CRM Implementation Mockup — Microsoft Dynamics 365 Unified Interface. This mockup demonstrates the proposed entity customizations, workflow automation, and dashboard design for automating the unit handover cycle.
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| Phase | Activity | Assigned Team | SLA |
|---|---|---|---|
| 1 | Initiation & Legal Check | Legal Team | 7 WDs |
| 2 | Financial Health Check | Finance (Receivable) | Part of Phase 1 |
| 3 | Financial Settlement | Collection Team | 2 Units/day |
| 4 | Bank Confirmation | Bank Reconciliation | 2 WDs |
| 5 | Facility Inspection | Facility Management | 5 Units/day |
| 6 | Pre-Handover & Communication | Handover Team | Upon FM Feedback |
| 7 | Appointment & Delivery | Call Center / Handover | 1 WD |
| 8 | Follow-up & Closure | Call Center / FM | 1 WD |