Set up and configure Microsoft Cloud for Healthcare

Microsoft Cloud for Healthcare includes solutions that are built on capabilities within Microsoft Dynamics 365, Microsoft 365, Microsoft Azure, and Microsoft Power Platform.

You deploy these solutions in Microsoft Cloud Solution Center. Solution Center provides a central place to deploy industry cloud solutions from Microsoft, including solutions that are part of Microsoft Cloud for Healthcare.

Solution Center simplifies the deployment process. It checks for requirements such as licenses, dependencies, and enables you to easily discover and deploy capabilities and solutions in Microsoft Cloud for Healthcare.

Screenshot of Microsoft Cloud Solution Center, showing capabilities in Microsoft Cloud for Healthcare.


  • You must be a tenant admin, Dynamics 365 admin, or Power Platform admin to deploy Microsoft Cloud for Healthcare solutions.
  • You must have licenses for the Microsoft Cloud for Healthcare solutions and apps that you’re deploying. If your organization doesn't have the necessary licenses, you'll be notified during the deployment process in Solution Center. To learn more, see Licensing for Microsoft Cloud for Healthcare.
  • Learn more about compliance in Microsoft Cloud for Healthcare and ensure you use services that match your requirements.

Microsoft Cloud for Healthcare solutions

Here are the solutions that are part of Microsoft Cloud for Healthcare, along with deployment information for each solution. Keep in mind that:

  • Some solutions have pre-deployment setup requirements.
  • Some solutions require configuration or have additional capabilities that you can set up after deployment.
Solution Dependencies
Patient access Power Pages, Dynamics 365 Customer Service
Patient service center Dynamics 365 Customer Service, Digital Messaging add-on for Dynamics 365 Customer Service
Patient outreach Dynamics 365 Marketing
Patient insight cards Dynamics 365 Sales Premium
Care management Dynamics 365 Customer Service*
Home health Dynamics 365 Field Service
Data Integration Toolkit Power Apps
Unified patient view Power Apps
Patient trends (preview) Power Apps, Dynamics 365 Customer Insights
Patient population dashboard (preview) Power BI
Provider data model Power Apps
Payor data model (preview) Power Apps
Life sciences data model (preview) Power Apps
Virtual Visits Microsoft Teams
Text analytics for health Azure subscription
Azure IoT for healthcare Azure subscription
Azure Health Bot Azure subscription
Azure Health Data Services Azure subscription
Azure Synapse database templates Azure subscription
Health document intelligence Azure subscription

*Dataverse, Power Apps, and Power Automate prerequisites are included in the Dynamics 365 dependency offering.

Deploy solutions

  1. Sign in to Solution Center, and then go to Solutions > Healthcare.

  2. You'll see a list of capabilities. From here, you can:

    • Choose Quick view to learn more about the capability and the solutions, apps, and services that are part of it.
    • Select the capability card to view and deploy solutions for that capability. After you select a card, you can choose All in the Filter by capability list to see all available solutions.
    • For each solution, you can choose Quick view to learn more about the solution, dependencies required to deploy it, and get links to more information.
  3. Choose the solutions that you want to deploy. You'll notice two types of deployment options, Add and Go to setup. Here's an example.

    Screenshot of the Add and Go to setup deployment options in Solution Center.

    • Add: Solutions powered by Dynamics 365 have this option. Solution Center will guide you through the deployment process and the solution will be deployed in the background. For step-by-step guidance, see Deploy the Healthcare solutions powered by Dynamics 365.
    • Go to setup: Solutions powered by Microsoft 365 and Azure have this option. Depending on the solution you choose, you'll be taken to the Microsoft 365 admin center or the Azure portal or site for setup.

    To learn more, see Use Microsoft Cloud Solution Center.

Configure solutions

Some solutions require configuration after deployment and others have additional capabilities that you can set up to enhance the solution.

Configure Dynamics 365 solutions

After deployment is completed, there may be some configuration tasks to do to configure your deployed solutions. Select View documentation next to the solution on the Success page in Solution Center.

You can also configure other capabilities to enhance your solutions. For example, you can integrate with Azure Health Bot and Microsoft Teams, sync clinical data in your disparate systems with Azure Health Data Services, and so on.

To learn more, see Post-deployment configurations for healthcare solutions powered by Dynamics 365.

Set up Microsoft 365

You need the following features from Microsoft 365:

Product or feature Available with
Microsoft Teams Microsoft 365 Enterprise SKUs and Frontline (E and F) SKUs
Microsoft 365 EHR integration. Integration is available with the Cerner and Epic platforms. Part of the Microsoft Cloud for Healthcare add-on or as a stand-alone (coming soon).

To set up these features and capabilities, you need to:

Configure Microsoft 365 for Microsoft Cloud for Healthcare overview.

1. Check licensing

Ensure that you have Microsoft 365, you have added Microsoft Cloud for Healthcare, and you’ve checked your licensing. For more about Microsoft 365 and Microsoft Teams for Healthcare organizations, see Get started with Microsoft 365 for Healthcare organizations.

2. Integrate Teams with Electronic Health Records (EHR)

Microsoft Teams Electronic Healthcare Record (EHR) connector makes it easy for clinicians to launch a virtual patient appointment or consultation with another provider in Teams. Instead of navigating traditionally fragmented systems, clinicians can use the streamlined communication and collaboration features of Teams, so they can focus on providing the best possible care. If you have an EHR system already, you can connect Teams with that EHR system.

Go to the Microsoft 365 admin center to integrate Teams with your Cerner EHR system or Epic EHR system.

3. Set up the Virtual Appointments app or the Bookings app (optional)

If you aren’t using an EHR system, you can use the Virtual Appointments app or the Bookings app in Teams to schedule and manage virtual appointments.

See Virtual Appointments with Microsoft Teams.

4. Configure secure messaging

Messaging policies are used to control which chat and channel messaging features are available to users in Teams. These policies are part of the overall deployment of Secure Messaging for Healthcare organizations like hospitals, clinics, or doctor's offices, where having a message picked up and acted upon in a timely manner is crucial, as is knowing when crucial messages are read.

Configure secure messaging in Teams.

5. Deploy Teams policy packages

A policy package in Teams is a collection of predefined policies and policy settings that you can assign to users who have similar roles in your organization. Policy packages simplify, streamline, and help provide consistency when managing policies. You can customize the settings of the policies in the package to suit the needs of your users. When you change the settings of policies in a policy package, all users who are assigned to that package get the updated settings.

Deploy Teams policy packages.

6. Deploy team templates

Team templates in Teams allow you to quickly and easily create teams by providing a predefined template of settings, channels, and preinstalled apps. For healthcare organizations, templates can be especially powerful, as they provide structure for users to become oriented with how to best use Teams effectively. Templates also allow administrators to deploy consistent teams across their organizations.

Deploy team templates in Teams.

7. Enable the Shifts app in Teams (optional)

You can schedule your internal staff using the Shifts app in Teams. Staff members and managers can manage schedules and keep in touch, even on mobile devices.

Enable the Shifts app in Teams.

8. Enable the Lists app in Teams (optional)

The Lists app in Teams helps users in your healthcare organization track information, organize work, and manage workflows. With Lists, you can track data such as issues, inventory, patients, and more using customizable views, rules, and alerts to keep everyone on the team in sync. The Lists app includes a Patients list template specifically created for healthcare.

Enable the Lists app in Teams.

Set up Azure capabilities

Set up the following Azure capabilities to use in Microsoft Cloud for Healthcare:

  • Azure Health Data Services: Azure Health Data Services let you quickly connect existing PHI data sources, such as EHRs and research databases. Create new opportunities with analytics, machine learning, and actionable intelligence across your health data.

    It's required to power the following capabilities in Microsoft Cloud for Healthcare:

    • Remote patient monitoring
    • Clinical analytics
    • Operational analytics
    • Data management

    You can also deploy it to enhance the following solutions in Microsoft Cloud for Healthcare:

    • Care management
    • Patient insight cards
    • Patient access
    • Patient outreach
    • Patient Service Center

    To learn more, see Deploy Azure Health Data Services.

  • Azure Health Bot: The Health Bot Service is a cloud platform that empowers developers in Healthcare organizations to build and deploy their compliant, AI-powered virtual health assistants and health bots, that help them improve processes and reduce costs. You can use the Health Bot in the portal from the Patient access solution to handle patient questions automatically. For patient service agents to take over, you need to further connect the bot conversations to the Patient service center.

    To learn more, see Use Azure Health Bot.

  • Text Analytics for Health

    Accelerate unstructured data insights and supercharge interoperability between health organizations.

    To learn more, see What is Text Analytics for health in Azure Cognitive Service for Language?.

  • Azure IoT for healthcare

    Improve patient outcomes, streamline clinical operations, and optimize your healthcare manufacturing and supply chain with seamless, smart, and highly secure IoT technology.

    To learn more, see Tutorial: Deploy and walk through the continuous patient monitoring application template.

  • Health document intelligence

    Extract information from health documents and images to automate and digitize your business processes, enrich knowledge mining, and build your solutions with Azure Form Recognizer.

    To learn more, see What is Azure Form Recognizer?

Add users and assign roles

Dynamics 365 solutions

To access the healthcare solutions and apps you deployed, users must be assigned the appropriate security roles. To learn more, see Add users and assign security role.

Microsoft Teams

You manage access to Teams at the user level by assigning or removing a Teams license in the Microsoft 365 admin center. By default, when a licensing plan (for example, Microsoft 365 Enterprise E3) is assigned to a user, a Teams license is automatically assigned, and the user is enabled for Teams. To learn more, see Manage user access to Teams.

You can then set up teams and channels for your health teams and information workers. Admins can do this in the Teams client or the Microsoft Teams admin center. When you set up a team, you add users and assign them user roles.

Teams has two user roles: owner and member. By default, a user who creates a new team is granted owner status. Team owners can make any member of their team a co-owner. Having multiple team owners lets you share the responsibilities of managing settings and membership, including invitations. To learn more, see Overview of teams and channels in Teams and Assign team owners and members in Teams.

For an overview of deploying Teams, see Teams deployment overview.