Dynamics 365 CRM
A central system for healthcare data, connections, case information and operational workflows.
Organisation overview
Helping healthcare teams work from connected information
The organisation supports healthcare engagement services, helping connect healthcare professionals, patients and service teams. Its work includes contract sales-force and nurse-advisor services.
As operations became more complex, teams needed a reliable way to manage healthcare data, coordinate appointments and capture case information without relying on disconnected tools or manual follow-up.
The business challenge
Important healthcare information needed a better flow
The organisation wanted to connect data, analytics and operational workflows in a solution that could adapt to its diverse healthcare requirements.
01
Dispersed data and interactionsImportant healthcare, patient and case
information needed a common operational platform.
02
Manual process stepsAppointment, treatment and case updates required simpler,
more consistent workflows.
03
Limited operational visibilityTeams needed accessible reports, dashboards and
notifications to act on information faster.
The connected solution
One healthcare ecosystem for data, coordination and communication
Vaden Consultancy designed a tailored platform that centralised CRM data, enabled healthcare teams through user portals and reduced repetitive work with automation.
Healthcare Web Portals
Role-specific portals for providers, nurses and doctors to record information directly in CRM.
Power Automate
Automated workflows and notifications that reduce manual steps and keep teams informed.
Power Apps
Flexible applications designed around the organisation's specific operational needs.
Integrations
API and dashboard connections that extend the platform into surrounding systems.
Reporting
CRM dashboards and graphical reports that improve access to operational insight.
A connected platform helps healthcare teams capture, share and act on information with
greater confidence.
Implementation approach
Built around the way healthcare teams work
The solution was designed to improve the delivery of healthcare services and information through a tailored CRM foundation and practical user experiences.
01
Centralised CRM foundationImplemented Microsoft Dynamics CRM to consolidate connections
and improve data integrity.
02
Direct portal data captureEnabled nurses and doctors to record patient details and case
information in the CRM.
03
Integrated communicationsConfigured email and SMS notifications for timely delivery of
critical updates.
04
Insight for better decisionsDelivered dynamic dashboards, reports and
information-sharing capabilities.
Technology supported clearer communication and more coordinated healthcare operations.
Benefits delivered
More coordinated operations and better-informed teams
The integrated solution created a stronger foundation for managing healthcare information, supporting clearer communication, more efficient workflows and better visibility across daily operations.
✓
Enhanced communicationAutomated emails and SMS notifications help
critical information reach teams on time.
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Improved reportingPDF and graphical reports can be generated in CRM
and shared by email.
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Efficient data handlingCRM and user portals support a more seamless
flow of healthcare data.
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Extended functionalityThird-party dashboard and API connections
expand the value of the platform.
“The solution brought CRM, healthcare portals, workflow automation and reporting into one
connected digital operation—supporting more consistent healthcare service delivery.”
