Centralised patient and treatment data
Dynamics 365 brings patient records, medical history, communications and treatment plans into a single platform, helping teams provide consistent and informed care.
Dynamics 365 CRM
Dynamics 365 for DentistsConnect patients, treatment plans and practice operations in one platform
Streamline patient care, appointments, finance and compliance with Microsoft Dynamics 365 designed for dental practices and dental groups.
Overview
Why dental practices need Dynamics 365
Dentists rely on accurate patient records, efficient scheduling and smooth practice operations. Dynamics 365 brings it all together so practices can deliver better care with less admin.
Dental practices face daily pressures: high appointment volumes, rising patient expectations, strict regulatory requirements and the need for accurate clinical and financial data. Many practices still juggle multiple systems for records, billing, follow-ups and stock, which leads to inefficiencies and missed opportunities to improve patient care.
Microsoft Dynamics 365 CRM for dentists unifies patient information, treatment plans, finances, stock levels and communication into one secure platform. It reduces the manual workload by automating routine tasks and gives dentists and support teams real-time visibility across the practice. This helps improve patient experience, increase efficiency and keep the practice running smoothly.
Benefits
The benefits that help dental practices run more efficiently
Discover how Dynamics 365 simplifies patient management, reduces admin and improves overall practice performance.
Automate routine practice tasks
Automate reminders, follow-ups, recalls, appointment confirmations and document storage. This reduces admin time and helps the practice run more efficiently.
Insight to improve care and practice performance
Real-time dashboards help dental practices understand patient demand, treatment trends, financial performance and operational bottlenecks.
Security and compliance designed for healthcare
Patient data protection is critical. Dynamics 365 provides enterprise-grade security, access control and audit trails to support compliance with healthcare regulations.
CRM stats
Why your dental business needs a CRM
Data taken from a survey we commissioned in December 2024. Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers dental practices
Dynamics 365 supports clinicians, practice managers, reception teams and multi-practice groups by bringing data and processes together in one unified system.
The capabilities of Dynamics 365 extend across key areas of dental practice work:
01
Patient Relationship Management
Track patient interactions, preferences and treatment history. This helps teams provide personalised care and timely support.
Why choose us
Why dentists choose Dynamics 365
Adapts to practices of any size
From single-chair clinics to multi-location dental groups, Dynamics 365 can be configured to fit the practice's structure and workflow.
Integrates with tools practices already use
Dynamics 365 connects with Microsoft 365, Power BI and can integrate with dental imaging, booking or practice-management tools through APIs.
Simple for busy teams to use
Its intuitive interface makes it easy for reception teams, clinicians and practice managers to find information quickly.
Improves patient engagement and retention
Automation and clear communication help practices deliver a smoother patient experience, reducing missed appointments and improving satisfaction.
Keeps data secure and organised
Dynamics 365 protects sensitive clinical and financial information with enterprise-grade security and access control.
Example use cases
Streamlining dental practice management with Dynamics 365 CRM
Microsoft Dynamics 365 CRM empowers dental practices to enhance patient care, optimise administrative workflows, and ensure seamless communication across all touchpoints.
A multi practice dental group
- The challenge
- Coordinating patient records, appointment schedules, and communications across several locations, leading to administrative bottlenecks and inconsistent patient experiences.
- The approach
- Implemented Dynamics 365 CRM to centralise all patient data and integrate appointment booking, providing a unified view for all practices.
- The outcome
- Improved administrative efficiency and delivered a more consistent, high quality patient journey across all sites.
A specialist orthodontics clinic
- The challenge
- Effectively tracking long term treatment plans and managing ongoing patient communication without a dedicated system.
- The approach
- Utilised Dynamics 365 CRM to monitor treatment progress, schedule follow up appointments, and automate patient reminders and updates.
- The outcome
- Enhanced patient adherence to treatment protocols and fostered stronger patient relationships through proactive engagement.
A busy general dental surgery
- The challenge
- Managing a high volume of patient enquiries, referrals, and post treatment follow-ups, leading to potential gaps in patient care.
- The approach
- Adopted Dynamics 365 CRM to streamline patient intake, automate referral management, and ensure timely communication for appointments and aftercare.
- The outcome
- Reduced administrative workload and improved the overall responsiveness of the practice to patient needs.
Illustrative, anonymised examples based on typical scenarios in this sector.
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The Dynamics of Success
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Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond dentists? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your dental practice with Dynamics 365
Dentists need reliable patient data, efficient scheduling and clear financial oversight. Dynamics 365 brings these together so your practice can run smoothly and deliver excellent care. To learn more about Dynamics 365 for dentists, get in touch via this short form.
FAQ
Frequently asked questions
Dynamics 365 CRM can integrate with scheduling tools, allowing practices to manage appointments efficiently, reduce no shows through automated reminders, and optimise clinic diaries. This ensures a smoother flow for both staff and patients.
Yes, Dynamics 365 CRM centralises patient communication, enabling personalised outreach for appointments, treatment plan updates, and general enquiries. It helps maintain consistent and timely engagement, improving patient satisfaction.
Dynamics 365 CRM can track various stages of a patient's treatment plan, from initial consultation to completion and follow up. It ensures that all necessary steps are recorded and actioned, supporting comprehensive patient care.
It is a connected platform that helps dental practices manage patients, treatment plans, appointments and finances in one system.
Yes. It automates reminders, booking confirmations, recalls and reporting tasks.
It can connect with third-party systems using APIs and the Power Platform.
Yes. It adapts to single-practice setups and can scale to larger dental groups.
It helps coordinate practitioners, rooms and equipment to maximise availability.
It helps practices maintain secure records, audit trails and inspection readiness.
Most teams adopt it quickly due to its familiar Microsoft interface and clear layout.
