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Unlock a 360° Patient View with Dynamics CRM Epic Integration

Seamlessly connect your clinical and business operations, automating workflows and enriching patient engagement with our intelligent iPaaS solution.

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The Challenge

The Challenge of Disconnected Patient & Business Data

In today's complex healthcare landscape, critical patient information often remains siloed between clinical Electronic Health Records (EHR) like Epic and customer relationship management (CRM) systems like Dynamics CRM. This disconnect leads to operational inefficiencies, a fragmented patient experience, and significant compliance risks.

  • Fragmented Patient View: Without integration, clinical data in Epic and administrative/engagement data in Dynamics CRM remain separate, preventing a true 360-degree understanding of each patient.
  • Manual Data Entry & Errors: Staff spend valuable time manually transferring patient demographics, appointment details, or referral information, leading to delays and potential data inaccuracies.
  • Slowed Revenue Cycle: Lack of real-time financial data visibility from Epic into CRM can hinder billing inquiries, collections, and proactive financial counseling.
  • Ineffective Patient Engagement: Marketing and service teams lack the rich clinical context from Epic to personalize communications and tailor engagement strategies effectively.
  • Compliance & Security Risks: Managing PHI across disparate, unsecured systems increases the risk of non-compliance with regulations like HIPAA and GDPR.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Dynamics CRM and Epic

Our iPaaS solution provides a comprehensive, secure, and scalable framework for connecting Dynamics CRM and Epic. We leverage an API-first, event-driven architecture to automate critical healthcare and administrative workflows, ensuring real-time data consistency and empowering your teams with a unified patient view.

  • Pre-built Connectors: Accelerate integration with ready-to-use connectors for Dynamics CRM (Dataverse Web API) and Epic (FHIR APIs).
  • Bidirectional Data Synchronization: Ensure consistent data across systems with real-time or scheduled two-way data flows.
  • Intelligent Data Mapping & Transformation: Visually map complex data structures, transform data to canonical models, and handle disparate terminologies (e.g., LOINC, SNOMED CT).
  • Workflow Automation: Automate patient onboarding, referral management, appointment scheduling, and financial data updates.
  • Robust Error Handling & Monitoring: Proactive detection, automated retries, dead-letter queues, and comprehensive dashboards ensure data integrity and operational continuity.
Implementation Timeline

Go live with Dynamics + CRM Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics and CRM Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics + CRM Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Pre-built Connectors: Accelerate integration with ready-to-use connectors for Dynamics CRM (Dataverse Web API) and Epic (FHIR APIs).
  • Bidirectional Data Synchronization: Ensure consistent data across systems with real-time or scheduled two-way data flows.
  • Intelligent Data Mapping & Transformation: Visually map complex data structures, transform data to canonical models, and handle disparate terminologies (e.g., LOINC, SNOMED CT).
  • Workflow Automation: Automate patient onboarding, referral management, appointment scheduling, and financial data updates.
  • Robust Error Handling & Monitoring: Proactive detection, automated retries, dead-letter queues, and comprehensive dashboards ensure data integrity and operational continuity.
  • Security & Compliance: Built-in features for HIPAA, GDPR, and PHI protection, including end-to-end encryption, OAuth 2.0, and audit trails.

Technical Integration Overview: Dynamics CRM & Epic

Our iPaaS facilitates robust, secure, and compliant integration between Dynamics CRM (leveraging Dataverse Web API) and Epic (primarily via FHIR R4 APIs). This involves orchestrating data flows, transforming disparate data models, and ensuring transactional integrity across both mission-critical systems.

Data Flow Steps

1. Secure API Connectivity: Establish secure, authenticated connections using OAuth 2.0 for both Dynamics CRM (Azure AD) and Epic (Open Epic FHIR).

2. Event Trigger Configuration: Configure Dynamics CRM Dataverse events/webhooks and Epic's Open Epic event listener/FHIR subscriptions to trigger real-time data synchronization.

3. Data Extraction & Ingestion: The iPaaS extracts relevant data from the source system (e.g., new Patient from Epic, updated Contact from CRM).

4. Data Transformation & Harmonization: Data is transformed using visual mapping tools, aligning Epic's FHIR profiles with Dynamics CRM's Common Data Model (CDM). This includes standardizing codes (LOINC, SNOMED CT) and handling custom fields.

5. Validation & Deduplication: Pre-configured rules validate data quality and prevent duplicate record creation in the target system.

6. Data Loading & Update: Transformed and validated data is loaded into the target system via its respective APIs (e.g., POST/PATCH to Dynamics CRM /contacts, POST/PUT to Epic /Patient).

7. Error Handling & Monitoring: Comprehensive error logging, retry mechanisms, dead-letter queues, and real-time dashboards monitor the entire integration process.

Data Touchpoints

Patient/Contact Data: Demographics, identifiers (MRN, SSN), contact details, addresses.
Appointment/Activity Data: Scheduled times, participants, reasons, status.
Referral/Service Request Data: Request type, requester, subject (patient), status.
Practitioner/User Data: Provider identifiers (NPI), names, roles.
Financial Data: Claims status, outstanding balances (for visibility).
Product/Service Data: Standardized service codes, pricing (for billing context).

"Dynamics CRM <--> iPaaS <--> Epic EHR. Key entities like Patient/Contact, Appointment/Activity, ServiceRequest/Case flow bidirectionally. iPaaS handles authentication, transformation, error handling, and monitoring."

Pricing

Simple, transparent pricing for Dynamics + CRM Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Dynamics

Integrating Dynamics fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping between Dynamics CRM and Epic

The core of a successful integration lies in accurately mapping and harmonizing critical entities between Dynamics CRM and Epic. Our iPaaS provides visual mapping tools, augmented by AI, to ensure data consistency and integrity.

Patient (Epic) <=> Contact/Account (Dynamics CRM)

The central entity representing an individual receiving healthcare services in Epic, mapped to the primary customer/individual record in Dynamics CRM.

Dynamics Fields

contactid firstname lastname emailaddress1 parentcustomerid (Account) address1_composite

CRM Epic Fields

id (Epic ID) identifier (MRN, SSN) name (given, family) gender birthDate address telecom (phone, email)

Mapping Notes

Epic's `Patient` entity is typically mapped to Dynamics CRM's `Contact` for the individual, with the `Account` representing the patient's household or managing organization. MRN from Epic should be mapped to a custom field in Dynamics CRM `Contact` for unique identification. AI can suggest fuzzy matching for name and address fields to prevent duplicates.

Next Steps

See Dynamics + CRM Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Patient Onboarding & Unified Profile Creation

Automate the creation and synchronization of new patient profiles. When a new patient is registered in Epic, their demographic data is automatically pushed to Dynamics CRM to create or update a Contact and Account, ensuring a consistent and comprehensive patient record from the first interaction.

Integration Steps:

  1. 0 Trigger: New Patient (FHIR: Patient) record created in Epic.
  2. 1 Capture: iPaaS listens for Epic FHIR events or polls the Patient endpoint.
  3. 2 Transform: Patient data (name, address, MRN, birthDate) is mapped to Dynamics CRM Contact fields (firstname, lastname, emailaddress1, parentcustomerid) and Account fields (name, accountnumber). MRN is mapped to a custom CRM field for cross-referencing.
  4. 3 Validate: Data validation rules (e.g., email format, phone number validity) are applied. Deduplication logic checks for existing Contacts/Accounts in CRM based on identifiers.
  5. 4 Create/Update: If no match, a new Contact and associated Account are created in Dynamics CRM. If a match, the existing Contact/Account is updated.
  6. 5 Confirm: Confirmation of sync or error notification is logged in iPaaS dashboard.

Business Outcome

Eliminates manual data entry, ensures data consistency for patient demographics, accelerates patient outreach, and provides a unified patient profile from day one.

Frequency

Real-time (event-driven).

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Enhance Patient Experience
Deliver personalized and consistent patient engagement by unifying clinical and administrative data, leading to higher satisfaction and loyalty.
Boost Operational Efficiency
Automate manual data entry and complex workflows, freeing up staff to focus on higher-value patient care and strategic initiatives.
Accelerate Revenue Cycle
Gain real-time visibility into financial data from Epic within Dynamics CRM, improving billing accuracy, collections, and financial planning.
Ensure Data Accuracy & Compliance
Maintain a 'single source of truth' for patient data with robust validation, deduplication, and adherence to HIPAA and GDPR regulations.
Improve Referral Management
Streamline the entire referral process, from initiation in CRM to scheduling in Epic, reducing leakage and improving care coordination.
Drive Smarter Decision-Making
Access comprehensive, real-time data for analytics and reporting, enabling informed strategic decisions across clinical and business operations.
✨

Enhance Patient Experience

20-30% Increase in Patient Satisfaction Scores

📋 What You Get

Deliver personalized and consistent patient engagement by unifying clinical and administrative data, leading to higher satisfaction and loyalty.

💼 Business Impact

This benefit directly contributes to 20-30% improvement in Increase in Patient Satisfaction Scores, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics + CRM Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics and CRM Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics + CRM Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PATCH, DELETE /api/data/v9.x/accounts Manage customer accounts. Used for creating or updating organizational records related to patients.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts (patients, practitioners). Essential for patient profile synchronization.
GET, POST, PATCH, DELETE /api/data/v9.x/leads Manage potential sales opportunities/prospects. Used for inbound referrals or marketing qualified leads.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases. Used for tracking patient inquiries and service requests.
GET, POST, PATCH, DELETE /api/data/v9.x/activities Generic entity for interactions like appointments. Used for syncing Epic appointments to CRM.

⚡ Transformation Logic

  • Identifier Harmonization: Map Epic MRN to a custom `epic_mrn` field in Dynamics CRM Contact/Account for unique cross-system identification.
  • Name & Address Standardization: Use AI to cleanse and standardize patient names and addresses, ensuring consistency across both systems.
  • Status Code Mapping: Translate Epic `Appointment.status` (e.g., 'booked', 'cancelled', 'fulfilled') to Dynamics CRM `Activity.statuscode` values.
  • Service Code Translation: Map Epic `ServiceRequest.code` (e.g., LOINC, SNOMED CT) to Dynamics CRM `Case.caseorigincode` or custom service type fields.
  • Currency & Number Formatting: Ensure financial data (e.g., claims amounts) are correctly formatted and localized when flowing from Epic to CRM.

🛡️ Error Handling

  • API rate limit exceeded (handled by retry with backoff).
  • Data validation failure (e.g., invalid email, missing required field - moved to dead-letter queue).
  • Duplicate record creation attempt (handled by lookup and update logic).
  • Network connectivity issues (handled by retry mechanisms).
  • Authentication token expiry (handled by automatic token refresh).
  • Schema mismatch due to system updates (detected by AI, flagged for mapping adjustment).
Pricing

Simple, transparent pricing for Dynamics + CRM Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Technical FAQs

▸ What is the primary method for integrating Dynamics CRM with Epic EHR?
The primary method involves leveraging a modern iPaaS platform that connects Dynamics CRM via its Dataverse Web API (OAuth 2.0 with Azure AD) and Epic via its FHIR (Fast Healthcare Interoperability Resources) APIs (OAuth 2.0 via Open Epic). This enables real-time, event-driven data exchange and workflow automation.

Compliance & Security FAQs

▸ How does this integration ensure HIPAA and GDPR compliance?
Compliance is ensured through end-to-end encryption (TLS 1.2+ for data in transit, AES-256 for data at rest), strict access controls (least privilege, OAuth 2.0), comprehensive audit trails, and data masking/anonymization for non-production environments. A Business Associate Agreement (BAA) with your iPaaS vendor is also crucial.

Workflows FAQs

▸ Can I automate patient onboarding and referral workflows?
Absolutely. The integration automates patient onboarding by synchronizing new patient registrations from Epic to Dynamics CRM. For referrals, it orchestrates the transfer of patient and service request data between both systems, ensuring timely processing and reducing manual intervention.

AI & Automation FAQs

▸ What role does AI play in Dynamics CRM Epic integration?
AI augments the integration by providing intelligent mapping suggestions, detecting data quality anomalies, inferring business rules, and assisting with smart error resolution. It helps in standardizing clinical terminologies and ensuring data consistency across disparate systems, accelerating development and improving reliability.

Performance FAQs

▸ How do you handle Epic and Dynamics CRM API rate limits?
Our iPaaS intelligently manages API rate limits by employing strategies like batching requests for bulk operations, implementing queuing mechanisms, optimizing OData and FHIR queries to retrieve only necessary data, and using exponential backoff for retries. Proactive monitoring helps anticipate and prevent throttling.

Architecture FAQs

▸ What are the benefits of an event-driven architecture for this integration?
An event-driven architecture allows for real-time data synchronization. Changes in one system (e.g., a new Epic appointment or an updated CRM contact) instantly trigger workflows in the other, reducing latency, improving responsiveness, and enabling more agile and patient-centric business processes compared to traditional batch processing.

Low-Code/No-Code FAQs

▸ Can our business users manage these integrations without coding?
Yes, our iPaaS features low-code/no-code capabilities, including a visual drag-and-drop designer and AI-assisted mapping tools. This empowers business users and citizen developers to build, modify, and manage integration workflows with minimal to no coding, reducing reliance on IT and accelerating time to value.

Data Management FAQs

▸ How do you ensure data consistency between Epic and Dynamics CRM?
Data consistency is achieved through robust data harmonization, transformation, and validation rules within the iPaaS. This includes defining canonical data models, implementing deduplication logic, using transactional integrity features, and employing AI-driven validation to ensure data is accurately updated across both systems with proper error handling.
Implementation Timeline

Go live with Dynamics + CRM Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Dynamics and CRM Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Dynamics + CRM Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Dynamics + CRM Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Dynamics + CRM Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo