Real Estate Industry – Streamlining Transactions with Microsoft Dynamics AX and CRM Integration
Overview
Since 1994, The Expat Group has built a strong presence in real estate investment, property management, construction, leisure, and consultancy services. Headquartered in Bangalore, India, with operations across India and the Middle East, Expat sought a unified system to manage real estate transactions, payments, and customer data efficiently.
With multiple platforms like Dynamics CRM and LAMS handling investment and sales transactions, the company faced growing challenges in data synchronization and financial reconciliation.
Location
Bangalore, India
Industry
Real Estate Industry
The Challenge
Expat’s real estate and investment operations were managed across disparate systems. While Microsoft Dynamics CRM managed sales orders and customer data, their internal LAMS system handled investments and property-related transactions.
Key challenges included:
Manual data entry between CRM and LAMS causing inconsistencies and delays
Lack of integration between CRM and financial systems, impacting Accounts Receivable (AR) processes
Time-consuming payment processing and data reconciliation
Limited visibility across transactions and order statuses
The Solution
Cetas implemented a robust Microsoft Dynamics AX 2012 system and integrated it seamlessly with Microsoft Dynamics CRM.
This integration enabled:
Real-time data exchange between CRM and AX for order creation and payment processing
Automated AR management with accurate financial updates
Web service–based data reconciliation for reliability and speed
A centralized platform to manage end-to-end transactions across business units
Implementation Approach
Cetas followed a structured deployment plan:
Assessment & Analysis
Reviewed CRM and LAMS workflows to identify integration points.
Integration Framework
Designed web services for secure and real-time synchronization between Dynamics AX and CRM.
Testing & Stabilization
Conducted multiple test runs to ensure accuracy in AR updates and payment flows.
User Training & Go-Live
Conducted multiple test runs to ensure accuracy in AR updates and payment flows.
The Results
Faster transaction processing with integrated order and payment workflows
Streamlined AR process and reduced manual reconciliations
Improved accuracy in financial reporting and customer records
Operational efficiency gains through automation and reduced manual intervention
Impact
With the Dynamics AX–CRM integration, Expat Group successfully stabilized its real estate and investment operations. The company now benefits from a connected ERP ecosystem that supports its growth and ensures data consistency, faster decision-making, and improved customer satisfaction.
Cetas is a Microsoft Solutions Partner specializing in Dynamics 365 ERP, CRM, and ISV solutions. With over 15 years of expertise, Cetas helps businesses across industries streamline operations, enhance productivity, and accelerate digital transformation with Microsoft Business Applications.
Ready to streamline your real estate operations with Microsoft Dynamics 365?
Integrate your CRM and ERP systems for seamless transaction management, enhanced financial automation, and improved data accuracy.
Cetas, a Microsoft Solutions Partner, helps real estate and construction businesses unify business processes, automate financial workflows, and gain complete visibility across operations with Microsoft Dynamics 365.
Contact us today to schedule a consultation and discover how Cetas can help you transform your real estate management with Microsoft Dynamics 365 Solutions.