RealEstatePro – Real Estate Suite for AX About Dynamic Netsoft 3 Key competence in Real Estate industry – Employees Recruited from major Real Estate.

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Presentation transcript:

RealEstatePro – Real Estate Suite for AX

About Dynamic Netsoft 3 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

RealEstatePro – Real Estate Suite for AX 4 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 Partners

Microsoft Dynamics AX 2012 RealEstatePro 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 / 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 SYSTEM Property Management – Area Page

Property Management SYSTEM Building Master

Property Management SYSTEM Building Master – Block Details

Property Management SYSTEM Building Master – Floor Details

Unit Master

Property Management SYSTEM Unit Master – Rental Breakup

Unit - Furnishing

Property Management SYSTEM Unit - Amenities

Property Management SYSTEM Property Inquiry

Property Management SYSTEM Property 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 SYSTEM Rental Agreement

Property Management SYSTEM Rental Agreement - Lines

Rental Agreement – Rent revision

Property Management SYSTEM Rental 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 distribution Lumpsum Based on area Consumption Manual

Utility Invoices

Property Management SYSTEM Rental Payments

Property Management SYSTEM Rental Payments

Property Management SYSTEM Inquiries – payment transactions

Property Management SYSTEM Inquiries – 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-rated Daily rent Whole 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

Change order

Change order – Specification changes

Change order – payment schedule

Sales agreement cancellation

Sale Agreement - Invoicing

Sale Agreement - Payment

Work completion

Work completion – Send

Change order cancellation

Unit handover – Unit specification

Unit handover – Document checklist

Unit handover – Handover process

Unit handover – report

Q & A