Lead Scoring & Routing for Dynamics 365

Name: Lead Scoring & Routing for Dynamics 365
Brand: ECOSIRE
SKU: lead-scoring-routing-dynamics-365

核心功能

Configurable demographic scoring model (industry, company size, region, job role) sourced from custom table-extension fields on the Lead/Contact record

Behavioral scoring from form submissions, email opens/clicks, and web activity ingested via the BC REST/OData API or a Power Automate / Dataverse flow

Automatic letter-grade banding (A/B/C/D) derived from the numeric score, surfaced inline on the record via a page extension

Round-robin assignment across a configurable rep availability roster with weighted distribution

Rule-based routing by territory, product line, language, or score band using a setup table you control

SLA timers on a job queue entry that escalate un-actioned hot leads to a manager after a configurable threshold

Duplicate detection on email and domain with a guided merge action that consolidates activity history

Score decay job that decrements aging leads on a schedule so rankings reflect current intent

Event subscribers on lead insert/modify so scoring and routing fire automatically with no manual trigger

Dedicated permission set granting least-privilege access to scoring setup, routing rules, and the assignment log

Assignment and escalation audit log table for full traceability of who was routed what and when

Admin setup pages (page objects) to tune scoring weights, grade thresholds, decay rate, and SLA windows without code changes

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

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.

你得到什么

A per-tenant AL extension (.app) installed on your Dynamics 365 Business Central environment — sandbox first, then production after your sign-off

Table extensions and new tables for score, grade, routing rules, availability roster, and the assignment/escalation audit log

Page extensions surfacing score and grade inline on the Lead/Contact card and list, plus admin setup pages

Event-subscriber codeunits wiring scoring and routing to lead insert/modify events

Job queue entries configured for SLA escalation and scheduled score decay

A dedicated permission set and configuration of role centers/user access

Configuration documentation plus a short admin handover walkthrough so your team can tune scoring and routing themselves

这是给谁的

Sales Operations Manager

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.

Revenue / RevOps Lead

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.

Business Central / D365 Administrator

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.

Lead Scoring & Routing for Dynamics 365 如何比较

标准	伊科西尔	定制建造	竞争对手
Scoring model tailored to your exact demographic + behavioral rules	包含	包含	部分支持
Round-robin AND rule-based routing out of the box	包含	部分支持	部分支持
SLA timers with manager escalation via job queue	包含	部分支持	部分支持
Duplicate detection with guided merge of activity history	包含	部分支持	部分支持
Score decay over time on a scheduled job	包含	部分支持	不包括在内
Delivered as an upgrade-safe per-tenant AL extension with permission set	包含	部分支持	包含
Built, installed, and supported for you on your tenant	包含	不包括在内	不包括在内
No in-house AL developer required to own it	包含	不包括在内	包含

关于Lead Scoring & Routing for Dynamics 365的常见问题

Is this an instant download from Microsoft AppSource?

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.

How long does delivery take?

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.

What support and updates are included after install?

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.

How are behavioral signals like form fills and email engagement captured?

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.

Will this survive Business Central upgrades and keep my tenant secure?

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.