How PriceMDs Improved Healthcare Operations with Dynamics 365

Client Overview: PriceMDs offers win-win healthcare solutions to help organizations reduce costs while improving access to medications and patient services. Their operations rely heavily on accurate data, efficient workflows, and visibility across multiple processes. To support this, PriceMDs implemented Dynamics 365 with enCloud9 as their partner.

The Challenge: Before partnering with enCloud9, PriceMDs was using Monday CRM. PriceMDs need a system that could support complex operations while maintaining accuracty, compliance, and efficiency across their workflows.

Key challenges included:

• Managing patient and prescription data across multiple processes
• Supporting custom business logic not handles by out-of-the-box CRM
• Improving visibility into operations and reporting
• Ensuring data consistency and reliability

As the business grew, new needs emerged:

• Supporting additional workflows and integrations
• Handling increasing data volume
• Expanding system functionality while maintaining stability.

The challenge evolved from implementing CRM to continually adapting CRM to continuously adapting it to support a growing business.

Our Solution: enCloud9 implemented Dynamics 365 for PriceMDs and configured the system to support their core operations, including custom entities, workflows, plugins, and data structures designed for reporting and day-to-day use. From the start, the focus was on aligning the system with how PriceMDs actually works – not forcing generic CRM processes onto a healthcare-specific model.

Following implementation, enCloud9 continued supporting PriceMDs through an ongoing partnership focused on system stability, usability, and continuous improvement. This included troubleshooting  issues, redefining workflows, managing updates, and supporting daily CRM usage. As new needs arose, enCloud9 helped expand the system further – supporting the development of a medication Pricing Portal, enabling integration with external systems like Tive and Ship 24. In addition, enCloud9 improved data management, reporting, and automation. These enhancements extended Dynamics 365 beyond a Core CRM system into a more connected, flexible platform that continues to evolve alongside the business.

Results Achieved: Once Price MDs saw the potential of Dynamics 365, the project scope expanded. What started as a simple migration grew into a full CRM overhaul with enhanced automation, visibility, and process optimization.

One of the most impactful outcomes was the creation of the pharmacist portal. This enabled global coordination and eliminated the chaos of managing orders through informal messaging apps.

Another major breakthrough for the PriceMDs team was the implementation of electronic signatures through Document Core Pack and Adobe Sign, which significantly accelerated the patient onboarding process.

The client’s team now works with greater ease and confidence; thanks to accurate data they can trust—a crucial factor in the healthcare space. PriceMDs now has a CRM system that is aligned with real-world healthcare processes. PriceMDs has reported better visibility into operations and reporting, as well as improved data structure and continued system improvements through ongoing support.

Conclusion: The collaboration between PriceMDs and enCloud9 doesn’t end with the initial implementation. CRM success isn’t a one-time project – it’s an ongoing process. What started out as a CRM implementation has evolved into a long time partnership focused on continuous improvement. Throughout our partnership, the PriceMDs team proved to be exceptional partners. Their commitment to improving healthcare delivery through technology made this transformation a true success. We’re proud to continue supporting their mission and excited for what’s ahead.

Through ongoing support, thoughtful enhancements, and new capabilities, enCloud9 has helped PriceMDs build a system that continues to adapt as their needs grow.

Ready to start your own success story? Contact enCloud9 today!