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Published byCassandra McDowell Modified over 9 years ago
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RealEstatePro – Real Estate Suite for AX
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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
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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
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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.
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Statement of Direction - Roadmap
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Our Customers
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Our Partners
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Microsoft Dynamics AX 2012 RealEstatePro Reaching to Verticals Microsoft Dynamics AX Business Process Coverage ERPFoundation
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RealEstatePro RealEstatePro – Real Estate Suite for AX Property Management Sales Management
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RealEstatePro RealEstatePro – Property Management
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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
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Property management- Overall flow
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Property Management SYSTEM Property Management – Area Page
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Property Management SYSTEM Building Master
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Property Management SYSTEM Building Master – Block Details
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Property Management SYSTEM Building Master – Floor Details
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Unit Master
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Property Management SYSTEM Unit Master – Rental Breakup
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Unit - Furnishing
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Property Management SYSTEM Unit - Amenities
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Property Management SYSTEM Property Inquiry
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Property Management SYSTEM Property Inquiry
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Lead Creation – Prospect Inquiry
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Rental Quotation
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Reservation Property search to Reservation Lead to Reservation Quotation to reservation Reservation payment Reservation cancellation – with/without refund Reservation extension Reservation to Rent Agreement
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Reservation from Leads
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Reservation From Property Search
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Reservation
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Reservation payment
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Reservation –Extend & Amend Reservation
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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
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Rental Agreement
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Property Management SYSTEM Rental Agreement
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Property Management SYSTEM Rental Agreement - Lines
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Rental Agreement – Rent revision
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Property Management SYSTEM Rental Invoice
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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
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Utility invoices
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Utility Invoices Utility invoices can be raised for individual unit or across all the rented units Equal distribution Lumpsum Based on area Consumption Manual
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Utility Invoices
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Property Management SYSTEM Rental Payments
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Property Management SYSTEM Rental Payments
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Property Management SYSTEM Inquiries – payment transactions
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Property Management SYSTEM Inquiries – payment transactions
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Agreement renewal
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Agreement Closure
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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
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Rent Appraisal
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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
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Dynamic Netsoft Vertical Solutions for AX Dynamic Netsoft Real Estate – Sales Management
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Real Estate Sales– Area Page
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Real Estate Sales - Set up – Price List & Template
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Set up – Specification master
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Set up – Specification template
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Set up – Inspection checklist
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Set up – Document checklist
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Property Inquiry
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Selection criteria
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Inquiry to Lead
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Inquiry to Quotations
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Sales Quotations
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Sales Quotation Report
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Inquiry to Reservation
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Reservation
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Reservation – Sales pricelist
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Reservation – Cancellation
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Reservation – Reservation payment
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Building details
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Building details – Sales pricelist & Specifications
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Block and Floor
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Units creation
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Units – Price list and Major Specifications
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Sales Agreement
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Sales Agreement – Payment schedule
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Change order
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Change order – Specification changes
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Change order – payment schedule
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Sales agreement cancellation
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Sale Agreement - Invoicing
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Sale Agreement - Payment
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Work completion
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Work completion – Send email
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Change order cancellation
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Unit handover – Unit specification
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Unit handover – Document checklist
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Unit handover – Handover process
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Unit handover – report
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Q & A
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