The Challenge
HealthPRO Canada, one of the country’s leading healthcare procurement organizations, was struggling with manual, Excel-based financial processes especially for calculating member dividends. The lack of integration between their CRM and finance systems created inefficiencies, data duplication, and limited visibility across departments.
The Solutions
Partnering with DataInvent Systems, HealthPRO implemented Microsoft Dynamics 365 Business Central integrated with Dynamics 365 CRM . This solution automated dividend calculations, streamlined invoicing, and enabled real-time synchronization between finance and customer data, eliminating error-prone manual entry and reconciliation.
The Outcome
- Faster processing and approvals
- Real-time financial visibility and audit readiness
- Improved collaboration between teams
- Scalable foundation to support future growth
Technologies:
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Learn more about how HealthPRO transformed its finance and compliance operations with DataInvent Systems and Microsoft Dynamics 365.