Microsoft Dynamics 365 for Operations mapping example
You are a sales manager in a manufacturing organization and your sales team needs details of potential customers. You want to review the customer activities in an analytics tool. Create a mapping task to use the insert operation. You use the following objects in the Microsoft Dynamics 365 for Operations mapping:
Source Object
The source object for a mapping task is Customer. Use the Microsoft Dynamics 365 for Operations connection to read customer data from Microsoft Dynamics 365 for Operations. The Customer object is a single source in the mapping task.
Target Object
Use a .csv file as the target object in the mapping task. The target in a mapping task is a flat file. The target includes the AddressCity, AddressCounty, BirthPlace, CreditLimit, CustomerAccount, InvoiceAccount, InvoiceAddress, and Name fields.
Mapping
Map the fields of the Microsoft Dynamics 365 for Operations Customer source to the flat file target.
The following image shows the Microsoft Dynamics 365 for Operations mapping:
The following image shows the mapped fields of Microsoft Dynamics 365 for Operations source with the flat file target object:
When you run the mapping, the agent writes the Customer details to the flat file.
The following image shows the Customer details that the agent writes based on the fields you mapped in the mapping task:
