The Microsoft Dynamics integration syncs data from Microsoft Dynamics into Demandbase. Since the name of the fields in Microsoft Dynamics differ from those in Demandbase, we’ve provided the following tables to help you find the mapping of corresponding fields.
For example, you can find the data from the Account (Company) Name field in Microsoft Dynamics in the Account Name field in Demandbase.
See Reference: Demandbase Custom Fields in Microsoft Dynamics for the list of Demandbase custom fields that we automatically create in your Microsoft Dynamics and sync data to nightly.
Account Fields
Demandbase syncs all default account fields from Microsoft Dynamics. See the Microsoft Dynamics documentation for more information.
The following table provides a list of Demandbase account fields and, if applicable, their corresponding Microsoft Dynamics field.
|
Demandbase Field Name |
Microsoft Dynamics Field Name |
Description |
|
Account Name |
Account Name |
Account name. |
|
Account Owner Id |
Account.OwnerID-> User.Name (lookup) |
The account owner's full name. Field type must be Dynamics User. |
|
Domain |
n/a |
Demandbase domain. Domain data is matched against the Dynamics website field. |
|
Customer Date |
n/a |
The last date this account qualified for the Customer designated Journey Stage in the Account Journey Builder. |
|
External Account Id |
Account |
Unique account record ID. |
|
Journey Stage |
n/a |
Demandbase journey stage of the company. |
|
Open Opportunities |
Number of open deals |
The number of open opportunities based on the Opportunity journey stage defined in the Account Journey Builder. |
|
Pipeline Date |
n/a |
The most recent date this account entered a designated Pipeline journey stage defined in the Account Journey Builder. |
|
Website |
Website |
The company's website. |
People (Lead/Contact) Fields
Demandbase syncs all default people fields from Microsoft Dynamics. See the Microsoft Dynamics documentation for more information.
Important: Leads and Contacts are all classified as People.
The following table provides a list of Demandbase people fields and, if applicable, their corresponding Microsoft Dynamics field.
|
Demandbase Field Name |
Microsoft Dynamics Field Name |
Description |
|
Account Id |
Account |
Account record ID related to the contact. |
|
Contact id |
Contact |
Unique contact record ID. |
|
Department (Merged) |
Department |
The person's Department. If there is no data from CRM, Demandbase provides a standardized department using the person's title field. |
|
CRM Owner Id Owner Name |
Owner |
The person owner's full name. |
|
Email (Merged) |
|
The person's primary email address. |
|
First name |
First Name |
The person's first name. |
|
Last Name |
Last Name |
The person's last name. |
|
Role (Merged) |
n/a |
Demandbase calculated role using the person's title field. |
|
Title |
Title |
The person's job title. |
Opportunity Fields
Demandbase syncs all default opportunity fields from Microsoft Dynamics. See the Microsoft Dynamics documentation for more information.
The following table provides a list of Demandbase opportunity fields and, if applicable, their corresponding Microsoft Dynamics field.
|
Demandbase Field Name |
Microsoft Dynamics Field Name |
Description |
|
Account |
Account ID |
Account record ID related to the opportunity. |
|
Is Won? |
n/a |
This is a calculated field which checks if Stage=Closed Won. |
|
Owner Name |
Owner |
The opportunity owner's full name. |
|
Opportunity Id |
Opportunity Id |
Unique opportunity record ID. |
|
Opportunity Name |
Name |
Name of the opportunity. |
|
Stage |
Stage |
Stage of the opportunity. |
|
Close Date |
Actual Close date |
The date and time when the opportunity was closed or canceled. |
|
Created Date |
Created Date |
The Date and time the opportunity was created. |
|
Opportunity Type |
Type | Type of the opportunity. For example, New Business or Existing Business. |
|
Status |
Status |
Stage of opportunity. For example, open, won, or lost. |