RealEstatePro – Real Estate Suite for AX

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About Dynamic Netsoft

• Key competence in Real Estate industry– Employees Recruited from major Real Estate companies in

India and Saudi Arabia who brings wealth of experience from this industry

• Silver Certified Partner for Microsoft Dynamics AX• 60+ permanent professional in India, Saudi Arabia and

Canada supporting our customers and partners in different regions

• Local presence in India, Saudi Arabia and Canada• Sustainability– Ever growing and Profitable since incorporation

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RealEstatePro – Real Estate Suite for AX

• RealEstatePro is a solution for owners and managers of properties to enable them to manage the key activities of leasing, renting and selling the property to customers

• Is seamlessly built into the Microsoft Dynamics AX and utilizes the standard features of Dynamics AX as well as extensive additional features specifically designed to support the downstream business

• Certified for Microsoft Dynamics (CfMD)• Proven, Tested and Recommended software for Microsoft Dynamics

AX• The solution can be viewed as a twofold delivery

– As a set of additional forms, reports and work processes specifically made for the Real Estate industry

– As a set of best practices how to utilize Dynamics AX for the Real Estate industry and designed to meet your unique business and industry needs and ready-to-deploy for your industry

Statement of Direction

Vertical focus• RealEstatePro will continue to be focused towards companies dealing with

Property Management, development and Sales.• RealEstatePro will continue to be focused towards companies into Real Estate

Brokerage.• RealEstatePro will continue to provide innovation by providing a complete

Mobility solution

Microsoft Technology• RealEstatePro will continue to be built on Microsoft Dynamics (AX) platform

and surrounding technologies.

Geography• RealEstatePro will continue to be translated into more languages, starting with

the user interface and later user’s guides and help files.

Statement of Direction - Roadmap

Our Customers

Our Customers

Our Partners

Microsoft Dynamics AX 2012RealEstatePro

Reaching to Verticals

Microsoft Dynamics AX

Business Process Coverage

ERPFoundation

RealEstatePro

RealEstatePro – Real Estate Suite for AX

• Property Management• Sales Management

RealEstatePro

RealEstatePro – Property Management

Property Management - Features

Definition of Unit Types, Buildings, floors, Units, etc.

Set up multiple leases per tenant, multiple units per lease, etc

Merging and de-merging of units for the Agreements

Tenant portal to enable Tenants to create Maintenance request, Lease termination request, etc

Alert by Email / SMS for Payment and Contract Renewal reminders

Track unit area, lease insurance, deposits, property addresses, property types, or unit types

• Property search & recording inquiry and full integration with AX CRM

• Quotation, Reservation & Reservation payments

• Invoicing, Payments, Revenue recognition,

• Utility Invoices and cost allocation to tenants

• Rent revision / appraisal process

• Agreement Renewal / Closure Transactions

• Powerful BI Reports

• Integration to Microsoft Dynamics AX Service Management

Property management- Overall flow

Property Management SYSTEMProperty Management – Area Page

Property Management SYSTEMBuilding Master

Property Management SYSTEMBuilding Master – Block Details

Property Management SYSTEMBuilding Master – Floor Details

Unit Master

Property Management SYSTEMUnit Master – Rental Breakup

Unit - Furnishing

Property Management SYSTEMUnit - Amenities

Property Management SYSTEMProperty Inquiry

Property Management SYSTEMProperty Inquiry

Lead Creation – Prospect Inquiry

Rental Quotation

Reservation

• Property search to Reservation• Lead to Reservation• Quotation to reservation• Reservation payment• Reservation cancellation – with/without

refund• Reservation extension• Reservation to Rent Agreement

Reservation from Leads

Reservation From Property Search

Reservation

Reservation payment

Reservation –Extend & Amend Reservation

Property Management SYSTEM

Rental Agreement with Single Unit or Multiple Units

Prepaid Contract or Regular Contract

Agreement duration – Yearly, Semi-annual, Monthly, Daily, etc.

Furnishing details

Rental Breakup

Rent Increment

Rental Agreement Details

Rental Agreement

Property Management SYSTEMRental Agreement

Property Management SYSTEMRental Agreement - Lines

Rental Agreement – Rent revision

Property Management SYSTEMRental Invoice

Invoice

• Rent component wise invoicing, unit wise invoicing, consolidated invoices for multiple units.

• Creation of Invoice for each agreement or periodic process to generate invoices for all agreements

• Cancellation / Re-issue of invoice• Credit note against each invoice• Revenue recognition

Utility invoices

Utility Invoices

• Utility invoices can be raised for individual unit or across all the rented units

Equal distributionLumpsumBased on areaConsumptionManual

Utility Invoices

Property Management SYSTEMRental Payments

Property Management SYSTEMRental Payments

Property Management SYSTEMInquiries – payment transactions

Property Management SYSTEMInquiries – payment transactions

Agreement renewal

Agreement Closure

Agreement closure

• Invoice reversal if agreement is closed early• Invoice generation if agreement is extended after

agreement end date. Calculation method during closure can be of following

Pro-ratedDaily rentWhole month

• Inspection process• Recovery amount • Final Settlement

Rent Appraisal

• Appraisal of Rent can be based on unit, Unit type, Property, Amenities etc.

• Approval process to activate the appraised rates.

• Appraisal history tracking

Rent Appraisal

Dynamic Netsoft Vertical Solutions for AX

Dynamic Netsoft Real Estate – Sales Management

Real Estate Sales– Area Page

Real Estate Sales - Set up – Price List & Template

Set up – Specification master

Set up – Specification template

Set up – Inspection checklist

Set up – Document checklist

Property Inquiry

Selection criteria

Inquiry to Lead

Inquiry to Quotations

Sales Quotations

Sales Quotation Report

Inquiry to Reservation

Reservation

Reservation – Sales pricelist

Reservation – Cancellation

Reservation – Reservation payment

Building details

Building details – Sales pricelist & Specifications

Block and Floor

Units creation

Units – Price list and Major Specifications

Sales Agreement

Sales Agreement – Payment schedule

Sales Agreement – Payment schedule

Change order

Change order – Specification changes

Change order – payment schedule

Sales agreement cancellation

Sale Agreement - Invoicing

Sale Agreement - Payment

Work completion

Work completion – Send email

Change order cancellation

Unit handover – Unit specification

Unit handover – Document checklist

Unit handover – Handover process

Unit handover – report

Q & A