PropertyFlow 365
Property, lease and tenant management across the ledger and CRM.
Property management across Business Central and Dynamics 365 Customer Engagement: properties, units and leases; tenant billing, escalations, deposits and arrears; maintenance and service charges; tenant enquiries and renewals handled in CRM.
How a tenancy flows through PropertyFlow 365
From the lease to billing, arrears, maintenance and renewal, across the ledger and CRM.
- Property manager Set up the lease Properties, units and lease agreements are recorded.
- PropertyFlow 365 Bill the tenant Billing, escalations and deposits are generated on schedule.
- Finance Chase arrears Arrears are tracked and followed up.
- Maintenance Recover service charges Maintenance and service charges are recorded and recovered.
- CRM Handle enquiries and renewals Tenant enquiries and renewals are managed in Dynamics 365 Customer Engagement.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Properties, units and lease agreements | Configuration or manual process | Included |
| Tenant billing, escalations and arrears | Configuration or manual process | Included |
| Maintenance and service charge recovery | Configuration or manual process | Included |
| Tenant enquiries and renewals in CE | Configuration or manual process | Included |
Delivery and support
PropertyFlow 365 is implemented by Software Dynamics on Business Central · Dynamics 365 CE, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does PropertyFlow 365 run on?
Business Central · Dynamics 365 CE. The listing on this page shows the platform, status and licensing.
How is PropertyFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.