Processes and Functionality

 

 

Do you remember our previous article - Essential Elements of Real Estate Management? We observed 10 essential modules of UDS solution for the real estate property there.

Here is a little memory prompt:

  1. Property Information

  2. Party Information

  3. Contract Management

  4. Product Management

  5. Process Management

  6. Report Management

  7. Communication Management

  8. Event Management

  9. Invoicing

  10. Bookkeeping

In this article, we keep on observing UDS solution for the real estate property but this time we are going to fix attention mostly on the processes and functionality.

 

UDS solution for the real estate property business is a good example of business process automation that allows conducting a set of time and energy-consuming processes within a couple of easy actions.

 

Some of the Benefits That Our Solution Brings to the Business:

  • improvement of internal and external communication
  • establishment of easy access to all related records
  • strong security model with several layers
  • processes implemented to decrease the volume of manual work and human factor errors, etc.

More specifically, we would like to pay your attention to functionality and processes. It will help you to understand how the system works and how multi-faceted it is.

Here is an example of the process with external integrations

 

Here are counters. Values come from the external application. Then the cost of the contract is calculated in the CRM. After that, an invoice for payment is created. When the invoice is paid, the integration creates the payments in the system. After that, this payment is mapped with the invoice.

Technical Features

Reports

Here we have Cooperative reports. They are vital when the purchase of the real estate facility is planned. They keep all necessary info about current owners, debts, payments, counters value (government established format).

 

Email/SMS

After we have selected the necessary cooperative - we will have load spaces, roles. We can select people who will receive this message, set criteria, and select the delivery method:

  • Email
  • SMS
  • portal posts

 

Service Calendar

 

In general, it is a calendar with a user-friendly interface. Plan meetings and activities, change the scale, and drag/drop items.

 

External Portals

 

External Portals enable external users to interact with selective Dynamics 365 data and capabilities within a low code, responsive website. Portal is just a website that is connected to the CRM. It has an accessible URL for all users on the Internet with no license required.

 

Generally, CRM is designed for internal users, for property managers mostly. Licenses are required and the amount of tools to work with data and system administration is great. At the same time Portal has a more flexible interface and works for end-users. This architecture provides the separation of workspaces and access. The work of both sides is synchronized.

 

Integration with SharePoint

 

Along with the great compatibility of Microsoft Dynamics CRM with this product, there is also file storage on it.

We consider that this piece of information will be enough for you to form the full image of our solution and estimate how useful it is but, if you have any ideas, suggestions or questions, you are always welcome to contact us

Stay tuned!

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