产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $499.00 USD
- dynamics_365_business_central 版本
- —
- 设置时间
- 20160分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Loyalty Program for Dynamics 365 CRM
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
$499.00USD
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
Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records
Reward catalog with redemption tracking — each burn writes a ledger entry linked back to the member and source document
Configurable burn/redemption rules and point-to-value conversion, validated against the member's live balance
Point expiry windows with a Job Queue entry that ages out stale points and recalculates tiers on a schedule
Campaign-driven bonus point rules (multipliers or flat bonuses) scoped to a date range, segment, or SKU set
A point ledger that records every earn, burn, adjustment, and expiry as an auditable entry
Business Central REST/OData v4 API pages exposing members, balances, tiers, and redemptions for storefront, POS, or Power Platform integration
Dataverse / Power Platform-ready endpoints so loyalty state can sync into Dynamics 365 CE, Power Automate flows, or Customer Insights
A dedicated permission set (and entitlements) so loyalty data and configuration are governed separately from general BC access
Admin actions on the member card for manual point adjustment, tier override, and redemption — each fully logged
关于此产品
Most B2C marketing teams running Dynamics 365 end up gluing loyalty together with spreadsheets, manual point tallies, and a custom field or two on the Contact card. There is no native loyalty engine in Business Central or Dynamics 365 CE, and off-the-shelf AppSource apps tend to assume your process rather than fit it. This is a build-to-order AL extension engineered to your earn/burn rules, your tier ladder, and your reward catalog.
为什么选择 Loyalty Program for Dynamics 365 CRM
Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records
Reward catalog with redemption tracking — each burn writes a ledger entry linked back to the member and source document
Configurable burn/redemption rules and point-to-value conversion, validated against the member's live balance
ECOSIRE designs, builds, installs, and supports the extension on your Business Central environment. It is delivered as a per-tenant extension (not a generic AppSource download), so the table extensions, page extensions, and event subscribers are scoped to your tenant and your data model. We extend the Contact and Customer tables with loyalty profile fields, add a Loyalty Member list and card, and wire point accrual into your sales document posting flow via event subscribers (OnAfterPostSalesDoc) so points earn automatically when orders are invoiced.
The engine is rule-driven: configurable earn rates (per amount, per SKU, per category), burn/redemption rules, expiry windows, and tier thresholds with associated benefits. A job queue entry recalculates tier progression and ages out expiring points on a schedule. Campaign-driven bonus point rules let marketing run double-points promotions for a date range or segment. Every member, balance, and redemption is exposed through the Business Central REST/OData v4 API for your storefront, POS, or a Power Platform / Dataverse flow — and a dedicated permission set keeps the loyalty data governed.
You get a real, source-controlled extension you own — not a black box. Honest delivery: a scoped build with a defined lead time, UAT on your sandbox, then production install.
你得到什么
- A per-tenant Business Central AL extension (.app) built to your earn/burn rules, installed on your sandbox and then your production tenant
- Source code delivered to you in a Git repository — you own the AL project, you are never locked to ECOSIRE
- A dedicated permission set and entitlement file scoped to loyalty configuration and data
- Job Queue setup for scheduled tier recalculation and point expiry, configured in your environment
- Published OData/REST API pages with endpoint documentation for storefront, POS, or Power Platform integration
- A configuration workbook: your earn rates, tier thresholds, reward catalog, and expiry policy captured and loaded
- UAT on your sandbox with a documented test script, plus an admin walkthrough session and handover notes
这是给谁的
B2C Marketing Manager
Owns the loyalty program and promotions. Needs configurable tiers, campaign-driven bonus points, and a reward catalog they can run without filing a developer ticket each time.
Business Central / D365 Administrator
Responsible for the tenant, permission sets, and Job Queue. Wants loyalty delivered as a clean per-tenant extension with governed permissions, not unmanaged customizations sprawled across the base app.
E-commerce / Integration Lead
Needs member balances and redemptions available over the BC REST/OData API so the storefront, POS, or a Power Automate flow can show points and redeem rewards in real time.
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 Loyalty Program for Dynamics 365 CRM 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 Loyalty Program for Dynamics 365 CRM，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。
Loyalty Program for Dynamics 365 CRM 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Loyalty fits your exact earn/burn rules and tier ladder | ||||
| Available immediately with no build effort | ||||
| Delivered as a governed per-tenant extension (not unmanaged customization) | ||||
| Automatic point accrual wired into sales posting via event subscribers | ||||
| REST/OData API + Dataverse / Power Platform integration included | ||||
| You own the source code and avoid vendor lock-in | ||||
| Installed and supported by the builder on your environment | ||||
| Predictable one-time cost with no per-seat loyalty SaaS fees |
关于Loyalty Program for Dynamics 365 CRM的常见问题
+Is this an instant AppSource download?
No. This is a build-to-order extension. ECOSIRE scopes it to your earn/burn rules, tier ladder, and reward catalog, builds it in AL, then installs it as a per-tenant extension on your sandbox and production environment. There is no instant marketplace download — you get a solution that actually fits your loyalty process and the source code that comes with it.
+How long does delivery take and what is the process?
Typical lead time is roughly 2–4 weeks depending on complexity. After purchase we run a short scoping call to capture your rules, build the extension, deliver it to your sandbox for UAT against a documented test script, and then install to production once you sign off. You will have a defined milestone schedule before any build starts — no open-ended timelines.
+What does ongoing support and updates include?
The build includes a support window for bug fixes and configuration help. Because it is delivered as a versioned per-tenant extension with source in your Git repository, ECOSIRE can ship updates as new app versions and, when Microsoft releases a major Business Central wave, recompile and retest against the new runtime. Ongoing enhancement and maintenance can continue under a support agreement, or your own team can take the source forward.
+Will it work with Dynamics 365 CE / Dataverse, not just Business Central?
Yes. The loyalty engine lives in Business Central, but member, balance, tier, and redemption data is exposed through the BC REST/OData v4 API. From there it can be surfaced in Dynamics 365 CE, synced into Dataverse, or driven by Power Automate / Customer Insights flows. We build the API pages and integration points your CE and Power Platform stack needs as part of the scope.
+Do I own the code, or am I locked into ECOSIRE?
You own it. The AL extension source is delivered to you in a Git repository. You are free to extend it with your own team, host it, or have another partner maintain it. ECOSIRE's value is the build and ongoing support — not lock-in.
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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
相关模块
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Loyalty Program for Dynamics 365 CRM
Manage membership, points, and tiered rewards against contacts and orders in Dynamics 365 CE — a per-tenant Business Central extension built, installed, and supported by ECOSIRE.
- Member enrollment and loyalty profiles via table extensions on Contact and Customer, with a dedicated Loyalty Member list and card page
- Configurable earn rules — points per currency amount, per item, per item category, or per posting group — held in a setup table you control
- Automatic point accrual wired into sales posting through an OnAfterPostSalesDoc event subscriber, so invoiced orders earn points with no manual entry
- Tier progression engine with configurable thresholds (e.g. Bronze/Silver/Gold) and per-tier benefit records