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SKYSOFT CONNECTIONS · Dynamics 365
Modernizing Sales, Documents, and Reporting for a Marine Insurance Broker
SkySoft Connections aligned the CRM with the broker’s sales process, implemented Word document templates, developed Power BI reports, automated CSV-based data exchange with SAGE, and introduced process automation.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
Streamlined Sales Documents
02 / PROJECT HIGHLIGHT
Automated Report Generation
03 / PROJECT HIGHLIGHT
Improved CRM Usability
04 / PROJECT HIGHLIGHT
Enhanced Business Reporting
01 / PROJECT DETAIL
Modernizing Sales, Documents, and Reporting for a Marine Insurance Broker
SkySoft Connections aligned the CRM with the broker’s sales process, implemented Word document templates, developed Power BI reports, automated CSV-based data exchange with SAGE, and introduced process automation.
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02 / Client Business Context
A marine insurance broker needed to improve an existing Dynamics 365 CRM so that it could better support daily sales and operational activities. Earlier development efforts had left the system incomplete. The organisation needed to align CRM functionality with its sales process, support policy and proposal documentation, improve reporting, and exchange data with SAGE.
Client: Confidential Marine Insurance Broker
Industry: Marine Insurance / Insurance Brokerage
Solution Category: Dynamics 365, Document Automation & Business Intelligence
Project: Marine Insurance CRM Modernization
Proof Point: Document generation, Power BI reporting, CSV-based SAGE data exchange, and process automation were implemented. The project source describes the CRM as more functional and user-friendly.
The Business Problem
The existing CRM did not fully support the broker’s working processes.
Key challenges included:
Incomplete CRM functionality following earlier development efforts
- Limited everyday use of the system
- Gaps between CRM workflows and the sales process
- A need to automate policy and proposal document preparation
- Reporting requirements that needed further development
A need for structured data exchange between Dynamics 365 and SAGE
Manual work across operational processes
The broker needed to make the existing CRM more practical for staff while addressing these functional gaps.
03 / PROJECT DETAIL
Business Impact of the Existing Process
Incomplete functionality and manual processes limited the CRM’s usefulness in daily operations.
Sales-process gaps, document preparation requirements, and reporting limitations made it harder for the organisation to get consistent value from its existing system. The broker also needed a more structured way to exchange information between Dynamics 365 and SAGE.
04 / THE SOLUTION
The Sky Soft Connections Solution
Sky Soft modernized the existing Dynamics 365 CRM to better support the broker’s sales and operational processes, while improving automation, reporting, and usability.
- Sales Process Alignment : Aligned Dynamics 365 with daily sales workflows.
- Document Automation : Automated policy and proposal documents using Word templates.
- Power BI Reporting : Added reports for clearer business insights.
- SAGE Data Exchange : Automated CSV data exchange with Dynamics 365.
- Process Automation : Reduced manual workflow steps.
- CRM Usability : Improved functionality and overall user experience.
The integration follows a straightforward system-to-system flow:
05 / PROJECT DETAIL
Technology & Integration Architecture
The solution connects Dynamics 365 with SAGE through CSV-based data exchange, while supporting document generation and reporting from the CRM environment.
SAGE ↔ CSV Import / Export ↔ Dynamics 365 → Word Document Automation & Power BI Reporting
How the Solution Works
CSV import and export processes exchange data between SAGE and Dynamics 365.
- Dynamics 365 supports the broker’s aligned sales processes and related CRM activities.
Microsoft Word templates support policy and proposal document generation.
- Power BI reports present information for business and operational review.
Process automation supports selected workflow steps within the solution.
The documented SAGE integration uses CSV-based exchange. APIs are listed in the project profile, but their specific role requires confirmation.
06 / THE SOLUTION
Implementation Highlights
1. Sales Process Alignment
Sky Soft aligned CRM functionality with the broker’s sales process to address gaps in the existing implementation.
2. Document Template Development
Microsoft Word templates were built to support automated policy and proposal document preparation.
3. Power BI Report Development
Power BI reports were developed to support the organisation’s reporting requirements.
4. SAGE Data Exchange Automation
CSV-based data exchange was automated to support the movement of information between SAGE and Dynamics 365.
5. Workflow Improvement
Process automation was introduced to address manual activities and improve how operational workflows were supported.
6. Functional and Usability Improvements
The implemented changes addressed incomplete CRM capabilities. The source reports that the system became more functional and user-friendly.
07 / PROJECT DETAIL
Results & Current Outcomes
- Dynamics 365 was aligned with the broker’s sales process.
- Word document templates were implemented.
- Document generation capabilities were introduced.
- Power BI reports were developed.
- CSV-based data exchange with SAGE was automated.
- Process automation was implemented.
- The CRM was described as more functional and user-friendly.
08 / PROJECT DETAIL
Related SkySoft Capabilities
This solution demonstrates capabilities across:
Dynamics 365 Customization
- CRM Modernization
- Sales Process Alignment
Microsoft Word Document Automation
Power BI Reporting
CSV-Based System Integration
- Business Process Automation
Dynamics 365 Workflow Improvement
09 / PROJECT DETAIL
Is Your CRM Leaving Too Much Work to Your Team?
An incomplete CRM can leave staff managing documents, reporting, and routine processes manually. A focused modernization project can help align the system with the way your business operates.
SkySoft Connections can review your Dynamics 365 environment, identify functional gaps, and help improve sales workflows, document generation, reporting, and data exchange.
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