Travel Insurance
Microsoft Dynamics 365 Sales for Travel Insurance
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 Challenge
What Was Holding the Business Back?
Large document storage, manual document processing, and growing database costs impacted operational efficiency and system scalability.
Storage Growth
Complete multi-page documents were stored in Dynamics 365 even though only the first pages were required.
Manual Handling
Employees spent significant time managing documents and processing email attachments manually.
High Costs
Increasing database storage requirements resulted in recurring infrastructure expenses.
Limited Automation
Document uploads, file organization, and attachment management relied on manual processes.
Objective
What We Set Out to Achieve
Optimize document management by reducing Dynamics 365 storage consumption, automating document processing, and creating a scalable solution that improves operational efficiency while lowering infrastructure costs.
Our Approach & Solution
How We Delivered Results
Implemented an intelligent document management solution using Microsoft Dynamics 365 Sales, SharePoint, and workflow automation to reduce storage usage and streamline insurance operations.
Smart Documents
Automatically extracted and merged the required pages into a single document before archiving.
SharePoint Hub
Stored documents and attachments securely in SharePoint instead of consuming Dynamics 365 database storage.
Process Automation
Automated document uploads, email attachment migration, and storage workflows to eliminate manual effort.
Insurance CRM
Extended Dynamics 365 with custom entities for patients, treatments, service providers, and insurance agreements.
Drag & Drop
Enabled seamless document uploads with automatic routing to the correct SharePoint libraries.
Email Migration
Automatically transferred email attachments from Dynamics 365 to SharePoint for long-term storage.
Location Services
Displayed customer locations alongside nearby healthcare providers during emergencies.
Scalable Design
Built a future-ready document management architecture that minimizes storage growth and operational overhead.
Results & Impact
The Outcome
The solution significantly reduced Dynamics 365 storage usage, automated document management, and improved operational productivity while delivering substantial cost savings.
Less
DB Storage
Auto
Doc Merge
Zero
File Dupes
Save
IT Costs
Conclusion
The Bigger Picture
The Microsoft Dynamics 365 Sales solution transformed document and storage management for the travel insurance provider by replacing manual, storage-intensive processes with intelligent automation. Through seamless integration with SharePoint and automated document processing, the organization reduced database storage costs, eliminated redundant files, streamlined claims operations, and created a scalable platform capable of supporting future business growth.
Additional Details
Ready to Transform Your Business with Data?
Connect with our team and let's build your intelligence story.