Dynamics 365 CRM

Dynamics 365 for VetsConnect patients, clients and practice operations in one platform

Improve clinical workflows, strengthen client relationships and simplify day to day operations with Microsoft Dynamics 365 for veterinary practices.

Overview

Why veterinary practices need Dynamics 365

Veterinary teams need organised information, smooth workflows and clear communication to deliver high quality care. Dynamics 365 brings people, processes and patient data together in one secure system.

Veterinary practices manage a wide range of responsibilities including appointments, consultations, diagnostics, treatment plans, pharmacy stock, billing, client communication and follow up care. With information often spread across multiple systems, it becomes difficult for vets and support teams to work efficiently. This increases administrative burden and reduces the time available for patient care.

Microsoft Dynamics 365 CRM centralises patient records, clinical notes, appointments, stock management, financial data and communication into one platform. Automation reduces manual tasks and real time insight helps practices plan workloads, manage resources and deliver a smoother experience for clients. With everything connected, veterinary teams can spend more time focusing on the animals in their care.

Benefits

The benefits that help veterinary practices work smarter

Discover how Dynamics 365 supports clinical work, client communication and efficient practice operations.

A complete view of every patient and client

Dynamics 365 stores patient records, medical history, treatment plans, vaccination schedules, communication notes and billing information in one place.

Automation that reduces administrative workload

Practices can automate appointment reminders, prescription follow ups, vaccination recalls, payment reminders and reporting tasks to save time.

Real time insight into practice performance

Dashboards show appointment demand, service trends, stock levels, financial performance and operational activity which support better planning.

Security and compliance that protect sensitive data

Enterprise grade security, controlled access and clear audit trails help practices handle client and patient data responsibly.

CRM stats

Why your veterinary 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 vets, nurses and front desk teams

Dynamics 365 supports the complete veterinary workflow including clinical care, administration, client services and practice management.

The capabilities of Dynamics 365 extend across key areas of veterinary care:

01

Patient and Clinical Management

Record consultations, track symptoms, store diagnostic notes, monitor treatment plans and manage follow up appointments.

Why choose us

Why vets choose Dynamics 365

Flexible for small clinics, large veterinary groups and mobile vets

The platform supports independent practices, multi site vet groups and mobile or farm-animal services.

Integrates with essential veterinary systems

Dynamics 365 connects with Microsoft 365, Power BI and external systems such as diagnostic tools, imaging systems and practice management platforms through APIs.

Supports clinical and administrative teams

Vets, nurses, receptionists and practice managers can all access the information they need through a single system.

Improves the client and patient experience

Automated communication, accurate records and organised workflows help practices deliver consistent and high quality care.

Keeps sensitive patient and client data secure

Strict access controls and enterprise security protect data and support 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
The Dynamics of Success report cover
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 today

Looking at Dynamics 365 CRM beyond vets? 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 veterinary practice with Dynamics 365

Veterinary practices thrive when information flows smoothly between teams, clients and systems. Dynamics 365 connects your clinical and operational activity to help you deliver the best possible care. To learn more about Dynamics 365 for vets, get in touch via this short form.

TD SYNNEX and its elite Dynamics partner network need the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

FAQ

Frequently asked questions

It is a unified platform that helps veterinary practices manage patients, clients, appointments, stock, communication and finances in one place.

Yes. It can integrate with external practice management, imaging and diagnostic systems through APIs.

Most teams adapt quickly due to the familiar Microsoft interface.