365 Dyna Solution

Dyna Broker Portal

Target Industry  Property developers & brokerage networks
Platform  Dynamics 365 / PowerPlatform portal

Core Functionalities

  • Centralised property inventory management – Publish live stock—buildings,
    units, pricing, availability—and push updates to brokers in real time.
    Example: When Tower B sells out, all 1,200 connected brokers see “Sold Out”
    instantly on their dashboards.
  • Lead & client CRM with automated follow-ups – Capture leads from web portals
    or walk-ins; trigger rule-based emails, WhatsApp, or SMS nudges at each funnel
    stage.
    Example: A lead that views a villa twice gets an automated “Limited villas left”
    message and a call-back task for the assigned broker.
  • Commission & payment tracking – Configure tiered or slab-based commission
    plans; auto-calculate broker earnings and generate payout requests once
    milestones are met.
    Example: A 2% base commission auto-ups to 2.5% when cumulative quarterly
    sales exceed AED 10M.
  • Performance dashboards & analytics – Interactive metrics for inventory velocity,
    broker win-rates, and ageing; drill-down views to agents or projects.
    Example: Sales VP spots that Studio units in JVC have a 45-day ageing vs. 18
    days norm and launches a flash promo.
  • Broker 360 unified dashboard – Single pane showing tasks, closing pipeline,
    commission balance, and upcoming handovers; optimised for mobile.
    Example: Onsite agents at a launch event use their phones to lock units and
    generate booking forms in under 3 minutes.
  • Secure document sharing & payment processing – Upload NDAs, SPAs, and
    PDC scans; collect booking fees through integrated payment gateways.
    Example: A buyer pays the 5% booking amount via Stripe link and receives an
    automated e-receipt.
  • Native CRM/ERP integration – Two-way sync with Dynamics, Salesforce, or
    bespoke ERPs to avoid double entry.
    Example: Once a sale is confirmed, the SPA details flow into Dynamics Finance
    to generate the payment schedule without manual input.

Key Benefits

  • Cuts broker admin by 40% through self-service
  • Accelerates deal cycles with live inventory visibility
  • Eliminates payout disputes via automated commissions

Implementation Snapshot

  • SaaS delivery; plug-and-play with existing Dynamics 365 or other CRMs