Stay healthy with no operational worries!

Transform healthcare operations with NSquare Xperts’ CRM solutions. Manage doctor, therapist, pharmacy, lab, medical equipment, and patient data efficiently. Improve patient care and streamline processes with our tailored CRM systems.

Solution for the industry

Customer Engagement

As a healthcare provider, you want to proactive engage proactively with customers (patients) for better customer satisfaction. Proactive engagement with customers empowers your staff to provide associative service. Dynamics CRM makes it easy to engage with customers, companies, and other parties using various types of activities such as Phone calls, Emails, Campaigns, Tasks, Appointments, Letters, and Faxes. Staff can easily track their previous activities and create a new Lead or Opportunity based on the organization’s internal factors.

Optimized Efficiency, Satisfied Customers

Healthcare providers are highly focused on providing better customer satisfaction and improving resource productivity at the same time it remains a daunting task. Dynamics CRM provides advanced scheduling, predictive servicing, resource optimization, and many other improvements so that a resource can be productive and customer satisfaction can be increased at the same time.

Patient Information

Healthcare professionals in your organization can track various activities related to patient, and patient interaction across providers and departments. With the help of patient activities and other relevant information, providers can quickly address patients’ needs which leads to a better journey with patients towards their health.

Case Management

There are many scenarios where multiple doctors and doctors work on a single case in a healthcare organization. It is not always easy to track the time and activities of multiple doctors and departments over a single case, which sometimes leads to making cases even more complex. Dynamics provides a very easy-to-use case management feature that helps to track all the relevant information and time taken on every activity of a case.

Reports and Document Management

It is very difficult to manage all relevant documents of a patient, organization, staff, departments, and other parties. Some ERP/CRMs provide this functionality but are not very flexible. However, Dynamics provides advanced features for reporting and document management. It is very easy to attach, retrieve, and update documents using the inbuilt notes and attachments feature of Dynamics CRM, On top of that it also supports integration with SharePoint Library, which helps organizations to easily share reports and documents with users who are not even using Dynamics. This system is not only limited to document management but also supports reporting services that can display highly sophisticated calculations more flexibly.


Integrating one system with different platforms and services can be a difficult task and requires a lot of IT effort, resources, and time. A healthcare provider might be already using a SAP system mobile application or website for service and management. Dynamics CRM can be integrated to work seamlessly with existing systems. Following are some major integrations that Dynamics Supports: SharePoint, Power BI, Outlook, OneNote, and Telephonic System.

Field or Onsite Service

Every service provider nowadays is into providing field service or onsite service and so does healthcare providers. Dynamics CRM comes up with a great solution for a flexible and highly productive module, known as Dynamics CRM Field Service which is packed with some top features like Work Order Management, Resource Scheduling, Case Management, Finding service agents based on bandwidth, Finding service agents based on skills and ratings, service agents location and time tracking, etc.


Considering the latest trends in technology, Organizations are moving faster towards adopting the latest and right technology to increase revenue while taking care of factors that affect individual efforts. Mobility is the solution for quick and pocket-friendly access to your system and all of its features. Legacy systems do not support mobility as a result users end up using a PC or Laptop every time for any information they need. Healthcare providers nowadays are much focused on mobility, they want everyone almost everyone in the organization to use all features of their system right into their pocket for quick access. Mobility offers new opportunities to improve healthcare support. Dynamics CRM provides a user-friendly, easy-to-use mobile application for Windows, Mac, iOS, and Android platforms with the same look and feel as using the system on a PC or a Laptop. This application can even be used when the device is offline, which means users do not have to worry about networks and internet connectivity. All changes will be automatically synced up with the server when the device comes back online.

“Stay healthy with no operational worries!​”

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This call will be your business roadmap to success with Dynamics 365, covering:

1. Defining your goals: Share your unique business challenges and how Dynamics 365 can empower your jourmey

2. Weighing the options: We’ll explore the strengths and potential drawbacks of Dynamics 365 for your specific context.

3. Maximizing your ROI: Discover expert tips on optimizing your Dynamics 365 investment and driving full team adoption.

4. Unleashing productivity: Leam how Dynamics 365 can enhance the performance of your Sales, Marketing, and Customer Support teams.

5. Automating workflows: Streamline operations by identifying key business processes you can automate with Dynamics 365.

6. Trimming the fat: We’ll delve into efficient cost-saving strategies for Dynamics 365 administration, keeping your budget lean.

7. Data integrity at its best: Discover best practices for maintaining clean, duplicate-free CRM data, ensuring clear insights

8. Breaking down silos: Learn how Dynamics 365 consolidates data across departments and regions, fostering seamless collaboration

9. Adapting to the future: Explore strategies for evalving your Dynamics 365 alongside your growing business needs.

10. Partnering for success: We’ll discuss the exciting world of becoming a Dynamics 365 partner and building your own AppExchange apps.

This call is your chance to transform Dynamics 365 from a tool into a powerful engine for growth. Let’s dive in and create a customized roadmap for your unique business journey!

Bonus: Throughout the discussion, expect valuable insights real-world examples, and tailored recommendations to make the most of your Dynamics 365 experience.