Connect and grow with Dynamics 365 CRM for real estate agencies

Microsoft Dynamics 365 simplifies every step of the sales process so you can focus on closing deals faster.

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Why real estate agencies need Dynamics 365 CRM

Managing property listings, client expectations, and fast-moving deals becomes harder as agencies grow. Dynamics 365 CRM helps estate agents keep everything in one place, automate follow-ups, and gain insights that turn leads into closed sales.

The responsibilities of an estate agent can be vast and varied, ranging from cultivating relationships with clients to managing intricate property transactions. To succeed, estate agents must adopt technologies that simplify their work while also improving the quality of their service.

A Customer Relationship Management (CRM) system is a solution that ticks both of these boxes, offering tools to streamline operations and strengthen client relationships. By integrating a CRM into their workflows, estate agents can organise their tasks more effectively, focus on building long-term connections, and enhance their ability to close deals.

The advantages of Dynamics 365 CRM for real estate agencies

Discover how Dynamics 365 CRM helps estate agents go beyond property listings

Centralised client and property data

Dynamics 365 CRM gives estate agents a single source of truth for every client and property. Store contact details, preferences, and communication history alongside property listings—all in one place for easy access and better service.

Automate tasks and reclaim your time

Stop wasting hours on repetitive admin. Dynamics 365 CRM automates reminders, updates property details, and handles follow-ups so you can focus on closing deals and growing your portfolio.

Insights that drive smarter decisions

Turn data into actionable intelligence. With built-in analytics, estate agents can track market trends, understand client behaviour, and optimise strategies to stay ahead of the competition.

Streamlined property management

From listing updates to viewing schedules, Dynamics 365 CRM keeps property coordination simple and organised. No missed appointments, no overlooked details—just a smooth process from start to finish.

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Why your business needs a CRM

75%

of businesses are utilising a CRM

85%

of businesses are planning to invest in AI or automation tools

94%

of businesses say using a CRM contributes to increasing customer retention

Data taken from a survey we commissioned in December 2024

Smarter property management and client engagement with Dynamics 365 CRM

Dynamics 365 CRM is a highly adaptable tool designed to support the specific needs of estate agents. By offering features that enhance productivity and provide meaningful insights, Dynamics 365 ensures estate agents are well-equipped to handle their responsibilities. The platform is known for its easy-to-use interface, which makes it accessible even for those who are not highly tech-savvy.

Additionally, Dynamics 365 is built with integration in mind. Estate agents can connect the platform with other systems they use, such as marketing tools, property portals, and financial software. This integration reduces inefficiencies and enables a seamless flow of information, helping agents make better-informed decisions.

The capabilities of Dynamics 365 extend across various aspects of estate agents work:

Segmented Client Management

Dynamics 365 enables agents to organise their client base into segments, allowing for more targeted marketing and communication. For instance, clients searching for high-end properties can be grouped together and contacted with relevant listings.

Property Tracking

With all property details stored in one place, agents can easily monitor the status of their listings, schedule viewings, and track progress through the sales process. That way, multiple agents can understand where a property is at from any location at any given time.

Automated Sales and Marketing

The automation tools within Dynamics 365 allow estate agents to run marketing campaigns without requiring constant manual input. This results in more efficient lead nurturing and better conversion rates.

Performance Reporting

Dynamics 365's in-built analytics tools offer estate agents detailed reports on their sales performance, helping them identify areas where they can improve, as well as how their business is performing against comparative periods.

Why real estate agents choose Dynamics 365

Tailored to your agency’s workflow

Dynamics 365 offers a wide array of customisation options, enabling you to mould the system to align with your particular business procedures. Whether your needs involve custom fields, workflows, or dashboards, Dynamics 365 can be adjusted to suit your specifications. This level of adaptability guarantees that you can fine-tune the CRM to support your unique business objectives and enhance overall efficiency.

Connected tools for a seamless property process

Dynamics 365 integrates effortlessly with a multitude of applications and services, including Microsoft Office 365, Power BI, and various third-party solutions. This integration capability allows you to link your CRM with other tools you use daily, creating a cohesive and streamlined workflow. By capitalising on these integrations, you can enhance operational efficiency, improve data accuracy, and foster better collaboration across your organisation.

Simple, intuitive, and built for busy agents

Dynamics 365 boasts an intuitive and user-centric interface that simplifies navigation and usage for your team. With its contemporary design and clear navigation, users can effortlessly access the information they need and complete tasks efficiently, minimising the learning curve and boosting productivity.

Real-time insights to close deals faster

Dynamics 365 offers powerful analytics and reporting tools that provide you with invaluable insights into your business performance. With real-time data and customisable reports, you can make well-informed decisions, identify trends, and measure success accurately. These analytics capabilities empower you to stay ahead of the competition and foster business growth.

Enterprise-grade protection for client and property data

In addition to its other features, Dynamics 365 ensures that your data is secure and complies with industry standards. With robust security measures and compliance protocols in place, you can trust that your business information is protected, allowing you to focus on achieving your business goals without concern.

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How other businesses have benefitted from Dynamics 365

SHI Cryogenics Tillamook Country Creamery MVP Healthcare
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SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.

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Tillamook Country Creamery

Tillamook Country Creamery Association increased warehouse pallet throughput by 50%, whilst also automating key manual processes

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MVP Healthcare expects to save $6million by implementing AI-driven process improvements, sunsetting legacy domains and boosting their IT efficiency.

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Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

the-dynamics-of-success-report-download-1

Take Dynamics 365 CRM to the next level

Unlock new opportunities with smart solutions that unite property data, teams, and processes. Gain sharper insights, streamline every transaction, and deliver experiences that inspire trust and accelerate growth for your agency.

Customer insights

Gain clarity into client needs with real-time data and connected property teams. Anticipate challenges, respond quickly to shifting priorities, and keep client satisfaction at the centre of every interaction.

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Customer service

Exceed expectations and build trust with connected property teams and real-time insights. Resolve client issues faster, adapt to changing needs, and keep satisfaction at the heart of every interaction.

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Field service

Boost efficiency and visibility with real-time support that keeps property teams connected and clients informed. Automations streamline every process, ensuring smooth operations and satisfaction at every step.

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Finance

Stay competitive with real-time insights that simplify processes and strengthen decision-making. Automations and compliance tools drive profitability and give your agency the confidence to scale in any market.

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Supply chain

Stay resilient with connected operations and real-time visibility that keep complexity under control. Intelligent automation and sharper forecasting give your agency the agility to adapt fast and deliver with confidence.

Learn more

HR

Simplify HR processes and strengthen every stage of the employee journey. From onboarding to performance management, real-time insights and automation help build an adaptable property team while giving your agency clarity to plan confidently for what’s next.

Project ops

Bring property teams, resources, and insights together to deliver projects with precision and impact. From planning to profitability, real-time visibility and automation help your agency stay on track while adapting to change with confidence.

Build the perfect CRM for your real estate agency with Dynamics 365

Ready to transform how you manage properties, clients, and deals? Dynamics 365 CRM gives your agency the tools to work smarter, close sales faster, and deliver exceptional service.

Complete the form to request a demo and see how Dynamics 365 can help your agency grow.

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Frequently asked questions

What is Microsoft Dynamics 365 CRM for real estate agencies?

Microsoft Dynamics 365 CRM is a cloud-based solution that helps estate agents manage property listings, client relationships, and sales pipelines in one platform. It streamlines operations and improves visibility across your portfolio.

How can Dynamics 365 CRM help estate agents manage properties?

Dynamics 365 CRM centralises property data, automates updates, and simplifies scheduling for viewings. This ensures agents stay organised and deliver a better experience for clients.

Does Dynamics 365 CRM support lead tracking and follow-ups?

Yes. Dynamics 365 CRM automates lead capture, follow-up reminders, and communication tracking, helping agents convert prospects into clients more efficiently.

Can Dynamics 365 CRM integrate with property portals and marketing tools?

Absolutely. Dynamics 365 CRM integrates with popular property portals, Microsoft 365, and marketing platforms, creating a seamless workflow and reducing manual data entry.

Is Dynamics 365 CRM suitable for small real estate agencies?

Yes. Dynamics 365 CRM is scalable and can be customised for agencies of any size. Smaller firms can start with core features and expand as they grow.

How does Dynamics 365 CRM improve time management for estate agents?

By automating routine tasks like appointment scheduling, property updates, and client follow-ups, Dynamics 365 CRM frees up time for agents to focus on closing deals.

What analytics features does Dynamics 365 CRM offer for real estate?

Dynamics 365 CRM provides real-time dashboards and reports that track sales performance, client engagement, and market trends, helping agencies make data-driven decisions.

Is Dynamics 365 CRM secure for handling client and property data?

Yes. Dynamics 365 CRM includes enterprise-grade security and compliance features, ensuring sensitive client and property information is protected.

How much does Dynamics 365 CRM cost for real estate agencies?

Pricing depends on the number of users and features required. Microsoft offers flexible plans, and agencies can contact a certified partner for tailored pricing.

Can Dynamics 365 CRM be customised for real estate-specific needs?

Yes. Agencies can add custom fields, workflows, and dashboards to align the system with their unique processes and objectives.