200 +

Employees

4

States Served (FL, VA, TN, GA)

Siemens

Equipment Partner

D365 Finance + Field Service

Core Platform

  • Overview

Microsoft Dynamics 365 Field Service for Healthcare: Medical Imaging AMC & Finance in One Platform

Headquartered in Miami, South Florida, this healthcare technology company chose Microsoft Dynamics 365 Field Service for healthcare-level automation of complex field service operations — specializing in medical imaging sales, biomedical engineering, and multi-vendor support across Florida, Virginia, Tennessee, and Georgia. As a major Siemens-partnered organization for medical equipment installations, service agreements, and Annual Maintenance Contract (AMC) management, the business required enterprise-grade scheduling, asset lifecycle management, and financial compliance in one connected platform.

With over 200 employees and a highly regulated operating environment, the organization worked with DynaTech Systems to deploy D365 Finance for accounting and revenue forecasting, and D365 Field Service for work order management, AMC-driven planned maintenance, and technician dispatch — while migrating historical service data from legacy SQL databases via SSIS and DMF, and synchronizing CE and Finance in real time through Dual Write.

Medical imaging field service demands precision that matches the equipment itself — automated scheduling, real-time financial forecasting, and end-to-end asset management unified on Microsoft Dynamics 365.
  • Medical Imaging Technology
  • Biomedical Engineering Services
  • Multi-Vendor Equipment Support
  • Planned Maintenance (AMC)
  • D365 Field Service Management
  • Healthcare Technology
Services

End-to-End D365 Field Service Capabilities for Medical Imaging & Biomedical Operations

The organization delivers the full spectrum of medical imaging and healthcare technology services — from device sales and installation through AMC field service, revenue forecasting, and financial compliance — all managed through Microsoft Dynamics 365 Field Service for healthcare environments.

Medical Imaging Devices & Sales Medical Imaging Devices & Sales_h
Medical Imaging Devices & Sales

Supply and installation of medical imaging equipment in partnership with Siemens — delivering MRI, CT, and other advanced imaging modalities to healthcare facilities across the southeastern United States.

D365 Field Service & Preventive Maintenance D365 Field Service & Preventive Maintenance_h
D365 Field Service & Preventive Maintenance

End-to-end field service lifecycle in Microsoft Dynamics 365 Field Service — covering work order creation, technician dispatch, on-site maintenance execution, and equipment lifecycle tracking with automated scheduling and resource optimization.

Service Agreements & AMC Management Service Agreements & AMC Management_h
Service Agreements & AMC Management

Structured Annual Maintenance Contract (AMC) management with D365 Field Service planned maintenance work orders, service agreement lifecycle tracking, and automated billing — ensuring equipment uptime and contract compliance.

Biomedical Engineering Services Tax & Regulatory Compliance (Avalara)_h
Biomedical Engineering Services

Specialized biomedical services supporting medical device regulatory compliance, calibration, and lifecycle management — serving hospital biomedical departments and independent healthcare facilities.

Revenue Forecasting & Financial Automation Revenue Forecasting & Financial Automation
Revenue Forecasting & Financial Automation

D365 Finance contract revenue forecasting, real-time financial posting, and ACH bank reconciliation — giving finance teams accurate, live cash flow visibility across all active service agreements.

Service Performance Analytics (Power BI) Service Performance Analytics (Power BI)
Service Performance Analytics (Power BI)

Operational KPI dashboards tracking field technician performance, work order completion rates, equipment uptime, service agreement profitability, and financial metrics across all service regions.

Business Functions

5 Core Healthcare Business Functions on Microsoft Dynamics 365

01

Financial Operations

Billing, D365 Finance contract revenue forecasting, booking cost tracking, financial reporting, and reconciliations. ACH file bank integration via SFTP automates payment processing and reduces manual reconciliation workload across all active service agreements and maintenance contracts.

02

Field Service Management (D365)

Comprehensive Microsoft Dynamics 365 Field Service for healthcare operations: Case Management, Work Order creation, automated scheduling and dispatch, bookable resource and skill management, asset management, and AMC Agreement-driven Planned Maintenance work order generation. AMC agreements automatically generate scheduled maintenance work orders throughout the contract period.

03

Service Performance Monitoring

Power BI dashboards provide operational KPI monitoring across technician utilization, work order completion, equipment uptime, agreement performance, and service revenue — delivering management-level visibility into field operations and financial outcomes.

04

IT & Systems Integration

Legacy SQL database migration to D365 using SSIS and DMF, CE-FO real-time synchronization via Dual Write, API integrations, and ACH bank file integration via SFTP — establishing a modern, connected technology landscape replacing legacy systems.

05

Compliance & Risk Management

Enhanced data accuracy through D365 automation reduces manual errors and strengthens audit readiness — supporting the regulatory compliance requirements of healthcare technology operations and medical equipment service management.

Business Processes

Automated Field Service & Finance Workflows Across Healthcare Operations

D365 Field Service Scheduling & Work Order Automation D365 Field Service Scheduling & Work Order Automation
D365 Field Service Scheduling & Work Order Automation

Automated resource scheduling matching available technicians with the right skills to each service request and planned maintenance event — reducing manual dispatch effort and improving response times.

D365 Finance Revenue Forecasting & Automation D365 Finance Revenue Forecasting & Automation
D365 Finance Revenue Forecasting & Automation

Real-time revenue forecasting and financial posting from service agreement data, with ACH bank integration automating payment processing and reconciliation — providing live cash flow visibility.

End-to-End Field Service Operations End-to-End Field Service Operations
End-to-End Field Service Operations

Complete lifecycle in D365 Field Service for healthcare — from case creation through work order execution, technician dispatch, on-site completion, and asset update — with full audit trail at every stage.

Data Migration (Legacy SQL → D365) Data Migration (Legacy SQL → D365)
Data Migration (Legacy SQL → D365)

Legacy SQL database migration using SSIS and DMF — transforming historical service, asset, and customer data into D365 structures with validated data quality.

Power BI Reporting & Service Analytics Power BI Reporting & Service Analytics
Power BI Reporting & Service Analytics

Custom Power BI dashboards connected to D365 Finance and Field Service data — providing operational performance, financial KPI, and service agreement visibility for management.

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Asset & AMC Agreement Lifecycle Management Asset & AMC Agreement Lifecycle Management
Asset & AMC Agreement Lifecycle Management

Equipment asset lifecycle tracking from installation through maintenance and decommission, with structured AMC agreement management generating D365 Field Service planned maintenance work orders automatically.

Technology Stack

A Connected Microsoft Dynamics 365 Platform for Healthcare Field Service Management

The technology landscape is anchored by Microsoft Dynamics 365 Field Service for healthcare operations and D365 Finance for financial management — connected via Dual Write for real-time CE-FO synchronization, with SSIS and DMF enabling legacy SQL database migration and ACH SFTP integration automating bank payment processing.

  • D365 Finance

    Accounting · Inventory · Revenue Forecasting

  • D365 Field Service

    WOs · Scheduling · Assets · AMC Agreements

  • Power BI

    Operational KPI Dashboards

  • Azure SQL

    Data Migration Platform

  • Dual Write

    CE-FO Real-Time Synchronization

  • SSIS

    Legacy SQL Database Migration

  • DMF (Data Management Framework)

    D365 Data Migration & Import

  • ACH / SFTP Bank Integration

    Automated Payment Processing

  • Microsoft/Core

  • Third-Party Integration

Integrations

Legacy SQL Migration & Real-Time D365 Field Service–Finance Synchronization

D365 Finance and Field Service are connected via Dual Write for real-time CE-FO synchronization, while SSIS and DMF provide the data migration framework for legacy SQL transformation. ACH bank integration automates payment file processing for streamlined financial operations.

Integrations
Customizations & Extensions

Purpose-Built Microsoft Dynamics 365 Healthcare Field Service Solutions

DynaTech Systems delivered a suite of D365 Finance and Field Service customizations and integrations addressing the organization's unique requirements across legacy migration, real-time synchronization, payment processing, and healthcare field service scheduling.

Integration
Legacy SQL Database Migration to D365 (SSIS + DMF)

Comprehensive migration of legacy SQL database to D365 Finance and Field Service using SSIS and DMF — transforming historical service records, asset data, customer information, and financial history into D365-compatible structures with validated data quality.

Integration
CE-FO Dual Write Synchronization for Real-Time Healthcare Operations

Real-time bidirectional synchronization between D365 Field Service and D365 Finance via Dual Write — ensuring customer, asset, agreement, and transactional data is always current across both systems.

Integration
ACH Bank Integration via SFTP

Automated ACH payment file generation and SFTP delivery for bank payment processing — reducing manual reconciliation effort and improving payment accuracy.

Field Service
Custom D365 Field Service Scheduling Logic & AMC Configuration

Custom scheduling logic aligned to technician skills, geographic zones, and equipment specializations — with structured AMC agreement configuration automating planned maintenance work order generation throughout contract periods.

Reporting
Power BI Operational Dashboards for Healthcare Service Management

Custom Power BI dashboards tracking field technician performance, work order completion rates, service agreement profitability, D365 Finance revenue forecasting accuracy, and financial KPIs across all service regions.

Project At a Glance

Microsoft Dynamics 365 Field Service for Healthcare

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