Highly customized D365 CRM solution for the real estate industry

Challenges

It needed a highly customized solution for the real estate industry with Microsoft Dynamics CRM, which should be completely based on Open Estate standard.

Have an effective data management system to store and process the huge database of customers as buyers and sellers as well as of properties.
Keeping the sync between CRM real estate property data with different web portals.
Secure email communication with potential customers related to their specific requirements.
Cost-Effective data storage which can hold a large number of property images and documents
Creation of personalized Expose Templates.
Publish the solution to Microsoft AppSource.

Solution

Prompt engaged with the client to help them develop and personalize their real estate management solution using Microsoft Dynamics 365.
Property Categorization.
Multilayered Search Functionality.
Document generation of Customized property portfolio.
Auto Synced SharePoint document management system with Power Attachment.
Cost-effective and load free storage of high-volume data: Azure blob storage.
Distribution of object data and photos by mouse click on various portals in line with immo standards with IDX and OpenImmo Protocol.
Download properties from different web portals and store that into CRM
Azure Cloud service to pass property information to FTP.
Customer-based and property-based transaction tracking.

Benefits

Modern cloud solution without investment in- house server and IT infrastructure.
Enables targeted communication.
Creates time for the essentials.
Structured, efficient management of objects - all data and photos at a glance.
Cost-effective data storage with the integration of SharePoint and Azure blob storage.