Technology is evolving very fast, and no true visionary can afford to be left behind. The healthcare industry is automating its processes to streamline operations and give patients value-based care and better health experiences.

However, there is a lot of fear and uncertainty when it comes to automation. Most medical professionals are still afraid of transitioning. Change is constant, and we have to move with the times.

What Is Microsoft Dynamics 365?

ERP is software used for managing business processes. It integrates your healthcare practice’s financials, operations, supply chain, human resource activities, etc.

CRM systems such as Dynamics 365 Sales (CRM) help you to manage customer/patient data. It integrates with your social media, facilitates communication amongst the team, etc.

Dynamics 365 refers to interconnected SaaS (software as a service) apps. Dynamic combines ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) capabilities. It integrates your processes, data, and business logic.

6 Benefits why Medical Professionals are using Dynamic 365 

Some of the benefits of using Microsoft’s Dynamic ERP/CRM include the following.

1. Helps in Planning

According to a survey by Transcend Insights, 93% of patients want medical professionals to have timely access to their medical history. 71% of the patients indicate their expectations of a healthcare specialist to provide care through a digital communication channel.

Real-time access to your patients’ data via Dynamics 365 can help you plan and manage staff and patients. It enables you access to real-time metrics that allow you to improve your facility’s performance via any device at any time.

2. Manage Your Inventory

All healthcare facilities need proper control over purchases and inventory. Microsoft Dynamics 365provides you with inventory management that helps you to manage your inventory. It allows you visibility of invoices, purchase orders, requisitions, etc.  Dynamics 365 enables automated document processing that eliminates double data entry and redundancy.

3. Manage all your branches at many locations

Most medical facilities have branches at various locations. It is not easy to manage all the facilities individually. You have to worry about permissions, the number of users, reports per facility, and location. Dynamics 365 allows you to be flexible and manage each facility with a single centralized system. You can access all the data via any device.

4. Reports and Business Intelligence

Data is critical for any medical professional. With so much data, it may be cumbersome when using manual systems. Dynamics–365 allow you to understand the data via reports with all the necessary information. Reports have the name of the facility and location. Dynamics 365 provides you with reports using business intelligence with Azure cloud and metrics that you can access via any device.

5. Centralized Storage

Dynamics 365 provides medical professionals with centralized data storage, insights, and real-time reports. These things allow you to get everything you need to provide your patients with value-based services. You also cut down on your costs by investing in one centralized system.

6. Robust Integration Platform

Dynamics 365 provides medics with a robust integration platform. The platform seamlessly automates and integrates everything in a healthcare facility. These include payroll provider, clinical solution, bank provider, etc.


Medical professionals can now confidently automate their systems. Dynamic 365 improves all aspects of your business, making everyday tasks less tedious. Most patients expect their healthcare provider to know their history beforehand. This system helps you to pull up all patient data and reports.

When you seamlessly manage your various facilities, get proper access to staff and patient data, real-time reports and insights help you streamline your activities, gain a competitive edge over other providers and gain patient loyalty.


Therefore, whenever you are looking to start using the solutions, look for the right partners who will help you every step of the way. Start your digital transformation journey with us at Technology Management Concepts.

Visit our Microsoft Cloud Business Solutions to learn more about our solutions in order to further your understanding of financial and business management systems. Team up with a certified Microsoft Gold Partner to make your migration to the cloud seamless. If you have any questions regarding Dynamics 365 or other ERP/CRM systems, contact us.

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