Customer loyalty cards and reward points

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

Businesses classify customers and provide sophisticated services, based on customer shopping and spending patterns. For example, Dynamics 365 Commerce has the infrastructure and functions to facilitate and handle customer loyalty cards, reward points, loyalty-based pricing, and rewards-based shopping experiences. When data about customer loyalty cards and reward points in Commerce is synced to Common Data service, customer engagement apps can use that data. For example, Dynamics 365 Customer Service users can use the data to provide the same sophisticated services through the help desk.

Templates

Finance and Operations apps Model-driven apps in Dynamics 365 Description
Loyalty card msdyn_loyaltycards This template syncs information about customer loyalty cards.
Loyalty reward points msdyn_loyaltyrewardpoints This template syncs information about customer reward points.

Mapping tables

Mapping types

There are several different mapping types. The following table explains the symbols used in the template tables.

Symbol Description
> One-way
>> One-way, and data is transformed in the process.
= Bidirectional
>< Bidirectional, and data is transformed in the process.
<< One-way, and data is transformed in the process.

Filters

The source filter and reverse source filter determine which rows are synchronized.

Default values

If a synchronized field does not exist in either the Finance and Operations table or the other Dynamics 365 table, then a default value is assigned in the synchronized table. In some cases, the default value is an integer that is a lookup to an attribute value in the Common Data Model. For example, in the Contacts table of the Common Data Model, the default value of address1_addresstypecode is 3. In the Common Data Model, for address1AddressTypeCode the value of 3 is Primary address.

Loyalty card to msdyn_loyaltycards

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
CARDNUMBER = msdyn_cardnumber
CARDTENDERTYPE >< msdyn_cardtendertype
PARTYNUMBER = msdyn_partynumber
REPLACEMENTCARDNUMBER > msdyn_replacementcardnumber
OMOPERATINGUNITNUMBER = msdyn_operatingunitnumber
LOYALTYENROLLMENTDATE = msdyn_enrollmentdate

Loyalty reward points to msdyn_loyaltyrewardpoints

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
EXPIRATIONTIMEUNIT >< msdyn_expirationtimeunit
EXPIRATIONTIMEVALUE = msdyn_expirationtimevalue
REDEEMABLE >< msdyn_redeemable
REDEEMRANKING = msdyn_redeemranking
REWARDPOINTCURRENCY = msdyn_rewardpointcurrency.isocurrencycode
REWARDPOINTID = msdyn_rewardpointid
REWARDPOINTTYPE >< msdyn_rewardpointtype
MAXIMUMLOYALTYREWARDPOINTS = msdyn_maximumloyaltyrewardpoints
VESTINGTIMEUNIT >< msdyn_vestingtimeunit
VESTINGTIMEVALUE = msdyn_vestingtimevalue