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RealEstatePro – Real Estate Suite for AX About Dynamic Netsoft 3 Key competence in Real Estate industry – Employees Recruited from major Real Estate.

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Presentation on theme: "RealEstatePro – Real Estate Suite for AX About Dynamic Netsoft 3 Key competence in Real Estate industry – Employees Recruited from major Real Estate."— Presentation transcript:

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2 RealEstatePro – Real Estate Suite for AX

3 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

4 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

5 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.

6 Statement of Direction - Roadmap

7 Our Customers

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9 Our Partners

10 Microsoft Dynamics AX 2012 RealEstatePro Reaching to Verticals Microsoft Dynamics AX Business Process Coverage ERPFoundation

11 RealEstatePro RealEstatePro – Real Estate Suite for AX Property Management Sales Management

12 RealEstatePro RealEstatePro – Property Management

13 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

14 Property management- Overall flow

15 Property Management SYSTEM Property Management – Area Page

16 Property Management SYSTEM Building Master

17 Property Management SYSTEM Building Master – Block Details

18 Property Management SYSTEM Building Master – Floor Details

19 Unit Master

20 Property Management SYSTEM Unit Master – Rental Breakup

21 Unit - Furnishing

22 Property Management SYSTEM Unit - Amenities

23 Property Management SYSTEM Property Inquiry

24 Property Management SYSTEM Property Inquiry

25 Lead Creation – Prospect Inquiry

26 Rental Quotation

27 Reservation Property search to Reservation Lead to Reservation Quotation to reservation Reservation payment Reservation cancellation – with/without refund Reservation extension Reservation to Rent Agreement

28 Reservation from Leads

29 Reservation From Property Search

30 Reservation

31 Reservation payment

32 Reservation –Extend & Amend Reservation

33 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

34 Rental Agreement

35 Property Management SYSTEM Rental Agreement

36 Property Management SYSTEM Rental Agreement - Lines

37 Rental Agreement – Rent revision

38 Property Management SYSTEM Rental Invoice

39 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

40 Utility invoices

41 Utility Invoices Utility invoices can be raised for individual unit or across all the rented units Equal distribution Lumpsum Based on area Consumption Manual

42 Utility Invoices

43 Property Management SYSTEM Rental Payments

44 Property Management SYSTEM Rental Payments

45 Property Management SYSTEM Inquiries – payment transactions

46 Property Management SYSTEM Inquiries – payment transactions

47 Agreement renewal

48 Agreement Closure

49 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

50 Rent Appraisal

51 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

52 Dynamic Netsoft Vertical Solutions for AX Dynamic Netsoft Real Estate – Sales Management

53 Real Estate Sales– Area Page

54 Real Estate Sales - Set up – Price List & Template

55 Set up – Specification master

56 Set up – Specification template

57 Set up – Inspection checklist

58 Set up – Document checklist

59 Property Inquiry

60 Selection criteria

61 Inquiry to Lead

62 Inquiry to Quotations

63 Sales Quotations

64 Sales Quotation Report

65 Inquiry to Reservation

66 Reservation

67 Reservation – Sales pricelist

68 Reservation – Cancellation

69 Reservation – Reservation payment

70 Building details

71 Building details – Sales pricelist & Specifications

72 Block and Floor

73 Units creation

74 Units – Price list and Major Specifications

75 Sales Agreement

76 Sales Agreement – Payment schedule

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78 Change order

79 Change order – Specification changes

80 Change order – payment schedule

81 Sales agreement cancellation

82 Sale Agreement - Invoicing

83 Sale Agreement - Payment

84 Work completion

85 Work completion – Send email

86 Change order cancellation

87 Unit handover – Unit specification

88 Unit handover – Document checklist

89 Unit handover – Handover process

90 Unit handover – report

91 Q & A

92


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