Microsoft Dynamics 字段映射

上次更新： 2023-11-14
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下表包含以下映射之间的映射： Microsoft Dynamics 源字段及其相应的体验数据模型(XDM)字段。

联系人

源字段 目标XDM字段 注释
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
contactid b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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 次要标识符。
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

潜在客户

源字段 目标XDM字段 注释
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 次要标识符
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
"${CRM_ORG_ID}" b2b.personKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
leadid b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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

帐户

源字段 目标XDM字段 注释
"Dynamics" accountKey.sourceType
"${CRM_ORG_ID}" accountKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
accountid accountKey.sourceID 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
accountnumber accountNumber
accountratingcode accountOrganization.rating
address1_addressid accountPhysicalAddress._id
address1_city accountPhysicalAddress.city
address1_country accountPhysicalAddress.country
address1_county accountPhysicalAddress.region
address1_latitude accountPhysicalAddress._schema.latitude
address1_line1 accountPhysicalAddress.street1
address1_line2 accountPhysicalAddress.street2
address1_line3 accountPhysicalAddress.street3
address1_longitude accountPhysicalAddress._schema.longitude
address1_name accountPhysicalAddress.label
address1_postalcode accountPhysicalAddress.postalCode
address1_postofficebox accountPhysicalAddress.postOfficeBox
address1_stateorprovince accountPhysicalAddress.state
createdon extSourceSystemAudit.createdDate
description accountDescription
fax accountFax.number
modifiedon extSourceSystemAudit.lastUpdatedDate
name accountName
numberofemployees accountOrganization.numberOfEmployees
revenue accountOrganization.annualRevenue.amount
sic accountOrganization.SICCode
telephone1 accountPhone.number
tickersymbol accountOrganization.tickerSymbol
websiteurl accountOrganization.website
concat(accountid,"@${CRM_ORG_ID}.Dynamics") accountKey.sourceKey

机会

源字段 目标XDM字段 注释
name opportunityName
"Dynamics" opportunityKey.sourceType
"${CRM_ORG_ID}" opportunityKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
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,"@${CRM_ORG_ID}.Dynamics") opportunityKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
salesstage opportunityStage
stepname nextStep

机会联系人角色

源字段 目标XDM字段 注释
"Dynamics" opportunityPersonKey.sourceType
"${CRM_ORG_ID}" opportunityPersonKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
connectionid opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics") opportunityPersonKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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 自定义字段组必须定义为目标架构。 请参阅附录部分，了解相关步骤 如何将选取列表类型源字段映射到目标XDM架构 以了解更多信息。 以获取可能的和值列表以及标签 record1objecttypecode 源字段，请参见此 Microsoft Dynamics 连接实体引用文档.
record2objecttypecode 自定义字段组必须定义为目标架构。 请参阅附录部分，了解相关步骤 如何将选取列表类型源字段映射到目标XDM架构 以了解更多信息。 以获取可能的和值列表以及标签 record2objecttypecode 源字段，请参见此 Microsoft Dynamics 连接实体引用文档.

营销活动

源字段 目标XDM字段 注释
campaignid campaignKey.sourceID
"${CRM_ORG_ID}" campaignKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
concat(campaignid,"@${CRM_ORG_ID}.Dynamics") campaignKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
"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 此 extSourceSystemAudit.externalKey 是辅助标识。 的值 "${CRM_ORG_ID}" 将被自动替换。
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

营销列表

源字段 目标XDM字段 注释
"Dynamics" marketingListKey.sourceType
"${CRM_ORG_ID}" marketingListKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
description marketingListDescription
listname marketingListName
listid marketingListKey.sourceID
concat(listid,"@${CRM_ORG_ID}.Dynamics") marketingListKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
modifiedon extSourceSystemAudit.lastUpdatedDate
createdon extSourceSystemAudit.createdDate

营销列表成员

源字段 目标XDM字段 注释
"Dynamics" marketingListMemberKey.sourceType
"${CRM_ORG_ID}" marketingListMemberKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 将被自动替换。
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,"@${CRM_ORG_ID}.Dynamics") marketingListMemberKey.sourceKey 主要标识. 的值 "${CRM_ORG_ID}" 将被自动替换。
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

附录

以下各节提供了可在为配置B2B映射时使用的其他信息 Microsoft 动态源。

选择列表类型字段

您可以使用 计算字段 要映射选取列表类型源字段，请执行以下操作： Microsoft Dynamics 到目标XDM字段。

例如， genderCode 字段包括两个选项：

值 标签
1 male
2 female

您可以使用以下选项来映射 genderCode 源字段至 person.gender 目标字段：

使用逻辑运算符

源字段 目标XDM字段
decode(genderCode, "1", "male", "2", "female", "default") person.gender

在此方案中，值对应于键，前提是在选项中找到键，或者 default， if default 存在，但未找到密钥。 该值对应于 null 如果选项为 null 或者没有 default 并且找不到密钥。

使用计算字段

源字段 目标XDM字段
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null)) person.gender
小贴士

上述操作的嵌套小版本将类似于： iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2)).

欲知更多信息，请参见 关于中逻辑运算符的文档 Data Prep

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