Documentation Experience Platform Guide des connecteurs sources

Mappages de champs Microsoft Dynamics

Last update: Tue Jul 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Les tableaux ci-dessous contiennent les mappages entre les champs source Microsoft Dynamics et leurs champs Modèle de données d’expérience (XDM) correspondants.

Contacts contacts

Champ source

Champ XDM cible

Notes

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

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

contactid

b2b.personKey.sourceID

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

b2b.personKey.sourceKey

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Identifiant Secondaire.

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

Prospects leads

Champ source

Champ XDM cible

Notes

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

Identifiant Secondaire

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

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

leadid

b2b.personKey.sourceID

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

b2b.personKey.sourceKey

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Comptes accounts

Champ source

Champ XDM cible

Notes

"Dynamics"

accountKey.sourceType

"${CRM_ORG_ID}"

accountKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

accountid

accountKey.sourceID

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Opportunités opportunities

Champ source

Champ XDM cible

Notes

name

opportunityName

"Dynamics"

opportunityKey.sourceType

"${CRM_ORG_ID}"

opportunityKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

salesstage

opportunityStage

stepname

nextStep

Rôles de contact d’opportunité opportunity-contact-roles

Champ source

Champ XDM cible

Notes

"Dynamics"

opportunityPersonKey.sourceType

"${CRM_ORG_ID}"

opportunityPersonKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

connectionid

opportunityPersonKey.sourceID

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

opportunityPersonKey.sourceKey

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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 groupe de champs personnalisé doit être défini comme schéma cible. Pour plus d’informations, reportez-vous à la section de l’annexe pour savoir comment mapper un champ source de type liste de sélection à un schéma XDM cible 🔗.

Pour obtenir la liste des valeurs et des libellés possibles pour le champ source record1objecttypecode, consultez ce Microsoft Dynamics document de référence d’entité de connexion.

record2objecttypecode

Pour obtenir la liste des valeurs et des libellés possibles pour le champ source record2objecttypecode, consultez ce Microsoft Dynamics document de référence d’entité de connexion.

Campagnes campaigns

Champ source

Champ XDM cible

Notes

campaignid

campaignKey.sourceID

"${CRM_ORG_ID}"

campaignKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

campaignKey.sourceKey

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

"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

Le champ extSourceSystemAudit.externalKey est l’identité secondaire. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Liste marketing marketing-list

Champ source

Champ XDM cible

Notes

"Dynamics"

marketingListKey.sourceType

"${CRM_ORG_ID}"

marketingListKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

description

marketingListDescription

listname

marketingListName

listid

marketingListKey.sourceID

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

marketingListKey.sourceKey

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

modifiedon

extSourceSystemAudit.lastUpdatedDate

createdon

extSourceSystemAudit.createdDate

Personnes membres de la liste marketing marketing-list-members

Champ source

Champ XDM cible

Notes

"Dynamics"

marketingListMemberKey.sourceType

"${CRM_ORG_ID}"

marketingListMemberKey.sourceInstanceID

La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Identité principale. La valeur de "${CRM_ORG_ID}" sera automatiquement remplacée.

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

Annexe

Les sections ci-dessous fournissent des informations supplémentaires que vous pouvez utiliser lors de la configuration des mappages B2B pour votre source Dynamics Microsoft.

Champs de type Liste de sélection picklist-type-fields

Vous pouvez utiliser champs calculés pour mapper un champ source de type liste de sélection de Microsoft Dynamics à un champ XDM cible.

Par exemple, le champ genderCode comprend deux options :

Valeur

Libellé

male

female

Vous pouvez utiliser les options suivantes pour mapper le champ source genderCode au champ cible person.gender :

Utilisation d’un opérateur logique

Champ source

Champ XDM cible

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

person.gender

Dans ce scénario, la valeur correspond à la clé, si la clé est trouvée dans les options, ou default, si default est présent et que la clé est introuvable. La valeur correspond à null si les options sont null ou s’il n’y a pas default et que la clé est introuvable.

Utiliser un champ calculé

Champ source

Champ XDM cible

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

person.gender

TIP

Une itération imbriquée de l’opération ci-dessus serait similaire à : iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2)).

Pour plus d’informations, consultez le document sur les opérateurs logiques dans Data Prep.

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