CRM and ERP Configuration
We configure Dynamics 365 CRM and ERP apps, sales, service, and operations, to healthcare workflows, so engagement and business operations run on one platform.
Microsoft Dynamics healthcare implementation configures Dynamics 365 and Microsoft Cloud for Healthcare for patient engagement, care coordination, and operations, integrated with the EHR and Azure. A Dynamics healthcare implementation combines CRM and ERP configuration, the Microsoft Cloud for Healthcare data model, patient engagement and care coordination, and FHIR-based EHR integration, so providers and payers run engagement, service, and business operations on Microsoft’s platform, configured HIPAA-capable with a Microsoft Business Associate Agreement.
Microsoft Dynamics 365, paired with Microsoft Cloud for Healthcare, gives organizations a unified platform for patient engagement, care coordination, and operations, but the value depends on tailored implementation and integration. Taction Software implements Dynamics 365 for healthcare with the healthcare data model and EHR integration. We have delivered healthcare software since 2013, and this builds on our broader healthcare IT solutions practice.

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Microsoft Dynamics 365 is Microsoft’s CRM and ERP suite, and Microsoft Cloud for Healthcare extends it with a healthcare-specific data model and capabilities for patient engagement and care coordination. Implementing it for healthcare means configuring Dynamics 365 apps, sales, service, and operations, applying the healthcare data model, building patient engagement and care management to your workflows, and integrating with the EHR via FHIR and Azure Health Data Services. Dynamics is HIPAA-capable when configured with a Microsoft Business Associate Agreement and proper controls. Its strength is deep integration across the Microsoft ecosystem, Azure, Power Platform, and Teams, making it a fit for organizations invested in Microsoft. Done well, it becomes a unified engagement and operations platform, complementing Salesforce Health Cloud and HubSpot as CRM options and depending on solid interoperability.
We configure Dynamics 365 CRM and ERP apps, sales, service, and operations, to healthcare workflows, so engagement and business operations run on one platform.
We apply the Microsoft Cloud for Healthcare data model and capabilities, so Dynamics reflects healthcare entities and workflows rather than generic CRM defaults.
It supports patient engagement and communication, so organizations manage relationships and outreach, tailored to populations and programs.
It supports care coordination and care management, so teams manage patients across the journey, configured to clinical and operational workflows.
It integrates with the EHR via FHIR and Azure Health Data Services, so Dynamics reflects accurate clinical and operational data across the Microsoft ecosystem.
Dynamics is HIPAA-capable when configured with a Microsoft Business Associate Agreement and proper controls, so protected health data is handled compliantly.
Taction Software implements Dynamics for healthcare as a full engagement shaped to your organization, whether you are a provider, a payer, a life sciences company, or a healthcare operations team. We map your workflows, systems, and Microsoft footprint first, then configure Dynamics to fit. The consistent theme is a tailored implementation across the Microsoft ecosystem, because Dynamics delivers value when built around real workflows and integrated with Azure and the EHR. We handle CRM and ERP configuration, healthcare data model, engagement and care coordination, and EHR integration, and connect Dynamics to broader engagement like patient outreach and to custom development where extensions are needed.
We handle Dynamics 365 implementation and configuration, tailoring apps, the healthcare data model, and features to your populations and workflows.
We apply Microsoft Cloud for Healthcare, configuring its healthcare data model and capabilities so Dynamics fits clinical and operational needs.
We build patient engagement and care coordination, so teams manage relationships and patients across the journey within your workflows.
We configure ERP and operations where needed, so finance, supply chain, and operations run on Dynamics alongside engagement and service.
We integrate the EHR via FHIR and Azure Health Data Services, so Dynamics reflects accurate clinical and operational data across the Microsoft cloud.
We extend Dynamics with Power Platform, Power Apps, Automate, and BI, adding apps, automation, and analytics tailored to your workflows.
A well-implemented Dynamics platform delivers value that a generic CRM or default install cannot, because it is tailored and integrated across Microsoft. Unified CRM and ERP run engagement, service, and operations on one platform. The healthcare data model fits clinical and operational entities. Care coordination managed to your workflows improves patient management. Microsoft ecosystem integration connects Azure, Power Platform, and Teams into a cohesive environment. EHR integration via FHIR grounds Dynamics in real clinical data. A HIPAA-capable platform handles data compliantly. For Microsoft-invested organizations, Dynamics becomes a unified, integrated hub, provided implementation is done around real workflows rather than left as a default install.
Unified CRM and ERP run engagement, service, and operations on one platform, reducing fragmentation across separate systems and tools.
The Microsoft Cloud for Healthcare data model fits clinical and operational entities, so Dynamics reflects healthcare reality rather than generic defaults.
Care coordination configured to your workflows improves how teams manage patients across the journey with complete, integrated context.
Microsoft ecosystem integration connects Azure, Power Platform, and Teams, giving Microsoft-invested organizations a cohesive, familiar environment.
EHR integration via FHIR grounds Dynamics in real, current clinical data, so engagement and coordination reflect reality rather than stale duplicates.
A HIPAA-capable platform, configured with a Microsoft BAA and proper controls, handles protected health data compliantly across the platform.
Taction Software follows a workflow-first process refined across more than a decade of healthcare delivery. We begin by mapping your workflows, systems, Microsoft footprint, and goals. We then design the Dynamics configuration, healthcare data model, engagement, care coordination, and integration approach. Development runs in iterative sprints, configuring and customizing Dynamics with your input. We integrate the EHR via FHIR and Azure Health Data Services, extend with Power Platform where useful, and migrate data cleanly. We configure Dynamics as HIPAA-capable with a Microsoft BAA and proper controls, and validate that it fits workflows and integrates correctly. We support launch, adoption, and refinement. Throughout, we tailor the implementation across the Microsoft ecosystem, because Dynamics delivers value when built around real workflows.
We map workflows, systems, Microsoft footprint, and goals, defining how Dynamics must be configured and integrated to fit real needs.
We design the Dynamics configuration, healthcare data model, engagement, care coordination, and integration, so it is built around your workflows.
We configure and customize Dynamics in sprints with your input, so the implementation fits and stakeholders shape it as it grows.
We integrate the EHR via FHIR and Azure Health Data Services and extend with Power Platform, so Dynamics connects across the Microsoft cloud.
We configure Dynamics as HIPAA-capable with a Microsoft BAA and proper controls, so protected health data is handled compliantly.
We support launch, adoption, and refinement, so teams use Dynamics effectively and it improves as needs evolve.
Microsoft Dynamics handles protected health data and connects to clinical systems, so security, integration, and compliant configuration are foundational. Dynamics is HIPAA-capable when configured with a Microsoft Business Associate Agreement, encryption, access controls, and audit logging, and Taction Software configures these properly. We apply the Microsoft Cloud for Healthcare data model and integrate with the EHR via FHIR and Azure Health Data Services, so Dynamics reflects accurate clinical data. We extend with Power Platform for apps, automation, and analytics, and configure access controls to fit workflows and protect data. We migrate data cleanly and validate that the implementation is secure, compliant, and correctly integrated before go-live, because a misconfigured platform handling PHI is a compliance risk. Deep Azure integration makes Dynamics a strong fit for Microsoft-invested organizations.
We configure Dynamics as HIPAA-capable with a Microsoft BAA, encryption, access controls, and audit logging, so protected health data is handled compliantly.
We apply the Microsoft Cloud for Healthcare data model, so Dynamics reflects healthcare entities and workflows rather than generic CRM defaults.
We integrate the EHR via FHIR and Azure Health Data Services, so Dynamics reflects accurate, current clinical data across the Microsoft cloud.
We extend with Power Platform, adding apps, automation, and analytics tailored to workflows across the Dynamics implementation.
We configure access controls to fit workflows and protect data, so the right people see the right information across the platform.
We validate the implementation is secure, compliant, and integrated before go-live, because a misconfigured platform handling PHI is a real risk.
Taction Software is a US-based healthcare software company founded in 2013, with offices in Chicago, Cheyenne, Austin, and Sacramento. We build and integrate healthcare software exclusively, so clinical workflow, interoperability, and compliance are part of our default process rather than afterthoughts. We have delivered more than 200 healthcare projects, including EHR and EMR platforms such as Voyant Health, FDA-registered mobile applications, and behavioral health tools. That healthcare and integration depth matters in Dynamics implementation, where tailoring the platform, applying the healthcare data model, and integrating with the EHR and Azure determine whether it delivers value. We work as a workflow-focused partner, implementing Dynamics around your needs across the Microsoft ecosystem.
We build and integrate healthcare software only, so clinical workflow and compliance are built into our Dynamics work from the start.
We integrate Dynamics with the EHR via FHIR and Azure, so the platform reflects accurate clinical and operational data.
We work across Azure, Power Platform, and Dynamics, so Microsoft-invested organizations get a cohesive, integrated environment.
We tailor Dynamics to your real workflows, because the platform delivers value when built around needs rather than left as defaults.
US offices and US-based delivery support close collaboration and clear accountability on implementation-critical work.
We support adoption and refinement as your workflows and Microsoft footprint evolve over time.
Dynamics healthcare implementation pricing depends on scope, customization, and integration needs, and is separate from Microsoft licensing. Taction Software scopes each engagement to your organization, and typical ranges are as follows. A focused implementation, such as core configuration, the healthcare data model, and one integration, generally falls between $40,000 and $80,000. A full implementation with customization, care coordination, Power Platform, multiple integrations, and migration typically ranges from $80,000 to $200,000. Enterprise programs across extensive customization and integration start at $200,000 and up. Microsoft license costs are separate and paid to Microsoft. Final pricing follows a discovery phase. We provide clear, itemized estimates so you can implement in stages.
Core configuration, healthcare data model, and one integration typically range from $40,000 to $80,000, establishing a tailored Dynamics foundation first.
A complete implementation with customization, care coordination, and integrations typically ranges from $80,000 to $200,000, covering a tailored platform.
Extensive customization and integration programs start at $200,000 and up, implementing Dynamics across the organization.
Microsoft licensing is separate and paid to Microsoft; our pricing covers implementation, customization, and integration services.
Customization, integrations, Power Platform, and migration drive implementation cost more than user count alone.
A short discovery phase mapping your workflows produces an itemized, fixed-scope estimate before implementation begins.
Ready to implement Microsoft Dynamics around your real workflows and clinical systems? Taction Software will map your needs, scope the right implementation, and deliver a tailored, HIPAA-capable Dynamics platform integrated with your EHR and Azure on a realistic timeline. Contact us to schedule a discovery call and receive an itemized estimate.
Microsoft Dynamics healthcare implementation configures Dynamics 365 and Microsoft Cloud for Healthcare for patient engagement, care coordination, and operations, integrated with the EHR and Azure. It combines CRM and ERP configuration, the healthcare data model, engagement and care coordination, and FHIR-based EHR integration, so organizations run engagement, service, and operations on Microsoft’s platform, configured HIPAA-capable.
Dynamics is HIPAA-capable when configured with a Microsoft Business Associate Agreement, encryption, access controls, and audit logging. Taction Software configures these properly, so protected health data is handled compliantly. As with any platform, compliance depends on correct configuration, which is a core part of a sound implementation.
Microsoft Cloud for Healthcare extends Dynamics 365, Azure, and the Power Platform with a healthcare-specific data model and capabilities for patient engagement and care coordination. It lets Dynamics reflect healthcare entities and workflows rather than generic CRM defaults, which is why we apply it as part of a healthcare implementation.
Yes. Taction Software integrates Dynamics with the EHR and clinical systems via FHIR and Azure Health Data Services. This grounds the platform in accurate, current clinical data across the Microsoft cloud, which is essential for care coordination and engagement, and connects Dynamics to your broader healthcare ecosystem.
No. Microsoft licensing for Dynamics 365 and related services is separate and paid directly to Microsoft. Taction Software’s pricing covers implementation, configuration, customization, integration, and migration services. We help you scope the implementation, while license costs are handled through your Microsoft agreement.
Cost depends on scope. Core configuration with the healthcare data model and one integration typically ranges from $40,000 to $80,000, a full implementation with customization and integrations from $80,000 to $200,000, and extensive enterprise programs start at $200,000 and up, separate from Microsoft licensing. A discovery phase produces an itemized estimate.
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