Manage Relationships with Medical Device Distributors, Doctors, and Clinics with Dyn365 MedicalDevice

The turnkey CRM solution designed exclusively for medical device manufacturers and distributors

Go to market with a repeatable process for turning clinics into clients. Manage and track delivery, custody, installation, and service of your medical devices.

Dyn365 MedicalDevice Includes:

  • An automated sales and service solution with the tools to move prospects, opportunities and customers through a structured repeatable process, ensuring best practice and predictable outcomes.
  • Embedded Business Process Flows that support relationship building in addition to a traditional selling motion.
  • Marketing campaign management coordinating marketing, sales and service messaging for partners, distributors, doctors and clinics.
  • Customer service case tracking, resolution, knowledge base and document management.
  • Robust reporting nested in the solution as well as optional BI tools. Full access to data, forms and workflows on free mobile apps.
  • Support for fast-paced transactional selling as well as longer sales-cycle opportunities.
  • Optional Copilot AI to enhance productivity and efficiency.

Integration with Productivity

Integration across all of the Microsoft cloud based productivity and analytics suites, including Outlook email and calendar, Excel, SharePoint, Power BI and PowerApps.

Implementation, User Adoption Training, and Support

Created and implemented by Dyn365Pros — a Microsoft Dynamics partner serving the medical device industry for over 15 years. Long-term user adoption strategy and support plan available.

Mobile Apps

Free mobile apps for iOS and Android handhelds bridge the functionality gap between mobile and browser based interface.