Microsoft Dynamics 365 Customer Engagement for the pharmaceuticals industry and healthcare sector
All business processes in one system



The LifeSciences CRM solution for Microsoft Dynamics 365 Customer Engagement

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Pharmacies, doctors, patients, clinics, health insurers, drugstores, or trade organizations – the target groups in the life sciences industry are just as diverse as its products, with complicated networks. With Microsoft Dynamics 365 Customer Engagement (formerly Dynamics CRM), pharmaceutical companies operating mainly in the OTC or CHC segments are able to maintain an overview and manage their customers.

Microsoft Dynamics 365 Customer Engagement offers you the full range of functionality you need for a high-performance, motivated sales department. Numerous planning functions greatly simplify everyday tasks in field operations – from appointment management to order data entry to expense reports. All of these features are accessible through a mobile app, both offline and online. Microsoft Dynamics 365 Customer Engagement maps complex customer and relationship structures, and makes the planning and implementation of marketing campaigns from newsletters to events easier for the back office.

One platform with numerous functions

Use Microsoft Dynamics 365 Customer Engagement as your central information platform and benefit from high-performance analysis functions at the same time – for example with Power BI or through built-in dashboards. Your customer service department benefits from useful functions for inbound and outbound activities – medical product enquiries, complaint service, or tele-sales campaigns. The best thing about it: With Microsoft Dynamics 365 Customer Engagement, you remain flexible and fit for the future. One of the greatest strengths of Dynamics 365 Customer Engagement is the optimum and straightforward integration of other Microsoft technologies such as Outlook, Skype for Business, SharePoint, or Office.

We support you in these CRM processes:

  • Sales controlling by regions and lines
  • Master data management for institutions, contact persons, hierarchies, and relationships
  • Mobile order data entry with automated recommendations for add-ons and alternative products
  • Listing administration and distribution management
  • Recording returns
  • Administration of advertising materials and product samples
  • Processing service orders in field service (loans) and decoration orders
  • Planning customer sales and turnover
  • Integration of product catalogs including product groups, characteristics, and images
  • Support for route planning and visit reports
  • Recording daily reports and expenses
  • Excellent customer service including knowledge database
  • CRM-based complaint management
  • Out-of-the box Office integration (for instance Excel or Outlook)

Benefit from the following project-specific extensions:

  • Campaign management
  • Customer segmentation
  • Terms and conditions data/price lists
  • Event management
  • Business intelligence functions with Microsoft Power BI
  • Integration of Microsoft SharePoint for effective document management
  • Project and resource management
  • Enterprise resource planning (ERP) system integration


Logo Queisser Pharma GmbH & Co. KG

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Bernd Carstens

Sycor mbs contact

Bernd Carstens

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Phone +49 551 38 39 832

Local Contact Americas
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Heinrich-v.-Stephan-Str. 1-5

37073 Göttingen

Phone +49 551 490 0

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