Microsoft Dynamics 欄位映射

下表包含 Microsoft Dynamics 源欄位及其相應的經驗資料模型(XDM)欄位。

聯繫人

源欄位 目標XDM欄位 附註
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}" 將自動更換。
contactid b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
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 輔助標識符。
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

銷售線索

源欄位 目標XDM欄位 附註
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 輔助標識符
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}" 將自動更換。
leadid b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics") b2b.personKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
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

帳戶

源欄位 目標XDM欄位 附註
"Dynamics" accountKey.sourceType
"${CRM_ORG_ID}" accountKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
accountid accountKey.sourceID 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
accountnumber accountNumber
accountratingcode accountOrganization.rating
address1_addressid accountPhysicalAddress._id
address1_city accountPhysicalAddress.city
address1_country accountPhysicalAddress.country
address1_county accountPhysicalAddress.region
address1_latitude accountPhysicalAddress._schema.latitude
address1_line1 accountPhysicalAddress.street1
address1_line2 accountPhysicalAddress.street2
address1_line3 accountPhysicalAddress.street3
address1_longitude accountPhysicalAddress._schema.longitude
address1_name accountPhysicalAddress.label
address1_postalcode accountPhysicalAddress.postalCode
address1_postofficebox accountPhysicalAddress.postOfficeBox
address1_stateorprovince accountPhysicalAddress.state
createdon extSourceSystemAudit.createdDate
description accountDescription
fax accountFax.number
modifiedon extSourceSystemAudit.lastUpdatedDate
name accountName
numberofemployees accountOrganization.numberOfEmployees
revenue accountOrganization.annualRevenue.amount
sic accountOrganization.SICCode
telephone1 accountPhone.number
tickersymbol accountOrganization.tickerSymbol
websiteurl accountOrganization.website
concat(accountid,"@${CRM_ORG_ID}.Dynamics") accountKey.sourceKey

機會

源欄位 目標XDM欄位 附註
name opportunityName
"Dynamics" opportunityKey.sourceType
"${CRM_ORG_ID}" opportunityKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
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,"@${CRM_ORG_ID}.Dynamics") opportunityKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
salesstage opportunityStage
stepname nextStep

機會聯繫人角色

源欄位 目標XDM欄位 附註
"Dynamics" opportunityPersonKey.sourceType
"${CRM_ORG_ID}" opportunityPersonKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
connectionid opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics") opportunityPersonKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
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 自定義欄位組必須定義為目標架構。 請參閱附錄部分,瞭解有關 如何將選擇清單類型源欄位映射到目標XDM架構 的子菜單。 用於的可能值和標籤清單 record1objecttypecode 源欄位,請參閱 Microsoft Dynamics 連接實體引用文檔
record2objecttypecode 自定義欄位組必須定義為目標架構。 請參閱附錄部分,瞭解有關 如何將選擇清單類型源欄位映射到目標XDM架構 的子菜單。 用於的可能值和標籤清單 record2objecttypecode 源欄位,請參閱 Microsoft Dynamics 連接實體引用文檔

Campaigns

源欄位 目標XDM欄位 附註
campaignid campaignKey.sourceID
"${CRM_ORG_ID}" campaignKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
concat(campaignid,"@${CRM_ORG_ID}.Dynamics") campaignKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
"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 是次要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
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

市場營銷清單

源欄位 目標XDM欄位 附註
"Dynamics" marketingListKey.sourceType
"${CRM_ORG_ID}" marketingListKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
description marketingListDescription
listname marketingListName
listid marketingListKey.sourceID
concat(listid,"@${CRM_ORG_ID}.Dynamics") marketingListKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
modifiedon extSourceSystemAudit.lastUpdatedDate
createdon extSourceSystemAudit.createdDate

市場營銷清單成員

源欄位 目標XDM欄位 附註
"Dynamics" marketingListMemberKey.sourceType
"${CRM_ORG_ID}" marketingListMemberKey.sourceInstanceID 的值 "${CRM_ORG_ID}" 將自動更換。
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,"@${CRM_ORG_ID}.Dynamics") marketingListMemberKey.sourceKey 主要身份。 的值 "${CRM_ORG_ID}" 將自動更換。
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

附錄

以下各節提供了在為您的配置B2B映射時可以使用的其他資訊 Microsoft 動力源。

選擇清單類型欄位

您可以使用 計算欄位 要將選擇清單類型源欄位映射為 Microsoft Dynamics 到目標XDM欄位。

例如, genderCode 欄位包括兩個選項:

標籤
1 male
2 female

可以使用以下選項映射 genderCode 源欄位 person.gender 目標欄位:

使用邏輯運算子

源欄位 目標XDM欄位
decode(genderCode, "1", "male", "2", "female", "default") person.gender

在此方案中,如果在選項中找到該鍵,則該值與該鍵相對應,或 defaultdefault 已存在且找不到密鑰。 值對應於 null 如果選項 null 或者沒有 default 而且找不到密鑰。

使用計算欄位

源欄位 目標XDM欄位
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null)) person.gender
秘訣

上述操作的嵌套小版本類似於: iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2))

有關詳細資訊,請 關於邏輯運算子的文檔 Data Prep

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