Microsoft Dynamics mappages de champs

Les tableaux ci-dessous contiennent les mappages entre les Microsoft Dynamics champs source et leurs champs XDM correspondants.

Contacts

Champ source Champ XDM cible Notes
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
contactid b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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 Identifiant Secondaire.
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

Prospects

Champ source Champ XDM cible Remarques
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 Identifiant Secondaire
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
leadid b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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

Comptes

Champ source Champ XDM cible Remarques
"Dynamics" accountKey.sourceType
"${CRM_ORG_ID}" accountKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
accountid accountKey.sourceID Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
accountnumber accountNumber
accountratingcode accountOrganization.rating
address1_addressid accountPhysicalAddress._id
address1_city accountPhysicalAddress.city
address1_country accountPhysicalAddress.country
address1_county accountPhysicalAddress.region
address1_latitude accountPhysicalAddress._schema.latitude
address1_line1 accountPhysicalAddress.street1
address1_line2 accountPhysicalAddress.street2
address1_line3 accountPhysicalAddress.street3
address1_longitude accountPhysicalAddress._schema.longitude
address1_name accountPhysicalAddress.label
address1_postalcode accountPhysicalAddress.postalCode
address1_postofficebox accountPhysicalAddress.postOfficeBox
address1_stateorprovince accountPhysicalAddress.state
createdon extSourceSystemAudit.createdDate
description accountDescription
fax accountFax.number
modifiedon extSourceSystemAudit.lastUpdatedDate
name accountName
numberofemployees accountOrganization.numberOfEmployees
revenue accountOrganization.annualRevenue.amount
sic accountOrganization.SICCode
telephone1 accountPhone.number
tickersymbol accountOrganization.tickerSymbol
websiteurl accountOrganization.website
concat(accountid,"@${CRM_ORG_ID}.Dynamics") accountKey.sourceKey

Opportunités

Champ source Champ XDM cible Remarques
name opportunityName
"Dynamics" opportunityKey.sourceType
"${CRM_ORG_ID}" opportunityKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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,"@${CRM_ORG_ID}.Dynamics") opportunityKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
salesstage opportunityStage
stepname nextStep

Rôles de contact d’opportunité

Champ source Champ XDM cible Remarques
"Dynamics" opportunityPersonKey.sourceType
"${CRM_ORG_ID}" opportunityPersonKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
connectionid opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics") opportunityPersonKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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 groupe de champs personnalisé doit être défini comme schéma cible. Voir la section de l’annexe pour connaître les étapes de comment mapper un champ source de type liste de sélection à un schéma XDM cible pour plus d’informations. Pour obtenir la liste des valeurs possibles et , ainsi que les libellés du record1objecttypecode champ source, voir Microsoft Dynamics document de référence d’entité de connexion.
record2objecttypecode Un groupe de champs personnalisé doit être défini comme schéma cible. Voir la section de l’annexe pour connaître les étapes de comment mapper un champ source de type liste de sélection à un schéma XDM cible pour plus d’informations. Pour obtenir la liste des valeurs possibles et , ainsi que les libellés du record2objecttypecode champ source, voir Microsoft Dynamics document de référence d’entité de connexion.

Campagnes

Champ source Champ XDM cible Remarques
campaignid campaignKey.sourceID
"${CRM_ORG_ID}" campaignKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
concat(campaignid,"@${CRM_ORG_ID}.Dynamics") campaignKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
"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 Le extSourceSystemAudit.externalKey est l’identité secondaire. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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

Liste marketing

Champ source Champ XDM cible Remarques
"Dynamics" marketingListKey.sourceType
"${CRM_ORG_ID}" marketingListKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
description marketingListDescription
listname marketingListName
listid marketingListKey.sourceID
concat(listid,"@${CRM_ORG_ID}.Dynamics") marketingListKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
modifiedon extSourceSystemAudit.lastUpdatedDate
createdon extSourceSystemAudit.createdDate

Membres de la liste marketing

Champ source Champ XDM cible Remarques
"Dynamics" marketingListMemberKey.sourceType
"${CRM_ORG_ID}" marketingListMemberKey.sourceInstanceID La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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,"@${CRM_ORG_ID}.Dynamics") marketingListMemberKey.sourceKey Identité Principal. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacé.
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

Annexe

Les sections ci-dessous fournissent des informations supplémentaires que vous pouvez utiliser lors de la configuration de mappages B2B pour vos Microsoft Source Dynamics.

Champs de type Liste de sélection

Vous pouvez utiliser champs calculés pour mapper un champ source de type liste de sélections à partir de Microsoft Dynamics à un champ XDM cible.

Par exemple, la variable genderCode comprend deux options :

Valeur Libellé
1 male
2 female

Vous pouvez utiliser les options suivantes pour mapper la variable genderCode champ source vers person.gender champ cible :

Utilisation d’un opérateur logique

Champ source Champ XDM cible
decode(genderCode, "1", "male", "2", "female", "default") person.gender

Dans ce scénario, la valeur correspond à la clé, si elle figure dans les options, ou default, si default est présent et la clé est introuvable. La valeur correspond à null si options est null ou il n’y a pas de default et la clé est introuvable.

Utiliser un champ calculé

Champ source Champ XDM cible
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null)) person.gender
CONSEIL

Une itération imbriquée de l’opération ci-dessus serait similaire à : iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2)).

Pour plus d’informations, voir document sur les opérateurs logiques dans Data Prep

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