Customer Rewards For D365 Business Central User Guide

Customer Rewards For D365 Business Central helps Microsoft Dynamics 365 Business Central users configure customer sales rewards and item rewards so eligible customers can earn, review, and redeem rewards through documented Business Central and POS workflows.

For advanced analytics on customer loyalty and related sales scenarios in Business Central, see the official Microsoft documentation: Analyze customer loyalty and other sales scenarios | Microsoft Learn .

Extension

• Extension Version Number: 3.2.0.0
• Extension Version Date: 08/18/2025
• Published by: System Solutions LLC
• Find more extensions for Microsoft Dynamics 365 Business Central by System Solutions LLC

Back to Top

Customer Rewards For D365 Business Central Overview

This app can give customers two types of rewards for making purchases: item rewards and sales rewards (monetary rewards). Both item and sales rewards are received by meeting predefined thresholds.

Back to Top

Customer Rewards Setup

• Search for and open the Customer Rewards Setup page to set up either Sales Rewards or Item Rewards.
• The Default Days to Expire field specifies the default number of days since the first sale until the customer's sales and reward balances expire. Set to 0 to disable expiration.
• The Default Reward Limit field specifies the default number of times a reward can be earned by a customer. Set to 0 for no limit.
• The Payment Method field in Sales Rewards section is the payment method that will be used when customers want to spend their earned rewards.
• The Sales Rewards table specifies the amount earned per amount spent. If multiple rewards are listed here, customers will earn rewards for any they are eligible for from the same sale.
• The Item Rewards table specifies how many items or groups of items reward the same item or item of the same group. Item rewards may be added for individual items or groups, which is specified by the Reward Type field. Items can be added to groups by selecting the line and clicking the Item Rewards table header > Reward Group Items.

Back to Top

Using Sales Rewards

• When an item is sold, its amount excluding tax will add to the customer’s running rewards sales balance. Once the threshold is met, they will receive the sales reward. The sales and rewards balances can be seen through the customer card by clicking Customer Reward Balances. The balance for every customer can be seen on the Sales Rewards Balance.
• The “Rewards Earned History” and “Rewards Used History” buttons will open the full histories recorded for each reward. These values can be edited to change a customer’s reward balance.
• A fact box is added to POS that displays the reward amount available to the selected customer. The Customer Reward Balances page is also accessible through POS.
• When a customer wants to spend their earned rewards, select the previously configured rewards payment method in POS when making the payment

Back to Top

Using Item Rewards

• The items sold and rewards balances can be seen through the customer card by clicking Customer Reward Balance, or on the Item Rewards Balance page.
• Similar to the sales rewards page, the “Items Sold History” and “Item Rewards History” buttons will open the recorded history that makes up these balances. These values can also be edited to adjust the available rewards of a customer.
• A fact box is added to POS that displays the reward quantity available to the selected customer. The Customer Reward Balances page is also accessible through POS.
• To redeem these free items, click the Apply Item Reward button in POS. This will add the item to POS with a 100% discount.

Back to Top

Expiring And Limiting Rewards

• Each reward that's set up can be given a number of days to expire. After the customer's first sale that adds to the reward's balance, it sets a date based on the number of days to expire. After the date, sales will no longer increment the balance and rewards can no longer be used. Setting the field to 0 means the reward will not expire.
• Each reward can also be set to give a limited number of rewards. For example, if the reward limit is set to 1, the customer will only receive the reward amount once.

Back to Top

Customers' Eligible Rewards

• By default, customers will start earning all rewards listed on the setup page. The Earn Rewards field on the Customer Card can be set to All (default), Custom, or None.
• If the customer is set to earn "custom" rewards, the Eligible Rewards button will be enabled on the Customer Card. Specify the type of reward and its code to opt the customer in to receive the reward.

Back to Top

Blocking Rewards By Item

• Earning rewards can be blocked for specific items with the added Block Reward field on Item Card.

Back to Top

Example Business Workflows

The following examples show how Customer Rewards For D365 Business Central may be used in common retail, counter-sales, and account-management scenarios.

Customer Rewards For D365 Business Central Sales Reward Redemption

1. A customer makes a qualifying purchase in POS.
2. The item amount excluding tax is added to the customer’s running rewards sales balance.
3. When the threshold is met, the customer receives the sales reward.
4. The reward amount is displayed in the POS fact box for the selected customer.
5. When the customer wants to spend the earned reward, the previously configured rewards payment method is selected in POS.

Item Reward Redemption

1. A customer purchases items that count toward an item reward or reward group.
2. The item rewards balance is available from the Customer Card or the Item Rewards Balance page.
3. The POS fact box displays the reward quantity available to the selected customer.
4. The Apply Item Reward button is selected in POS.
5. The reward item is added to POS with a 100% discount.

Limited Reward Campaign

1. A reward is configured with a reward limit.
2. The customer earns the reward when the predefined threshold is met.
3. If the reward limit is set to 1, the customer receives the reward amount once.
4. Reward history remains available through the Rewards Earned History and Rewards Used History buttons.

Custom Eligible Rewards

1. The Earn Rewards field on the Customer Card is changed from All to Custom.
2. The Eligible Rewards button becomes available on the Customer Card.
3. The reward type and reward code are specified for the customer.
4. The customer earns only the rewards they are opted in to receive.

Back to Top

Conclusion

Customer Rewards For D365 Business Central gives customers item rewards and sales rewards based on predefined thresholds. The extension supports reward setup, customer reward balances, POS visibility, reward redemption, expiration rules, reward limits, customer eligibility controls, and item-level reward blocking while preserving the documented Business Central workflow.

Back to Top