文件Experience Platform來源連接器指南

Microsoft Dynamics欄位對應

Last update: Tue Jul 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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下表包含Microsoft Dynamics來源欄位與其對應的Experience Data Model (XDM)欄位之間的對應。

連絡人 contacts

來源欄位
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
將自動取代"${CRM_ORG_ID}"的值。
contactid
b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
主要身分。 將自動取代"${CRM_ORG_ID}"的值。
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
次要識別碼。
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

銷售機會 leads

來源欄位
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
次要識別碼
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
將自動取代"${CRM_ORG_ID}"的值。
leadid
b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
主要身分。 將自動取代"${CRM_ORG_ID}"的值。
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 accounts

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

機會 opportunities

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

機會聯絡人角色 opportunity-contact-roles

來源欄位
目標XDM欄位
附註
"Dynamics"
opportunityPersonKey.sourceType
"${CRM_ORG_ID}"
opportunityPersonKey.sourceInstanceID
將自動取代"${CRM_ORG_ID}"的值。
connectionid
opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics")
opportunityPersonKey.sourceKey
主要身分。 將自動取代"${CRM_ORG_ID}"的值。
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
自訂欄位群組必須定義為目標結構描述。 ​如需詳細資訊，請參閱如何將挑選清單型別來源欄位對應到目標XDM結構描述的相關步驟，請參閱附錄一節。
如需record1objecttypecode來源欄位的可能和值及標籤清單，請參閱此Microsoft Dynamics 連線實體參考檔案。
record2objecttypecode
自訂欄位群組必須定義為目標結構描述。 ​如需詳細資訊，請參閱如何將挑選清單型別來源欄位對應到目標XDM結構描述的相關步驟，請參閱附錄一節。
如需record2objecttypecode來源欄位的可能和值及標籤清單，請參閱此Microsoft Dynamics 連線實體參考檔案。

行銷活動 campaigns

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

行銷清單 marketing-list

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

行銷清單成員 marketing-list-members

來源欄位
目標XDM欄位
附註
"Dynamics"
marketingListMemberKey.sourceType
"${CRM_ORG_ID}"
marketingListMemberKey.sourceInstanceID
將自動取代"${CRM_ORG_ID}"的值。
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,"@${CRM_ORG_ID}.Dynamics")
marketingListMemberKey.sourceKey
主要身分。 將自動取代"${CRM_ORG_ID}"的值。
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

以下各節提供您可在為Microsoft Dynamics來源設定B2B對應時使用的其他資訊。

挑選清單型別欄位 picklist-type-fields

您可以使用計算欄位將挑選清單型別來源欄位從Microsoft Dynamics對應到目標XDM欄位。

例如，genderCode欄位包含兩個選項：

值
標籤
1
male
2
female

您可以使用下列選項將genderCode來源欄位對應到person.gender目標欄位：

使用邏輯運運算元

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

在此案例中，如果索引鍵在選項中找到，則值對應到索引鍵；如果存在default但找不到索引鍵，則值為default。 如果選項為null或沒有default且找不到金鑰，則值對應至null。

使用計算欄位

來源欄位
目標XDM欄位
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null))
person.gender
TIP
上述作業的巢狀反複專案類似於： iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2))。

如需詳細資訊，請參閱 Data Prep🔗中邏輯運運算元的檔案

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