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Microsoft Dynamics Labs

Health Plan Sales Template for Microsoft Dynamics CRM


by Microsoft Dynamics Labs
  • App Type:

    Online Application
  • Business Need:

    Sales Pipeline, Lead Management
  • Works With:

    Microsoft Dynamics CRM 2011, Microsoft Outlook 2010
  • Industry Focus:

    Healthcare

Application Description

Health Plan Sales Template for Microsoft Dynamics CRM takes advantage of the familiar, connected and intelligent experience in Microsoft Dynamics CRM to showcase how health care organizations can achieve a true 360 degree member view, streamline campaigns, improve sales effectiveness and meet industry growth demands.

Please contact your local Microsoft sales representative or partner for details on how best to leverage this template for your specific environment.

This template works with both Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 (on premises).

Currently, this template and Microsoft Dynamics CRM Online requires one of the following Microsoft Internet Explorer Web browser versions: Internet Explorer 9,Internet Explorer 8,Internet Explorer 7.

Please refer to the following link for latest updates.
http://rc.crm.dynamics.com/RC/2011/en-us/online/5.1_CTP/cRMOnline_SysReq_MaintSched.aspx#o55377

For help and support, please refer to the CRM Labs Solutions Forum: http://social.microsoft.com/Forums/en-US/crmlabs/threads

Note: HIPAA-Business Associate Agreement* Microsoft Dynamics CRM Online will sign requirements for the HIPAA-Business Associate Agreement with customers upon request. HIPAA is a U.S. law that applies to healthcare entities such as doctor’s offices, which the law calls “covered entities.” HIPAA governs the use, disclosure and safeguarding of protected health information (PHI), and imposes requirements on covered entities to sign business associate agreements with their vendors that use and disclose PHI. Request a signed copy of HIPAA-BAA.
* Applicable to Microsoft Dynamics CRM Online customers who manage their Online Services through the Microsoft Online Services Portal.

Health Plan Sales Template for Microsoft Dynamics CRM has not been reviewed by any customers.

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The views and opinions submitted and expressed here are not those of Microsoft.

App Details

  • Version:

    1.0.0.20103
  • Release Date:

    5/01/2012
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