UAEMixed-UseProperty-xRM on Dynamics 365
From automated payment plans and cheque collections to retail leasing, case management and a broker portal, the developer moved scattered systems onto one source of truth on Property-xRM and Microsoft Dynamics 365.
Read Full Customer StoryUnits managed on one platform, nearly double the portfolio at go-live
CRM users across sales, finance, retail, service and handover teams
Properties managed centrally, up from 48 at go-live
Projects running on the same CRM, up from 2
Post-dated cheques allocated to instalments in a single click
What we value most is the partnership. Metadata keeps us informed on every support ticket, delivers our change requests on time and runs clarification sessions whenever our teams need them.
1.8x the units, 2x the users and 100+ instalments per sale. Here’s how Property-xRM kept up.
100+ instalment plans are built line by line, so errors creep into schedules.
Templates generate 100+ handover, post-handover and recurring instalments for every sale automatically.
Cheques arrive before invoices exist, so finance allocates each one by hand.
Advance payments, cheque cloning and one-click allocation of 100+ cheques, synced to finance.
Each new team brings its own tool, and the data splits again.
Retail, service and handover teams joined in stages. Users doubled on one source of truth.
Broker registrations, introductions and payouts run on email and spreadsheets.
A broker portal handles registration, introductions, proposals and e-signed payouts.
Property-xRM on Dynamics 365 replaced scattered systems and manual records with one platform for sales, leasing, service and finance. See how developers use CRM from lead to handover.
Manual sales processOffers, approvals and payment schedules were prepared by hand, causing delays.
Lead to handover in one flowLeads auto-assign, offers and payment schedules generate automatically, and an SPA lifecycle tracks signing. See lead management
Collections outside the CRMReceipts were allocated one by one, with no single view of what each customer had paid.
Finance works from the CRMToken receipts, advance payments and post-dated cheques are managed in Property-xRM and synced to Dynamics 365 Finance & Operations.
Separate tools, no SLAsRetail leasing and customer queries sat apart from sales data, with no central tracking.
Leasing and cases on one platformRetail offers and contracts run beside sales, and every query has an owner, an SLA and an escalation path. See retail leasing
Manual updates and reportsHandover date changes and reports were updated by hand, delaying key insights.
Automatic updates, live dashboardsHandover date changes cascade to sales and instalments, and Power BI tracks collections in real time. See reporting
Property-xRM sits at the centre, connected to finance, the contact centre, lead capture, e-signature and the broker network.
Two-way sync of projects, units, customers, contracts, payment plans, receipts and broker payouts
The integration layer that keeps CRM and ERP in step as volumes grow
Leads from web and campaign sources flow straight into the CRM
CENTRALISED CRMon
Contact centre cases created and updated in the CRM in both directions
Broker agreements and payout approvals signed digitally
Registration, customer introductions, sales proposals and payouts
Running other systems you need connected to your CRM?
Talk to our teamThe full customer story traces how the developer moved from scattered systems and manual records to one platform, and nearly doubled its portfolio along the way.
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Mixed-use · Global
From lead capture at project launches to AML screening, digital contracts, automated collections and revenue recognition, the developer runs one connected operation on Property-xRM and Microsoft Dynamics 365.
Read the customer storyMixed-use · GCC
From sales and residential leasing to retail and commercial leasing, facilities management, owner associations and customer care, the developer moved six business lines off separate tools onto Property-xRM and Microsoft Dynamics 365.
Read the customer storyResidential sales · UAE
From launch-day automation to unit reservations, government registrations, broker management, digital SPAs and revenue recognition, the developer built a connected sales operation managing US$2B+ in project value on Property-xRM and Microsoft Dynamics 365.
Read the customer storyThese are a few spotlight stories. More customer stories are available on request. Talk to our team
Sales volumes, collections and operating details are commercially sensitive for a developer, and many of our customers prefer not to be named in public material. We remove only the details that would identify the business; the figures, timeline and outcomes on this page reflect the developer’s actual operation.
If you need more context before deciding whether a similar setup is right for you, talk to our team. We can walk you through the project in more depth and point you to comparable work in your region or segment.
Property-xRM is a real estate CRM built on Microsoft Dynamics 365. A standard CRM tracks contacts and deals; Property-xRM adds the structure a developer actually runs on: projects, properties and units, payment plans, sales offers, SPAs, broker commissions, leasing contracts, handover and customer cases.
Because it sits on Dynamics 365, it also inherits Microsoft’s security, Power BI reporting, Power Automate workflows and Copilot, and it is delivered by Metadata Technologies’ Dynamics 365 implementation team.
Yes. Payment plan templates are configured once for handover, post-handover and recurring plans, and the full schedule is generated automatically for every sale. This developer generates 100+ instalments per sale without manual entry.
On the collections side, finance can record token receipts, advance payments and post-dated cheques, clone a full cheque schedule from a single cheque, allocate 100+ cheques to instalments in one click, and mark cheques as cleared, bounced or withdrawn. Only the items finance needs are pushed to the ERP. See how this fits the wider Property-xRM sales solution.
In this project, projects, properties, units, legal entities, customers, sales, contracts, payment plan items, receipts, settlements, payables and broker payouts sync in both directions with Dynamics 365 Finance & Operations, so sales and finance work from the same numbers. Contact centre cases sync with Genesys Cloud, leads arrive through Zapier, and broker agreements are signed in Adobe Acrobat Sign.
The integration layer runs on Power Automate. Every project starts by mapping which system owns which data. Read more about Property-xRM integrations.
No. This developer went live with sales first, added retail leasing a year later, then case management, then a broker portal. Residential leasing is now in development.
Each module was added on the same platform, so customer, unit and finance data stays in one place as you grow, and new teams join without a new system or a new data migration.
Case management, built on Dynamics 365 Customer Service, gives every query and complaint an owner, an SLA and an escalation path. Customers, stakeholders and internal teams are notified automatically, and managers see SLA compliance and departmental performance in real time.
Because cases sit on the same platform as sales and leasing, the service team can see a customer’s unit, contract and payment history without switching systems.
Yes. This developer started with 58 users, 2 projects and one module. Property-xRM is configured around what you need today, whether that is lead management and bookings or collections and handover, and grows with your portfolio. Lead management and inventory management are common starting points.
Yes. Alongside Property-xRM on Microsoft Dynamics 365, Metadata Technologies offers PropertyFlex, a real estate CRM built on Salesforce for developers, home builders, and leasing and property management teams.
We’ll set up a 30-minute discovery call. Share a little about your portfolio, markets and current systems, and we’ll show you how a similar setup could work for your business, including a live Property-xRM demo if it helps. There is no obligation, and you’ll get a clear view of scope before any proposal.
Metadata Technologies is a real estate CRM company and Microsoft Solutions Partner that builds CRM systems around how real estate actually operates: unit-based inventory, project launch cycles, payment plans, and the post-sale relationship. The company has delivered 100+ implementations across 12+ countries, supported by a team of 70+ certified professionals, and maintains an average client relationship of 5+ years. Its CRM solutions support 150M+ sq ft of real estate and 2,000+ active users for developers, leasing firms, and property management companies across the GCC, MENA, APAC, and North America.
Property-xRM is an award-winning real estate CRM built on Microsoft Dynamics 365 Customer Engagement. It covers the full property lifecycle: unit inventory and project launches, reservations and bookings, payment plans, SPA generation with digital signatures, broker and commission management, and leasing and property management, all from a single source of truth. Property-xRM is listed on Microsoft AppSource and is Co-Sell Ready with Microsoft, so developers can find and evaluate it directly through the Microsoft commercial marketplace.
Microsoft Dynamics 365 is Microsoft’s family of business applications for sales, customer service, marketing, and operations. Built on the Microsoft Power Platform and Dataverse, it connects natively with Microsoft 365, Teams, Power BI, and Azure, and brings enterprise-grade security, automation, reporting, and Copilot AI capabilities. On its own, Dynamics 365 provides the platform; paired with a purpose-built layer like Property-xRM, it also gains the real estate structure, such as units, projects, and payment plans, that a standard CRM configuration does not include out of the box.
