MS Dynamics CRM and Engage Entity Fields

[Pages:14]MS Dynamics CRM and Engage Entity Fields

The Lead Entity fields are name, city, state, etc but they have database schema names that your CRM admin should be able to identity from the Settings-->Customization area in CRM. The Excel spreadsheet named "Field Mapping Planning" helps you plan which Engage fields and CRM fields you will be Synchronizing via Scribe Online. If you have the proper access in CRM, you can

1. open a lead record and 2. then go to the Customize tab and 3. Click on Customize Entity.

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The Lead Entity customization will open and you should see a section that says "Fields". The Field database names, schema names, display names and types will be visible.

MS Dynamics CRM And Engage Entity Fields

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If you don't have access to that area you will need to get your crm system admin involved with the field mapping planning

MS Dynamics CRM Field Types

If the CRM admin is not familiar with the various data types, please review the following from the MS Dynamics CRM Resource center.



Below is an example of the types of fields available in MS Dynamics CRM

MS Dynamics CRM And Engage Entity Fields

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Engage Field Types

Here is an example of the type of fields available in Engage.

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Visit the Engage Help section for more details on database fields

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Scribe Interpretation of Engage Field Types

Scribe detects most of the Engage custom fields as "String (1024)" for data mapping flexibility even though the Engage Administrator has specified the field type. In this example, the BooleanTestField and DOB fields have been identified as "Yes\No" and "Date" respectively in Engage but in Scribe, they appear as string fields. The system field "last modified date" is detected as a datetime field.

MS Dynamics CRM And Engage Entity Fields

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Scribe Interpretation of MS Dynamics CRM Field Types

Below is a quick sample of how the various MS Dynamics CRM field types appear in Scribe.

MS Dynamics CRM And Engage Entity Fields

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MS Dynamics CRM And Engage Entity Fields

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Target Data Types - The "Type (size)" column in the Target section of the Scribe mappings can

help you decide the format of the matching field data

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MS Dynamics CRM Related Entity Fields

Accessing data from MS Dynamics CRM related records, like an account or owner for a lead or contact is only possible when MS Dynamics CRM is the Source in Scribe and Engage is the Target. The related entity appears in bold and you can expand it to reveal the fields.

Mapping from Engage (source) to related Microsoft Dynamics CRM (target) entity fields is not possible using Scribe Online Basic maps.

MS Dynamics CRM And Engage Entity Fields

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