- Home
- Industry Solutions
- Healthcare
Dynamics 365 for Healthcare
Coordinate patient engagement, service operations and finance with the security and audit controls healthcare organizations expect.
- Patient engagement
- Service management
- Role-based security
- Financial control
Why Healthcare businesses choose Dynamics 365
Healthcare organizations juggle enquiries, appointments, follow-ups, procurement and billing, often across disconnected tools. Staff spend time chasing information instead of helping people. Dynamics 365 brings engagement, case management, procurement, inventory and finance together under role-based security and audit controls.
Winzi Technologies works with clinics, hospital groups, diagnostics providers and medical supply businesses. We complement your clinical systems rather than replace them, connecting Dynamics 365 to your EMR, EHR or practice software where required.
What we typically use
- Dynamics 365 Sales & Customer Service
- Business Central
- Power Automate workflows
- Power BI dashboards
Challenges we help Healthcare teams solve
The problems we hear most often, and what changes once your data lives in one system.
Enquiries and follow-ups fall through
Calls, forms and messages arrive in different places, so follow-ups are missed.
Manual service coordination
Appointments, referrals and service requests rely on spreadsheets and phone calls.
Strict privacy and audit needs
Access to sensitive data must be controlled and traceable.
Supplies and finance are fragmented
Consumables, procurement and billing are managed in separate systems.
What we deliver for Healthcare
Dynamics 365 capabilities configured around your processes, not the other way round.
Patient and enquiry management
Capture every enquiry, track follow-ups and keep a single record of each relationship in Dynamics 365 CRM.
Dynamics 365 CRM →Service and case management
Route requests, track cases to resolution and measure response times.
Customer Service →Finance and procurement
Control budgets, purchase approvals, payables and receivables in Business Central.
Business Central overview →Inventory for consumables
Track medical supplies by location with lot numbers and expiry dates.
Business Central implementation →Workflows and approvals
Automate referrals, reminders and approvals with the Power Platform.
Power Platform →Operational reporting
Power BI dashboards for service volumes, wait times, utilization and cost.
Power BI services →How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 for healthcare: common questions answered.
Is Dynamics 365 HIPAA compliant?
Microsoft supports healthcare compliance programs for its cloud services, but compliance depends on how the system is configured, your contracts and your own policies. We implement security roles and audit controls with your compliance team. We do not provide legal advice.
Do you replace our EMR or EHR system?
No. Dynamics 365 is used for engagement, service management, procurement and finance. We integrate it with your clinical system where data needs to flow between them.
Can we track medical supplies with expiry dates?
Yes. Business Central supports lot tracking with expiration dates, so you can manage consumables and avoid using expired stock.
Do you provide support after go-live?
Yes. We offer ongoing support, maintenance, change requests and user training.