Coordinated Care, Backed by Secure Microsoft Technology
Whether you run NHS-adjacent services, a social care organisation or a community health charity, Dynamics 365 and Power Platform connect referrals, care delivery and compliance reporting into one secure, auditable system.
Sound familiar?
Common challenges facing healthcare and social care providers.
Referrals get lost between teams
Manual handoffs mean referrals slip through the cracks or take too long to action.
Compliance and data security concerns
Legacy or paper-based systems make audits and regulatory reporting stressful.
Care teams aren't aligned
Case notes and updates are siloed, so care teams lack a shared, up-to-date view.
Reporting to commissioners is manual
Producing outcome reports for regulators and funders takes far too long.
Home visit scheduling is inefficient
Manual rostering wastes travel time and struggles to match carers to client needs.
Clinical systems don't talk to each other
Referral portals, case management and clinical systems operate independently, forcing duplicate data entry.
A complete platform for healthcare and social care providers
Dynamics 365 can be configured to support the full range of referral, care delivery and compliance processes for healthcare and social care organisations.
Referral & Case Management
Manage referrals, cases and enquiries end-to-end, from intake through triage, assignment and outcome tracking.
Field Service Scheduling
Schedule and optimise home visits and community care appointments, matching carers to clients efficiently.
Patient & Client Engagement
A unified view of every patient or client, combining referrals, care history, communications and outcomes.
Mobile Care Worker Apps
Power Apps let care workers log visits and case notes securely from any device, even offline.
Care Team Collaboration
Power Automate keeps care teams aligned with shared case notes and automated follow-up tasks.
Compliance & Security
Enterprise-grade security, data residency controls and audit trails suitable for sensitive patient and care data.
Reporting & Insight
Power BI dashboards covering caseloads, outcomes and compliance metrics for regulators and commissioners.
Clinical System Integration
Securely connect clinical systems, referral portals and case management tools to Dynamics 365.
Support & Managed Services
SLA-backed support to keep care-critical systems running reliably around the clock.
Dynamics 365 for every type of care provider
Different healthcare and social care organisations have different operating models. We configure Dynamics 365 and Power Platform to support your specific services, referral pathways and reporting obligations.
Domiciliary & Home Care
Manage carer rostering, home visit scheduling, mobile visit logging and family communication in one connected system.
Care Homes & Residential Care
Track occupancy, resident care plans, incident reporting and family engagement alongside compliance and CQC-style reporting.
Social Care & Community Services
Coordinate referrals, casework and outcome tracking across multi-agency community and social care teams.
Mental Health Services
Manage sensitive referrals, waiting lists and care pathways with the security and audit trail mental health services require.
NHS-Adjacent & Commissioned Services
Support providers delivering commissioned NHS or local authority services with the reporting and compliance evidence commissioners require.
Disability & Supported Living
Coordinate individualised support plans, key worker allocation and outcome reporting for supported living services.
A connected platform for care delivery
Rather than implementing separate systems for every function, Dynamics 365 and Power Platform provide a connected technology foundation.
Referrals
Customer Service → Intake → Triage → Assignment → Outcome
Care Delivery
Field Service → Scheduling → Visit Logging → Case Notes
Clinical Systems
Referral Portals → Case Management → Clinical Records
Leadership
Power BI → Caseloads → Outcomes → Compliance → Insight
Integrating Dynamics 365 with clinical and care systems
Healthcare and social care providers often have specialist clinical, referral and case management systems that should continue performing their existing functions. Dynamics 365 can provide a coordination and reporting layer while specialist systems remain the system of record.
Potential integration technologies: Azure Functions · Azure Service Bus · Azure Logic Apps · Azure API Management · Azure Storage · Azure AI Services
Improve healthcare operations with connected Microsoft solutions
A well-designed Dynamics 365 solution helps healthcare organisations improve administrative processes, strengthen coordination and gain better visibility of service operations.
More coordinated service delivery
Connect relevant interactions, requests and workflows to give authorised teams a clearer view of administrative service journeys.
Improved enquiry and referral management
Establish consistent processes for receiving, assigning, tracking and progressing requests.
Reduced administrative workload
Automate repetitive tasks, notifications, approvals and information updates to reduce manual effort.
Better operational reporting
Bring relevant information together to understand demand, workload, service performance and outstanding cases.
Connected technology landscape
Integrate CRM and operational workflows with existing clinical, finance and business applications.
Stronger information governance
Design appropriate security roles, auditing, data access and retention controls around your organisation's requirements.
Designed around healthcare data protection requirements
Healthcare solutions may process personal data and, in some cases, special category health data. Security and information governance are considered throughout the solution lifecycle, including:
The specific controls required depend on your organisation, the data being processed, the system architecture and the intended use. Dynamics 365 should not automatically be treated as a replacement for a specialist clinical record system or as evidence of compliance in itself.
Already using Dynamics 365?
If you already run Dynamics 365, Power Platform can extend it further to support care coordination, compliance and reporting.
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Power Apps & Power Automate — mobile apps for care workers and automated referral, visit and follow-up workflows.
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Power Pages — secure portals for referrers, families and commissioners to check status and share documents.
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Power BI — audit-ready dashboards covering caseloads, outcomes and compliance metrics.
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Azure & AI — secure integration, data processing and Copilot-enabled assistants for care and admin teams.
How We Deliver
A structured five-stage approach that keeps every project on track — from first conversation to long-term success.
Discovery
We learn your processes, pain points, and goals before recommending anything.
Solution Design
We select the right modules, integrations, and data model for your workflow.
Build & Configure
Agile sprints with regular demos so you see progress and can shape the outcome.
Go-Live & Training
We deploy, migrate your data, and train your team so adoption is real from day one.
Ongoing Support
Post-launch, we stay on as your partner — handling updates, enhancements, and issues.
Frequently Asked Questions
Related industries
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.