Streamlining Sales with Centralized Documents
Zelite Solutions enabled a leading U.S. marine transportation company to streamline sales operations by migrating 3,000+ documents from SharePoint to Dynamics 365 Sales. This centralized document management solution eliminated dependencies, enhanced accessibility, and improved search efficiency through optimized metadata.
Industry
Time Required
Engagement Model
Solution
Current Phase
Technologies
In today's digital age, efficient document management is crucial for sales success. This case study explores how Zelite partnered with a leading U.S. marine transportation company to migrate sales-related documents from SharePoint On-premises to Dynamics 365 Sales. This collaboration streamlined document access, improved sales workflows, and eliminated the reliance on separate systems.
The client, a prominent force in the U.S. maritime industry for over 150 years, specializes in ship docking, harbor towing, coastal towing, and bulk transportation. While initially utilizing SharePoint On-premises to manage documents like contracts and deals, they sought a more centralized solution for their sales operations.
- Disparate Document Management: Scattered documents in SharePoint hindered accessibility and efficient workflows.
- Sales Process Inefficiencies: Searching and retrieving documents caused delays and frustration.
- Reliance on Multiple Systems: Managing documents in SharePoint and sales data in Dynamics 365 Sales caused redundancy and complexity.
Zelite designed a comprehensive document migration plan to bridge the gap between SharePoint and Dynamics 365 Sales:
- Assessment and Mapping: A thorough analysis identified document types, sizes, and associated metadata (tags and descriptions). Additionally, Zelite mapped accounts in Dynamics 365 Sales to the corresponding documents using GUIDs or names, ensuring accurate placement.
- Custom Migration Tool: Leveraging the Microsoft Dynamics 365 SDK, Zelite developed a custom .Net Core Console application. This tool facilitated bulk document migration from SharePoint On-premises to Dynamics 365 Sales while preserving crucial metadata like tags for later retrieval.
- Verification and Training: After migration, Zelite verified the accuracy of the process, ensuring all documents were transferred correctly with their associated data. The sales team received comprehensive training on how to access and utilize the migrated documents within the Dynamics 365 Sales environment.
The successful document migration delivered significant advantages:
- Centralized Document Management: Eliminated dependency on SharePoint, creating a single source of truth for sales documents within Dynamics 365 Sales.
- Improved Accessibility: Sales representatives can now easily access and manage contracts, deal sheets, and correspondence directly in their Dynamics 365 Sales platform.
- Enhanced Search Capabilities: Preserved metadata allows for efficient document retrieval based on relevant tags or descriptions.
- Streamlined Sales Processes: Centralized access to documents facilitates faster document retrieval and streamlines sales workflows.
This case study demonstrates the value of consolidating documents within a CRM system. By partnering with Zelite, the marine transportation company successfully migrated their sales documents to Dynamics 365 Sales, improving accessibility, search functionality, and overall sales efficiency.
