1. CGI FlexProperty Microsoft Dynamics for Real Estate

2. FlexProperty
Functionality

3. End-to-end real estate on Microsoft Dynamics 365

4. Microsoft intelligent business cloud Enhanced for Real Estate by CGI FlexProperty
Microsoft AppSource
Office 365
Power BI
Cortana Intelligence
Azure IoT
Dynamics 365
FlexProperty
Field Service
Sales
Customer Service
Project Service Automation
Marketing
Operations
Property & Lease Management
Corporate
Fee Billing
Microsoft uniquely delivers all of the pieces of an intelligent business cloud.
First party business applications are at the heart of the intelligent business cloud. Dynamics 365 takes a new approach to business applications.  Our current CRM and ERP cloud solutions will be unified into one cloud service with new purpose-built apps to help manage specific business functions, including: Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation.
Power BI and Cortana Intelligence are natively embedded to help companies achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions like field service.
Deep integration between Dynamics 365 and Office 365 brings together the two worlds of business process and personal productivity. Historically users have been the point of integration between business processes and the , spreadsheet and word processing tools they use. This meant lot of time flipping between apps and a lot of cutting and pasting. With Dynamics 365, we connect the structured workflow of business apps with the unstructured work of collaboration and productivity for empowered employees and a much more productive experience.  
Business applications will be able to adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 apps will:
Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
Offer tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.
Come with connectors that let you integrate with applications and services from Microsoft and our partners - including custom API’s and on premise systems.
We are also introducing Microsoft AppSource – Microsoft's new destination for business users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our partners, including those built on top of Dynamics 365, Office 365, Cortana Intelligence and the Azure platform.  AppSource is available in preview and customers can try out more than 200 solutions.
Multi-entity management
Application Platform (PowerApps, Power BI Embedded, Flow) & Common Data Model
Azure

5. Financials Make decisions based on facts and comply
6/19/2018
Financials Make decisions based on facts and comply
Reporting and consolidation
Build and maintain your budgets with Microsoft Excel
Budget
Analyze your finances the way you want
General Ledger
Manage your vendor relations and disbursements
Accounts Payable
Efficiently manage debtor invoices and collections
Accounts Receivable
Mange service objects, agree-ments and service orders
Service Mgment
Automate your acquire-to-retire process
Fixed Assets
Manage
your project tracking profitability
Project Accounting
Plan-to-report is the end-to-end process of managing all areas of financials within Microsoft Dynamics AX.
Here are the different components that allow customers to efficiently manage their organisation and get business insight:
Reporting: get great business insight benefiting from role centre that allows you to easily access reports, visual charts and key performance indicators (KPIs) that will allow you to make decisions based on facts.
Budget: build and maintain your budget. Create budget structure within Microsoft Dynamics, easily retrieve all information within Microsoft Excel® spreadsheet software to manage your budget templates, enter all budget information, simulate your plan before updating Microsoft Dynamics AX and track budget implementation, potential variation to the plan, and potentially adjust the plan.
General ledger: define your companies chart of account, accounting structure and accounting rules and comply with local regulation to meet electronic accounting expectations.
Account payable: manage your vendors disbursement process defining invoice matching policies and rules, track budget compliance, collaborate with vendors through Enterprise Portal and potentially manage your account payables via a shared services desk that could serve your company procurement centrally.
Account receivables: drive your collection process through improved capabilities to make sure your debtors are on track with their payments including central shared services and case management capabilities to help you track and follow on late payments.
Cost accounting: translate your accounting information into business insight and manage your company profitability and analyze your costs using powerful allocation schemes integrated wit your budget exercise.
Fixed assets: manage the full life cycle of assets management from acquisition, depreciation to disposition.
Project accounting: manage the different investment projects that your company is dealing with, and track project completion, and costs associated therewith for improved control of your investments.
Consolidation: streamline and simplify consolidation process for accurate reporting. Consolidate companies across different Microsoft Dynamics AX instances.
Financials Benefits:
Enable users to make decisions based on facts
Comply with local regulations
Comply with global regulations (such as International Financial Reporting Standard (IFRS) and the Sarbanes-Oxley Act (SOX))
Powerful account structure for deeper analysis.
Comply with local regulations
Key Benefits
Enable users to make decisions based on facts
Comply with global regulations (IFRS, SOX)
Powerful account structure for deeper analysis
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Internal Controls & Business Process Tools
Workflows & Queues
Automate Corporate Compliance and Business Processes
Organisational Frameworks and hierarchies
Includes approval, delegation and escalation
ENRICHED VISIBILITY
Compliance status & activities
BETTER CONSISTENCY
Complying with corporate policies
GREATER CONTROL
Easily track and manage compliance
BETTER SEGREGATION OF DUTIES
To comply with regulations
LOWER COST OF COMPLIANCE
Streamlined/automated processes
IMPROVED GOVERNANCE
Tracking internal controls
FACILITATED KNOWLEDGE MANAGEMENT
Captured processes for training and readiness documentation
Extensible Security Framework
Alerts
Configurable Alerts
Track key events and expense policy violations
Client, role centre and notification
Security:
Microsoft Dynamics AX 2012 offers a Security Framework based on roles which determine duties and privileges (down to the data level) of the users whether they are accessing Microsoft Dynamics AX via its Windows Client, SharePoint or Microsoft Office:
Simplified and effective security model which is supported by a framework that is pushed to the data layer
Business-relevant roles and task-based security: In role-based security, users are assigned to roles based on their responsibilities in the organisation and their participation in business processes.
Clearly defined duties and associated privileges – there are rich data security policies modelled as business requirements
Reusable privileges and permissions – once created it can be used in multiple places (property and meta-data driven)
Non-domain users supported – Users can be authenticated by using methods other than Active Directory. For example, a user can be authenticated through Windows Live ID.
>80 roles and about 800 duties available out-of-box.
The extensible data security framework can be used to help secure the data. You can create data security policies that are based on data that is contained in a different table. Data security policies are enforced at the server, regardless of the type of client that is used to access the data.
Segregation of duties conflict identification and rules enforcement
Audit
Extensive Audit Trails – Track Access Controls & Changes
“Who changed what and when”
“Who can access what”
BPM & Task Recorder
Integrated Task Recorder & Business Process Modeller
Record & document business processes and critical controls
Map to online business process models (LCS)

7. Microsoft Dynamics for Real Estate
FlexProperty
Microsoft Dynamics for Real Estate

8. FlexProperty functionality
Manage properties
Property details
Purposes
Types
Standard setup copied to contracts
Contact persons
Etc.

9. FlexProperty functionality
Manage contracts
Lease lines based on lease types
With or without units
Details for invoicing
Standardized prices or specific price on lease
Total price or price per area
Multiple languages and currencies

10. FlexProperty functionality
Indexation and price adjustments
Individual setup on each contract line
Indexation based on indices
Manual price adjustment of single contracts
Manual price adjustment for multiple contracts (i.e. Cable tv price increase)

11. FlexProperty functionality
Turnover rent
Define rules and % for turnover rent by lease line
Combine different rules on same contract
Flexible configuration of reporting and billing periods
Centralized control over actual turnover reporting
Actual turnover captured manually or through tenant portal

12. FlexProperty functionality
Automated fee billing
(Management fees, franchises, commissions)
Define rules for calculated fees
Setup percentage breakpoints
Query any table in AX for fee basis (e.g. projects, cash receipts, revenue)
Automated fee calculation and billing
Automated intercompany posting
Full audit trail and history

13. FlexProperty functionality
Service charges and cost allocation
Setup of different cost pools for different purposes
Multiple cost pools/allocation per property
On account payments and settlement
Direct re-charging of single invoices
Automatic setup of allocation – option to adjust
Option to set fixed prices and/or add mark- up

14. FlexProperty functionality
Consumption charges and meters
Set up main and sub meters for
Electricity
Heating
Water
Handles on-account billing and automatic settlement billing based on reported meter readings
Reports to tenants of consumption
Allows for tracking of consumption by tenant, property, company, fund for environmental controlling and reporting

15. Facility Management & Field Service
Field service planning
Advanced Dispatch and Scheduling
Multi-dimensional, dynamic scheduling tools to manage individuals, teams, and assets
Access documentation, knowledge bases, and enterprise social resources
Mobile support – Ios, windows, android
Route optimization
Schedule and calendar views
Social and team collaboration
CRM/Upsell support

16. Portals
Tenant Portal
View account and lease information, detailed installed base and entitlements, create service requests and work orders, track status details, appointment windows and expected delivery times
Access documentation, knowledge bases, and enterprise social resources
Partner Portal
Partner access to relevant functionality: inventory, parts requests, work orders, dispatch, time and material details and work order detail

17. FlexProperty
Clients

18. Types of clients Real estate investors Private Equity REIT’s Public RE
Wealth Management
Property management
RE Service providers
Lease mgmt. & accounting
Facility Management
Mall owners & operators
Shopping Centers
Malls
Outlet parks
Other retail
Specialty Real Estate
Ports & Harbors
Airports
Parking
Public Sector
Residential & other
Housing
HOA’s
Senior living
Student housing

19. A global solution
50+ clients
25 countries
Global support model

20. Our commitment to you We approach every engagement with one objective in mind: to help clients succeed