Al Beed: Transforming Real Estate Operations With Microsoft Dynamics 365 Sales
Al Beed Group manages a diverse real estate portfolio across residential and commercial projects. With rapid growth and multiple stakeholders, the company needed a modern CRM platform to unify occupancy, tenancy, contract, and customer service processes. Zelite Solutions partnered with Al Beed to implement Microsoft Dynamics 365 Sales, empowering the company with automation, reporting, and streamlined customer engagement.
Industry
Time Required
Engagement Model
Solution
Current Phase
Technologies
Al Beed, one of the UAE’s most prominent real estate and property management groups, was managing occupancy, tenancy, contracts, and projects across disconnected systems and manual processes. This led to inefficient sales tracking, errors in contract management, lack of visibility into revenue and occupancy, and delays in decision-making. Tenant engagement suffered due to poor communication, while management struggled to get accurate, timely insights into business performance.
Zelite Solutions implemented Microsoft Dynamics 365 Sales as a unified platform to manage Al Beed’s entire customer, tenancy, and sales lifecycle. The solution included real-time dashboards for occupancy and revenue, dynamic contract generation with version-controlled fee structures, project-wise marketing campaigns, mobile CRM access, and automated workflows for tenancy renewals, PDC tracking, and case management. Integration with Power BI provided advanced reporting for data-driven decisions.
- Streamlined contract and tenancy lifecycle management.
- Improved occupancy and revenue visibility with drill-down dashboards.
- Automated workflows reduced manual effort and errors.
- Enhanced customer experience with mobile CRM and automated communication.
- Data-driven decisions enabled by Power BI insights.
1. Sales & Occupancy Management
- Implemented dashboards for occupancy % and unit availability.
- Enabled revenue prediction and “loss of rent” analysis.
- Provided a single view of tenants, prospects, and opportunities.
- Automated notifications for lease expiry, renewals, and overdue payments.
2. Tenancy & Contract Lifecycle
- Automated contract creation with dynamic templates.
- Introduced Fee Structure Master for project-based fees with version control.
- Enabled export to PDF for 3 types of tenancy contracts.
- Implemented version control for contracts to protect historical agreements.
- Configured triggers for renewals, amendments, and expirations.
3. Project & Sales Tracking
- Monitored pipeline from enquiry → booking → contract closure.
- Integrated unit inventory management (availability, reservation, leased status).
- Built dashboards to track project revenues, active contracts, and upcoming expirations.
- Configured sales performance reports for agents and managers.
4. Contact & Customer Management
- Configured contact forms with key linked data:
- Active & inactive tenancy contracts
- Related projects and property units
- Associated service cases
- Removed redundant fields for improved usability.
5. Case & Service Management
- Implemented case logging for tenant issues (maintenance, complaints).
- Auto-assigned cases to property managers with SLA tracking.
- Configured automated tenant communication via email.
6. Reporting & Analytics (via Power BI)
- Built dashboards for occupancy, revenue, PDC, tenancy contracts, and activities.
- Delivered sales funnel analytics for lead → opportunity → closure ratios.
- Provided “loss of rent” reporting to highlight vacant units.
7. Mobile CRM Enablement
- Configured Dynamics 365 Sales mobile app for field staff.
- Enabled contract lookup, task creation, and tenant interaction tracking on the go.
- Deployed mobile alerts for contract expirations and pending approvals.
8. Marketing & Lead Nurturing
- Configured project-wise dynamic marketing lists for active tenancy contracts.
- Enabled campaign tracking for new property launches.
- Trained Al Beed’s team to manage lists and nurture leads within CRM.
- Operational Efficiency: Automated workflows for contracts, renewals, and tenancy milestones reduced manual effort and errors.
- Customer Experience: Tenants benefited from simplified communication, responsive case handling, and accurate contracts.
- Real-Time Insights: Management gained access to dashboards tracking occupancy, revenue, PDC, and sales pipeline.
- Revenue Optimisation: Loss of rent analysis and revenue forecasting improved financial planning.
The Microsoft Dynamics 365 Sales implementation by Zelite Solutions transformed Al Beed’s real estate operations. From occupancy tracking and tenancy management to contract automation and customer engagement, Al Beed now runs on a single unified CRM platform.
With streamlined processes, actionable insights, and mobile enablement, Al Beed is positioned to deliver superior tenant experiences and drive sustained growth in the highly competitive UAE property market.
