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Loyalty & Rewards for Business Central — Run points-based loyalty, tiers, and rewards tied to sales and POS transactions insi — 1/1示意预览

Run points-based loyalty, tiers, and rewards tied to sales and POS transactions inside Business Central

— a per-tenant AL extension

ECOSIRE builds, installs, and supports on your environment.

什么是 Loyalty & Rewards for Business Central?

Run points-based loyalty, tiers, and rewards tied to sales and POS transactions inside Business Central — a per-tenant AL extension ECOSIRE builds, installs, and supports on your environment. 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.

核心功能

Points accrual rules engine — earn rates by item, item category, customer group, or document type, applied per sales/POS line via event subscribers on posting routines
Tier management with configurable thresholds (points or rolling spend) and tier benefits such as accelerated earn multipliers and reward eligibility
Reward redemption posted against sales orders as line discounts or as credit memos, keeping every transaction inside standard Business Central documents
Customer loyalty card / member ID handling via a Customer table extension, with lookup and scan-friendly fields for POS
Point expiry rules and bonus-campaign windows (double points, category boosts, seasonal promos) governed by date-bounded campaign records
Points ledger with full earn/redeem/adjust/expire history for audit, reconciliation, and dispute resolution
Job queue automation for nightly tier re-evaluation, point expiry processing, and campaign activation/deactivation
Customer Card FactBox and a dedicated Loyalty Member page showing balance, tier, lifetime points, and recent activity
REST/OData API endpoints (custom API pages) exposing balances, tiers, and ledger entries for e-commerce, mobile apps, and external loyalty touchpoints
Power BI and Dataverse / Power Platform readiness — loyalty data flows to dashboards and automated flows without screen-scraping
Dedicated permission sets so cashiers, store managers, and finance each see only the loyalty actions they should
POS transaction integration that accrues and redeems on point-of-sale lines, not just back-office sales orders

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。

  1. 1

    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。

  2. 2

    我们构建与安装

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

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

关于此产品

Loyalty & Rewards for Business Central brings a complete points-and-tiers loyalty program inside Dynamics 365 Business Central — no separate loyalty platform, no fragile middleware, no exporting customer data to a third-party service. ECOSIRE builds this as a per-tenant AL extension and installs it directly on your Business Central environment (cloud SaaS or on-prem), so loyalty lives where your sales, customers, and POS transactions already are.

The extension uses table and page extensions on the Customer, Sales Line, and POS transaction tables to capture earning events, plus dedicated tables for points ledgers, tier definitions, reward catalogs, and campaign rules. Event subscribers on posting routines (e.g. OnAfterPostSalesDoc) accrue points the moment a sale or POS sale is posted — no nightly batch gap — while job queue entries handle tier re-evaluation, point expiry, and bonus-campaign windows on a schedule you control.

Because it is native AL, every loyalty figure is queryable through the Business Central REST/OData API, surfaced on Customer Card FactBoxes, and exposable to Power BI or the Power Platform / Dataverse for dashboards and flows. Redemption posts as order discounts or credit memos through standard BC documents, so finance sees clean, auditable entries.

This is an honest build-to-order engagement: ECOSIRE scopes your accrual rules, tier benefits, and redemption logic against your real configuration, develops the extension, deploys it per-tenant, validates it in a sandbox, and ships it to production with permission sets and documentation. It is not an instant AppSource download — there is a defined delivery lead time and a real engineer on the other side. After go-live, ECOSIRE provides support and updates as Business Central releases evolve.

你得到什么

  • A per-tenant Business Central AL extension (.app) built to your scoped accrual, tier, and redemption rules, installed on your sandbox and production environments
  • Source AL project (table/page extensions, event subscribers, API pages, permission sets) handed over or held under your ECOSIRE engagement, your choice
  • Configured loyalty setup: earn-rate rules, tier definitions and benefits, reward catalog, expiry policy, and at least one launch campaign
  • Permission sets and role assignments for cashier, store manager, and finance personas
  • Job queue entries configured for tier re-evaluation, expiry, and campaign scheduling
  • Sandbox validation pass plus a production deployment with a documented rollback path
  • Admin and end-user documentation covering setup pages, redemption workflow, and the REST/OData endpoints
  • A post-go-live support window with updates aligned to Business Central release waves

这是给谁的

Retail Operations Manager

Runs in-store and online sales on Business Central and wants a single loyalty program covering both POS and sales orders, without bolting on and reconciling a separate loyalty SaaS.

Wholesale / B2B Account Lead

Wants tier-based incentives that reward high-volume buyers with accelerated earn rates and redeemable credits, applied directly to their Business Central sales orders and statements.

Finance & Controller

Needs redemptions to post as clean, auditable BC documents (discounts or credit memos) with a full points ledger, so loyalty liability and reward cost are reportable in Power BI rather than guessed at.

Loyalty & Rewards for Business Central 如何比较

标准伊科西尔定制建造竞争对手Dynamics 365 Business Central 原生
Points, tiers, and reward redemption native inside Business Central包含包含部分支持不包括在内
Accrual tied to both sales orders and POS transaction lines包含部分支持部分支持不包括在内
Redemptions post as standard, auditable BC documents (discounts / credit memos)包含部分支持部分支持不包括在内
Exposed via BC REST/OData API for Power BI, Dataverse, and e-commerce包含部分支持部分支持部分支持
Built, installed per-tenant, and supported for you (no in-house AL team needed)包含不包括在内部分支持不包括在内
Scoped to your exact earn rules, tiers, and campaigns rather than a fixed template包含包含不包括在内不包括在内
No separate loyalty platform or customer-data export to a third party包含包含不包括在内包含

关于Loyalty & Rewards for Business Central的常见问题

How long does delivery take, and is this an AppSource app I just install?

This is build-to-order, not an instant AppSource download. After we scope your accrual, tier, and redemption rules, typical delivery is around one working week depending on complexity — we develop the AL extension, validate it in your Business Central sandbox, then deploy it as a per-tenant extension to production. You get a real engineer and a defined timeline, not a self-service button.

How are points and rewards actually wired into Business Central — does it touch my standard posting?

It extends standard BC rather than replacing it. Earning is driven by event subscribers on posting routines (such as after a sales or POS document posts), so points accrue automatically without altering base objects. Redemptions post through standard sales orders as discounts or as credit memos. Everything is stored in dedicated loyalty tables with a full ledger, and exposed through custom API pages on the BC REST/OData API.

Can the loyalty data feed Power BI, e-commerce, or the Power Platform?

Yes. Because it is native AL, balances, tiers, and ledger entries are available through the Business Central REST/OData API and can flow to Power BI, Dataverse, and Power Automate. Your e-commerce or mobile front end can read member balances and post redemptions through the same authenticated API endpoints.

Who handles ongoing support and updates after launch?

ECOSIRE does. The engagement includes a post-go-live support window, and we keep the extension compatible across Business Central release waves (major updates twice a year). If Microsoft changes an API surface or posting behavior, we adjust the extension. Extended support and enhancement work can continue under a maintenance arrangement.

Does it work for both cloud SaaS and on-prem Business Central?

Yes. It is delivered as a per-tenant extension, which works for Business Central online (SaaS) and on-premises deployments. We confirm your environment type during scoping and target the deployment accordingly, including sandbox-first validation before production.

Can we run promotions like double points or category-specific bonuses?

Yes. Bonus campaigns are date-bounded records with their own earn multipliers and scope (all items, an item category, or a customer group). The job queue activates and deactivates them on schedule, so seasonal promos and limited-time boosts run without manual toggling.

申请报价

Loyalty & Rewards for Business Central

Run points-based loyalty, tiers, and rewards tied to sales and POS transactions inside Business Central — a per-tenant AL extension ECOSIRE builds, installs, and supports on your environment.

  • Points accrual rules engine — earn rates by item, item category, customer group, or document type, applied per sales/POS line via event subscribers on posting routines
  • Tier management with configurable thresholds (points or rolling spend) and tier benefits such as accelerated earn multipliers and reward eligibility
  • Reward redemption posted against sales orders as line discounts or as credit memos, keeping every transaction inside standard Business Central documents
  • Customer loyalty card / member ID handling via a Customer table extension, with lookup and scan-friendly fields for POS

申请报价

告诉我们您对 Loyalty & Rewards for Business Central 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

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。