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
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
Sales Commission & Incentive Compensation for Dynamics 365 CRM
A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, 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
Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
Rep-level commission statements showing earned, accrued, paid, and projected amounts
Quota and attainment tracking with period-over-period roll-up per rep, team, and territory
Commission forecasting recalculated on a schedule via a Business Central job queue entry
Approval workflow for manual commission adjustments with full audit-log capture
Permission sets that scope reps to their own statements while RevOps and finance see the full book
Split commission handling for multi-rep opportunities with configurable allocation percentages
OData/REST API endpoints exposing commission and accrual data to Power BI or external payroll systems
Draw and clawback support for advances against future commission and reversed deals
Deployed as a per-tenant extension — upgrade-safe across BC cumulative updates, never modifying base app code
关于此产品
Sales ops and RevOps teams running incentive plans in Dynamics 365 Sales usually fall back to spreadsheets the moment plans get real — tiers, splits across multiple reps, accelerators above quota, draws, and adjustment approvals. This product replaces that spreadsheet with a governed, auditable commission engine that lives inside your own Dynamics 365 environment.
为什么选择 Sales Commission & Incentive Compensation for Dynamics 365 CRM
Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
Rep-level commission statements showing earned, accrued, paid, and projected amounts
Quota and attainment tracking with period-over-period roll-up per rep, team, and territory
Commission forecasting recalculated on a schedule via a Business Central job queue entry
ECOSIRE builds this as a per-tenant extension for Dynamics 365 Business Central paired with a Dataverse / Power Platform integration to your D365 Sales (CE) app. It is not an instant Microsoft AppSource download. After purchase we scope your real plan rules, write the AL extension (table extensions, page extensions, and event subscribers), wire the cross-app data flow, deploy it to your sandbox first, then publish it to production and hand over documentation and admin training.
How it works: a Plan Designer lets you define commission tiers, attainment accelerators, and rep splits. An event subscriber fires when an opportunity reaches Closed Won (synced from D365 Sales via the Dataverse connection or the BC OData/REST API), creating a commission accrual record against the responsible rep. A job queue entry recalculates quota attainment and forecasts on a schedule. Reps and managers get commission statements showing earned, accrued, and projected payouts; finance gets an approval workflow for any manual adjustment, with every change written to an audit log.
Everything is governed by Business Central permission sets so reps see only their own numbers while RevOps sees the full book. Because it ships as a per-tenant extension, it upgrades cleanly with your BC cumulative updates and never touches the base application code. You own the environment; ECOSIRE owns the build, the install, and ongoing support.
你得到什么
- AL per-tenant extension (.app) built to your incentive plan rules, deployed to your Business Central sandbox then production
- Dataverse / Power Platform integration connecting D365 Sales opportunities to the Business Central commission engine
- Configured Plan Designer pre-loaded with your tiers, splits, accelerators, and quotas
- Business Central permission sets for reps, managers, RevOps, and finance roles
- Job queue setup for scheduled attainment and forecast recalculation
- Admin and end-user documentation plus a live handover/training session, with source AL available on request
这是给谁的
Sales Operations Manager
Owns the comp plan mechanics and is tired of reconciling tiers, splits, and accelerators in a fragile spreadsheet every period. Wants the rules encoded once and applied consistently.
RevOps Lead
Needs a single auditable source of truth across D365 Sales and Business Central, with forecasts and attainment that finance trusts and that scope correctly by role.
Finance / Accounting Controller
Cares about accrual accuracy, approval governance for adjustments, and a clean audit trail tying every payout back to a Closed Won opportunity before it hits payroll.
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 Commission & Incentive Compensation 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 Sales Commission & Incentive Compensation 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。
Sales Commission & Incentive Compensation 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 |
|---|---|---|---|---|
| Plan rules match YOUR comp plan (tiers, splits, accelerators) | ||||
| Accrual auto-triggered on opportunity Closed Won | ||||
| Dataverse / D365 Sales integration built and tested | ||||
| Upgrade-safe per-tenant extension (no base code changes) | ||||
| Adjustment approval workflow with audit log | ||||
| Installed and supported by the vendor on your tenant | ||||
| Role-scoped permission sets out of the box | ||||
| You own the source AL and the data |
关于Sales Commission & Incentive Compensation for Dynamics 365 CRM的常见问题
+Is this an instant download from Microsoft AppSource?
No. This is a build-to-order product. ECOSIRE scopes your specific incentive plan rules, builds the AL per-tenant extension and the Dataverse integration, and installs it directly on your Business Central environment. There is no instant AppSource download — the value is that the engine matches your actual comp plan rather than a generic template.
+What is the typical delivery lead time?
Most builds are delivered in roughly 3 to 5 weeks from the kickoff scoping call. The first week is spent capturing your plan rules (tiers, splits, accelerators, quotas) and mapping your D365 Sales fields; the remaining time covers AL development, sandbox deployment, your acceptance testing, and the production publish. More complex plans (multiple currencies, draws, clawbacks) sit at the longer end.
+How do ongoing support and updates work after install?
Because it ships as a per-tenant extension that never modifies base app code, it stays upgrade-safe across Business Central cumulative updates. ECOSIRE provides a support window after go-live for fixes and plan-rule adjustments, and offers an optional ongoing support arrangement for new plan years, additional accelerators, or schema changes in your D365 Sales app.
+Do we own the code and the data?
Yes. The extension is installed on your own Business Central tenant and all commission data lives in your environment under your control. Source AL is available to you on request. You are never locked into a hosted ECOSIRE system.
+Can it push approved commissions into our payroll system?
Yes. The extension exposes commission and accrual data through Business Central OData/REST API endpoints, so approved payouts can be pulled into Power BI for reporting or pushed to an external payroll or finance system. We confirm the exact integration target during scoping and can build the connector as part of the engagement.
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 Commission & Incentive Compensation for Dynamics 365 CRM
A build-to-order Dynamics 365 extension that models tiered commission plans, accrues incentive compensation when opportunities close as won, and produces rep-level statements and forecasts — built, installed as a per-tenant extension, and supported by ECOSIRE.
- Plan Designer with commission tiers, rep splits, and attainment accelerators, stored in dedicated AL tables and editable from a Business Central page
- Commission accrual triggered by an AL event subscriber when a Dynamics 365 Sales opportunity reaches Closed Won
- Dataverse / Power Platform integration syncing opportunities, owners, and amounts from D365 CE into Business Central
- Rep-level commission statements showing earned, accrued, paid, and projected amounts