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Hi all,
Here is the question,
One dental organization have 20+ clinic located different city. They want to implement Dynamics 365 service engagement to manage patients, appointment, insurance and clinics.
Please kindly tell me how to setup data model?
Depending on the goals, I would keep Business Units to a minimum as they are are related to controlling access to data. The more BUs you have, the slower your system will be. The goal should always be to use only 1 BU unless you require very segregated access to data.
As one option and again depending on you goals, you could compartmentalize people by adding them as Resources and then utilizing Universal Resource Scheduling as a means to move your users/resources, rooms and equipment around. In other words URS also gives you the possibility to resource people on a more granular level after resource scheduling has been done - most likely in a system of its own.
Hope these ideas help. Remember that there are many ways to approach these things.
Hi,
You can plan your structure like below, and of course you should consider about Security Roles and permissions. Maybe all systemusers can see all patients (contact) data but only edit with Business Unit (department) level.
| CRM Entity | Domain Object (client data) | Purpose |
| Business Unit (Department) | Clinics | Security |
| System User | Doctors (dentists) and other stuff like secretary | Security |
| Contact | Patients (clients) | |
| Account | Suppliers and other companies like insurance agency etc. | |
| Appointment | Manage appointments | |
| Phonecall | Manage incoming / outgoing phonecall activity | |
| Custom entities | Manage treatments and other stuff like drug etc. |
Hi,
I would create the following entities -
1. Clinic - custom
2. Patient - Contact
3. Dentist - Contact
4. Professional employees - Hygienist, Dental assistant... - Contact
5. Appointments activity (OOTB)
7. Insurance - custom
8. Company - Account
Than start building the relationship and map the business processes.
You can use the service scheduling feature too.
Hope this helps.
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