2 modules
Sales, patient care, and service all in one solution.
Dynamics 365 Real Estate
Dynamics 365 Real Estate is a CRM solution for real estate development companies that integrates property listings, customers, and sales. We help you organize your projects, reservations, and communication—from the initial contact through to the handover of the property.
oneDynamics, an industry-specific CRM built on Microsoft Dynamics 365 Sales.
2x
greater operational efficiency
50%
shorter processing times
360°
Customer and Document View
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The Challenge
Apartment sales are losing momentum when the data doesn't keep up with customer demand
The process data is distributed
Inquiries, properties, contracts, and payments are managed in different systems, which is why customer service takes longer and it is difficult to assess the return on investment.
Leads lose their context
Inquiries come in from various websites, forms, and campaigns, so sales representatives respond later and are unaware of the customer's previous interactions.
The selection of properties is inconsistent
Apartment availability is updated in several files, which means that the sales team is working with outdated status information and may list the same unit multiple times.
Faults lose their continuity
Claims filed after acceptance are not linked to the customer, the premises, or the project; therefore, liability is unclear, and resolving the issue takes longer.
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How It Works
From the initial inquiry to taking possession of the apartment—all in one process
D365 Real Estate integrates lead sources, investment data, property listings, contracts, payments, the customer portal, and post-sale support.
01
Submit a request
A lead is added to the CRM along with its source, level of interest, and communication history.
02
Find a venue
The sales representative works based on current availability, prices, and the investment structure.
03
Draft the contract
Reservations, documents, and payments go through controlled stages of the process.
04
After-Sales Service
Acceptance, defects, and reports are linked to the customer and the location.
THE LOOP CLOSES WITH DATA
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Pillars
Sales and customer service based on a single version of the data
Monitoring of Investment Sales
The team guides the client from the initial inquiry through to the contract, using up-to-date information on investments, properties, and payments.
Centralization of lead sources
Inquiries from websites and forms are routed to a shared sales queue.
Current Listings
The status of the apartment is visible to everyone involved in the sale.
Contracts and Schedules
Reservations, documents, and payment due dates all form a single transaction process.
Investment Pipeline
The management team assesses the potential and sales projections for each investment.
Consistency in the Customer Experience
After signing the contract, the customer continues to benefit from organized communication, documentation, and ticket handling.
Customer Portal
The buyer gains access to documents, payment information, and details about the property.
Scheduling Acceptance Inspections
Deadlines, participants, and acceptance statuses are managed in a single schedule.
Defect Log
Each report is linked to a location, a customer, and the team responsible.
History of Communication
Sales and customer service can view the entire history of a customer relationship without having to search for messages.
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Photos
See how it works
What is " Dynamics 365 Real Estate " from oneDynamics?
D365 Real Estate is an industry-specific CRM system for real estate developers, based on Dynamics 365. It integrates sales, investments, a customer portal, and after-sales service.
Sales and Contracts
Guides the client through the reservation process, the development agreement, payments, and the final agreement.
Investments and Properties
It provides a unified overview of the investment and the current status of each unit.
Customers and the Customer Portal
It combines the history of the relationship with the buyer's access to documents, payments, and requests.
After-Sales Service
It manages the scheduling of inspections, the defect log, and post-purchase communication.
In processes that bring together the customer, the location, the contract, and after-sales service
D365 Real Estate organizes three related areas of the development process, ensuring a unified view of the customer, the property, documents, and payments.
Sale of Investments
It integrates leads, contact history, property listings and availability, reservations, and the sales pipeline for individual developments.
Contracts and Payments
It manages reservation agreements, development agreements, and final agreements, as well as related documents, invoices, and payment schedules.
Acceptance Inspections and After-Sales Service
It supports the customer portal, pickup scheduling, fault reporting, and the management of requests related to a specific location.
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What We Optimize
Results Confirming the Impact of CRM on Real Estate Sales and Customer Service
2×
greater operational efficiency
3–5 days
less work involved in processing the application
5–10 min
saved during contact
3 hours
processing the case instead of 15 days
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FOR WHOM
For organizations that manage the entire real estate sales cycle
- Residential developers who want to combine unit sales, contracts, payments, move-ins, and defect resolution into a single process.
- PRS investors who manage a portfolio of properties and maintain relationships with residents. The scope of leasing and billing is determined during the implementation phase.
- Groups and special-purpose entities that require common sales and reporting standards while maintaining the separation of data, authority, and responsibility among the companies.
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How We Implement
The implementation of D365 Real Estate begins with the sales process
Investment Audit
We map out lead sources, investment structures, property statuses, contracts, payments, acceptance procedures, reports, and systems requiring integration.
Implementation and Migration
We configure processes, roles, the portal, and integrations; migrate data; and test the solution on a selected project or team.
Optimization and Scale
We measure conversion rates, processing time, and data quality, and then expand the system to include additional investments, companies, and processes.
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Numbers, not slides
What Works for Customers Who Have Placed Their Trust in Us
End-to-end projects across various industries. The same Microsoft tools, different results—because each of our clients’ businesses is unique.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
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They've placed their trust in us
“
We save 20–30% of the time spent on daily tasks—time that we used to waste searching for information.
”
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