Migrate from Gensolve Practice Manager to Microsoft Dynamics 365 Sales

Gensolve clients (patients) map directly to Dynamics 365 Contacts. The primary contact address, phone, email, and emergency contact fields translate to Contact columns. Practitioners assigned as primary caregivers to a client become the Contact Owner in Dynamics, establishing the practitioner-client relationship within the standard Dynamics security model.

Where Gensolve stores referring organizations or corporate health clients, those map to Dynamics 365 Accounts. This includes medical clinics, allied health referral networks, and corporate wellness programs that generate client referrals. Personal patients who have no organization affiliation become Contacts without a parent Account, which is valid and common in Dynamics 365 Sales.

Gensolve appointments map to Dynamics 365 Appointments with the practitioner as the Owner, client (Contact) as the regarding record, original start/end times preserved, and appointment status (scheduled, attended, cancelled) translated to Dynamics status values. All appointment details including duration, type, and practitioner notes are preserved in custom columns for complete historical continuity.

Gensolve appointments with no specific time (e.g., follow-up items, session notes) can alternatively map to Tasks attached to the Contact record. These task-based activities preserve the client relationship context while accommodating the undated nature of follow-up items. The original appointment duration is stored in a custom field for reporting continuity across both appointment and task activity types.

Gensolve practitioners and staff map to Dynamics 365 System Users. Email addresses serve as the matching key between Gensolve practitioner records and Dynamics user accounts. Unmatched practitioners are flagged before migration and assigned to a fallback owner while the Dynamics admin provisions their user accounts. Practitioner specialty and provider numbers are preserved as custom columns on the System User record.

Medical referrers (other practitioners or clinics that refer patients) migrate as Contacts in Dynamics 365. A custom pick-list field Referral_Type__c distinguishes referrers from regular patient contacts and is created as a custom column in Dynamics. Referrer-specific information including provider numbers and referral source tracking is preserved in custom columns for reporting on referral source effectiveness.

Gensolve clinical notes and letters become Dynamics 365 Annotations attached to the patient Contact record. Original note timestamps, note type (subject), and practitioner author are preserved in the annotation metadata. Rich-text formatting is retained where Gensolve supports it, and attachments embedded in clinical notes are migrated as related file attachments to maintain document integrity.

Gensolve invoices map to Dynamics 365 Invoices where Dynamics 365 Sales or Business Central is available. Invoice line items translate to Invoice Details. Standalone Dynamics 365 Sales without Business Central stores invoice references as custom fields on the Contact for financial reconciliation.

Gensolve custom fields on any entity become Dynamics 365 custom columns with schema names prefixed by new_ (default publisher). Field data type is matched (text, number, picklist, date) to the appropriate Dataverse column type. Sales Professional limits custom tables to 15, so Enterprise licensing is recommended for heavy custom-field usage.

Gensolve multi-site configurations map to Dynamics 365 Business Units in Enterprise licensing. Each Gensolve site becomes a Business Unit with its own practitioners and records. Single-site Gensolve customers use a single Business Unit with Location stored as a custom column.

Files attached to Gensolve appointments, clinical notes, or client records are re-uploaded to Dynamics 365 as email attachments or notes with document bodies. The file naming convention preserves the original Gensolve file name for traceability. File size limits of Dynamics 365 apply (25 MB per file by default), and files exceeding this limit are chunked or linked via SharePoint document management integration.

Gensolve SMS and email communications linked to clients are logged as Dynamics 365 Email activities on the Contact record. The original send timestamp, direction (inbound/outbound), and message content are preserved as activity columns. Communication threads are linked to the client Contact for complete conversation history visibility within the Dynamics 365 timeline view.