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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / xRM solution: Contacts...
Microsoft Dynamics CRM (Archived)

xRM solution: Contacts entity for managing municipal citizens / patients data

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Posted on by jp12345678 1,135

In xRM environment where the basic idea is to manage municipal citizens / patients would you recommend to use the (out of the box) Contacts-entity for managing this data? Or would you create a custom entity for it?

There is no need to have any connection from Contacts to Accounts entity because the Accounts entity will be used for managing municipal companies who delivers services for the municipality. If the contacts entity will be used for managing municipal citizens should there be some actions for removing relationships between Accounts and Contacts?

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    Community Member on at

    Hi, I have designed quite few xRMs for local authorities and other government orgs where the Contacts were the citizens and it was perfect fit. (Used  the Account as "Household")  I suppose, think of "Contacts" as Individuals, whatever you call them People, Citizens, Clients, Customers, Patients they represent: "individuals",  I wouldn't go for custom entity for this. What about the service supplier companies - wouldn't they have any Individuals related?

  • jp12345678 Profile Picture
    jp12345678 1,135 on at

    Here is another idea:

    How about using Accounts entity for both citizens and service supplier companies and Contacts entity only for individuals for the service supplier companies?

    The relationship within a household could be managed with Connection Roles (Family: father, sister, cousin) in Accounts entity.

    What do think about this?

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