Dynamics 365 F&O Real estate Management

Complete Property, Unit & Portfolio Management

Real estate businesses need precise, real-time visibility across towers, buildings, communities, retail spaces, and mixed-use developments.
This add-on enhances Dynamics 365 Finance & Operations with a complete property management
layer designed for operational clarity.

Complete Property, Unit & Portfolio Management

Real estate businesses need precise, real-time visibility across towers, buildings, communities, retail spaces, and mixed-use developments. This add-on enhances Dynamics 365 Finance & Operations with a complete property management layer designed for operational clarity.
What Leasing & Operations Teams Will Appreciate:

Unit Availability Matrix: Instantly see which units are vacant, reserved, occupied, blocked, or under maintenance.
Multi-Project / Multi-Company Support: Manage diverse real estate portfolios across different legal entities within one ERP.
Utility & Asset Mapping: Link each unit to utilities, meters, assets, and parking slots for full operational transparency.
Automated Unit Status Updates: Leasing, maintenance, and finance teams always see the same up-to-date information—eliminating miscommunication.

Result: Every decision is powered by accurate, real-time property intelligence.

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Tenant Lifecycle Management — From First
Contact to Move-Out

Tenant relationships drive recurring revenue. To protect this, the entire tenant journey must be structured, transparent, and automated.
The Real Estate Add-On brings full lifecycle automation into Dynamics 365 Finance & Operations.

End-to-End Tenant Management Includes:

Digital onboarding with centralized document storage
Contract creation using configurable templates and workflows
Automated renewal alerts, escalation logic & rent adjustments
Deposit tracking with automated settlement and refund processing
Early termination penalty calculation
Smooth transfer between units with adjusted billing

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Department-Wise Advantages:

Leasing: Faster contract creation, renewals, and visibility
Finance: Accurate deposits, recurring billing, and receivables
Operations: Fewer disputes and standardized processes

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Automated Rent, Utility & Service Charge Billing

Manual billing often results in errors, revenue leakage, and disputes. This add-on fully automates all
types of real estate billing inside Dynamics 365 Finance & Operations.

Billing Automation Covers:

Monthly/annual rent invoices
CAM/service charge calculations
Meter-based utilities (DEWA, SEWA, ADWEA, chilled water)
Automated prorated billing for mid-cycle start/end
VAT compliance and tax grouping across entities

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Finance Teams Benefit Through:

Real-time AR aging & collection insights
Automated posting to General Ledger
Elimination of duplicate or incorrect invoices
Faster month-end reconciliation

Result: Revenue is predictable, accurate, and fully aligned with financial controls.

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Facility Management & Maintenance Integration

A well-maintained property builds stronger tenant relationships and protects asset longevity. This solution integrates maintenance directly into Dynamics 365 Finance & Operations.

Capabilities Include:

Maintenance request logging via tenant app or service desk
Automatic technician assignment based on skill & availability
Spare parts tracking, consumption posting & job costing
Preventive maintenance for elevators, HVAC, chillers, generators, etc.
SLA monitoring for every work order

Operations teams gain complete visibility into performance, service quality, and operational costs.

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Real Estate Analytics & Portfolio Insights

Leadership teams rely on real-time analytics to evaluate performance, reduce risk, and drive strategic decisions. This add-on provides comprehensive dashboards powered by Dynamics 365 Finance & Operations and Power BI.
Dashboards Provide Insights Into:

Occupancy vs vacancy across all properties
Rent collection vs overdue receivables
Unit-level profitability and yield performance
Upcoming lease expiries and renewal opportunities
Tenant retention patterns and churn analysis
Project-wise ROI and long-term financial outlook

Result: CEOs, CFOs, and investors gain an accurate, real-time picture of portfolio performance.

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Showcasing Excellence

Case Study

With our ERP software solutions, we have helped unlock the full potential of businesses software investments. See what makes us the best ERP service-provider company.

Client: Automotive Dealer Network
Requirement: Business Central for Dealer Management

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Client: Healthcare (Clinic Network)
Requirement: Business Central for Healthcare

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Client: Construction (Contracting Firm)
Requirement: Business Central for Contracting

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Client: Industry: Retail (Fashion Chain)
Requirement: Business Central for Fashion Retail

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Don’t Take Our Word for It

Clients’ Testimonials

Hear from our satisfied partners and industry leaders about our ERP software solutions.

We opted for an efficient roadmap because we didn’t have the skill and expertise that SoftArt has, and we wanted training along the way because we wanted to be the people who maintain the system. SoftArt was able to accommodate our needs from an IT and ERP perspective but also a business perspective.

Director of IT
Amalgamated Family of Companies

Get a good partner, and that is different from a good consultant! You want the resource capacity; you want the expertise; but you really want somebody to invest in the success of your project, rather than have it be just another project. I’m happy to say that’s what we found in the SoftArt team. It was like taking a leap many years into the future with the ERP upgrade.

Director of Business Systems
SAAB USA

We were looking to cut costs by migrating but lacked the expertise to do so. SoftArt brought valuable resources and experience to the table, and their road-mapping skills ensured the process was smooth.

Founder & CEO
Bookazine

We were lost when it came to evaluating, recommending, and finalizing an ERP to manage our warehouse, bars, restaurants, and brewery. SoftArt came in and simplified the process and showcased why the recommended solution combined with their team is the best to get this done. I’m happy to say they were right!