All of the information is in one place under the umbrella of Dynamics 365. It eases project management and helps you keep the property, units, tenants, and landlords information at the fingertips. Business intelligence coupled with Power BI provides custom reports, live data, and a multi-dimensional perspective of your property management portfolio.

It allows you to store and secure all tenant data, essential tenancy paperwork, background information, existing and related contact and account information, leasing management procedure, and bank accounts too. You can also keep track of overdue rent cheques, unpaid balances, and payments.

Set up multiple price rules, reminders, renewal, payment generation, and invoices to save time when drafting lease contracts on your branded templates. It also allows you to create lease contracts, view the contract lifecycle, produce templates to apply contractual policies to reduce human errors, keep all contract copies, and apply all business and security regulations. It will also help you with reservation cancellation and tenancy contract downgrade and upgrading.

Integrate with other software or modules, as well as add-ons, if necessary, to tailor your financial management system and manage essential financial processes. Furthermore, Dynamics 365 ERP software for real estate allows you to manage properties and accounts from a single platform. You can also generate invoices for the entire property based on the computed charges, send them to consumers, and handle outstanding debts. All in all, boosts productivity, automates manual activities in all accounting processes, and reduces human error.

Power BI dashboards and reports provide real estate managers with an overview of corporate activity, traffic, and statistics. These personalized dashboards show you what’s vital to your business. The dashboards include everything from broad viewpoints to minute detail. You receive instant access to insights and real-time data. Take snapshots of your rental portfolio’s performance as well as metrics for servicing requests.

Real-time analytical and financial reporting and data by territory, building, site, or unit, as well as detailed rent, lease status, and financial reports, are easily accessible. You may also access documents from any location at any time, thanks to SharePoint connectivity.

Custom KPIs, in-line editing capabilities, and many more features enable real-time changes and data overviews of your organization. It helps you make better and more improved decisions. So, forecasting comes easy.