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Microsoft Dynamics 字段映射

Last update: Tue Nov 14 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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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 contacts

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 leads

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 accounts

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 opportunities

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 opportunity-contact-roles

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 campaigns

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 marketing-list

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 marketing-list-members

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 picklist-type-fields

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
TIP
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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