xRM and the Use of Account/Contact Entities

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Posted on by oachief

I am brand new to Dynamics CRM/365. As such, I am progressing through a steep learning curve.

I'm trying to build a patient care management solution utilizing CRM as a platform. From an organization/person perspective, I need to track patients, providers, insurance plans. Can I use the built-in functionality for Account and Contact to track these different types? Would patients and providers both use the Contact entity? If I want to have the ability to have views and forms just for patients or just for providers, is this possible? I may be over-complicating things in my design, though I want to leverage as much built-in functionality as possible.

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razdynamics 17,308 User Group Leader on at

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Hi, Yes Contacts and Accounts are core entities which are often used for Patients, Students, Customers etc.

In your Scenario you can use Contacts with a Type for Patients, as well as other contact types for insurance brokers etc, and you would use Account for Insurance, Suppliers, etc. You can create custom forms for each contact type, Yes you are correct to leverage on the out of the box functionality, as my organisations make the mistake of customising crm without using whats already provided.

Hope that helps :)

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oachief on at

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This definitely helps yet opens up another area of confusion for me. Lets just focus on using the contact entity for both patients and providers. I understand that I can add the "Patient" and "Provider" types to the customertypecode field in the contact entity. I then understand that I can filter views and forms for this attribute. However, here's where I run into a wall:

In my application, I want to be able to navigate to the a section which lists just the patients or just the providers. As represented in the image below (the first "Patients" is my custom entity. The "Providers" and "Patients(1)" are references to the "Contacts" entity.):

Where I'm confused is that I can't figure out how to display only patient views or only provider views when the "Patient" or "Providers" sub-groups. Also, It appears that views are all-or-nothing for an entity. So, if I create a "All Active Patients" view, will that view show up in any views window related to the contact entity? For example, will the view now show up in the "Contacts" section of the Sales app?

If I create a Patient entity and another Provider entity, then I can see how I have full control over the views.... however, as discussed in the prior post, I don't want to miss out on all the good functionality. Any guidance on were to point me? I'm attempting to understand the design and functionality fundamentals of Dynamics and this one is proving difficult to research. I'm tempted to just write C# code to customize everything :) I don't want to go down that path until I have a much deeper grasp on the out-of-box functionality.

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Yadnyesh Kuvalekar 4,102 on at

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Hi,

If you have a field to distinguish the contact type, you can have different views for Patients and Providers. You will just have to create a view and put the filter in the same. It is OOB (out-of-box) and can be done in few minutes.

Refer below link:

www.microsoft.com/.../create-or-edit-a-public-view-for-an-entity.aspx

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