EdgeCare™: Connected Microsoft Solutions for Care Homes

EdgeCare™ is a set of interconnected Microsoft solutions that Advantage designs and adapts for each care home provider. It brings together Dynamics 365 Business Central, Dynamics 365 Customer Engagement, Dynamics 365 Field Service, Microsoft 365 and Copilot, Power BI and Power Platform, connected so they work as one system.

Rather than starting from a blank page, we begin with proven workflows for how care homes operate. These cover resident and family relationships, enquiries and occupancy, fees and funding, staff, compliance reporting and operational dashboards. We then shape each part around your home's size, processes and priorities.

No. EdgeCare™ is not a packaged product with fixed features. It is a set of connected Microsoft solutions that we adapt to each care provider. Two homes using EdgeCare™ won't have the same system, because their residents, staffing models, funding mix and reporting needs are different.

What they share is a starting point based on care sector best practice and Advantage's experience. This keeps projects faster and more cost-effective than building from scratch, without compromising on fit.

EdgeCare™ connects six Microsoft solutions, each adapted to your home:

• Dynamics 365 Business Central: care home finance, billing, purchasing and multi-site financial management in one cloud system.
• Dynamics 365 Customer Engagement: resident and family relationship management, enquiry and admissions tracking, and communication workflows.
• Dynamics 365 Field Service: maintenance scheduling, equipment servicing and facilities tasks.
• Microsoft 365 and Copilot: staff collaboration, AI-assisted document drafting and communication.
• Power BI: dashboards covering occupancy, revenue, staffing and compliance KPIs.
• Power Platform: workflow automation, forms and integrations that connect everything together.

These are integrated and configured as one connected system, not installed as separate tools. Not every home needs every solution from day one, and we help you decide where to start.

Through Dynamics 365 Customer Engagement, EdgeCare™ gives your team a clear, trackable process for every enquiry, from first contact through to admission. Each enquiry is logged with its contact history, follow-up tasks and communications, so nothing falls through the gaps and every family gets a consistent, professional response.

Automated workflows trigger follow-up reminders, send information packs and notify the right people at each stage. These are designed around your own admissions process. Occupancy dashboards in Power BI show managers available beds, enquiries in progress and conversion rates in real time.

Yes. Managing multiple funding streams is one of the core challenges EdgeCare™ addresses. Through Dynamics 365 Business Central, it supports billing across private, local authority, NHS and Continuing Healthcare (CHC) funding. You can track funding status per resident and automate billing for each funding type.

Rate changes, top-up fees and funding reviews can be managed in the system. Power BI dashboards show revenue by funding source, outstanding invoices and financial performance by home or across a group. We set this up around your own fee structures and funder arrangements.

EdgeCare™ is designed with the reporting and audit trail needs of CQC-regulated care in mind. Power BI dashboards surface the operational KPIs regulators focus on, such as staffing levels, incidents, complaints and resolution times, and quality assurance measures. That helps management demonstrate compliance proactively rather than reactively.

Document management through Microsoft 365 and SharePoint keeps policies, care documents, training records and audit evidence stored, version-controlled and accessible, supporting inspection readiness. Automated workflows can prompt review cycles and flag overdue documentation. We configure all of this around your own quality and governance processes.

Yes. EdgeCare™ is designed for both single-site operators and multi-site care groups. Dynamics 365 Business Central supports multi-entity structures, so each home can be run as a separate legal entity or cost centre while reporting is consolidated at group level. Power BI provides both site-level and group-level dashboards.

For groups looking to standardise processes, systems and reporting across sites, EdgeCare™ provides a consistent, connected foundation that makes group management and benchmarking possible, while still allowing for local differences where they matter.

Through Microsoft 365, Teams and Power Platform, EdgeCare™ improves communication and coordination across care teams. This matters in environments where staff work shifts and aren't office-based. Training records, document acknowledgement and staff communication all sit within the Microsoft environment your team already uses.

Power BI dashboards can show staffing measures such as hours worked, agency usage and training compliance, helping managers control workforce costs and meet staffing requirements. We design the staff management side of EdgeCare™ to fit your existing HR and rota systems.

Yes. Because we start from proven care sector workflows rather than a blank page, smaller operators get enterprise-quality Microsoft technology without the cost of a fully bespoke project. A single-site home can start with what matters most, typically enquiries and occupancy, resident relationships and finance, and add more as it grows.

We'll advise on the right starting point in our first conversations, so the project is proportionate to your size and budget.

Advantage's data migration service can bring across resident records, contact details, financial history and other structured data from your existing systems. The scope is confirmed during Discovery and depends on the format and quality of your current data.

For homes moving from paper or spreadsheets, migration is usually lighter and focuses on current resident and financial data. We'll guide you on what to migrate, what to archive and how to plan the switchover so care isn't disrupted.

Start with a conversation. We'll learn about your current systems, challenges and plans, then show you what EdgeCare™ could look like for your home, with a clear view of scope, timeline and investment.

Get in touch via our contact page, call 020 3004 4600 or email hello@advantage.co.uk.