WBS Products

WBS 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.

Business applications

Built on Microsoft Dataverse and Dynamics 365

Four products, one platform. Each installs into your existing Microsoft tenant or WordPress site and works with the security, licensing and data you already have.

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 share one record instead of four disconnected tools.

  • 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 exposes with view tracking on the record
REPM sales cockpit with funnel, channel and revenue charts
M&A funds

WBS Fund Portfolio Management (FPM)

AI-powered regulatory deal intelligence for M&A arbitrage funds, built natively on Microsoft Dynamics 365, Dataverse and Copilot Studio. From tender offer to structured assessment in minutes, with a human review gate before anything is finalised.

  • Deals created from an announcement URL or PDF, key fields extracted automatically
  • Regulatory authority mapping 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 teams that bill in deposits, progress invoices and final invoices across the EU and the US. It gives Dynamics 365 the billing intelligence it is missing out of the box, with no bolt-on portal and no second system to reconcile.

  • Type-aware invoicing: deposits, progress and final invoices net themselves
  • Sequential, reconstructable numbering that survives an audit
  • Branded, multi-page, multi-language documents with correct tax breakdowns
EU + US
one record, both tax regimes
Deposit to final
progress billing that reconciles itself
Audit-safe
sequential, reconstructable numbering
Website

WBS Connect for Dataverse (WordPress)

Publish Microsoft Dataverse records as lists and detail pages on your WordPress site and write form submissions straight back into your tables, through the official Web API, with the records staying in Dataverse. Free on WordPress.org, Pro and Business at a flat price per site: no portal licence, no per-user metering. Running 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: multiple environments, certificate authentication, Contact Form 7, Gravity Forms and WBS Forms; Business adds visitor sign-in
WBS Connect for Dataverse: property listings published from Dataverse on a WordPress site

Web and WordPress

Custom web development and WordPress plugins

Alongside our Dynamics 365 products we build for the web: WordPress plugins and custom development for business websites, and WBS Connect for Dataverse, above, is the bridge between the two.

WBS Forms

A lean WordPress forms plugin: text-based form definitions, file uploads, spam protection and submissions stored right in WordPress.

Woods SEO

A focused WordPress SEO plugin: titles, meta descriptions, Open Graph, XML sitemaps, schema and breadcrumbs, kept fast and simple.

WBS Care

Monitoring and self-healing for WordPress sites: health checks, automatic first-line remediation and a customer portal at support.woods.consulting for everything that needs a person.

Interested in one of these for your own site? Get in touch.

Templates and files

Ready-made dashboards and reports

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.

View the live report

Google Analytics Report

A ready-built Google Analytics reporting template, available as a download in our shop.

View in the shop

Not sure where to start?

Every product on this page comes out of our own project work, and we implement what we sell. Tell us what you need to run and we will show you the shortest path to it.

Prefer email? office@woods.consulting