Dynamics 365 for the medical industry

Equipment management and advanced activity management

A local branch of an international medical equipment manufacturer required a solution to Manage customer equipment located within Theatres or private rooms. Like many of Cognates customers, this specific customer required that the weekly sales call cycles and activities be recorded and managed. They also required the ability to manage the requests and sales quotes linked to sales opportunities. Their existing investment and the data within their existing SysPro financial solution needed to be incorporated to provide a holistic view of the customer. The solution includes some of the following key features and benefits.

  • Custom equipment, theatre and demo/quote request entities to manage equipment and requests related to hospitals and doctors.
  • Quote requests result in the creation of a quotation with Syspro. The quote integrates back into Microsoft Dynamics 365 and is set regarding a sales opportunity. The sales opportunity follows custom stages leading up to the opportunity being qualified as lost or won.
  • Integration of key customer, quote, order, invoice, product and warehouse data from their Syspro system.
  • Sales appointment activities set regarding hospitals, doctors, sales and product disciplines and includes all stakeholders related to the sales appointment. Custom written SQL server reporting services (SSRS) reports that represent sales representative weekly forecast.