MS Dynamics 365 CRM and PointClickCare Integration
Improve operations across your departments and derive the best value out of your business data
- Integrate
Features
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Better Resident Care Integrate resident demographic information for better resident care across the senior living continuum.
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Centralize Data Make PointClickCare the system of record for all your resident data.
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Seamless Updates Make updates and changes to move-in and occupancy data several times a day
Benefits / Use Cases
Easy access to:
- Resident move-in dates and financials in SF.com.
- Resident birthdays and profiles, such as occupation and education.
- Resident move-in information for new email contacts.
Convenient ability to:
- Track and access resident emergency contacts.
- Document residential conversations and violations.
- Track accurate occupancy reporting between PointClickCare and CRM systems
- Eliminate non-sales related tasks within CRM
- Track move-in data from skilled nursing and hospitals into assisted living
FAQs
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
Cloud Workflow is available for a 14-day free trial after completing the registration process.
Patients, Patient Address, Patient Contacts
No, for now, the template supports only PointClickCare to Sales, However, you also have the control to make it Bi-directional if you choose.
Sync can be performed every 5 minutes.
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