Microsoft Dynamics asignaciones de campos

Última actualización: 2023-05-26
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Las siguientes tablas contienen las asignaciones entre Microsoft Dynamics campos de origen y sus campos correspondientes del Modelo de datos de experiencia (XDM).

Contactos

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

Funciones de contacto de oportunidad

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

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