Documentación Experience Platform Guía de conectores de origen

Microsoft Dynamics asignaciones de campos

Last update: Fri May 26 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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Las siguientes tablas contienen las asignaciones entre Microsoft Dynamics campos de origen y sus campos correspondientes del Modelo de datos de experiencia (XDM).

Contactos contacts

Campo de origen

Campo XDM de destino

Notas

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

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

contactid

b2b.personKey.sourceID

concat(contactid,"@${CRM_ORG_ID}.Dynamics")

b2b.personKey.sourceKey

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Identificador secundario.

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

Posibles clientes leads

Campo de origen

Campo XDM de destino

Notas

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

Identificador secundario

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

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

leadid

b2b.personKey.sourceID

concat(leadid,"@${CRM_ORG_ID}.Dynamics")

b2b.personKey.sourceKey

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Cuentas accounts

Campo de origen

Campo XDM de destino

Notas

"Dynamics"

accountKey.sourceType

"${CRM_ORG_ID}"

accountKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

accountid

accountKey.sourceID

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Campo de origen

Campo XDM de destino

Notas

name

opportunityName

"Dynamics"

opportunityKey.sourceType

"${CRM_ORG_ID}"

opportunityKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

salesstage

opportunityStage

stepname

nextStep

Funciones de contacto de oportunidad opportunity-contact-roles

Campo de origen

Campo XDM de destino

Notas

"Dynamics"

opportunityPersonKey.sourceType

"${CRM_ORG_ID}"

opportunityPersonKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

connectionid

opportunityPersonKey.sourceID

concat(connectionid,"@${CRM_ORG_ID}.Dynamics")

opportunityPersonKey.sourceKey

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Un grupo de campos personalizados debe definirse como esquema de destino. Consulte la sección del apéndice para ver los pasos sobre Cómo asignar un campo de origen de tipo lista de selección a un esquema XDM de destino para obtener más información.

Para obtener una lista de los posibles valores y etiquetas de record1objecttypecode campo de origen, consulte esto Microsoft Dynamics documento de referencia de entidad de conexión.

record2objecttypecode

Para obtener una lista de los posibles valores y etiquetas de record2objecttypecode campo de origen, consulte esto Microsoft Dynamics documento de referencia de entidad de conexión.

Campañas campaigns

Campo de origen

Campo XDM de destino

Notas

campaignid

campaignKey.sourceID

"${CRM_ORG_ID}"

campaignKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

concat(campaignid,"@${CRM_ORG_ID}.Dynamics")

campaignKey.sourceKey

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

"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

El extSourceSystemAudit.externalKey es la identidad secundaria. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Campo de origen

Campo XDM de destino

Notas

"Dynamics"

marketingListKey.sourceType

"${CRM_ORG_ID}"

marketingListKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

description

marketingListDescription

listname

marketingListName

listid

marketingListKey.sourceID

concat(listid,"@${CRM_ORG_ID}.Dynamics")

marketingListKey.sourceKey

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

modifiedon

extSourceSystemAudit.lastUpdatedDate

createdon

extSourceSystemAudit.createdDate

Miembros de lista de marketing marketing-list-members

Campo de origen

Campo XDM de destino

Notas

"Dynamics"

marketingListMemberKey.sourceType

"${CRM_ORG_ID}"

marketingListMemberKey.sourceInstanceID

El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazarán automáticamente.

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

Apéndice

Las secciones siguientes proporcionan información adicional que puede utilizar al configurar asignaciones B2B para su Microsoft Origen de Dynamics.

Campos de tipo lista de selección picklist-type-fields

Puede utilizar campos calculados para asignar un campo de origen de tipo lista de selección desde Microsoft Dynamics a un campo XDM de destino.

Por ejemplo, la variable genderCode El campo incluye dos opciones:

Valor

Etiqueta

male

female

Puede utilizar las siguientes opciones para asignar el genderCode campo de origen a person.gender campo de destino:

Uso de un operador lógico

Campo de origen

Campo XDM de destino

decode(genderCode, "1", "male", "2", "female", "default")

person.gender

En este escenario, el valor corresponde a la clave, si esta se encuentra en opciones, o default, si default está presente y no se ha encontrado la clave. El valor corresponde a null si opciones es null o no hay default y no se encuentra la clave.

Uso de un campo calculado

Campo de origen

Campo XDM de destino

iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null))

person.gender

TIP

Una iteración anidada de la operación anterior sería similar a: iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2)).

Para obtener más información, consulte documento sobre operadores lógicos en Data Prep

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