Migrate from The Clinic Place to Microsoft Dynamics 365 Sales

The Clinic Place patient records map directly to Dynamics 365 Sales Contact entities. The primary email, phone, address, and demographic fields translate field-by-field. Patient IDs from The Clinic Place are stored in a custom Source_ID__c field for traceability. Contacts without an email address are flagged before migration for manual review.

When The Clinic Place stores organizational patients (e.g., corporate health clients, insurance provider clinics), those records map to Dynamics 365 Sales Account entities. Individual patient records remain Contacts linked to an Account representing the practice or parent organization. This distinction is determined by the source record type field.

The Clinic Place appointment records (date, time, provider, patient, status, notes) map to Dataverse Appointment activities. The regarding-object field links each appointment to the correct Contact or Account. Original appointment timestamps are preserved in the ScheduledStart and ScheduledEnd fields. Cancelled appointments are migrated with their status field set accordingly.

Clinical notes, treatment summaries, and diagnostic comments from The Clinic Place migrate as Dataverse Annotation (Note) records. Each note is linked to the patient Contact via the objectid and objecttypecode fields. Original note timestamps and provider attribution are preserved in the notetext, createdon, and ownerid fields.

The Clinic Place invoice records map to Dynamics 365 Sales Order entities. Invoice line items from the source become Order Product records linked to the Order. Invoice totals, payment status, and outstanding balance translate to Order Amount, statuscode, and custom balance fields. Paid invoices are migrated as closed Orders; outstanding balances require custom tracking fields.

Payment transactions in The Clinic Place (amount, date, payment method, reference number) have no direct Dynamics 365 Sales equivalent. We create a custom Payment_Transaction__c Dataverse table with fields for amount, date, method, and reference, linked to the corresponding Order or Contact. This requires the destination environment to allow custom tables (included in Sales Enterprise).

The Clinic Place provider and staff records are resolved to Dynamics 365 Sales System Users by email match. If a provider email exists as a Dynamics 365 user, the appointment and note ownership maps directly. Providers without a matching Dynamics 365 user are flagged and assigned to a fallback user, with Source_Provider_ID__c preserved for later user creation and re-assignment.

The Clinic Place custom fields (e.g., allergy flags, insurance plan codes, referral source) map to custom Dataverse columns on the Contact table. Field data types are translated: text fields to Text, numeric fields to Whole Number or Decimal, date fields to DateOnly, and boolean flags to Yes/No. The custom column schema must be created in the Dynamics 365 solution before the migration runs.

File attachments (PDFs, imaging, intake forms) from The Clinic Place are re-hosted to SharePoint via Dynamics 365's native SharePoint integration and linked to the patient Contact record using the regarding object. Files under 10MB migrate as Dataverse Notes attachments; larger clinical documents are stored in SharePoint document libraries with the patient Contact as the folder parent.

The Clinic Place multi-location setups map to Dynamics 365 Business Units for security isolation and Account records for business representation. Each clinic location becomes a separate Account with its own address, phone, and provider team. Business Unit hierarchy is configured to match the practice's organizational structure so that location-based security roles apply correctly.

Insurance carrier and payer information stored in The Clinic Place does not map to a native Dynamics 365 entity. We create a custom Insurance_Payer__c table and link each patient's primary and secondary payer via lookup fields on the Contact record. Payer names, policy numbers, and group IDs migrate as fields on this custom table.

The Clinic Place appointment reminder sequences and automated patient communication workflows have no direct equivalent in Dynamics 365 Sales. These must be rebuilt using Power Automate templates or Dynamics 365 Sales automated flows. We export the source workflow definitions as a reference document for the practice admin to use during the Power Automate rebuild phase.