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Microsoft Dynamics 365 for
Real Estate

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Every day, realtors deal with dozens of clients and hundreds of properties that need to be photographed, rented, sold, etc. Of course, it’s quite difficult to deal with this amount of information and requests, especially when it comes to large real estate companies. Fortunately, there is a way to organize all the materials in one convenient workspace, and that is Dynamics 365 for Real Estate. The system provides tools specially adapted for real estate companies and allows you to make your work much more efficient. Let’s see how it works in practice with our Dynamics developers!

Digital Transformation in Real Estate Businesses with Microsoft Dynamics 365 CRM & ERP

Microsoft Dynamics 365 for real estate is a true end-to-end solution that combines many modules and tools to overcome the challenges of your business. They allow you to automate routine processes and focus on renting/selling housing and finding customers. Here are some modules that will definitely come in handy for the real estate sector.

Dynamics 365 Sales

This module is a real godsend for tracking and managing the real estate sales process. It can track all interactions with customers, from the first contact to the signing of the agreement. This helps to increase conversion rates and reduces the likelihood of losing potential sales.

Customer Service

For real estate businesses, customer satisfaction is paramount. This module is the best solution in this regard. It helps you maintain positive relationships with customers, respond quickly to requests, and provide only personalized offers.

Dynamics 365 Field Service

It is an ideal solution for managing maintenance and inspections. It can plan, track, and optimize repair work and ensure that all properties are properly maintained.

Dynamics 365 Finance

The solution helps to track expenses, manage budgets, and generate detailed financial reports. It is crucial for monitoring profitability, planning future investments, and ensuring regulatory compliance in financial transactions.

Marketing

Don't forget to integrate this tool if you plan to run targeted marketing campaigns to attract new customers and sellers. It allows you to conduct personalized communication based on customer data and create effective promotion strategies.

Dynamics 365 Project Operations

The module helps manage budgets, timelines, and resources for each project, ensuring that development activities are completed on time and within budget. This way, you increase revenue and minimize risk.

Hire Microsoft Dynamics Real Estate expert with us to get flexible resources in your team!

Why Choose Microsoft Dynamics 365 for Real Estate?

Dynamics 365 for the real estate industry dramatically improves the work of many departments and specialists. Most importantly, the system allows you to systematize all the information, simplify the experience of using it, and personalize offers. As a result, it allows you to deal with properties more successfully and conclude more contracts. That is why companies choose Dynamics CRM. Here are more reasons:

End-to-end Business Management

With Dynamics ERP features, you can manage leasing, sales, finance, and customer interactions on a single platform. Thus, all data is stored in one system and is accessible to all employees of your agency.

Customer and Tenant Relationship Building

The CRM system tracks potential customers, inquiries, and interactions with tenants throughout their entire life cycle. It includes automating follow-ups, reminders, and contract renewals to retain tenants.

Real Estate and Lease Management

This feature allows you to manage property listings, leases, and rental contracts in a single system. In addition, it automates billing and rent collection, equipped with alerts and reminders to ensure timely payments.

Finance and Accounting Automation

Dynamics 365 offers comprehensive financial management tools. Plus, integration with Power BI dashboards allows you to generate reports and analytics to understand the entire budget picture.

Sales & Marketing Automation

The system automates the capture of leads from various channels including websites, social media, and email campaigns. D365 also enables personalized communication strategies, enhancing interactions with potential buyers and tenants, thus improving sales outcomes.

Efficient Facility & Maintenance

You may track maintenance schedules and work orders for properties. It automates service requests and the assignment of contractors.

Our Successful Case Study

Our client is a growing real estate company in the United States that manages properties in several states. To improve financial transparency and reporting accuracy, they implemented a three-tiered subaccounting system in their accounting operations. However, this change led to unexpected complications in the configuration of Dynamics 365 Business Central. Payroll taxes were calculated separately for each position in the subaccount hierarchy, resulting in fragmented tax entries. Balance sheet accounts had similar problems: postings were scattered across several subaccounts.

The client asked us to help solve these problems and streamline their operations. We found a specialist who reconfigured their system, unifying payroll taxes and consolidating balance sheet entries. The cooperation was based on clear communication, practical approach and deep understanding of the industry needs. Today, the client’s operations are running smoothly, and its accounting team has everything it needs to grow confidently in the future.

Why Choose Our Services?

We have many years of experience in hiring specialists. During this time, we have earned an excellent reputation and gained invaluable expertise to meet your needs. Here are some of the reasons why clients choose to hire Microsoft Dynamics real estate specialist with us:

That's why clients trust us:

We offer flexible consulting services with which you can deploy your resources even after the project is launched.
We have an extensive candidate database, so we guarantee fast searches.
Our experts have high technical skills and will help you conduct technical interviews.
Hiring with us is reasonable: we hire in different locations, so we offer affordable prices.
Our experts are highly motivated, reliable, and qualified.

Are you looking to hire Microsoft Dynamics Real Estate specialist?

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