Dynamics 365 for Healthcare

Our software provides you with a 360-degree view of patients’ information, documents, tasks & activities, and key metrics, resulting in higher efficient and more time delivering quality care.

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Benefits of our Health & Social Care CRM

There are various benefits to implementing Microsoft Dynamics 365 for the health and social care industry. The key benefits are shown below.

Manage Patients

Gain a complete view of patient information including medication, appointment, notes, etc. with our healthcare CRM.

Boost Efficiency

Automate activities such as appointment scheduling, reminders and assigning tasks to caregivers. 

Secure Environment

Ensure all data held within your healthcare organisation is kept confidential, compliant and secure. 

Provide Quality Care

Provide a more personalised patient experience and quickly access important information from anywhere at anytime. 

Healthcare CRM Case Study

Solutions Social Care (SSC) is an established provider of services to children and adults with autism, learning disabilities, and complex needs.

The Challenge: Previously SSC struggled with data consistency, manual proccesses and disparate systems creating reporting and efficiency issues.

The Solution: Pragmatiq designed and implemented a Custom Business Solution that fits around SSC’s unique referral process. Additionally, all data regarding accounts and contacts can be found in one place.

The Benefits

  • Improved information accuracy and process
  • Time saved
  • Optimised referral process
  • Improved security
  • Increased insight for decision-making and forecasting
  • Access from mobile devices
Read the Case Study
Wheelchair getting pushed into car

Key Features of Microsoft Dynamics 365 for Healthcare

Manage all data in a centralised system

Our Healthcare CRM enables healthcare providers to manage their practices effectively. By managing all data in a centralised system, key information and records can be found quickly, as opposed to searching multiple databases/spreadsheets. 

Manage all patient information

Track all patient information including current conditions, medical history, medication, tests, appointments, communication preferences, etc. This information is all available from on location within the Dynamics 365 Healthcare CRM.

Access across the healthcare ecosystem

Access records across your healthcare ecosystem to deliver an exceptional patient experience and increase internal productivity. Manage information between healthcare professionals, various sites, caregivers, employees and referral networks. 

Security and compliance

Securely store sensitive client data that is fully compliant with strict industry regulations. Role-based permissions mean that users only have access to what is required and your organisation is fully in control of the data at all times. 

patient record in dynamics 365

Automatic reminders

Keep track of all tasks and follow-ups with automatic reminders within the system, linked to relevant records and documents. 

User-friendly interface

The user-friendly interface allows information to be reviewed and accessed quickly. Key data relating to a client can be seen at a glance, saving time going through multiple records. As a result, more time to be spent on quality care. 

Real-time data

Complete visibility of your healthcare organisation and key performance metrics, so you can track what areas are performing well and which require further development. 

Access information on any device

Access information anytime, anywhere, on any device. Ensure that care-givers can access crucial records and documentation, whether they are in the surgery or on client visits. 

physician information in dynamics 365

What some of our clients say...

Useful Dynamics 365 Healthcare integrations


The Microsoft Dynamics 365 App for Outlook allows for seamless integration between these two systems. Sending and tracking communications against members is easy, ensuring up-to-date information.


Sharepoint is a web-based platform that integrates easily with D365 CRM. Health and social providers can store relevant documentation that can then be easily accessed through the Dynamics 365 Healthcare CRM.

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts.

What sets Pragmatiq apart?

A consultative focus

Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.

We are passionate and we care

We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.

Simple language

Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.

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