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Managing ex-employees or a new employee there share a similar user ID as the previous one

Posted on by 260

Hi, I would be using a generic example for privacy reasons.

So let's say we have the following entities in a clinical setting

  • Contacts - Patients
  • Patient medical records
  • Therapist profile (bookable resource)

A therapist profile would include the Microsoft 365 user ID of the therapist, email, supervisors, and other details.

This therapist profile would then be assigned to a patient record as our patient setup does not reference the therapist's Microsoft 365 user ID directly.

There are now two issues

1. An employee leaves the organization

2. A new employee that has the same name

For 1. Since the patient record link to the therapist profile and not directly to the Microsoft 365 user ID, I believe it should not affect the patient record, although the therapist profile could be incomplete when the Microsoft 365 user ID gets deleted. Please correct me if I am wrong here.

For 2. This is where the problem begins.

Let's say a new staff joins the organization and has the same name as the previous staff. Let's say Tom_Hanks.

It seems that Dynamics will assume they are the same person and will link the new Microsoft 365 ID Tom_Hanks to the previous therapist profile.

This may not be what we want, because the new Tom Hanks belongs to a new department.

The previous Tom Hanks could be a speech therapist while the new one could be a physiotherapist.

What is the best approach to managing a new employee that shares a similar user ID as the previous one? Thank you in advance.

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Managing ex-employees or a new employee there share a similar user ID as the previous one

    Hi,

    Did you delete the user permanently? I tested it in my environment. When I delete the user permanently, the bookable resource would also be deleted. So, the previous staff's bookable resource shouldn't display as you descripted.

    Please check whether you delete the user permanently. You can follow this:

    How to delete users from Dynamics 365/ Power Platform - Debajit's Power Apps & Dynamics 365 Blog (debajmecrm.com)

    If the issue persists, please raise a ticket to get help from Microsoft.

    Power Platform admin center (microsoft.com)

  • colinkgl Profile Picture
    colinkgl 260 on at
    RE: Managing ex-employees or a new employee there share a similar user ID as the previous one

    Hi Steve,

    Thank you for your time and help.

    Right now for item 2, I am unsure if this is a Microsoft Dynamics behavior or a customized behavior by our vendor. Our vendor does not have a solution too.

    I have attached a sample picture. Currently, the assignment of the User ID to the profile is automatic. Here are the steps

    1. Create a new user ID at Microsoft 365
    2. Create a new therapist profile at Dynamics
    3. Staff resigned and we delete ID at Microsoft 365
    4. New staff join and we create a new user ID at Microsoft 365 
    5. This new user ID gets automatically assigned to the existing therapist profile because it is similar to the previous deleted one.

    pastedimage1680771034509v2.jpeg

  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Managing ex-employees or a new employee there share a similar user ID as the previous one

    Hi,

    For 1, yes, it would not affect the patient record.

    For2, per my experience, Dynamics would not behavior as this. When a new staff joins the organization, the system administrator would new a User in the environment. And then new a bookable resource with this user. Do you select the previous staff when you create a new bookable resource?

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