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Hi, I would be using a generic example for privacy reasons.
So let's say we have the following entities in a clinical setting
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.
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:
If the issue persists, please raise a ticket to get help from Microsoft.
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
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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