamped with a tracking pixel and link-wrapping so opens and clicks post back to the contact timeline. A Job Queue entry runs the periodic Graph sync so capture keeps working even when reps forget.
Because this is a custom Dynamics 365 CE / Dataverse-adjacent flow, ECOSIRE wires the capture rules, permission sets, and field mappings to your sales process rather than a generic template. Where you run Dynamics 365 Sales (CE) on Dataverse, we integrate via the Power Platform connector and server-side sync; where you run Business Central, we keep everything native in AL.
This is not an instant AppSource download. It is scoped, built, tested in a sandbox, installed, and supported by ECOSIRE. You get a one-time build for $299, deployed to your tenant with documentation and a hand-off so your team owns the workflow, not a black box.
你得到什么
- A signed, per-tenant AL extension (.app) installed on your Business Central sandbox then production environment
- Microsoft Graph / Microsoft 365 app registration and server-side sync configured for your Outlook and Gmail capture
- Table and page extensions adding the interaction timeline and FactBox to Contact, Customer, and Sales pages
- Job Queue entry configured for the periodic email and calendar sync
- Permission sets created and assigned for sales reps and administrators
- Configured capture rules, field mappings, templates, and sequences tailored to your sales process
- Admin and end-user documentation plus a recorded hand-off walkthrough
这是给谁的
Sales Representative
Wants every email and meeting logged to the right Dynamics 365 record automatically, and wants to know the moment a prospect opens a proposal or clicks a link, without leaving Outlook or Gmail.
Sales Manager
Needs a complete, trustworthy interaction history on every opportunity and a Power BI view of team email engagement, so pipeline reviews are based on real activity instead of what reps remember to type in.
Business Central / D365 Administrator
Wants email capture delivered as a clean per-tenant extension with proper permission sets and Job Queue scheduling, no base-app modifications, and a documented Graph configuration they can maintain.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 Sales Email Tracking & Auto-Capture for Dynamics 365 模块 ZIP。
上传至Odoo
将 ZIP 解压到服务器上的 Odoo 自定义插件文件夹中（或通过“应用程序”>“从 Odoo.sh / runbot 上的文件安装”上传）。
安装模块
激活开发者模式，打开应用程序，单击更新应用程序列表，搜索 Sales Email Tracking & Auto-Capture for Dynamics 365，然后按安装。
配置设置
打开新菜单，粘贴您的 ECOSIRE 许可证密钥，连接任何外部凭据（Shopify、Amazon、Stripe 等），然后保存。
验证并上线
运行内置连接测试，同步前 10 条记录，并安排定期 cron。如果出现任何问题，请联系支持人员。
Sales Email Tracking & Auto-Capture for Dynamics 365 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Auto-capture of Outlook and Gmail email to CRM records | ||||
| Open and click tracking on 1:1 sales emails | ||||
| Delivered as an upgrade-safe per-tenant AL extension | ||||
| Capture rules, field mappings, and permission sets tailored to your sales process | ||||
| Installed, sandbox-tested, and supported for you (not self-service) | ||||
| Meeting and contact auto-sync via Microsoft Graph | ||||
| Email engagement data exposed via BC REST/OData for Power BI | ||||
| One-time fixed build price with no per-seat subscription |
关于Sales Email Tracking & Auto-Capture for Dynamics 365的常见问题
+How long until it is live, and how is it delivered?
This is build-to-order, not an instant AppSource install. After a short scoping call we typically build, sandbox-test, and install the extension within 2 to 4 weeks depending on whether you run Business Central, Dynamics 365 Sales (CE) on Dataverse, and how custom your capture rules are. ECOSIRE installs it as a per-tenant AL extension on your sandbox first, validates capture and tracking, then promotes to production.
+What ongoing support and updates are included?
The $299 is a one-time build. ECOSIRE supports the installed extension and is on hand for the Microsoft Graph configuration and Business Central platform updates (the bi-annual major releases) that can affect API behavior. Functional changes, new mappings, additional automation, or version-compatibility maintenance are quoted as a small support retainer or per-change so you only pay for what you need.
+Does this work with Gmail as well as Outlook?
Yes. Outlook capture and the side-panel use Microsoft Graph and the Microsoft 365 add-in model natively. Gmail capture is handled through a connected mailbox configuration plus a BCC-to-capture address so sent and received mail still reaches the Dynamics 365 timeline. We confirm your exact mail setup during scoping.
+Will it modify my base Business Central application or break on upgrades?
No. It is delivered as a separate per-tenant extension using table extensions, page extensions, and event subscribers, so base application objects are never edited. This is the Microsoft-recommended pattern and is the most upgrade-safe approach, though every major BC release should still be validated in sandbox first, which ECOSIRE assists with.
+Can the captured email engagement data feed Power BI or other reports?
Yes. The extension exposes the interaction and tracking data through the Business Central REST/OData v4 API, so you can build Power BI dashboards on open rates, click rates, and per-opportunity activity. For Dataverse-based Dynamics 365 Sales, the data is also available to Power Platform reporting.
为什么客户信任 ECOSIRE
SOC 2 对齐
符合 GDPR
安全条纹支付
30 天退款
终身更新
LGPL-3.0 许可证
申请报价
Sales Email Tracking & Auto-Capture for Dynamics 365
Auto-capture sent and received sales emails to Dynamics 365, track opens and clicks on 1:1 messages, and sync meetings and contacts from Outlook and Gmail. Built, installed as a per-tenant AL extension, and supported by ECOSIRE.
- Auto-capture of sent and received emails to Contact, Customer, and Opportunity records via a Job Queue Graph sync
- Outlook and Gmail side-panel (Microsoft 365 add-in / Graph connection) showing the linked BC record while you write
- Open tracking and click tracking on 1:1 sales emails via pixel and link-wrapping, posted back to the interaction timeline
- Meeting and calendar auto-sync from Microsoft Graph to the related Business Central or Dataverse record