Creating 6sense Score Export Fields on Standard Tables in Microsoft Dynamics

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Account Fields

Power Apps Settings:

  • Go to make.powerapps.com.

  • Open the DATAVERSE tab on the left, and select TABLES.

  • Select the ACCOUNT table.

  • Under the SCHEMA section, select COLUMNS.

Classic Settings:

  • Go to SETTINGS > ADVANCED SETTINGS > CUSTOMIZATIONS > CUSTOMIZE THE SYSTEM.

  • Under ENTITIES, select the drop-down next to ACCOUNT, then select FIELDS.

  • Click NEW to begin creating the fields listed below.

Schema Name

Display Name

Type

Field Type/ Behavior

Format

Description (Optional)

new_sixsense_6qa

6sense 6QA

Choice (create a new global choice)

Simple

Choice

0 = No

1 = Yes

The 6QA status of the account for the product.

new_sixsense_6qa_age_in_days

6QA Age in Days

Whole Number

Simple

None

Days the account has been in 6QA status.

new_sixsense_6qa_end_date

6QA End Date

Date and Time

Simple

Date Only

(YYYY-MM-DD)

The date the account was disqualified from 6QA status (YYYY-MM-DD).

new_sixsense_6qa_start_date

6QA Start Date

Date and Time

Simple

Date Only

(YYYY-MM-DD)

The date the account qualified for 6QA status (YYYY-MM-DD).

new_sixsense_buying_stage

6sense Buying Stage

Single Line of Text

Simple

Text

The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_intent_score

6sense Intent Score

Whole Number

Simple

None

A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_numerical_reach_score

6sense Numerical Reach Score

Whole Number

Simple

None

A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously.

new_sixsense_profile_fit

6sense Profile Fit

Single Line of Text

Simple

Text

A measure of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by models to create this measure.

new_sixsense_profilescore

6sense Profile Score

Whole Number

Simple

None

A measure of how similar a company is to the Ideal Customer Profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by 6sense models to create this measure.

new_sixsense_reach_score

6sense Reach Score

Single Line of Text

Simple

Text

A measure of current sales and marketing outreach activities against optimal quality, quantity, and diversity of activities as defined by your company’s success on won opportunities.

new_sixsense_updated

6sense Updated

Date and Time

Simple

Date Only

(YYYY-MM-DD)

The date on which scores were pushed to Dynamics.

Account Field Creation Notes: https://docs.microsoft.com/en-us/power-apps/maker/data-platform/custom-picklists

Account Mapping Profile

  1. In the 6sense platform, head to SETTINGS, then select MAPPING PROFILES. mceclip0.png

  2. Select NEW at the top-right, then under OBJECTS select Microsoft Dynamics Account. mceclip1.png

  3. Select SCORE MAPPINGS and populate the dropdowns with the fields listed below (or whichever fields were created in your Dynamics instance).

    6sense Value

    System Field (CRM Accounts)

    Account 6QA

    6QA

    Account 6QA Age in Days

    6QA Age in Days

    Account 6QA End Date

    6QA End Date

    Account 6QA Start Date

    6QA Start Date

    Account Buying Stage

    Buying Stage

    Account Intent Score

    Intent Score

    Account Numerical Reach Score

    Numerical Reach Score

    Account Profile Fit

    Profile Fit

    Account Profile Score

    Profile Score

    Account Reach Score

    Reach Score

    Account Scores Last Updated

    Updated

Contacts Fields

Power Apps Settings:

  • Go to make.powerapps.com.

  • Open the DATAVERSE tab on the left, and select TABLES.

  • Select the CONTACT table.

  • Under the SCHEMA section, select COLUMNS.

Classic Settings:

  • Go to SETTINGS > ADVANCED SETTINGS > CUSTOMIZATIONS > CUSTOMIZE THE SYSTEM.

  • Under ENTITIES, select the drop-down next to CONTACT, then select FIELDS.

  • Click NEW to begin creating the fields listed below.

Schema Name

Display Name

Type

Field Type

Format

Description (Optional)

new_sixsense_company_6qa

Sixsense 6QA

Choice (Create a new global choice)**

Simple

Choice

0 = No

1 = Yes

The 6QA status of the account for the product.

new_sixsense_company_6qa_age_in_days

Sixsense 6QA Age in Days

Whole Number

Simple

None

Days the account has been in 6QA status.

new_sixsense_company_6qa_end_date

Sixsense 6QA End Date

Date and Time

Simple

Date Only

The date the account was disqualified from 6QA status (YYYY-MM-DD).

new_sixsense_company_6qa_start_date

Sixsense 6QA Start Date

Date and Time

Simple

Date Only

The date the account qualified for 6QA status (YYYY-MM-DD).

new_sixsense_companybuyingstage

Company Buying Stage

Single Line of Text

Simple

Text

The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_companyintentscore

Sixsense Company Intent Score

Whole Number

Simple

None

A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_company_numerical_reach_score

Sixsense Company Numerical Reach Score

Whole Number

Simple

None

A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously.

new_sixsense_profile_fit

Sixsense Profile Fit

Single Line of Text

Simple

Text

A measure of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by models to create this measure.

new_sixsense_companyprofilefit

Sixsense Company Profile Fit

Single Line of Text

Simple

Text

A measure of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by models to create this measure.

new_sixsense_companyprofilescore

Sixsense Company Profile Score

Whole Number

Simple

None

A score of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along opportunity history, are used by models to create this measure.

new_sixsense_grade

Sixsense Grade

Single Line of Text

Simple

Text

A measure of how engaged a person is with your sales and marketing tactics compared to previous buyers.

Engagement activities of a person are used by the models to create this measure.

new_sixsense_intent_score

Sixsense Intent Score

Whole Number

Simple

None

A measure, between 0 and 100, of how engaged a person is with your sales and marketing tactics compared to previous buyers.

Engagement activities of a person are used by data science models to create this measure.

new_sixsense_profilescore

Sixsense Profile Score

Whole Number

Simple

None

A measure, between 0 and 100, of how similar the person is to your typical buyer or buying committee members.

Demographic factors of a person’s record, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_updated

Sixsense Scores Last Updated

Date and Time

Simple

Date Only

(YYYY-MM-DD)

The date on which scores were pushed to your CRM.

Contact Mapping Profile

  1. In the 6sense platform, head to SETTINGS, then select MAPPING PROFILES. mceclip2.png

  2. Select NEW at the top-right, then under OBJECTS select Microsoft Dynamics Contact. mceclip3.png

  3. Select SCORE MAPPINGS and populate the dropdowns with the fields listed below (Or whichever fields were created in your Dynamics instance).

    6sense Values

    Display Name

    Contact Company 6QA

    6QA

    Contact Company 6QA Age in Days

    6QA Age in Days

    Contact Company 6QA End Date

    6QA End Date

    Contact Company 6QA Start Date

    6QA Start Date

    Contact Company Buying Stage

    Company Buying Stage

    Contact Company Intent Score

    Company Intent Score

    Contact Company Numerical Reach Score

    Company Numerical Reach Score

    Contact Profile Fit

    Profile Fit

    Contact Company Profile Fit

    Company Profile Fit

    Contact Company Profile Score

    Company Profile Score

    Contact Grade

    Grade

    0

    Intent Score

    Contact Profile Score

    Profile Score

    Contact Scores Last Updated

    Scores Last Updated

Leads Fields

Power Apps Settings:

  • Go to make.powerapps.com.

  • Open the DATAVERSE tab on the left, and select TABLES.

  • Select the LEAD table.

  • Under the SCHEMA section, select COLUMNS.

Classic Settings:

  • Go to SETTINGS > ADVANCED SETTINGS > CUSTOMIZATIONS > CUSTOMIZE THE SYSTEM.

  • Under ENTITIES, select the drop-down next to LEAD, then select FIELDS.

  • Click NEW to begin creating the fields listed below.

Schema Name

Display Name

Type

Field Type

Format

Description

new_sixsense_company_6qa

Sixsense 6QA

Choice (Create a new global choice)**

Simple

Choice

0 = No

1 = Yes

The 6QA status of the account for the product.

new_sixsense_company_6qa_age_in_days

Sixsense 6QA Age in Days

Whole Number

Simple

None

Days the account has been in 6QA status.

new_sixsense_company_6qa_end_date

Sixsense 6QA End Date

Date and Time

Simple

Date Only

The date the account was disqualified from 6QA status (YYYY-MM-DD).

new_sixsense_company_6qa_start_date

Sixsense 6QA Start Date

Date and Time

Simple

Date Only

The date the account qualified for 6QA status (YYYY-MM-DD).

new_sixsense_companybuyingstage

Company Buying Stage

Single Line of Text

Simple

Text

The categorical representation of the measure of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_companyintentscore

Sixsense Company Intent Score

Whole Number

Simple

None

A measure, between 0 and 100, of how much an account is behaving like accounts with which there is a history of previously opened opportunities.

new_sixsense_company_numerical_reach_score

Sixsense Company Numerical Reach Score

Whole Number

Simple

None

A measure, between 0 and 100, represents 6sense’s current assessment of your team’s outreach on the account in comparison to the other accounts where opportunities were won previously.

new_sixsense_profile_fit

Sixsense Profile Fit

Single Line of Text

Simple

Text

A measure of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by models to create this measure.

new_sixsense_companyprofilefit

Sixsense Company Profile Fit

Single Line of Text

Simple

Text

A measure of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with opportunity history, are used by models to create this measure.

new_sixsense_companyprofilescore

Sixsense Company Profile Score

Whole Number

Simple

None

A score of how similar a company is to the ideal customer profile.

Firmographic and technographic factors of an account, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_grade

Sixsense Grade

Single Line of Text

Simple

Text

A measure of how engaged a person is with your first party sales and marketing tactics compared to previous buyers.

Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_intent_score

Sixsense Intent Score

Whole Number

Simple

None

A measure, between 0 and 100, of how engaged a person is with your first party sales and marketing tactics compared to previous buyers.

Engagement activities of a person, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_profilescore

Sixsense Profile Score

Whole Number

Simple

None

A measure, between 0 and 100, of how similar the person is to your typical buyer or buying committee members.

Demographic factors of a person’s record, along with historical opportunity history, are used by data science models to create this measure.

new_sixsense_updated

Sixsense Scores Last Updated

Date and Time

Simple

Date Only

(YYYY-MM-DD)

The date on which scores were pushed to your CRM.

Lead Mapping Profile:

  1. In the 6sense platform, head to SETTINGS, then select MAPPING PROFILES. mceclip4.png

  2. Select NEW at the top-right, then under OBJECTS select Microsoft Dynamics Lead. mceclip5.png

  3. Select SCORE MAPPINGS and populate the dropdowns with the fields listed below (or whichever fields were created in your Dynamics instance).

    6sense Values

    Display Name

    Lead Company 6QA

    6QA

    Lead Company 6QA Age in Days

    6QA Age in Days

    Lead Company 6QA End Date

    6QA End Date

    Lead Company 6QA Start Date

    6QA Start Date

    Lead Company Buying Stage

    Company Buying Stage

    Lead Company Intent Score

    Company Intent Score

    Lead Company Numerical Reach Score

    Company Numerical Reach Score

    Lead Profile Fit

    Profile Fit

    Lead Company Profile Fit

    Company Profile Fit

    Lead Company Profile Score

    Company Profile Score

    Lead Grade

    Grade

    Lead Intent Score

    Intent Score

    Lead Profile Score

    Profile Score

    Lead Scores Last Updated

    Scores Last Updated