Default Field Mappings for Microsoft Dynamics CRM

Article ID: 849

Last updated: 19 Sep, 2023

Below is the list of field mappings between Exchange and Microsoft Dynamics CRM for contacts and the email record object type.

Contacts

Field Name	Dynamics Entity Field
Naming Fields
First Name	firstname
Last Name	lastname
Middle	middlename
Notes	description
Title	salutation
Suffix	suffix

Company Name	^{Note 1}
Job Title	jobtitle
Department	department
AssistantName	assistantname
Website	websiteurl
Birthday	birthday

Telephone Numbers
Business Phone	telephone1
Home Phone	telephone2
Mobile Phone	mobilephone
Business Fax	fax
Assistant's Phone	assistantphone
Pager	pager

Primary Address
Business Street	address1_line1 + address1_line2 + address1_line3 ^{Note 2}
Business City	address1_city
Business State/Province	address1_stateorprovince
Business Zip/Postal Code	address1_postalcode
Business Country	address1_country

Alternate Address
Other Street	address2_line1 + address2_line2 + address2_line3 ^{Note 2}
Other City	address2_city
Other State/Province	address2_stateorprovince
Other Zip/Postal Code	address2_postalcode
Other Country	address2_country

Email Addresses
Email	emailaddress1
Email 2	emailaddress2
Email 3	emailaddress3

Notes:

Retrieved from the parent Customer record.
The three addresses are concatenated/split with a NewLine.

Email Record Object Type

Exchange Field Name	Dynamics Entity Field	Value of the Dynamics Field When Syncing from Exchange ^Note
Importance	Priority	Set to Normal
Due Date	Due Date	[The value for this field is not set.]
Status	Status	Set to Completed
Status Reason	Status Reason	Set to Completed
Activity Status	Activity Status	Set to Completed
From	From	Set to the From address
To	To	Set to the list of the To addresses
Cc	Cc	Set to the List of the CC addresses
Bcc	Bcc	Set to the List of the BCC addresses
Subject	Subject	Set to the text of the subject line

Note: The values of the Dynamics field synced from Exchange can be changed by customization. If you require such a customization, contact the Client Engagement Team by logging a Riva On-Premise support request.

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Article ID: 849

Last updated: 19 Sep, 2023

Revision: 4

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Riva On-Premise - CRM Sync -> Manage Riva On-Premise (Admin Guides) -> CRM Systems -> Microsoft Dynamics CRM -> Advanced Options & Settings

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