Reference: Mapping of Microsoft Dynamics Fields to Demandbase

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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 informationc
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)

Email

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. 

 

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