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Transcript of RealEstatePro – Real Estate Suite for AX About Dynamic Netsoft 3 Key competence in Real Estate...
![Page 1: RealEstatePro – Real Estate Suite for AX About Dynamic Netsoft 3 Key competence in Real Estate industry – Employees Recruited from major Real Estate.](https://reader036.fdocuments.net/reader036/viewer/2022081603/56649e905503460f94b954ec/html5/thumbnails/1.jpg)
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RealEstatePro – Real Estate Suite for AX
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3
About Dynamic Netsoft
• 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
• 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 Customers
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Our Partners
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Microsoft Dynamics AX 2012RealEstatePro
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 SYSTEMProperty Management – Area Page
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Property Management SYSTEMBuilding Master
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Property Management SYSTEMBuilding Master – Block Details
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Property Management SYSTEMBuilding Master – Floor Details
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Unit Master
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Property Management SYSTEMUnit Master – Rental Breakup
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Unit - Furnishing
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Property Management SYSTEMUnit - Amenities
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Property Management SYSTEMProperty Inquiry
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Property Management SYSTEMProperty 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 SYSTEMRental Agreement
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Property Management SYSTEMRental Agreement - Lines
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Rental Agreement – Rent revision
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Property Management SYSTEMRental 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 distributionLumpsumBased on areaConsumptionManual
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Utility Invoices
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Property Management SYSTEMRental Payments
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Property Management SYSTEMRental Payments
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Property Management SYSTEMInquiries – payment transactions
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Property Management SYSTEMInquiries – 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-ratedDaily rentWhole 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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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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