DocumentaciónExperience PlatformGuía de conectores de origen

Microsoft Dynamics asignaciones de campo

Last update: Tue Jul 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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Las tablas siguientes 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 reemplazará automáticamente.
contactid
b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazará 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 reemplazará automáticamente.
leadid
b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazará 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 reemplazará automáticamente.
accountid
accountKey.sourceID
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazará automáticamente.
accountnumber
accountNumber
accountratingcode
accountOrganization.rating
address1_addressid
accountPhysicalAddress._id
address1_city
accountPhysicalAddress.city
address1_country
accountPhysicalAddress.country
address1_county
accountPhysicalAddress.region
address1_latitude
accountPhysicalAddress._schema.latitude
address1_line1
accountPhysicalAddress.street1
address1_line2
accountPhysicalAddress.street2
address1_line3
accountPhysicalAddress.street3
address1_longitude
accountPhysicalAddress._schema.longitude
address1_name
accountPhysicalAddress.label
address1_postalcode
accountPhysicalAddress.postalCode
address1_postofficebox
accountPhysicalAddress.postOfficeBox
address1_stateorprovince
accountPhysicalAddress.state
createdon
extSourceSystemAudit.createdDate
description
accountDescription
fax
accountFax.number
modifiedon
extSourceSystemAudit.lastUpdatedDate
name
accountName
numberofemployees
accountOrganization.numberOfEmployees
revenue
accountOrganization.annualRevenue.amount
sic
accountOrganization.SICCode
telephone1
accountPhone.number
tickersymbol
accountOrganization.tickerSymbol
websiteurl
accountOrganization.website
concat(accountid,"@${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 reemplazará 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 reemplazará 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 reemplazará automáticamente.
connectionid
opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics")
opportunityPersonKey.sourceKey
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazará 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 de 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 posibles valores y etiquetas para el campo de origen record1objecttypecode, consulte este Microsoft Dynamics documento de referencia de entidad de conexión.
record2objecttypecode
Un grupo de campos personalizados debe definirse como esquema de destino. Consulte la sección del apéndice para ver los pasos de 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 posibles valores y etiquetas para el campo de origen record2objecttypecode, consulte este 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 reemplazará automáticamente.
concat(campaignid,"@${CRM_ORG_ID}.Dynamics")
campaignKey.sourceKey
Identidad principal. El valor de "${CRM_ORG_ID}" se reemplazará 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
extSourceSystemAudit.externalKey es la identidad secundaria. El valor de "${CRM_ORG_ID}" se reemplazará 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 reemplazará 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 reemplazará 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 reemplazará 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 reemplazará 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 origen de Microsoft 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 de Microsoft Dynamics a un campo XDM de destino.

Por ejemplo, el campo genderCode incluye dos opciones:

Valor
Etiqueta
1
male
2
female

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

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 la clave se encuentra en opciones, o default, si default está presente y la clave no se encuentra. El valor corresponde a null si options 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 el documento sobre operadores lógicos en Data Prep

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