Dynamics 365 Sales

The Client

Based in Thailand, the client provides travel insurance to their clients. They provide assistance in case of medical emergencies providing certain services and covering costs of treatments and services that their own clients would need. 

The Challenge 

The client's main pain point was that they had to store the first pages of 2 documents. So they were uploading the entire documents in Dynamics 365. This was taking up a lot of database storage and they were forced to buy extra storage space at regular intervals.

Apart from this they also needed multiple changes according to their requirements, ability to drag and drop documents and get their storage space back.

The Solution 

We implemented the functionality so that whenever they upload the second document, the system will pick the first page from the first document, the first page from second document and merge these into a single document. This new document would be stored at a particular location in SharePoint. The 2 original documents would be deleted at the end of the process.

This not only ensured that the client had the single required document available at any time but so that saved storage space as now instead of 2 separate documents of multiple pages were no longer stored and in their place only one merged document of 2 pages was stored.

Other features

• Modified Dynamics 365 according to the client's requirements creating tables that stored the data about patients, treatments, services, any agreements that they had and the clients own agreements with other service providers.
• Drag and drop functionality for certain areas also ensuring the files are stored at proper SharePoint location instead of within Dynamics' own storage.
• Migrating email attachments to proper SharePoint folders thereby freeing up storage space in Dynamics' database.
• Storing incoming email attachments on SharePoint was also made into an ongoing, automated process.
• Showing the current location of the end client along with the location of nearby service providers to facilate easy movement in case of emergency.

The Result

Once we merged the document and uploaded it to SharePoint, the client was able to recover storage space. Moving the email attachments to SharePoint also freed up a lot of storage ensuring that the client no longer needed to buy or maintain database storage which resulted in considerable cost savings.

Automating almost all manual process increased the client's employees' productivity and also saved a lot of time which translated into significent cost savings and also allowed the client to expand their business steadily.