Automation for a real estate brokerage

I work for a company that builds ISV solutions on Dynamics 365 Finance & Operations, and we've seen similar workflows implemented using Microsoft Teams, Power Automate, SharePoint, and Dynamics 365.

For your scenario, agents could submit requests through Teams or Microsoft Forms, receive the relevant documents automatically, and trigger approval workflows for things like property listings, lockboxes, or signage. If you're already using Dynamics 365, these requests can also create CRM records, tasks, or notifications automatically.

This approach reduces manual work and gives everyone a consistent process.