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DocumentationExperience PlatformSource Connectors Guide

Microsoft Dynamics field mappings

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

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The tables below contain the mappings between Microsoft Dynamics source fields and their corresponding Experience Data Model (XDM) fields.

Contacts contacts

Source field
Target XDM field
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
contactid
b2b.personKey.sourceID
concat(contactid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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
Secondary identifier.
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

Leads leads

Source field
Target XDM field
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
Secondary identifier
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
"${CRM_ORG_ID}"
b2b.personKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
leadid
b2b.personKey.sourceID
concat(leadid,"@${CRM_ORG_ID}.Dynamics")
b2b.personKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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

Accounts accounts

Source field
Target XDM field
Notes
"Dynamics"
accountKey.sourceType
"${CRM_ORG_ID}"
accountKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
accountid
accountKey.sourceID
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
accountnumber
accountNumber
accountratingcode
accountOrganization.rating
address1_addressid
accountPhysicalAddress._id
address1_city
accountPhysicalAddress.city
address1_country
accountPhysicalAddress.country
address1_county
accountPhysicalAddress.region
address1_latitude
accountPhysicalAddress._schema.latitude
address1_line1
accountPhysicalAddress.street1
address1_line2
accountPhysicalAddress.street2
address1_line3
accountPhysicalAddress.street3
address1_longitude
accountPhysicalAddress._schema.longitude
address1_name
accountPhysicalAddress.label
address1_postalcode
accountPhysicalAddress.postalCode
address1_postofficebox
accountPhysicalAddress.postOfficeBox
address1_stateorprovince
accountPhysicalAddress.state
createdon
extSourceSystemAudit.createdDate
description
accountDescription
fax
accountFax.number
modifiedon
extSourceSystemAudit.lastUpdatedDate
name
accountName
numberofemployees
accountOrganization.numberOfEmployees
revenue
accountOrganization.annualRevenue.amount
sic
accountOrganization.SICCode
telephone1
accountPhone.number
tickersymbol
accountOrganization.tickerSymbol
websiteurl
accountOrganization.website
concat(accountid,"@${CRM_ORG_ID}.Dynamics")
accountKey.sourceKey

Opportunities opportunities

Source field
Target XDM field
Notes
name
opportunityName
"Dynamics"
opportunityKey.sourceType
"${CRM_ORG_ID}"
opportunityKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
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,"@${CRM_ORG_ID}.Dynamics")
opportunityKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
salesstage
opportunityStage
stepname
nextStep

Opportunity contact roles opportunity-contact-roles

Source field
Target XDM field
Notes
"Dynamics"
opportunityPersonKey.sourceType
"${CRM_ORG_ID}"
opportunityPersonKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
connectionid
opportunityPersonKey.sourceID
concat(connectionid,"@${CRM_ORG_ID}.Dynamics")
opportunityPersonKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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
A custom field group must be defined as a target schema. See the appendix section for steps on how to map a picklist type source field to a target XDM schema for more information.
For a list of possible and values and labels for the record1objecttypecode source field, see this .
record2objecttypecode
A custom field group must be defined as a target schema. See the appendix section for steps on how to map a picklist type source field to a target XDM schema for more information.
For a list of possible and values and labels for the record2objecttypecode source field, see this .

Campaigns campaigns

Source field
Target XDM field
Notes
campaignid
campaignKey.sourceID
"${CRM_ORG_ID}"
campaignKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
concat(campaignid,"@${CRM_ORG_ID}.Dynamics")
campaignKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
"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
The extSourceSystemAudit.externalKey is the secondary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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

Marketing list marketing-list

Source field
Target XDM field
Notes
"Dynamics"
marketingListKey.sourceType
"${CRM_ORG_ID}"
marketingListKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
description
marketingListDescription
listname
marketingListName
listid
marketingListKey.sourceID
concat(listid,"@${CRM_ORG_ID}.Dynamics")
marketingListKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
modifiedon
extSourceSystemAudit.lastUpdatedDate
createdon
extSourceSystemAudit.createdDate

Marketing list members marketing-list-members

Source field
Target XDM field
Notes
"Dynamics"
marketingListMemberKey.sourceType
"${CRM_ORG_ID}"
marketingListMemberKey.sourceInstanceID
The value for "${CRM_ORG_ID}" will be automatically replaced.
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,"@${CRM_ORG_ID}.Dynamics")
marketingListMemberKey.sourceKey
Primary identity. The value for "${CRM_ORG_ID}" will be automatically replaced.
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

Appendix

The sections below provide additional information that you can use when configuring B2B mappings for your Microsoft Dynamics source.

Picklist type fields picklist-type-fields

You can use calculated fields to map a picklist type source field from Microsoft Dynamics to a target XDM field.

For example, the genderCode field includes two options:

Value
Label
1
male
2
female

You can use the following options to map the genderCode source field to person.gender target field:

Use a logical operator

Source field
Target XDM field
decode(genderCode, "1", "male", "2", "female", "default")
person.gender

In this scenario, the value corresponds to the key, if the key is found in options, or default, if default is present and the key is not found. The value corresponds to null if options is null or there is no default and the key is not found.

Use a calculated field

Source field
Target XDM field
iif(gendercode.equals("1"),"male",iif(gendercode.equals("2"),"female",null))
person.gender
TIP
A nested iteration of the above operation would be similar to: iif(condition, iif(cond1, tv1, fv1), iif(cond2, tv2, fv2)).

For more information is the document on logical operators in Data Prep

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