The project aimed to design and deliver a fully customized Real Estate–focused CRM built entirely inside Microsoft Dynamics 365 Sales, using only native D365 capabilities, custom tables, business rules, and Power Platform components.

The goal was to streamline data management, centralize operations, and provide an optimized user experience for property and account management.

The client previously relied on outdated workflows and manual data processes, causing:

To overcome this, the client required a highly custom, industry-specific CRM inside Dynamics 365 without using external tools or third-party applications.

A custom Dynamics 365 solution was architected that included:

The solution was built entirely on Dynamics 365 Sales + Power Platform, without any external systems.

The customized Dynamics 365 CRM successfully delivered a real estate–optimized solution that improved data accuracy, streamlined workflows, and enhanced user experience. By leveraging only native Dynamics 365 capabilities and aligned DTS integration, the platform is now scalable, secure, and fully aligned with industry best practices—ensuring long-term value and readiness for future enhancements.