AEP - Filtering data ingestion through Microsoft Dynamics source connector
Adobe Experience Platform (AEP) users may encounter challenges when attempting to filter specific data during ingestion from Microsoft Dynamics using the native source connector.
Description description
Environment:
Product: Adobe Experience Platform
Connector: Microsoft Dynamics Source Connector
Constraints: Applies to scenarios where filtering specific data fields during ingestion is required.
Issue/Symptoms:
Difficulty in identifying how to filter data during ingestion from Microsoft Dynamics into AEP.
Resolution resolution
To filter which data is ingested into Adobe Experience Platform using the Microsoft Dynamics source connector, follow these steps:
- Open the Microsoft Dynamics source connector within Adobe Experience Platform.
- Navigate to the field mapping section of the connector configuration.
- Set up mappings between the fields in Microsoft Dynamics and their corresponding XDM (Experience Data Model) fields in AEP.
- Map only the fields you want to ingest into AEP, effectively applying a filtering mechanism by excluding unwanted fields or values during this step.
- Save your field mappings to finalize and apply the configuration.
- This process allows you to control which data is ingested by specifying relevant field mappings without requiring calculated fields or additional complex configurations.
For further guidance, refer to Adobe’s official documentation on connectors and sources:
- Overview of CRM connectors - https://experienceleague.adobe.com/en/docs/experience-platform/sources/home
- Microsoft Dynamics filed mappings - https://experienceleague.adobe.com/en/docs/experience-platform/sources/connectors/adobe-applications/mapping/dynamics
If additional assistance is required, consult Adobe support or review related tutorials available through official channels.