Microsoft Dynamics asignaciones de campos
Las siguientes tablas contienen las asignaciones entre Microsoft Dynamics campos de origen y sus campos correspondientes del Modelo de datos de experiencia (XDM).
Campo de origen |
Campo XDM de destino |
Notas |
address1_addressid |
workAddress._id |
|
address1_city |
workAddress.city |
|
address1_country |
workAddress.country |
|
address1_county |
workAddress.stateProvince |
|
address1_latitude |
workAddress._schema.latitude |
|
address1_line1 |
workAddress.street1 |
|
address1_line2 |
workAddress.street2 |
|
address1_line3 |
workAddress.street3 |
|
address1_longitude |
workAddress._schema.longitude |
|
address1_postalcode |
workAddress.postalCode |
|
address1_postofficebox |
workAddress.postOfficeBox |
|
address1_stateorprovince |
workAddress.state |
|
assistantname |
extendedWorkDetails.assistantDetails.name.fullName |
|
assistantphone |
extendedWorkDetails.assistantDetails.phone.number |
|
birthdate |
person.birthDate |
|
"Dynamics" |
b2b.personKey.sourceType |
|
"${CRM_ORG_ID}" |
b2b.personKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
contactid |
b2b.personKey.sourceID |
|
concat(contactid,"@${CRM_ORG_ID}.Dynamics") |
b2b.personKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
iif(contactid != null && contactid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}","sourceID", contactid, "sourceKey", concat(contactid,"@${CRM_ORG_ID}.Dynamics")), null) |
personComponents.sourcePersonKey |
|
department |
extendedWorkDetails.departments |
|
fullname |
person.name.fullName |
|
suffix |
person.name.suffix |
|
iif(parentcustomerid != null && parentcustomerid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", parentcustomerid, "sourceKey", concat(parentcustomerid,"@${CRM_ORG_ID}.Dynamics")), null) |
personComponents.sourceAccountKey |
|
iif(parentcustomerid != null && parentcustomerid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", parentcustomerid, "sourceKey", concat(parentcustomerid, "@${CRM_ORG_ID}.Dynamics")), null) |
b2b.accountKey |
|
createdon |
extSourceSystemAudit.createdDate |
|
emailaddress1 |
workEmail.address |
Identificador secundario. |
emailaddress2 |
personalEmail.address |
|
emailaddress1 |
personComponents.workEmail.address |
|
firstname |
person.name.firstName |
|
fullname |
person.name.fullName |
|
lastname |
person.name.lastName |
|
jobtitle |
extendedWorkDetails.jobTitle |
|
middlename |
person.name.middleName |
|
mobilephone |
mobilePhone.number |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
salutation |
person.name.courtesyTitle |
|
telephone1 |
workPhone.number |
|
Posibles clientes
Campo de origen |
Campo XDM de destino |
Notas |
address1_addressid |
workAddress._id |
|
address1_city |
workAddress.city |
|
address1_country |
workAddress.country |
|
address1_county |
workAddress.stateProvince |
|
address1_latitude |
workAddress._schema.latitude |
|
address1_line1 |
workAddress.street1 |
|
address1_line2 |
workAddress.street2 |
|
address1_line3 |
workAddress.street3 |
|
address1_longitude |
workAddress._schema.longitude |
|
address1_postalcode |
workAddress.postalCode |
|
address1_postofficebox |
workAddress.postOfficeBox |
|
address1_stateorprovince |
workAddress.state |
|
telephone1 |
workPhone.number |
|
mobilephone |
mobilePhone.number |
|
createdon |
extSourceSystemAudit.createdDate |
|
emailaddress1 |
workEmail.address |
Identificador secundario |
emailaddress2 |
personalEmail.address |
|
emailaddress1 |
personComponents.workEmail.address |
|
fax |
faxPhone.number |
|
firstname |
person.name.firstName |
|
fullname |
person.name.fullName |
|
jobtitle |
extendedWorkDetails.jobTitle |
|
lastname |
person.name.lastName |
|
"Dynamics" |
b2b.personKey.sourceType |
|
"${CRM_ORG_ID}" |
b2b.personKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
leadid |
b2b.personKey.sourceID |
|
concat(leadid,"@${CRM_ORG_ID}.Dynamics") |
b2b.personKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
iif(leadid != null && leadid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}","sourceID", leadid, "sourceKey", concat(leadid,"@${CRM_ORG_ID}.Dynamics")), null) |
personComponents.sourcePersonKey |
|
middlename |
person.name.middleName |
|
mobilephone |
mobilePhone.number |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
salutation |
person.name.courtesyTitle |
|
Cuentas
Campo de origen |
Campo XDM de destino |
Notas |
"Dynamics" |
accountKey.sourceType |
|
"${CRM_ORG_ID}" |
accountKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
accountid |
accountKey.sourceID |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
accountnumber |
accountNumber |
|
accountratingcode |
accountOrganization.rating |
|
address1_addressid |
accountPhysicalAddress._id |
|
address1_city |
accountPhysicalAddress.city |
|
address1_country |
accountPhysicalAddress.country |
|
address1_county |
accountPhysicalAddress.region |
|
address1_latitude |
accountPhysicalAddress._schema.latitude |
|
address1_line1 |
accountPhysicalAddress.street1 |
|
address1_line2 |
accountPhysicalAddress.street2 |
|
address1_line3 |
accountPhysicalAddress.street3 |
|
address1_longitude |
accountPhysicalAddress._schema.longitude |
|
address1_name |
accountPhysicalAddress.label |
|
address1_postalcode |
accountPhysicalAddress.postalCode |
|
address1_postofficebox |
accountPhysicalAddress.postOfficeBox |
|
address1_stateorprovince |
accountPhysicalAddress.state |
|
createdon |
extSourceSystemAudit.createdDate |
|
description |
accountDescription |
|
fax |
accountFax.number |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
name |
accountName |
|
numberofemployees |
accountOrganization.numberOfEmployees |
|
revenue |
accountOrganization.annualRevenue.amount |
|
sic |
accountOrganization.SICCode |
|
telephone1 |
accountPhone.number |
|
tickersymbol |
accountOrganization.tickerSymbol |
|
websiteurl |
accountOrganization.website |
|
concat(accountid,"@${CRM_ORG_ID}.Dynamics") |
accountKey.sourceKey |
|
Oportunidades
Campo de origen |
Campo XDM de destino |
Notas |
name |
opportunityName |
|
"Dynamics" |
opportunityKey.sourceType |
|
"${CRM_ORG_ID}" |
opportunityKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
iif(parentaccountid != null && parentaccountid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}","sourceID", parentaccountid, "sourceKey", concat(parentaccountid, "@${CRM_ORG_ID}.Dynamics")), null) |
accountKey |
|
actualclosedate |
actualCloseDate |
|
actualvalue |
opportunityAmount.amount |
|
iif(campaignid != null && campaignid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", campaignid, "sourceKey", concat(campaignid,"@${CRM_ORG_ID}.Dynamics")), null) |
campaignKey |
|
closeprobability |
probabilityPercentage |
|
createdon |
extSourceSystemAudit.createdDate |
|
description |
opportunityDescription |
|
estimatedclosedate |
expectedCloseDate |
|
estimatedvalue |
expectedRevenue.amount |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
opportunityid |
opportunityKey.sourceID |
|
concat(opportunityid,"@${CRM_ORG_ID}.Dynamics") |
opportunityKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
salesstage |
opportunityStage |
|
stepname |
nextStep |
|
Campo de origen |
Campo XDM de destino |
Notas |
"Dynamics" |
opportunityPersonKey.sourceType |
|
"${CRM_ORG_ID}" |
opportunityPersonKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
connectionid |
opportunityPersonKey.sourceID |
|
concat(connectionid,"@${CRM_ORG_ID}.Dynamics") |
opportunityPersonKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
createdon |
extSourceSystemAudit.createdDate |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
iif(record1id != null && record1id != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", record1id, "sourceKey", concat(record1id,"@${CRM_ORG_ID}.Dynamics")), null) |
opportunityKey |
|
iif(record2id != null && record2id != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", record2id, "sourceKey", concat(record2id,"@${CRM_ORG_ID}.Dynamics")), null) |
personKey |
|
connectionrole1.name |
personRole |
|
record1objecttypecode |
Un grupo de campos personalizados debe definirse como esquema de destino. Consulte la sección del apéndice para ver los pasos sobre Cómo asignar un campo de origen de tipo lista de selección a un esquema XDM de destino para obtener más información. |
Para obtener una lista de los posibles valores y etiquetas de record1objecttypecode campo de origen, consulte esto Microsoft Dynamics documento de referencia de entidad de conexión. |
record2objecttypecode |
Un grupo de campos personalizados debe definirse como esquema de destino. Consulte la sección del apéndice para ver los pasos sobre Cómo asignar un campo de origen de tipo lista de selección a un esquema XDM de destino para obtener más información. |
Para obtener una lista de los posibles valores y etiquetas de record2objecttypecode campo de origen, consulte esto Microsoft Dynamics documento de referencia de entidad de conexión. |
Campañas
Campo de origen |
Campo XDM de destino |
Notas |
campaignid |
campaignKey.sourceID |
|
"${CRM_ORG_ID}" |
campaignKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
concat(campaignid,"@${CRM_ORG_ID}.Dynamics") |
campaignKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
"Dynamics" |
campaignKey.sourceType |
|
iif(campaignid != null && campaignid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}","sourceID", campaignid, "sourceKey", concat(campaignid,"@${CRM_ORG_ID}.Dynamics")), null) |
extSourceSystemAudit.externalKey |
El extSourceSystemAudit.externalKey es la identidad secundaria. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
createdon |
extSourceSystemAudit.createdDate |
|
modifiedby |
extSourceSystemAudit.lastUpdatedBy |
|
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
description |
campaignDescription |
|
name |
campaignName |
|
totalactualcost |
actualCost.amount |
|
budgetedcost |
budgetedCost.amount |
|
expectedrevenue |
expectedRevenue.amount |
|
actualend |
campaignEndDate |
|
actualstart |
campaignStartDate |
|
expectedresponse |
expectedResponse |
|
utcconversiontimezonecode |
timeZone |
|
utcconversiontimezonecode |
timezoneName |
|
Lista de marketing
Campo de origen |
Campo XDM de destino |
Notas |
"Dynamics" |
marketingListKey.sourceType |
|
"${CRM_ORG_ID}" |
marketingListKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
description |
marketingListDescription |
|
listname |
marketingListName |
|
listid |
marketingListKey.sourceID |
|
concat(listid,"@${CRM_ORG_ID}.Dynamics") |
marketingListKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
modifiedon |
extSourceSystemAudit.lastUpdatedDate |
|
createdon |
extSourceSystemAudit.createdDate |
|
Miembros de lista de marketing
Campo de origen |
Campo XDM de destino |
Notas |
"Dynamics" |
marketingListMemberKey.sourceType |
|
"${CRM_ORG_ID}" |
marketingListMemberKey.sourceInstanceID |
El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
iif(entityid != null && entityid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", entityid, "sourceKey", concat(entityid,"@${CRM_ORG_ID}.Dynamics")), null) |
personKey |
|
listmemberid |
marketingListMemberKey.sourceID |
|
concat(listmemberid,"@${CRM_ORG_ID}.Dynamics") |
marketingListMemberKey.sourceKey |
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente. |
iif(listid != null && listid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", listid, "sourceKey", concat(listid,"@${CRM_ORG_ID}.Dynamics")), null) |
marketingListKey |
|
createdon |
extSourceSystemAudit.createdDate |
|
Apéndice
Las secciones siguientes proporcionan información adicional que puede utilizar al configurar asignaciones B2B para su Microsoft Origen de Dynamics.
Campos de tipo lista de selección
Puede utilizar campos calculados para asignar un campo de origen de tipo lista de selección desde Microsoft Dynamics a un campo XDM de destino.
Por ejemplo, la variable genderCode
El campo incluye dos opciones:
Valor |
Etiqueta |
1 |
male |
2 |
female |
Puede utilizar las siguientes opciones para asignar el genderCode
campo de origen a person.gender
campo de destino:
Uso de un operador lógico
Campo de origen |
Campo XDM de destino |
decode(genderCode, "1", "male", "2", "female", "default") |
person.gender |
En este escenario, el valor corresponde a la clave, si esta se encuentra en opciones, o default
, si default
está presente y no se ha encontrado la clave. El valor corresponde a null
si opciones es null
o no hay default
y no se encuentra la clave.
Uso de un campo calculado
Campo de origen |
Campo XDM de destino |
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null)) |
person.gender |
SUGERENCIA
Una iteración anidada de la operación anterior sería similar a: iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2))
.
Para obtener más información, consulte documento sobre operadores lógicos en Data Prep