Migrate from Curve Dental to Microsoft Dynamics 365 Sales

Curve Dental Patient maps to Dynamics 365 Contact via a direct field-to-field transfer. Patient name, date of birth, contact phone numbers, address, and email address map directly to Contact standard fields without transformation. The patient's primary insurance carrier name and group number are stored as custom fields on the Contact record for reference during billing workflows. The original Curve Dental Patient ID is preserved in a Source_System_ID__c custom field to support delta-run deduplication and allow traceability back to the source system for reconciliation.

Patients with active insurance eligibility records in Curve Dental map to Contact plus three custom fields: Insurance_Carrier__c (text), Group_Number__c (text), and Eligibility_Verified_Date__c (date). Claim history summary migrates as a Note linked to the Contact. Full claim line items require the custom dental_claim custom table.

Curve Dental Provider records (dentist name, credentials, NPI number, specialty) map to Dynamics 365 Contact entities. We create a custom Provider_Type__c pick-list field with values General_Dentist, Specialist, Hygienist, Office_Manager. NPI number stores in NPI__c custom field. Provider-to-Patient associations become Contact-to-Contact relationships via a custom junction table.

Curve Dental appointments (date, time, operatory, provider, procedure code, status) map to a custom dental_appointment Dataverse table if Dynamics 365 Field Service is not licensed. Each appointment record links to a Contact (patient), a Contact (provider), and stores procedure_code, operatory, and status. Existing appointments in 'Completed' status migrate with ActualEnd populated.

Curve Dental clinical notes and treatment plans migrate to a custom dental_treatment Dataverse table with fields for tooth_number (text), procedure_code (text), diagnosis (text), treatment_description (text), status (Active/Completed/Deferred), and provider_reference (Contact lookup). Rich-text clinical notes attach as Notes linked to the dental_treatment record.

Curve Dental claim records (claim ID, carrier, service date, billed amount, paid amount, status, denial reason) require a custom dental_claim Dataverse table because Dynamics 365 Sales has no native claims entity. The table links to Contact (patient) and Insurance_Carrier__c. Denial reason codes store in Denial_Reason__c custom field.

Curve Dental file attachments (consent forms, EOBs, imaging references) are re-uploaded to the Dynamics 365 Sales-connected SharePoint or OneDrive for Business document library. A Note record on the corresponding Contact stores the document URL and original file name for traceability.

Curve Dental ledger entries and A/R data have no mapping in Dynamics 365 Sales CRM. This data must remain in Curve Dental or export to a dedicated accounting tool (QuickBooks, Business Central). We provide a structured CSV export of A/R records for import into Business Central or Excel-based reconciliation.

Curve Dental's Eligibility+ AI verification results (coverage level, copay, deductible remaining) migrate to a custom dental_eligibility_log Dataverse table linked to Contact. These are reference records — they do not drive any Dynamics 365 Sales workflow. Practices must re-enable Eligibility+ or equivalent verification within their billing workflow post-migration.

Curve Dental recall entries (next appointment date, recall type: hygiene, perio, etc.) map to a Contact-level custom Recall_Next_Date__c date field plus a set of scheduled Tasks with reminder dates. The recall type migrates as Recall_Type__c pick-list. Active recalls without a scheduled appointment generate a Task for the front desk.

Curve Smart Form submissions (new patient intake, health history, consent forms) migrate as Notes on the corresponding Contact record, preserving submission date and original form name. Form field data structured in the Note body or as a linked custom intake table if the form captures structured clinical data.

Curve Dental user accounts (front desk, hygienist, doctor, admin) are matched to Dynamics 365 Sales SystemUser records by email address. Unmatched Curve users are flagged for admin review before migration. Provider-type users get Provider_Type__c populated on their Contact record; non-provider users do not get a Contact record unless specified.