Quick Answer: Yes. Microsoft Dynamics 365 Healthcare solutions are transforming how providers connect with patients, manage data, and streamline care delivery. With robust tools for patient engagement, compliance, and interoperability, Dynamics CRM for healthcare helps organizations improve outcomes while reducing administrative complexity. Let’s explore how this platform empowers modern care teams.
Healthcare providers feel the pressure of delivering high-quality care while keeping costs low. Accomplishing that means finding technological solutions capable of helping organizations streamline essential processes, reducing inefficiencies, and improving a patient’s overall experience. Microsoft Dynamics CRM, combined with Microsoft Cloud for Healthcare, helps medical providers accomplish those goals and more. Let’s examine how organizations can benefit from making Microsoft Dynamics their healthcare CRM.
What is Microsoft Dynamics CRM?
Customer relationship management (CRM) systems are a tool used by healthcare companies to manage patient interactions. Microsoft Dynamics CRM is also used to automate and organize essential marketing, customer service, sales, and technical support functions.
The flexibility of Microsoft Dynamics 365 Healthcare allows hospitals, clinics, and payors to consolidate patient data from multiple systems like EMRs, scheduling tools, and billing software, into one secure and integrated platform.
It’s hard to overstate the importance of giving patients a personalized experience. One of the benefits of using Dynamics 365 as a healthcare CRM is that it provides a 360-degree view of patients. Organizations can track everything from phone calls to patient information collected during visits.
Healthcare providers can use the information to tailor treatment plans and how they communicate with patients. Dynamics 365 is a HIPPA-compliant CRM that can be used to:
- Access and update patient records
- Send test result notifications
- Notify patients of upcoming appointments
- Coordinate care with other providers
- Communicate any care changes or updates to patients
Meeting patient needs goes a long way toward fostering trust and increasing satisfaction with the care provided. Having all patient information in a single platform allows providers to take a proactive approach to preventative care and managing chronic conditions.
When used with the Dynamics 365 Healthcare Accelerator, organizations gain access to pre-built data models tailored to medical workflows, including patient profiles, care plans, and appointment scheduling, significantly reducing implementation time.
What is Microsoft Cloud for Healthcare?
Microsoft Cloud for Healthcare combines the capabilities of Microsoft Dynamics 365, Azure, and Microsoft 365, allowing healthcare organizations to speed up their ability to roll out solutions. Companies can align their clinical and operational needs while working to achieve more optimal patient outcomes.
Together, Microsoft Dynamics Healthcare tools form a powerful ecosystem that integrates front-office CRM functions with back-office data management, analytics, and patient communication.
The October 2022 release added tools to free up critical resources and allow providers to build support-centric operation models. Care teams can access relevant clinical information using the Patient snapshot feature within the Unified patient view. There’s also a Patient Trends feature sharing patient indicators using computed metrics and insights about patient activities.
Artificial intelligence (AI) plays a significant role in features like the Missed Appointment feature. Providers can use it to determine the likelihood of patients missing their next appointment based on their history. Other essential features provided by Microsoft Healthcare for Cloud include:
Data Management
Healthcare data management becomes more convenient thanks to how Microsoft Healthcare for Cloud leverages a provider’s entire data estate. IT administrators and integration specialists can work from a single platform with tools and capabilities for setting up, configuring, and managing data integration components. That makes enabling health data exchange in an organization’s current environment much more straightforward.
Dataverse healthcare APIs also support the bi-directional capabilities of Fast Healthcare Interoperability Resources (FHIR) data. The APIs make it easier for providers to integrate and exchange FHIR data between Dataverse and FHIR endpoints. Microsoft Cloud for Healthcare also provides an updated Provider data model that extends an organization’s healthcare applications.
The system also simplifies FHIR-based interoperability, ensuring seamless communication between Dynamics 365, EHR systems, and external applications. With Microsoft Dynamics CRM Healthcare, data exchange becomes faster and more secure, improving clinical decision-making across care networks.
Healthcare database templates reduce the time providers must spend developing plans for data warehousing, clinical analytics, and operational analysis. The data models act as blueprints to help organizations speed up analytics-based use cases. Organizations can customize the templates using Azure Synapse.
Care Journey Templates
Providers and payors can create automated workflows using templates for common scenarios like patient discharge, diabetes management, and off-track care plans. Provided by Dynamics 365 Marketing, care journey templates can be used as is or customized for different care management scenarios.
Organizations can use Teams to send messages, review patient interactions, and send secure messaging through Patient Access Portal. There’s also a patient journey feature that extends communication channels to include push notifications and text messages.
These communication pathways are vital for population health initiatives, where Dynamics 365 Healthcare systems enable automated outreach to at-risk patients.
Device Data Support
The device data support feature, built using Power Platform, allows healthcare providers to provide better hybrid care services. Care and management teams can remotely monitor patient health data, look for trends using the information, and manage their assigned medical device inventory.
For remote care and telehealth programs, Microsoft Dynamics 365 Healthcare integrates seamlessly with IoT devices to track real-time patient metrics and improve chronic care management.
Enhanced Operation Support
Virtual health data tables help providers virtualize clinical reference data and other healthcare information. That makes it easier to work with model-driven applications and other engagement platforms.
They come with support for creating, updating, and deleting FHIR data. The feature also leverages Power Platform applications to trigger updates of clinical data held in FHIR servers without duplicating the information in Dataverse.
In combination with Power BI and Azure analytics, Microsoft Dynamics Healthcare gives providers predictive insights that help allocate staff efficiently, reduce wait times, and anticipate patient needs before they escalate.
Benefits of Microsoft Dynamics CRM for Healthcare
Let’s look at how using Dynamics 365 as a healthcare CRM benefits healthcare organizations.
1. Improved Data Security and Secure Messaging
HIPAA guidelines regulate all healthcare information, placing protections around who gains access to your medical records and how they get utilized. Providers can set up workflows, ensuring that healthcare workers follow HIPAA regulations. The platform also allows doctors to use encrypted texting security to obtain patient medical information before providing emergency care.
Other security customizations provided by Dynamics 365 CRM include:
- File access restrictions
- Role-based permissions
- Customizable and secure data workflows
This level of security ensures compliance across both clinical and administrative operations, allowing organizations to maintain trust while optimizing care coordination.
2. Better Patient Management
Microsoft Dynamics CRM gives providers a complete view of a patient’s health history. That aids in coordinating care and allows care teams to make faster decisions. Those same teams can access information from other clinical systems and electronic health records. That helps providers offer preventative care and care management programs tailored to individual patients.
For larger networks, the Dynamics 365 Healthcare Accelerator helps standardize patient data models across multiple facilities, ensuring consistency in treatment plans and reporting.
3. Post-Visit Management
Providers can continue following up on patient outcomes. If they notice that a patient is due for a follow-up, doctors can ensure the patient receives timely notifications reminding them to set up an appointment through the patient portal. The platform simplifies the billing and payment process. It’s also easier for healthcare organizations to order and fulfill patient medications.
This proactive approach, powered by Microsoft Dynamics 365 Healthcare, enhances patient satisfaction, reduces readmission rates, and strengthens long-term relationships through continuous engagement.
Improve the Patient Experience With IES
Internet eBusiness Solutions finds technology solutions designed to help providers spend less time on administrative tasks and more time helping patients.
Whether you’re exploring Microsoft Dynamics CRM for Healthcare or migrating to a cloud-based model, IES can help you build a secure, scalable, and patient-centric CRM solution tailored to your organization’s needs.
Contact us today if you’re looking to modernize your healthcare organization.
Dynamics 365 Healthcare FAQs
