Investigation Services
Microsoft Dynamics 365 Sales for Investigative Agency
Client based in USA, provides various kinds of investigative services to its customers. Their employees move out in the field, perform investigations and provide their observations. Some of the investigators are employees and some are contractors.
The Challenge
What Was Holding the Business Back?
Manual evidence submission and document preparation slowed investigations, increased administrative effort, and created unnecessary operational costs.
Email-Based Process
Investigators submitted photos and observations through emails, making evidence collection inefficient.
Manual Reports
Employees manually downloaded images and prepared Word reports, consuming valuable time.
Data Handling
Managing evidence and investigator information across multiple channels increased the risk of errors.
Licensing Costs
External investigators required system access without the expense of full Dynamics 365 licenses.
Objective
What We Set Out to Achieve
Develop a secure digital solution that streamlines evidence submission, automates investigation report generation, and enables external investigators to collaborate efficiently while minimizing operational costs.
Our Approach & Solution
How We Delivered Results
Implemented a connected Dynamics 365 Sales solution with Power Pages, SharePoint, and Azure automation to digitize investigation workflows and eliminate manual document preparation.
Evidence Portal
Built a Power Pages portal allowing investigators to securely upload photos and investigation details.
Smart Storage
Stored submitted evidence in SharePoint with structured metadata linked to Dynamics 365 records.
Auto Reports
Automated Word document creation using Azure services, plugins, and document templates.
Workflow Engine
Automated email notifications and integrated new Dynamics 365 capabilities without impacting existing functionality.
Power Pages
Delivered a secure and intuitive portal for investigators to submit evidence remotely.
Azure Automation
Generated investigation reports automatically using document merge capabilities.
SharePoint Hub
Centralized evidence storage with secure document management and retrieval.
Cost Optimization
Enabled external investigators to participate without requiring full Dynamics 365 licenses.
Results & Impact
The Outcome
The automated investigation platform reduced manual reporting, accelerated evidence processing, and lowered operational costs while improving collaboration with field investigators.
Zero
Manual Docs
Auto
Report Gen
Less
License Cost
Fast
Evidence Flow
Conclusion
The Bigger Picture
The Microsoft Dynamics 365 Sales solution transformed investigation management by replacing manual, email-driven processes with a secure and automated digital workflow. By integrating Power Pages, SharePoint, Azure services, and Dynamics 365 Sales, the organization streamlined evidence collection, automated report generation, reduced administrative effort, and enabled cost-effective collaboration with external investigators. The solution improved operational efficiency while providing a scalable platform for future enhancements.
Additional Details
Ready to Transform Your Business with Data?
Connect with our team and let's build your intelligence story.