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Healthcare Organization Unites Disparate Systems to Modernize the Service Experience

Updated: Jun 30, 2023

Discover how JourneyTEAM provided a healthcare organization with a comprehensive view of customer data with Dynamics 365.


supplements and pills

A healthcare organization that creates and ships supplements and various health products had legacy systems in place that weren’t communicating data with each other. Their ERP system and CRM platform were disparate, which prohibited overall business growth and complicated user processes.


The organization was experiencing limitations with user access and system ease-of-use. Billing and accounting team members were confident in using Dynamics 365 Business Central but had trouble navigating and accessing their CRM system, Dynamics 365 Sales, to view customer data. When creating new orders or editing customer information, users had trouble doing so, which resulted in information being inaccessible and outdated. This in turn affected their customer base as when customers called in, their history and shipping information was not always up-to-date. To simplify the user experience and subsequently improve customer satisfaction, this organization needed to unite their two platforms and ensure seamless communication between the two systems. This is when they turned to Dynamics 365.


Dynamics 365 Streamlines Business Processes

With the help of JourneyTEAM, the healthcare organization was able to connect their Dynamics 365 CRM and ERP platforms. They also received training on how to properly access and add information into both platforms. This provided users with fast, easy access into accurate sales data, shipping and customer information, and general accounting statistics. By uniting Dynamics 365 Business Central and Dynamics 365 Sales, data in both systems is simultaneously updated which simplified business process and keeps data accurate and up-to-date.


Improving Customer Service With Dynamics 365

With a consolidated view of customer data, the healthcare organization was able to significantly improve customer satisfaction. Customers and internal users can access order history and client files—both of which are updated in real-time. . Additionally, customers can call and place orders, ask for status updates, and more. Users know how to update client files and log each call so future users can access customer history and provide the appropriate service based on their needs.

JourneyTEAM as Your Dynamics 365 Integration Partner

The JourneyTEAM Dynamics 365 CRM team has experience in customizing CRM solutions based on individual business’s size and industry. Discover how to manage your sales and accounting data with Dynamics 365 Solutions by contacting JourneyTEAM.

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