- Contact us: office@woods.consulting
- Contact us: office@woods.consulting
- Customer Support
WBS products
Products for Microsoft Dynamics 365, Dataverse and WordPress
Our products build on Microsoft’s core functionality and add the tailored features that raise productivity, streamline your processes and support your strategic goals. They plug into the Dynamics 365 platform you already have in place, so you get more from it without adding another system.
Jump to: REPM · FPM · Invoice Accelerator · WBS Connect · WordPress plugins · Free tools
Business applications
Built on Microsoft Dataverse and Dynamics 365
Four products on one platform. REPM, FPM and the Invoice Accelerator run inside Dynamics 365 and Dataverse, with the security roles, licences and data you already have. WBS Connect puts Dataverse records on your WordPress site.
Real estate
WBS Real Estate Portfolio Management (REPM)
One property record from land to lease, and back to the lead. Development controlling, a guided sales process, portal syndication and property management work on the same record instead of four disconnected tools. Start with REPM Lite in the browser, free for the first 30 days, or run the full product on Microsoft Dataverse in your own tenant.
- DIN 276 cost cockpit with plan, actual and variance per cost group
- Portal inquiries deduplicated, matched to units and tracked through seven sales stages
- OpenImmo export and personal web exposés with view tracking on the record
- Leases, service charge reconciliation and monthly owner statements for property managers
M&A funds
WBS Fund Portfolio Management (FPM)
Regulatory deal intelligence for M&A arbitrage funds, built on Microsoft Dynamics 365, Dataverse and Copilot Studio. A new deal goes from tender offer to a structured regulatory assessment in minutes, and nothing is final until an analyst has reviewed it.
- Deals created from an announcement URL or PDF, with the key fields extracted automatically
- Regulatory authorities mapped by sector and jurisdiction, with precedent cases
- Investment proposals with risk scoring, sources and explicit unknowns
142
regulatory authorities, pre-structured and searchable
15+
countries covered
Days
to deploy into your existing Microsoft tenant
Invoicing
WBS Invoice Accelerator for Dynamics 365
Invoicing for Dynamics 365 Sales and Project Operations. Your team edits the standard invoice in place and bills under several brands with brand profiles. Invoice types run from down payment to final invoice, with VAT per line and a sequential number when the invoice is finalised. For Germany, the accelerator creates ZUGFeRD or XRechnung from the invoice, and it checks the EN 16931 rules before any file is created. We implement it with your finance team, because billing routines change once the XML is the invoice.
- ZUGFeRD (PDF/A-3 with embedded XML) for business customers, XRechnung for public-sector buyers
- A Check e-invoice button that runs the checks without creating a file, and a summary of the check kept with every e-invoice
- Credit notes and cancellation invoices with their own number and a reference to the original
ZUGFeRD or XRechnung
one format per invoice, created from the invoice record in Dataverse
EN 16931
checked before output, XRechnung also against the German BR-DE rules
1 Jan 2027
e-invoices become mandatory for German B2B sellers with more than EUR 800,000 turnover in 2026 and for every 2026 supply invoiced in 2027, for all from 2028
Website
WBS Connect for Dataverse
A Dataverse integration for WordPress. Publish Microsoft Dataverse records as lists and detail pages, and write form submissions straight back into your tables through the official Web API. The records stay in Dataverse. The plugin is free on WordPress.org; Pro and Business are priced per site, with no portal licence and no per-user or page-view metering. It runs in production on this site.
- Collections with search, filters, sort and paging; detail pages with images and files
- Typed forms with update mode, block editor support, webhooks and health alerts
- Pro from €19 per month, billed yearly: dev, test and prod environments, certificate authentication, Contact Form 7, Gravity Forms and WBS Forms. Business adds visitor sign-in bound to a Dataverse contact
Web and WordPress
WordPress plugins and website care
We build for the web as well: our own WordPress plugins, which run on this site, and a care service that keeps business websites available, current and secure.
WBS Forms
A lean forms plugin for WordPress: text-based form definitions, file uploads, spam protection and submissions stored in WordPress. It runs every form on this site and connects to WBS Connect for Dataverse.
Woods SEO
A focused SEO plugin for WordPress: titles, meta descriptions, Open Graph, XML sitemaps, schema and breadcrumbs. It runs on this site and keeps the page head lean.
WBS Website Care & Security
Monitoring and care for business websites: uptime, response-time and DNS checks, plugin inventory and security monitoring, incidents tracked to resolution, and a customer portal at support.woods.consulting.
Interested in one of these for your own site? Get in touch.
Free tools and templates
Calculators, dashboards and report templates
Free to use, no sign-up. Run your own numbers before you talk to anyone, including us.
Build vs buy CRM calculator
Should you build a custom CRM or license one? A total-cost-of-ownership calculator with upkeep, licences and time to value, plus a guide to when building is the right call.
Power Pages cost calculator
What Power Pages costs as users and page views grow, at Microsoft list prices, compared with serving the same Dataverse data from WordPress.
Project Resources Dashboard
A Power BI dashboard for staffing demand across projects, business units and roles: FTE demand, staffed roles, open demand, estimated and completed effort in one connected view.
Google Analytics report template
A ready-built reporting template for Google Analytics. Ask us and we will send you a copy.
FAQ
Questions about WBS products
Which products does WBS offer?
Four business applications: REPM for real estate portfolio management, FPM for regulatory deal intelligence at M&A arbitrage funds, the Invoice Accelerator for invoicing and e-invoicing in Dynamics 365 Sales and Project Operations, and WBS Connect for Dataverse, which publishes Dataverse records on WordPress sites. Around them we offer WordPress plugins, website care and free calculators.
Do I need Dynamics 365 to use them?
The Invoice Accelerator needs Dynamics 365 Sales or Project Operations, with invoices in Dataverse. FPM runs on Dynamics 365, Dataverse and Copilot Studio. REPM needs a Microsoft Dataverse environment for its Standard, Pro and Enterprise plans, while REPM Lite runs in the browser without one. WBS Connect needs a Dataverse environment and a WordPress site.
Where is our data stored?
In your own Microsoft tenant. REPM on Dataverse, FPM and the Invoice Accelerator keep their records in your Dataverse environment, under your security roles. WBS Connect reads and writes through the Dataverse Web API and keeps no second copy on the website. Only the Invoice Accelerator’s e-invoice file is rendered outside your tenant, by a service that WBS runs for you in Germany (Azure region Germany West Central, Frankfurt) under a data processing agreement. The service reads with a read-only identity. It doesn’t store invoices, and its logs hold technical data such as which invoice failed and why.
Can we try a product before we buy it?
Yes. REPM Lite is free for the first 30 days, and the free edition of WBS Connect for Dataverse is on WordPress.org. For FPM, the Invoice Accelerator and REPM on Dataverse, we show you the product in a meeting on realistic data, and on your own data where that is possible.
How are the products licensed?
REPM is licensed per production environment, the Invoice Accelerator per Dataverse environment, and WBS Connect Pro and Business per website. For FPM we send an offer after a first conversation. Where a product runs on Dynamics 365 or Dataverse, you also need the matching Microsoft licences. Published prices are on the REPM and WBS Connect pages.
Who implements the products?
We do. WBS builds the products and implements them, so the consultants who set up your environment know the code behind it. Implementation covers setup, data migration where needed, adjustments to your processes and training, followed by support in operation.
Can the products be adapted to our processes?
Yes, within limits that keep updates safe. The Dataverse products are standard solutions, so you can add your own columns, views, flows and Power BI reports next to them. We agree any change to the product logic with you, and when it helps other customers too, it goes into the product.
Next step
Not sure where to start?
Tell us what you need to run and we will show you the shortest path to it, whether that is one of these products, a Dynamics 365 project or both.
Prefer email? office@woods.consulting