GlobalMixed-UseProperty-xRM on Dynamics 365
From lead capture at project launches to AML screening, digital contracts, automated collections, multilingual handover inspections and revenue recognition in Oracle Fusion, the developer has built one connected operation on Property-xRM and Microsoft Dynamics 365 over more than a decade, supporting US$15B+ in sales across every market.
Read Full Customer StoryIn sales managed through the centralised CRM across every market
CRM users across sales, service and finance teams
Leads captured and tracked in a single system
Units managed across the portfolio
Countries running on one centralised CRM
What delighted us most was the level of automation Property-xRM brought to our day-to-day operations. With real-time information and boosted efficiency, the results were there for us to see across every market.
10x the users, 25x the units and 300+ contracts a month put real load on any system. Here’s how Property-xRM was engineered to keep up.
On launch day, demand can outrun the system. Without a shared live view, the sales director can’t see what is selling, and pricing can’t change as demand rises.
Launch traffic stays under control at every step. Units, pricing, reservations, bookings and sales teams are all managed in real time, so leadership decides how the launch runs, not the demand.
Every country brings its own regulator, escrow rules, currency, language and data-privacy law. A single-market CRM either splits into separate systems or forces one rulebook on all of them.
One centralised CRM with pre-built document templates that follow each country’s regulations, plus country-level security and AML screening at every booking, while head office sees every market in one view.
10x the users means more roles, more customisation and more load. Forms slow down, bookings lag, and sensitive customer data spreads further than it should.
Booking scripts and plugins were optimised for speed, a cloud migration added performance and capacity, and customer data exports need an approved, time-bound request.
Web, social, calls, campaigns and events all feed leads in. Without one pipeline they duplicate, sit unassigned, and “call me later” buyers are forgotten.
1M+ leads flow into one system. Duplicates resolve automatically, leads auto-assign, and every 10 minutes expired “interested in future” leads reopen with a fresh SLA.
Metadata Technologies deployed Property-xRM on Dynamics 365 to replace unstructured lead handling, manual finance steps and disconnected service with one workflow, now used by 500 users across 12+ countries, with security controls per market and consolidated reporting at head-office level.
No structured processLeads from campaigns, calls and events were captured manually, duplicated, and often missed after follow-up dates.
Automated lead lifecycleCapture, duplicate resolution, auto-assignment and SLA-driven lead recycling cut the turnaround from lead to sale.
Paper at the eventProspect data was re-entered after launches, causing errors, delays and double-bookings.
Mobile sales on-siteAgents check live inventory, create bookings and close sales at the launch, with no office return needed.
Every call from scratchAgents had no view of purchase history, so resolution times and escalations stayed high.
CTI-integrated serviceEach inbound call surfaces the buyer’s full history automatically.
Manual adjustmentsPayment reminders, penalty calculations, fund transfers and advance receipts were all handled by hand.
Automated collectionsScheduled reminders, automated late-payment fees, approval-based fund transfers and miscellaneous receipts, all synced with Oracle Fusion.
Checks outside the systemAML verification was manual, and data export access had no approval trail.
Built into the workflowAML Watcher screens customers at booking, and data exports are approved, time-bound and auditable.
Property-xRM on Microsoft Dynamics 365 sits at the centre of the operation, connected to finance, compliance, telephony, marketing, e-signature, mobile sales, customer and broker systems, inside the wider Microsoft ecosystem.
Payments, receipts and unit data synced through to revenue recognition
Customers screened automatically at booking and transfer
Caller history surfaced on every inbound call
Agents check live inventory, book and close sales on-site at launches
CENTRALISED CRMon
Marketing automation with ROI tracked against pipeline
Web leads flow in, and customer data syncs with the self-service portal
Broker registration and deal submissions in one place
Contracts and approvals signed digitally inside the sales workflow
The full customer story traces how the developer grew from a single market to a global operation, and what made that growth manageable.
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Mixed-use · GCC
From sales and residential leasing to retail and commercial leasing, facilities management, owner associations and customer care, the developer moved six business lines off separate tools onto Property-xRM and Microsoft Dynamics 365.
Read the customer storyResidential sales · UAE
From launch-day automation to unit reservations, government registrations, broker management, digital SPAs and revenue recognition, the developer built a connected sales operation managing US$2B+ in project value on Property-xRM and Microsoft Dynamics 365.
Read the customer storyFacilities management
With Metadata Technologies, Al Thuriah centralised work order management, technician tracking and maintenance scheduling on Dynamics 365 Field Service, cutting unplanned repair cases by 48% within six months.
View full customer story on Microsoft’s siteThese are a few spotlight stories. More customer stories are available on request. Talk to our team
Sales volumes, pipeline figures and operating details are commercially sensitive for a developer, and many of our customers prefer not to be named in public material. We remove only the details that would identify the business; the figures, timeline and outcomes on this page reflect the developer’s actual operation. If you need more context before deciding whether a similar setup is right for you, please talk to our team. We can talk you through the project in more depth and point you to comparable work in your region or segment.
Yes. The stories on this page are a few spotlights, not the full list. Metadata Technologies works with residential and mixed-use developers, leasing firms, property management companies and facilities management businesses, and some of those stories are published while others are shared privately on request. Tell us your segment, region and portfolio size when you get in touch, and we’ll share the stories closest to your situation rather than a generic set.
Yes. This developer didn’t start at its current scale. It began with one market and a small team, and added countries, users and modules over time on the same centralised CRM. Property-xRM is configured around what you need today, whether that’s lead management and bookings or collections and handover, and can be extended as your portfolio grows. Starting focused also means your team adopts the system faster and you see results sooner.
Very likely. Because Property-xRM is built on Microsoft Dynamics 365, it works natively with the Microsoft stack and connects to other systems through standard connectors, APIs and Power Automate flows. Every implementation starts with a review of your current setup: which system owns which data, how information should flow between finance, sales and service, and what existing data needs to move across. The integrations and rollout plan are then built around your stack, so you don’t have to replace systems that already work for you. For a closer look at how this works in practice, read our guide on integrating a real estate CRM with ERP, portals and marketing tools.
Yes. Alongside Property-xRM on Microsoft Dynamics 365, Metadata Technologies offers PropertyFlex, a real estate CRM built on Salesforce. It is designed for developers and home builders as well as leasing and property management teams, so if your business already works in Salesforce, you can get a CRM built around real estate without changing platforms. The same implementation approach applies: we start with your current setup and processes, then configure and integrate around them.
When you talk to our team, we’ll set up a 30-minute discovery call. Share a little about your portfolio, markets, team size and current systems, along with the problems you want to solve. We’ll walk you through the parts of Property-xRM that matter most to you, explain how similar customers approached the same challenges, and outline what an implementation could look like. There’s no obligation, and you’ll leave with a clearer picture of your options either way.
The About Us page covers who Metadata Technologies is, how the team works and the kinds of real estate businesses we support. For detail on the product itself, including every module behind the results on this page, visit propertyxrm.com. And if you have a specific question that isn’t answered here, talk to our team and the right person will get back to you.
Metadata Technologies is a real estate CRM company and Microsoft Solutions Partner that builds CRM systems around how real estate actually operates: unit-based inventory, project launch cycles, payment plans, and the post-sale relationship. The company has delivered 100+ implementations across 12+ countries, supported by a team of 70+ certified professionals, and maintains an average client relationship of 5+ years. Its CRM solutions support 150M+ sq ft of real estate and 2,000+ active users for developers, leasing firms, and property management companies across the GCC, MENA, APAC, and North America.
Property-xRM is an award-winning real estate CRM built on Microsoft Dynamics 365 Customer Engagement. It covers the full property lifecycle: unit inventory and project launches, reservations and bookings, payment plans, SPA generation with digital signatures, broker and commission management, and leasing and property management, all from a single source of truth. Property-xRM is listed on Microsoft AppSource and is Co-Sell Ready with Microsoft, so developers can find and evaluate it directly through the Microsoft commercial marketplace.
Microsoft Dynamics 365 is Microsoft’s family of business applications for sales, customer service, marketing, and operations. Built on the Microsoft Power Platform and Dataverse, it connects natively with Microsoft 365, Teams, Power BI, and Azure, and brings enterprise-grade security, automation, reporting, and Copilot AI capabilities. On its own, Dynamics 365 provides the platform; paired with a purpose-built layer like Property-xRM, it also gains the real estate structure, such as units, projects, and payment plans, that a standard CRM configuration does not include out of the box.
