Microsoft Dynamics Social Activity Entity
When you set up the Microsoft Dynamics integration, Oktopost will create an Oktopost Social Activity entity in your Common Data Service. The entity will have the following fields:
| Field | Type | Description |
|---|---|---|
| Account | Lookup(Account) | Reference to Dynamics Account (Contacts only) |
| Activity Datetime | Date and Time | - |
| Activity Id | Text | Reference to the activity ID in Oktopost |
| Activity Text | Text Area | Post, mention, direct message, or comment text |
| Activity Type | Text | Link Click, Comment, Share, Mention, or Direct Message |
| Campaign Name | Text | Oktopost campaign name |
| Campaign Tags | Text Area | A comma-separated list of tags from Oktopost campaign |
| Comment Keywords | Text Area | A comma-separated list of keywords extracted from the comment text |
| Contact | Lookup(Contact) | Reference to Dynamics Contact |
| Lead | Lookup(Lead) | Reference to Dynamics Lead |
| Message Keywords | Text Area | A comma-separated list of keywords extracted from the post, mention, or message content |
| Network | Text | LinkedIn, Twitter, Facebook, Google or Instagram |
| Post Datetime | Date and Time | The post date and time |
| Poster Name | Text Area | Name of the Oktopost user who scheduled the post |
| Post Id | Text | Reference to Oktopost post ID |
| Post Source | Text | UI, API, Board, Curation or Direct |
| Profile Name | Text | Name of the social profile who shared the link |
| Remote Url | URL | A link to the post on social media |
| Sentiment | Text | Positive, Negative, Neutral or Mixed |
| Sentiment Score | Whole Number | Positive = 100, Negative = 0, Neutral = 50, Mixed = 50 |
| Who Type | Text | Who this activity is associated with: Lead or Contact |
Every time a social interaction will be captured by Oktopost and associated with a known Contact or Lead in Dynamics, Oktopost will append a record to this object.
Each record will represent a different social activity and contain information about it. Fields that are not available or irrelevant to the activity type will remain empty.
Here's the full reference of available fields per activity type:
| Field | Link Click | Mention | Comment | Share | Like | Reaction | Direct Message |
|---|---|---|---|---|---|---|---|
| Account | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Activity Datetime | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Activity Id | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Activity Text | - | ✓ | ✓ | - | - | ✓ | ✓ |
| Activity Type | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Campaign Name | ✓ | - | ✓ | ✓ | ✓ | ✓ | - |
| Campaign Tags | ✓ | - | ✓ | ✓ | ✓ | ✓ | - |
| Comment Keywords | - | - | ✓ | - | - | - | - |
| Contact | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lead | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Message Keywords | ✓ | - | ✓ | - | - | - | - |
| Network | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Post Datetime | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - |
| Poster Name | ✓ | - | ✓ | ✓ | ✓ | ✓ | - |
| Post Id | ✓ | - | ✓ | ✓ | ✓ | ✓ | - |
| Post Source | ✓ | - | ✓ | ✓ | ✓ | ✓ | - |
| Profile Name | ✓ | - | ✓ | ✓ | ✓ | ✓ | ✓ |
| Remote Url | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Sentiment | - | ✓ | ✓ | - | - | - | ✓ |
| Sentiment Score | - | ✓ | ✓ | - | - | - | ✓ |
| Who Type | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Note that not all interactions can be associated with known Leads or Contacts immediately, therefore, when such a connection will be detected, the associated activities will be synced soon after.