Digital Solutions for Real Estate & Administration
Service Portals, Ticketing and Transparent Property Management
We digitize processes for private and commercial tenants with self-service portals, clear workflows, and end-to-end case handling. Reduce inquiries, create transparency across properties, and improve service quality – from first contact to resolution.
Typical situations we see in this industry
The first step is not the technology choice. It is recognizing where processes, data and responsibilities create friction.
Service and ticket processes for property-related matters
Digital forms, workflows and clear responsibilities
Master data, documents and overviews in one place
What We Often See
These topics are not meant as a checklist to solve at once. They help identify where an assessment or first pilot should focus.
High Inquiry Volume
Emails and phone calls cause follow-up questions, media breaks and long processing times.
Unclear Responsibilities
Without workflow transparency, cases get lost and priorities are hard to manage.
Distributed Property & Contract Data
Data resides in multiple systems – lacking overview, history and traceability.
Possible Solution Approaches
Focused on typical situations in Real Estate & Administration. We start with a small number of high-impact workflows and expand only when the foundation is clear.
Central Property & Case View
360° Overview with Dynamics 365
Centrally link properties, tenancies and cases – including history, documents and responsibilities.
Ticketing with Workflows & SLAs
Power Automate & Dynamics 365
Automatic routing, prioritization, escalations and standard processes for recurring requests.
Digital Forms & Self-Service
Power Pages / Portals
Capture applications, damage reports and changes digitally – with status, notifications and uploads.
Mobile Maintenance & Field Service
Field Service & Apps
Plan assignments, complete tasks on mobile, capture photos/protocols and write feedback directly to the system.
Service Quality Reporting
Power BI & KPIs
Transparency on processing times, volumes, SLA compliance and bottlenecks – for manageable services.
Start focused, then scale what works
Depending on clarity, urgency and internal capacity, the right next step can be a short assessment, a focused pilot or a full implementation.
Possible Solution Building Blocks
These examples show what the solution landscape can include. In practice, we prioritize only what creates value for your current situation.
Self-Service Portal for Private and Commercial Tenants
Modern portal for inquiries, documents and status
Online applications & damage reports incl. file upload
Status tracking and automatic notifications
Digital forms with required fields & validation
Appointment scheduling and callback options
Knowledge base for frequently asked questions (FAQ)
Central Property Management
Complete view of properties, contracts and history
Unified property and master data management
Store documents/contracts structured per property
Plan maintenance, tasks and appointments centrally
History of all cases, damages and communication
Interface capability for ERP/financial systems
Service Management & Ticketing
Efficient handling of all inquiries – transparent & manageable
Central ticket system for all channels
Automatic routing by topic/property/region
SLA management, escalations and templates
Standard workflows for recurring processes
Reporting on volume, times and quality
Microsoft technologies as building blocks
The platform is selected around process fit, security and integration needs, not as a product list to buy all at once.
Microsoft Dynamics 365
Dataverse – Central Data PlatformPower Platform
Power Apps – Internal Apps (Properties, Inspections, Checklists)
Power Automate – Workflows, Routing, Notifications
Power BI – Service KPIs & Dashboards
Power Pages – Private and Commercial Tenant PortalsIntegration & Security
Entra ID (Azure AD) – Authentication & Roles
Microsoft Graph – M365 Integration (Outlook/Teams)Azure Logic Apps – Interfaces to ERP/Third-Party SystemsWhat Improves Noticeably
Fewer inquiries through self-service and status transparency
Shorter processing times thanks to workflows, routing and templates
Higher service quality through clear responsibilities and SLAs
Better overview of properties, contracts and case history
Mobile processes for field service and technical services
Measurable control through KPIs and Power BI reports
References & Use Cases - Real Estate & Administration
Successful projects speak for themselves
Industry XRM for the Swiss real-estate sector
D365immo is an industry solution built on Microsoft Dynamics 365 that we develop together with our partner JEHARO and deploy in the Swiss real-estate sector. Instead of a lengthy, maintenance-heavy custom build, real-estate companies get a ready-to-use standard solution with industry-specific processes, integrations and reporting. We own product development, customer implementation and ongoing operations.
Implementation of a Modern CRM Solution for Real Estate Management
A public institution modernized its real estate management by implementing Microsoft Dynamics 365 Sales. The new CRM platform enables centralized management of prospective tenants and properties with end-to-end processes.
Book a real-estate CRM chat
Ticket cycle times, document overload, tenant comms — real experience from SBB Immobilien and other mandates. 30 min, no slideware.
Talk to the Real-Estate teamContact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation