Microsoft Dynamics 欄位對應

Last update: Tue Nov 14 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

主題：

建立對象：

undefined

下表包含下列專案之間的對應： Microsoft Dynamics 來源欄位與其對應的體驗資料模型(XDM)欄位。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

contactid

b2b.personKey.sourceID

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

b2b.personKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

leadid

b2b.personKey.sourceID

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

b2b.personKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

accountid

accountKey.sourceID

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

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

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

connectionid

opportunityPersonKey.sourceID

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

opportunityPersonKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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。 如需相關步驟，請參閱附錄一節如何將選取清單型別來源欄位對應到目標XDM結構描述以取得詳細資訊。

以取得「」的可能和值及標籤清單 record1objecttypecode 來源欄位，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。 如需相關步驟，請參閱附錄一節如何將選取清單型別來源欄位對應到目標XDM結構描述以取得詳細資訊。

以取得「」的可能和值及標籤清單 record2objecttypecode 來源欄位，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

的值 "${CRM_ORG_ID}" 將會自動取代。

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

campaignKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

"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

此 extSourceSystemAudit.externalKey 是次要身分。的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

description

marketingListDescription

listname

marketingListName

listid

marketingListKey.sourceID

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

marketingListKey.sourceKey

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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

的值 "${CRM_ORG_ID}" 將會自動取代。

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

主要身分識別. 的值 "${CRM_ORG_ID}" 將會自動取代。

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設定B2B對應時使用的其他資訊 Microsoft 動態來源。

挑選清單型別欄位 picklist-type-fields

您可以使用計算欄位以對映挑選清單型別來源欄位 Microsoft Dynamics 至目標XDM欄位。

例如， genderCode 欄位包含兩個選項：

值

標籤

male

female

您可以使用以下選項來對應 genderCode 來源欄位至 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，值會與索引鍵相對應（如果在選項中找到索引鍵），或 default， if default 存在，但找不到金鑰。值對應至 null 如果選項為 null 或沒有 default 而且找不到金鑰。

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

上述操作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，請參閱有關中邏輯運運算元的檔案 Data Prep

recommendation-more-help

337b99bb-92fb-42ae-b6b7-c7042161d089