Migrate from My Dental Clinic to Microsoft Dynamics 365 Sales

My Dental Clinic patient records map to Dynamics 365 Contacts. The Contact's AccountId references the practice Account. Patient date of birth, allergies, and medical conditions migrate as custom fields on the Contact record. Email and phone are standard Contact fields.

Patient home address maps to the standard Dynamics 365 Contact address fields (address1_line1, address1_city, address1_state, address1_postalcode, address1_country). When My Dental Clinic stores separate billing and physical addresses, each type is assigned to the corresponding Dynamics 365 address field set to maintain data consistency and ensure correspondence reaches the correct location.

My Dental Clinic providers are matched to Dynamics 365 SystemUser records by email address matching to ensure accurate appointment and treatment attribution to the correct staff members. Unmatched providers are flagged for administrator review and can either be provisioned as Dynamics users before migration or linked to Contact records for provider visibility without CRM login access.

My Dental Clinic appointments map to Dynamics 365 Appointments with Subject, ScheduledStart, ScheduledEnd, Location (operatory), and Description. StatusReason maps to Activity's statecode. Note that Dynamics 365 Sales lacks native scheduling; appointments migrate as historical activity records, not active schedule entries.

Treatment plans do not have a native Dynamics 365 equivalent. We create a custom TreatmentPlan Dataverse table with columns for ProcedureCode (ADA code), Description, ToothNumber, Surface, Fee, Status, TreatmentDate, and a lookup to the Contact record. Historical treatment plans load as completed records; active plans load with open status for case acceptance tracking.

Individual procedure line items within a treatment plan link to the parent TreatmentPlan record. Each line captures the ADA procedure code, tooth number, surface designation, fee amount, and completion status. This structure enables Dynamics reporting on procedure-level case acceptance rates and allows staff to track which specific treatments within a plan have been completed.

Insurance records from My Dental Clinic create InsurancePolicy custom table entries linked to the Contact. Fields include CarrierName, PolicyNumber, GroupNumber, EffectiveDate, ExpirationDate, SubscriberName, RelationshipToSubscriber, and CoveragePercentages for major procedure categories. Primary and secondary policies are distinguished by a PolicyType column.

My Dental Clinic stores per-category coverage percentages for preventive, basic, major, and ortho procedures. Each percentage value is mapped to a dedicated custom column on the InsurancePolicy record: CoveragePercentPreventive, CoveragePercentBasic, CoveragePercentMajor, CoveragePercentOrtho. Value-by-value mapping preserves every coverage tier without aggregation or data loss during migration.

My Dental Clinic clinical notes and progress notes migrate as Dynamics 365 Annotations attached to the Contact record. The note subject references the appointment date and provider. Rich-text formatting is preserved where My Dental Clinic supports it. Notes are linked to the originating provider's SystemUser record.

Billing ledger entries do not map to native Dynamics 365 Sales objects. We surface them as text summaries in Contact Annotations for reference, or optionally create a custom LedgerEntry table linked to Contact. For practices requiring full billing history, integration with Dynamics 365 Finance or a dental billing module is recommended post-migration.

Prescription records from My Dental Clinic are preserved as Annotations on the Contact with subject, medication, dosage, frequency, and prescribing provider. The note structure captures all key prescription details for clinical reference. For practices with high prescription volume, a custom Prescription table with structured fields can be created in Dataverse for improved searchability and reporting.

Referral source tracking in My Dental Clinic (doctor referral, patient referral, marketing campaign) migrates to a custom ReferralSource picklist field on Contact. For referral partner tracking, a custom ReferralPartner Account record can be linked to the Contact via a custom lookup relationship.

For multi-location dental groups, each My Dental Clinic location becomes a Dynamics 365 Account record. The Account Name is the clinic name, with address, phone, and operational notes in standard Account fields. Related Contact records for the location's providers link to this Account via AccountId.

Patient photos and uploaded documents from My Dental Clinic are preserved in SharePoint and linked to Dynamics 365 Contacts via the native SharePoint document management integration. The original file names and upload dates are indexed in the Annotation record for traceability.