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Microsoft Dynamics 365

Coordinate patient leads, campaigns, and relationship workflows through Microsoft Dynamics 365.

Why It Matters

Microsoft Dynamics 365 can connect CRM activity with the broader Microsoft environment used by many healthcare organizations. It is valuable for practices that need structured lead management, workflow automation, reporting, and coordination across multiple teams or locations. A well-designed setup makes patient demand easier to track from initial inquiry through the next operational step.

What Captiva Manages

Captiva configures acquisition workflows within Microsoft Dynamics 365 around the needs of the practice. It connects lead sources, structures fields and stages, supports routing and follow-up, improves campaign attribution, and develops reporting that highlights meaningful patient outcomes. Captiva then uses CRM insights to guide advertising, website, content, and communication improvements.

Microsoft Dynamics 365

Category

CRM

Patient Communication

Analytics

Included in

Professional Plan

Turn patient demand into booked appointments