A single source of truth for patient information
Dynamics 365 stores patient profiles, clinical notes, care plans, history, communications and service usage in one secure platform that is easy for care teams to access.
Dynamics 365 CRM
Dynamics 365 for PhysiciansConnect patients, care teams and operations in one platform
Improve patient care, streamline clinic operations and strengthen communication with Microsoft Dynamics 365 for physicians and medical practices.
Overview
Why physicians need Dynamics 365
Physicians need clear information, efficient workflows and strong communication to deliver effective care. Dynamics 365 brings patient data and operational activity together to support better clinical outcomes.
GPs, specialists and multi disciplinary clinicians face increasing workloads, administrative pressures and growing patient expectations. Many practices still rely on separate systems for patient communication, appointment scheduling, clinical notes, care plans and practice management. This creates time consuming manual work and reduces visibility across the patient journey.
Microsoft Dynamics 365 CRM centralises patient information, service delivery activity, scheduling, communication and financial data in one secure platform. Automation helps reduce administrative tasks while real time insights allow clinicians to understand patient needs, manage demand and plan care more effectively. With a unified system, physicians can deliver safer, more consistent and more personalised care.
Benefits
The benefits that help medical teams work smarter
Explore how Dynamics 365 helps clinicians reduce admin, improve communication and enhance patient experience.
Automate routine administrative and clinical tasks
Automate appointment reminders, follow up messages, clinical documentation workflows, referral tracking, case management and reporting. This frees clinicians to focus more on patient care.
Real time insight into clinical and operational activity
Dashboards reveal trends in patient demand, appointment activity, service utilisation, outcomes and workload which helps improve planning.
Security and compliance aligned to healthcare standards
Dynamics 365 provides enterprise grade protection, secure access control and audit trails to support healthcare regulations and data protection requirements.
CRM stats
Why your physician business needs a CRM
Data is from a recent 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 clinical and administrative teams
Dynamics 365 supports the full clinical workflow from first contact to follow up care while improving the efficiency of practice management.
The capabilities of Dynamics 365 extend across key areas of medical practice:
01
Patient Relationship Management
Track patient communication, preferences, clinical history and wellbeing information to support personalised treatment.
Why choose us
Why medical practices choose Dynamics 365
Works for single practices and multi site clinics
Dynamics 365 can be adapted for independent GPs, private specialists, polyclinics and multi location medical groups.
Integrates with essential clinical and practice systems
The platform connects with Microsoft 365, Power BI and external systems such as EHR, prescribing, billing or diagnostics platforms through APIs.
Improves patient communication and engagement
Automated reminders and personalised communication help reduce missed appointments and support better patient satisfaction.
Reduces administrative burden across the practice
Workflows and automation help reception teams, administrators and clinicians manage their workload more effectively.
Supports secure handling of sensitive clinical data
Strict access controls and audit trails help maintain patient trust and regulatory compliance.
Download our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.
Download report
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 physicians? 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 medical practice with Dynamics 365
Physicians need reliable information, efficient processes and secure systems. Dynamics 365 brings your team, your patients and your operations together so you can focus on delivering high quality healthcare. To learn more about Dynamics 365 for physicians, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected platform that helps physicians manage patients, appointments, communication, clinical workflows and practice operations in one system.
Yes. It can integrate with external EHR, diagnostics, billing and prescribing systems through APIs where supported.
Yes. Clinicians can view schedules, patient information and tasks securely on mobile devices.
Most teams adapt quickly because the platform uses a familiar Microsoft layout and intuitive navigation.
