Connect the franchise lifecycle
Dynamics 365 Sales tracks leads, applications, and onboarding. Power Automate routes approvals; a custom franchise module records agreements and renewals.
Implementation experience
Two workflows.
One financial record.
These examples come from work delivered by the Dynamics team now part of BOT. Each started with an operational problem: getting from a business agreement to an accurate, traceable payment.
01 / FRANCHISE SERVICES
From franchise onboarding to royalty billing.
A nationwide cleaning-services franchise tracked applicants, territory approvals, and agreements in separate spreadsheets and email. Finance then had to calculate royalties by hand.
Bill from monthly sales
Location sales feed a royalty calculation engine. Dynamics 365 Finance generates receivables invoices and tracks payments. Financial dimensions support reporting by location and region.
Give franchisees self-service
A Power Pages portal lets franchisees review agreements, download invoices, submit compliance documents, and raise support cases.
Bring audits into operations
Field teams record inspections in Power Apps. Scorecards, renewal reminders, and Power BI dashboards help operations and finance review the same network.
02 / REAL ESTATE BROKERAGE
From commission agreement to reconciled payout.
A brokerage needed to pay agents against different splits, tiers, and referral rules. Separate tools made it difficult to trace a payment back to the deal and agreement.
Record the agreement once
A custom agent-management module records profiles, agreements, commission plans, offices, and team relationships in Dynamics 365 Finance.
Calculate and approve commissions
Deal-level rules apply splits, tiers, caps, and referral fees. Approvers can review exceptions and trace manual adjustments.
Pay and reconcile
Accounts payable processes deductions, advances, and payment runs. Expense and liability postings connect each payout to the general ledger.
Explain the payout
Agent statements and reports break commissions down by agent, office, deal, and reporting period so finance can investigate a discrepancy.