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Benefits of Microsoft Dynamics CRM for real estate business

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Benefits of Microsoft Dynamics CRM for real estate business

In today’s rapidly changing technology environment you need to integrate cost-effective, time-saving, most effective sales tools such as Microsoft Dynamics 365, a comprehensive suite for CRM and ERP to reduce costs and improve customer engagement. They will help you to close more deals, protecting your business from losses, and taking full advantage of suitable technologies will help you to get the opportunity to beat your competitors at the market.

Over 10 years Dynamica Labs Team has been developing end-to-end solutions for real estate business with a focus on integrating CRM and ERP systems to enhance operations and business intelligence. We try to create client-oriented environment, shaping a partnership with our customers, by understanding their business, their concerns and their strategies, newest technological trends and needs in real estate industry.

Business growth begins from the team and the people who create a support system for the staff, leveraging Microsoft Dynamics 365 to enhance teamwork, productivity, and efficiency in the sales process, thereby improving business processes. In this article we shall attempt to identify benefits of MS Dynamics CRM integration for real estate business, highlighting the benefits of Microsoft Dynamics 365 in streamlining sales and customer management.

Key advantages of Dynamics CRM for real estate industry

  • Microsoft Office and Power BI integration

This allows making the flexible and customizable dashboards which enables users to build and analyse necessary reports instantly, thanks to Dynamics 365’s business intelligence capabilities.

  • Improving client communication through email system integration

Tightly integrated with your email system, allowing you to keep track of email and create records directly into CRM, streamlining the sales process through automation and improving business processes. It can run on mobile devices, offering a mobile app experience, so you are able to get all the necessary information, when it is needed, thanks to the seamless integration with Microsoft products, enhancing customer engagement.

  • Storing and updating all business information  in a single database, enabling instant access 

Doing things in one place, at one time, through one process provides a clear and whole picture of sales situation, benefitting greatly from the streamlined workflow Dynamics 365 offers, embodying the essence of a unified CRM and ERP suite. Thanks to data organization and automation in Dynamics 365, agents can provide immediate responses to customer inquiries, thereby significantly improving customer experience. 

  • Cortana integration

Cortana, leveraging artificial intelligence, is able to surface the most relevant customer data to agents (listings, leads, and opportunities, reports, documents) in a blink of eye – across both personal and professional sources.

  • Office 365 seamless integration

Opening a CRM document within the CRM app using various applications on various devices (Microsoft PowerPoint for iPad or Microsoft Word for iPhone) is a child`s play, thanks to the cloud-based capabilities of Microsoft Dynamics 365.

  • Increased Collaboration: 

This allows to share information between agents who are being connected to a single central database, a feature enhanced by Dynamics 365’s cloud-based solution. CRM provides management with real-time insight into sales pipeline, enhanced by Dynamics 365’s analytics features and its integration with Azure for advanced data processing to optimize business intelligence and improve customer engagement.

  • Increasing revenue from your current customers

CRM is provided all agents access to complete, up-to-date information, thanks to the seamless integration and cloud-based nature of Microsoft Dynamics 365, acting as a central hub for CRM and ERP functionalities. This enables them to accurately track relationship building and flag prospective customers, with Dynamics 365’s advanced analytics and productivity tools, encompassing both CRM and ERP capabilities, to enhance customer engagement.  Close more deals working with a warm list of clients, offering them the most suitable real estate property, with the help of Dynamics 365 which improves productivity and sales efficiency by leveraging the CRM module.

  • Automated document flow

Forget about manual extraction of CRM data for documents, as Dynamics 365 offers solutions to automate and streamline these business processes, including the automation of field service reporting to improve customer experience. Today CRM enables agents to build these various documents based on CRM data, leveraging Dynamics 365 offers to streamline their workflow, incorporate ERP functionalities, and enhance customer experience.

  • Improving businesses efficiency

MS Dynamics CRM  increases business efficiency in handling leads, contacts (using advanced search and smart filters) or support requests, improving your customer care, your reputation and customer retention.


Since we are focusing on integration and customization of Dynamics CRM we are able to state that know this system, particularly Microsoft Dynamics 365, which offers extensive customization options to fit business needs. Like the back of our hands, utilizing Dynamics 365’s insights for unparalleled proficiency in customer relationship management to improve customer data analysis. Therefore, all existing CRM`s strengths and weaknesses are known to us, which assists in optimizing our business intelligence strategies. Thanks to this valuable knowledge we are able to help  real estate companies to avoid possible business risks and integrate and improve out-of-box functionality of Dynamics CRM in  a time efficient way.

If you have real estate business and need experts advice or more information about implementing Dynamics CRM to get all possible benefits or even create unique add-ons for this CRM which would meet your business requirements, please contact Dynamica Labs Team.

About Dynamica Labs
Dynamica Labs is one of the oldest Dynamics CRM Partners and one of a very few companies with ISO 9001 Quality Management System certification for Dynamics CRM project delivery services.

For over 15 years we have been focused on 3 key CRM project goals: delivering measurable business results, following a cost-effective approach, providing the highest quality standards. Over the course of these years, we’ve taken part in hundreds of projects from SMEs to blue-chip global companies.

Igor Sarov