Microsoft Dynamics mapeamentos de campo
As tabelas abaixo contêm os mapeamentos entre Microsoft Dynamics campos de origem e seus campos correspondentes do Experience Data Model (XDM).
Contatos contacts
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.contactid
b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente.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
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
Clientes potenciais leads
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
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.leadid
b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente.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
Contas accounts
"Dynamics"
accountKey.sourceType
"${CRM_ORG_ID}"
accountKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.accountid
accountKey.sourceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.accountnumber
accountNumber
accountratingcode
accountOrganization.rating
address1_addressid
accountPhysicalAddress._id
address1_city
accountPhysicalAddress.city
address1_country
accountPhysicalAddress.country
address1_county
accountPhysicalAddress.region
address1_latitude
accountPhysicalAddress._schema.latitude
address1_line1
accountPhysicalAddress.street1
address1_line2
accountPhysicalAddress.street2
address1_line3
accountPhysicalAddress.street3
address1_longitude
accountPhysicalAddress._schema.longitude
address1_name
accountPhysicalAddress.label
address1_postalcode
accountPhysicalAddress.postalCode
address1_postofficebox
accountPhysicalAddress.postOfficeBox
address1_stateorprovince
accountPhysicalAddress.state
createdon
extSourceSystemAudit.createdDate
description
accountDescription
fax
accountFax.number
modifiedon
extSourceSystemAudit.lastUpdatedDate
name
accountName
numberofemployees
accountOrganization.numberOfEmployees
revenue
accountOrganization.annualRevenue.amount
sic
accountOrganization.SICCode
telephone1
accountPhone.number
tickersymbol
accountOrganization.tickerSymbol
websiteurl
accountOrganization.website
concat(accountid,"@${CRM_ORG_ID}.Dynamics")
accountKey.sourceKey
Oportunidades opportunities
name
opportunityName
"Dynamics"
opportunityKey.sourceType
"${CRM_ORG_ID}"
opportunityKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.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,"@${CRM_ORG_ID}.Dynamics")
opportunityKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente.salesstage
opportunityStage
stepname
nextStep
Funções do contato da oportunidade opportunity-contact-roles
"Dynamics"
opportunityPersonKey.sourceType
"${CRM_ORG_ID}"
opportunityPersonKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.connectionid
opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics")
opportunityPersonKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente.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
record1objecttypecode
campo de origem, consulte esta Microsoft Dynamics documento de referência da entidade de conexão.record2objecttypecode
record2objecttypecode
campo de origem, consulte esta Microsoft Dynamics documento de referência da entidade de conexão.Campanhas campaigns
campaignid
campaignKey.sourceID
"${CRM_ORG_ID}"
campaignKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.concat(campaignid,"@${CRM_ORG_ID}.Dynamics")
campaignKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente."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
extSourceSystemAudit.externalKey
é a identidade secundária. O valor de "${CRM_ORG_ID}"
serão substituídos automaticamente.createdon
extSourceSystemAudit.createdDate
modifiedby
extSourceSystemAudit.lastUpdatedBy
modifiedon
extSourceSystemAudit.lastUpdatedDate
description
campaignDescription
name
campaignName
totalactualcost
actualCost.amount
budgetedcost
budgetedCost.amount
expectedrevenue
expectedRevenue.amount
actualend
campaignEndDate
actualstart
campaignStartDate
expectedresponse
expectedResponse
utcconversiontimezonecode
timeZone
utcconversiontimezonecode
timezoneName
Lista de marketing marketing-list
"Dynamics"
marketingListKey.sourceType
"${CRM_ORG_ID}"
marketingListKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.description
marketingListDescription
listname
marketingListName
listid
marketingListKey.sourceID
concat(listid,"@${CRM_ORG_ID}.Dynamics")
marketingListKey.sourceKey
"${CRM_ORG_ID}"
serão substituídos automaticamente.modifiedon
extSourceSystemAudit.lastUpdatedDate
createdon
extSourceSystemAudit.createdDate
Membros da lista de marketing marketing-list-members
"Dynamics"
marketingListMemberKey.sourceType
"${CRM_ORG_ID}"
marketingListMemberKey.sourceInstanceID
"${CRM_ORG_ID}"
serão substituídos automaticamente.iif(entityid != null && entityid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${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
"${CRM_ORG_ID}"
serão substituídos automaticamente.iif(listid != null && listid != "", to_object("sourceType", "Dynamics", "sourceInstanceID", "${CRM_ORG_ID}", "sourceID", listid, "sourceKey", concat(listid,"@${CRM_ORG_ID}.Dynamics")), null)
marketingListKey
createdon
extSourceSystemAudit.createdDate
Apêndice
As seções abaixo fornecem informações adicionais que você pode usar ao configurar mapeamentos B2B para o seu Microsoft Origem do Dynamics.
Campos do tipo lista de opções picklist-type-fields
Você pode usar campos calculados para mapear um campo de origem do tipo lista de opções de Microsoft Dynamics para um campo XDM de destino.
Por exemplo, a variável genderCode
O campo inclui duas opções:
male
female
Você pode usar as seguintes opções para mapear a variável genderCode
campo de origem para person.gender
campo de destino:
Usar um operador lógico
decode(genderCode, "1", "male", "2", "female", "default")
person.gender
Nesse cenário, o valor corresponde à chave, se a chave for encontrada em options, ou default
, se default
está presente e a chave não foi encontrada. O valor corresponde a null
se as opções forem null
ou não há default
e a chave não foi encontrada.
Usar um campo calculado
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null))
person.gender
iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2))
.Para obter mais informações, consulte documento sobre operadores lógicos no Data Prep