Microsoft Dynamics CRM Mappings
Overview
This page shows how the fields in your Microsoft Dynamics CRM instance map to Sugar Market's internal CRM. This is important for knowing what fields to map to in a landing page and in identifying how data flows between Sugar Market and Microsoft Dynamics CRM. See the Integration Overview for information on the Sugar Market sync process.
Accounts
|
Microsoft Field |
Sugar Market Field |
|
-- |
AccountID (primary key) |
|
Microsoft's Account ID (primary key) |
ID |
|
Name |
AccountName |
|
OwnerID (foreign key) |
OwnerID (foreign key) |
Contacts and Leads
Sugar Market does not have a Leads table, but they are differentiated in the Contacts table by the CRMType field.
|
Microsoft Field |
Sugar Market Field |
|
-- |
ContactID (primary key) |
|
Microsoft's Contact ID (primary key) |
ID |
|
Microsoft's Account ID (foreign key) |
AccountID (foreign key) |
|
OwnerID (foreign key) |
OwnerID (foreign key) |
|
-- |
CRMType* |
|
-- |
CreatedDate |
|
-- |
LastUpdate |
|
CreatedOn |
ExternalCRMCreatedDate |
|
ModifiedOn1 |
ExternalCRMUpdatedDate |
|
FirstName |
FirstName |
|
LastName |
LastName |
|
EmailAddress1 |
|
|
ParentCustomer |
Account Lookup (Contacts only) |
|
CompanyName |
Account Lookup (Lead only) |
|
DoNotSendMM |
DONOTSENDMARKETINGMATERIALNAME |
|
DoNotBulkEmail |
OpOut |
|
(Does not map) |
Source |
|
JobTitle |
Title |
|
Telephone1 |
Phone |
|
MobilePhone |
MobilePhone |
|
Address1_Line1 |
-- |
|
Address1_Line2 |
-- |
|
Address1_Line3 |
-- |
|
Address1_City |
-- |
|
Address1_State |
-- |
|
Address1_StateOrProvince |
-- |
|
Address1_PostalCode |
-- |
|
Address1_Country |
-- |
|
Address1_County |
-- |
|
Address1_Fax |
-- |
|
Address1_Telephone1 |
-- |
|
Address1_Telephone2 |
-- |
|
Address1_Telephone3 |
-- |
1 The ModifiedOn field is the field that Sugar Market uses to determine if the record has been updated since the last successful sync to evaluate if the record needs to be synced.
Opportunities
|
Microsoft Field |
Sugar Market Field |
|
-- |
OpportunityID (primary key) |
|
Microsoft's Opportunity ID (primary key) |
ID |
|
Microsoft's Account ID (foreign key) |
AccountID (foreign key) |
|
OwnerID (foreign key) |
OwnerID (foreign key) |
|
Description |
-- |
|
Closing_Date |
-- |
|
Est_Closing_Date |
-- |
Users
|
Microsoft Field |
Sugar Market Field |
|
-- |
UserID (primary key) |
|
Microsoft's user ID (primary key) |
ID |
|
FirstName |
First_name |
|
LastName |
Last_name |
|
Username |
Username |
|
FullName |
Name |
|
Address1_Telephone1 |
Phone_Number |
|
Address1_Line1 |
Address1 |
|
Address1_Line2 |
Address2 |
|
Address1_City |
City |
|
Address1_StateOrProvince |
State |
|
Address1_PostalCode |
Zip |
|
Address1_Country |
Country |
|
JobTitle |
JobTitle |
|
MobilePhone |
Cell |
|
Salutation |
Salutation |
Push Only - Sugar Market's Task to Microsoft's Activity
|
Microsoft Field |
Sugar Market Field |
|
-- |
TaskID (primary key) |
|
Microsoft's Activity ID (primary key) |
ID |
|
Microsoft's ContactID (foreign key) |
ContactID (foreign key) |
|
ContactName |
Contact.FirstName + Contact.LastName |
|
ActualStart |
DueDate |
|
ScheduledStart |
DueDate |
|
Actual End |
DueDate |
|
Description |
Comments |
|
Subject |
Subject |
Note: If Sugar Market Task.Status is set as "Complete" through a Sugar Market automation we'll push the Status up as "Complete", otherwise we will push the task up as "ToDo."
Custom Entities
Ma_campaignemail (Campaign Email)
|
CRM Field |
Type\Size |
Relationship |
|
new_alertcrm |
Number |
Direct |
|
new_assetid |
Number |
Direct |
|
new_body |
String (2000) |
Direct |
|
new_bodynohtml |
String (2000) |
Direct |
|
new_bodysource |
String (100) |
Direct |
|
ma_campaignemailid |
Lookup (CampaignActivity) |
Lookup (CampaignActivity) |
|
new_campaignerid |
Number |
Direct |
|
new_campaignertype |
Option Set |
Direct |
|
new_campaignid |
Lookup (Campaign) |
Lookup (Campaign) |
|
new_clicked |
Number |
Direct |
|
new_deliverymessage |
String (100) |
Direct |
|
new_deliverystatus |
Option Set |
Direct |
|
new_displayname |
String (100) |
Direct |
|
new_dynamiccontentid |
Number |
Direct |
|
new_forms |
Number |
Direct |
|
new_friendforward |
Number |
Direct |
|
new_fromemail |
String (100) |
Direct |
|
new_fusionscore |
Number |
Direct |
|
new_header |
String (100) |
Direct |
|
new_id |
String (100) |
Direct |
|
new_idclick |
String (100) |
Direct |
|
new_idopen |
String (100) |
Direct |
|
ma_nurtureleadid |
Lookup (Lead) |
Direct |
|
new_opened |
Number |
Direct |
|
new_postdate |
Datetime |
Direct |
|
new_recipientid |
Number |
Direct |
|
new_regardingcontactid |
Lookup (Contact) |
Lookup (Contact) |
|
new_regardingid |
Lookup (Lead) |
Lookup (Lead) |
|
new_sender |
String (100) |
Direct |
|
new_campaignsubject |
String (100) |
Direct |
|
new_threadnum |
Number |
Direct |
|
new_toemail |
String (100) |
Direct |
|
new_unsub |
Number |
Direct |
Ma_campaignerclick (Campaign Clicks)
|
CRM Field |
Type\Size |
Relationship |
|
ma_campaignemail |
Lookup (Campaign Email) |
Lookup (Campaign Email) |
|
ma_campaignemailName |
String (250) |
Direct |
|
ma_campaignerclickId |
Unique ID |
Unique ID |
|
ma_LinksClickedId |
Lookup (Campaign Activity) |
Lookup (Campaign Activity) |
|
ma_LinksClickedIdName |
String (200) |
Direct |
|
new_CampaignerId |
Integer |
Direct |
|
new_CampaignerLinkId |
Integer |
Direct |
|
new_CampaignId |
Lookup (Campaign) |
Lookup (Campaign) |
|
new_CampaignIdName |
String (250) |
Direct |
|
new_ContactId |
Lookup (Contact) |
Lookup (Contact) |
|
new_ContactIdName |
String (160) |
Direct |
|
new_ContactIdYomiName |
String (450) |
Direct |
|
new_LeadId |
Lookup (Lead) |
Lookup (Lead) |
|
new_LeadIdName |
String (160) |
Direct |
|
new_LeadIdYomiName |
String (450) |
Direct |
|
new_LinkOrder |
Integer |
Direct |
|
new_name |
String (100) |
Direct |
|
new_rURL |
String (200) |
Direct |
|
new_ToEmail |
String (100) |
Direct |
|
new_WebSessionId |
String (100) |
Direct |
Ma_dialog (Landing Pages)
|
CRM Field |
Type\Size |
Relationship |
|
ma_completedDate |
Date Time |
Direct |
|
ma_Contact |
Lookup (Contact) |
Lookup (Contact) |
|
ma_ContactName |
String (160) |
Direct |
|
ma_ContactYomiName |
String (450) |
Direct |
|
ma_dialogId |
Unique ID |
Unique ID |
|
ma_DialogResponse |
Memo (32768) |
Direct |
|
ma_Fusionid |
Integer |
Direct |
|
ma_Lead |
Lookup (Lead) |
Lookup (Lead) |
|
ma_LeadName |
String (160) |
Direct |
|
ma_LeadYomiName |
String (450) |
Direct |
|
ma_name |
String (255) |
Direct |
|
ma_StartformID |
Integer |
Direct |
Ma_event (Events)
|
CRM Field |
Type\Size |
Relationship |
|
ma_Attended |
Boolean |
Direct |
|
ma_Contact |
Lookup (Contact) |
Lookup (Contact) |
|
ma_ContactName |
String (160) |
Direct |
|
ma_ContactYomiName |
String (450) |
Direct |
|
ma_Duration |
Integer |
Direct |
|
ma_EventDate |
DateTime |
Direct |
|
ma_eventId |
Unique ID |
Unique ID |
|
ma_EventLocation |
String (255) |
Direct |
|
ma_eventname |
String (255) |
Direct |
|
ma_Fusionid |
String (100) |
Direct |
|
ma_Lead |
Lookup (Lead) |
Lookup (Lead) |
|
ma_LeadName |
String (160) |
Direct |
|
ma_LeadSource |
String (255) |
Direct |
|
ma_LeadYomiName |
String (450) |
Direct |
|
ma_name |
String (255) |
Direct |
|
ma_Registered |
Boolean |
Direct |
Ma_recyclebin (Recycle Bin)
|
CRM Field |
Type\Size |
Relationship |
|
new_EntityID |
String (100) |
Direct |
|
new_EntityType |
String (50) |
Direct |
|
new_name |
String (100) |
Direct |
|
new_Processed |
String (5) |
Direct |
|
new_ProcessedDate |
DateTime |
Format: DateOnly |
|
new_ProcessedNotes |
String (500) |
Direct |
Ma_webactivity (Web Activity)
|
CRM Field |
Type\Size |
Relationship |
|
new_RegardingAccountId |
Lookup (Account) |
Account.AccountName = WebActivity.OrganizationName |
|
new_RegardingAccountIdName |
String (160) |
Based off of new_RegardingAccountId |
|
new_RegardingAccountIdYomiName |
String (160) |
Based off of new_RegardingAccountId |
|
new_RegardingContactId |
Lookup (Contact) |
Contacts.Email = WebActivity.EmailAddress |
|
new_RegardingContactIdName |
String (160) |
Based off of new_RegardingContactId |
|
new_RegardingContactIdYomiName |
String (450) |
Based off of new_RegardingContactId |
|
new_RegardingId |
Lookup (Lead) |
Contacts.Email = WebActivity.EmailAddress |
|
new_RegardingIdName |
String (160) |
Based off of new_RegardingId |
|
new_RegardingIdYomiName |
String (450) |
Based off of new_RegardingId |
|
new_ScoreWebActivityDetails |
Integer |
Direct |
|
markauto_AreaCode |
Integer |
Direct |
|
markauto_BrowserLanguage |
String (100) |
Direct |
|
markauto_City |
String (100) |
Direct |
|
markauto_ClientHostname |
String (150) |
Direct |
|
markauto_ClientIP |
String (50) |
Direct |
|
markauto_ColorDepth |
String (4) |
Direct |
|
markauto_CountryCode |
String (50) |
Direct |
|
markauto_CountryName |
String (50) |
Direct |
|
markauto_CRMType |
String (25) |
Direct |
|
markauto_dma_code |
Integer |
Direct |
|
markauto_Duration |
Decimal |
Direct |
|
markauto_EmailAddress |
String (150) |
Direct |
|
markauto_EndDate |
DateTime |
Direct |
|
markauto_Hemisphere |
String (10) |
Direct |
|
markauto_IndentifiedBy |
String (16) |
Direct |
|
markauto_ISP |
String (100) |
Direct |
|
markauto_JavaEnabled |
Boolean |
Direct |
|
markauto_JavaScriptVersion |
String (8) |
Direct |
|
markauto_Latitude |
Double |
Direct |
|
markauto_Longitude |
Double |
Direct |
|
markauto_OperatingSystem |
String (16) |
Direct |
|
markauto_OrganizationName |
String (100) |
Direct |
|
markauto_PixelDepth |
String (4) |
Direct |
|
markauto_PostalCode |
String (25) |
Direct |
|
markauto_RecipientID |
String (100) |
Direct |
|
markauto_ReferrerDomain |
String (50) |
Direct |
|
markauto_ReferrerKeywords |
String (1000) |
Direct |
|
markauto_ReferrerQuery |
String (1000) |
Direct |
|
markauto_ReferrerReferrer |
String (1000) |
Direct |
|
markauto_region |
String (50) |
Direct |
|
markauto_Resolution |
String (16) |
Direct |
|
markauto_Scoring |
Integer |
Direct |
|
markauto_Source |
String (100) |
Direct |
|
markauto_StartDate |
DateTime |
Direct |
|
markauto_TimeZone |
String (10) |
Direct |
|
markauto_TouchPoint |
String (100) |
Direct |
|
markauto_UserAgent |
String (64) |
Direct |
|
markauto_WebBrowserID |
String (150) |
Direct |
|
markauto_WebSessionID |
String (100) |
Direct |
Ma_webactivitydetail (Web Activity Detail)
|
CRM Field |
Type\Size |
Relationship |
|
markauto_duration |
Decimal |
Direct |
|
markauto_entrypage |
String (1) |
Direct |
|
markauto_exitpage |
String (1) |
Direct |
|
markauto_hostname |
String (250) |
Direct |
|
markauto_interactiondate |
DateTime |
Direct |
|
markauto_name |
String (300) |
Direct |
|
markauto_parameters |
String (250) |
Direct |
|
markauto_path |
String (250) |
Direct |
|
markauto_protocol |
String (250) |
Direct |
|
markauto_referrer |
String (1000) |
Direct |
|
markauto_webactivityid |
Lookup (WebActivity) |
WebActivityDetail.WebActivityID = WebActivity.WebActivity ID |
|
markauto_webactivityidname |
String (200) |
Direct |
|
markauto_webinteractionid |
String (100) |
Direct |
|
markauto_websessionid |
String (100) |
Direct |