Transform the way you manage real estate with the AXM CE Properties Management App, designed exclusively for Microsoft Dynamics 365. Our solution enables efficient property management, ensuring you stay ahead in the competitive real estate landscape.

Key Features:

1. Property Management:

• Track detailed property information, including status (available for rent, rented, or sold), pricing, and specifications such as size, rooms, and amenities.

• Automatically update property status based on contract changes.

• Embedded image management system for uploading and viewing property photos.

2. Contract Management:

• Link properties to clients for both rental and sales agreements.

• Validate contract durations to prevent overlapping agreements.

• Automate reminders for expiring contracts and update property availability accordingly.

3. Expense Management:

• Track recurring and one-time expenses associated with properties, such as utilities and maintenance.

• Automate expense scheduling and invoicing through Power Automate flows, ensuring accurate tracking and billing.

4. Invoicing:

• Generate invoices automatically based on contract details, including rent, agent fees, and additional expenses.

• Provide customizable templates for formatted invoice documents and facilitate direct client communication with automated email notifications.

• Offer dashboards for tracking overdue payments and analyzing financial data.

5. Dashboards & Reporting:

• Real-time, interactive dashboards provide actionable insights on key metrics such as rented vs. vacant properties, agent performance, and revenue trends.

• Detailed expense distribution reports enable agencies to optimize financial management and identify cost-saving opportunities.

Security & Scalability:

The app incorporates role-based access controls to ensure sensitive information is visible only to authorized users. Custom roles, such as System Administrator and Agent, allow for tailored access to data, enabling agents to manage their assigned records while maintaining overall system security.

Revolutionize your property management operations with the AXM CE Properties Management App. Visit our website for more details: axaptamasters.com.

AXM CE Properties Management App

by Axapta Masters