Microsoft solutions for Real Estate
Property, tenants, and transactions, on an estate that grows by acquisition.
What this sector is dealing with
Real estate and property businesses handle high value transactions and tenant data, often across entities that were acquired rather than built. The result is a Microsoft estate with several tenants, several ways of doing things, and no single view of anything.
We consolidate that estate, secure the transaction and tenant data inside it, and put the property and client information somewhere it can be worked with.
The problems we get called in for
Growth by acquisition
Every acquisition brings another Microsoft tenant, another way of working, and another set of security gaps.
High value transaction fraud
Completion payment redirection is a well-known attack on this sector, and it targets email.
Tenant and client data
Personal and financial data across leases and transactions, with retention obligations attached.
Distributed sites and agents
Branch offices and agents on the move, on devices of varying provenance.
What Microsoft brings to real estate
The products that genuinely apply to this sector, and what each one is actually for here. Much of this sits inside licensing you may already hold.
Microsoft Defender XDR
Defender for Office 365 is the direct answer to completion fraud: impersonation protection, anti-phishing policy, and safe links against the emails that redirect a payment. Endpoint and identity protection sit behind it.
Microsoft 365
Tenant consolidation is usually the first real project after an acquisition, bringing mailboxes, files, and Teams onto one estate with one set of policies. Exchange Online transport rules and external sender warnings do quiet, useful work here.
Microsoft Entra ID
One identity across the consolidated group, with Conditional Access covering agents on the move and B2B for the solicitors, surveyors, and brokers who need access without an account.
Microsoft Dynamics 365
Sales and Customer Service for client and tenant relationships, with Business Central where property finance needs to sit close to operations.
Microsoft Purview
Classification, DLP, and retention for lease, transaction, and tenant data, with eDiscovery for the disputes that arrive years later.
Microsoft Power BI
Portfolio, occupancy, and pipeline reporting across entities that previously each reported their own way.
Typical engagements in this sector
The projects we are most often brought in to deliver for real estate, from full implementations to targeted uplifts.
Tenant consolidation after acquisition
Mailboxes, files, and Teams migrated onto one estate with one policy set and no long tail of leftovers.
Payment fraud hardening
Defender for Office 365 impersonation protection, anti-phishing policy, and external sender warnings tuned to the completion fraud pattern.
Dynamics 365 CRM implementation
Sales and Customer Service for client and tenant relationships, built on data your team will actually keep current.
Power BI portfolio reporting
Occupancy, portfolio, and pipeline reporting across entities that previously each reported their own way.
Frameworks that shape the work
These are the frameworks and regulations we most often design against in real estate. We map Microsoft controls to the framework you are actually held to, and build the evidence trail as we go rather than reconstructing it the week before an audit.
GDPR and UK GDPR
Lawful handling of personal data, with real duties around retention, subject access, and breach notification timelines.
ISO 27001
The information security management standard most enterprise buyers and auditors ask for by name. It wants a system, not a set of tools.
Anti-money laundering requirements
Duties to verify who you are dealing with and to keep the records that prove you did.
Cyber Essentials Plus
A UK baseline that is independently tested, and increasingly a condition of winning public sector and enterprise contracts.
Where to go next
The solutions we most often deliver for this sector.
Microsoft 365 Migration
Move to Azure and Microsoft 365 in stages, around your operations, with rollback thought through.
Explore Microsoft 365 MigrationDefender XDR
Correlated protection across identity, endpoint, email, and cloud apps in one investigation.
Explore Defender XDRDynamics CRM
Sales and Customer Service built on data your team will actually keep up to date.
Explore Dynamics CRMMicrosoft Purview
Classify, label, and protect data where it lives, with DLP and insider risk behind it.
Explore Microsoft PurviewWe work across sectors
Working in real estate? Let us look at your estate.
Book a discovery call and we will walk through what you already own, what is switched on, and where the gaps are that matter in your sector.