You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.
A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital. You need to ensure that the nurse is associated with both hospitals in the system. What should you do?

Question

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name.

A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital. You need to ensure that the nurse is associated with both hospitals in the system. What should you do?

Aldrin Advincula · Accepted Answer

Create an access team that has the nurse as owner. Open the HospitalA account record and assign it to the new team account. Repeat this process for HospitalB.

Aldrin Advincula · Answer

Open the contact record for the nurse and create a connection to HospitatB.

Aldrin Advincula · Answer

Create business units for HospitalA and HospitalB Open the contact record for the nurse and assign it to a user in HospitalB.

Aldrin Advincula · Answer

Open the Hospital8 record and assign the nurse to a task activity.

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