Microsoft Dynamics CRM Onboarding Minimum Requirements

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The purpose of this guide is to help you understand the minimum data required from the CRM system to support 6sense functionalities. It describes all the standard tables and fields that 6sense typically synchronizes with via the API.

During taxonomy discussions, 6sense may discover that we need to synchronize additional objects depending on how you use your CRM systems. The permission required for these objects is read-only for the data pull. However, 6sense needs write access to some of these objects or fields to support enrichment or score export.

Review Microsoft Dynamics for Sales Cloud Integration Setup for detailed integration instructions.

ABM Only

Table: Accounts

Property Name

Description

Required Field

accountid

primary key id

Yes

name

Yes

Address1_line1

Address1_city

Address1_stateprovince

Address1_postalcode

industry

websiteurl

Yes

numberofemployees

createdon

Yes

modifiedon

Yes

Address1_country

Yes

revenue

_ownerid_value

Table: Contacts

Property Name

Description

Required Field

contactid

primary key id

Yes

Emailaddress1

Yes

firstname

Yes

lastname

Yes

Telephone1

mobilephone

Address1_line1

Address1_city

Address1_stateorprovince

Address1_postalcode

Address1_country

Yes

Jobtitle

Yes

department

createdon

Yes

modifiedon

Yes

leadsourcecodename

Yes

_parentcustomerid_value

accountid

Yes

Table: Leads

Property Name

Description

Required Field

Leadid

primary key id

Yes

Companyname

Yes

Emailaddress1

Yes

firstname

Yes

lastname

Yes

Telephone1

mobilephone

Address1_line1

Address1_city

Address1_stateorprovince

Address1_postalcode

Address1_country

Yes

Industry

Jobtitle

Yes

Numberofemployees

revenue

createdon

Yes

modifiedon

Yes

leadsourcecodename

Yes

_parentcustomerid_value

accountid

Yes

Table: Opportunities

Property Name

Description

Required Field

Opportunityid

Primary key id

Yes

name

Yes

Estimatedvalue

Yes

Statecode

Yes

salesstage

Yes

actualclosedate

Yes

createdon

Yes

modifiedon

Yes

transactioncurrencyid

Yes

_parentaccountid_value

Yes

Table: System User

Property Name

Description

Required Field

Systemuserid

Primary key id

Yes

firstname

Yes

lastname

Yes

address1 telephone1

internalemailaddress

Yes

address1 line1

address1 city

address1 stateorprovince

createdon

Yes

modifiedon

Yes

isdisabled

Yes

fullname

Yes

Predictive and Essentials Package

Table: Tasks, Phone Calls, Emails, & Appointments

Property Name

Description

Required Field

activityid

Primary key id

Yes

createdon

Yes

subject

Yes

regardingobjectid

Yes

createdby

Yes

statecode

Yes

prioritycode

Yes

description

Yes

activitytypecode

Yes

statuscode

Yes

ownerid

Yes

Table: List

Property Name

Description

Required Field

listid

Primary key id

Yes

listname

Yes

description

Yes

createdon

Yes

modifiedon

Yes

Table: List Member

Property Name

Description

Required Field

listmemberid

Primary key id

Yes

listid

Yes

entityid

Yes

createdon

Table: Campaign

Property Name

Description

Required Field

campaign

Primary key id

Yes

actualstart

Yes

actualend

Yes

budgetedcost

Yes

typecode

Yes

createdby

Yes

createdon

Yes

description

Yes

modifiedby

Yes

modifiedon

Yes

name

Yes

objective

Yes

ownerid

Yes

owninguser

Yes

statecode

Yes

statuscode

Yes