Industries · Healthcare & Life Sciences
Dynamics 365 for Healthcare, Medical Device and Life Sciences
Dynamics 365 for Texas healthcare, medical-device and life-sciences organizations focused on customer service, service operations and operational visibility.
We work with healthcare providers, medical-device and life-sciences companies that need Dynamics 365 for customer service, service operations, project work and operational visibility — without overreaching into clinical or regulated PHI workflows that belong in purpose-built systems.
The problem
Houston healthcare and medical-device companies need operational systems that keep up with the Texas Medical Center.
Houston is home to the largest medical complex in the world, and the medical-device manufacturers, life-sciences companies and specialty service providers that support the Texas Medical Center, MD Anderson, the VA system and statewide health networks operate under tight SLAs, calibration and inspection schedules, FDA complaint and CAPA expectations and contracts that renew constantly. Cases, service visits, calibrations and contracts often live in three or four disconnected tools, so SLA breaches and missed renewals are discovered after the fact.
Microsoft Dynamics 365 Customer Service and Field Service — paired with Business Central and delivered by a Texas Dynamics 365 partner — consolidate cases, assets, calibrations, contracts and service revenue around the device and the customer. With a Houston managed ERP services team handling integrations to clinical and regulated systems-of-record, life-sciences operators get SLA-aware case management, audit-ready service history and clean contract and renewal visibility without crossing into PHI workflows that belong elsewhere.
Typical challenges
The operational realities behind your ERP and CRM decisions.
- Service-level commitments to providers and patients.
- Asset, calibration and inspection lifecycle for medical devices.
- Complaint, non-conformance and CAPA workflows.
- Contract and renewal management for service agreements.
- Inventory and lot control for regulated consumables.
- Integrations with clinical and regulated systems handled with appropriate boundaries.
Recommended Dynamics 365 footprint
Applications we typically deploy in this industry.
- Customer Service for inbound case management and SLAs
- Field Service for medical-device service, calibration and inspection
- Business Central or Supply Chain Management for finance and inventory
- Customer Engagement for relationship and contract management
- Power BI for operational and service dashboards
- Integrations with clinical, regulatory and ERP systems of record
Engagement flow
How an engagement moves from first call to steady state.
- Step 01Discovery and fit assessment — current systems, processes, and friction.
- Step 02Solution blueprint mapped to Dynamics 365 with a phased delivery plan.
- Step 03Configuration, data migration, and integrations to your line-of-business systems.
- Step 04User acceptance testing, training, and a controlled cutover.
- Step 05Managed support and continuous improvement after go-live.
Related
Keep exploring.
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