Fix Dynamics Validation Sync Issues

Validate Sync Tool Results

When you run the Dynamics Validate Sync, it generates this report. If there’s an delete next to a step, see below to identify and fix the problem. Then rerun the sync validation steps until the result shows nothing but checkmarks.

URL is valid

If you have an delete here, verify that the URL is valid. Find it here in Developer Resources and look at Organization Service. The URL could be invalid for a number of reasons.

  1. Log-in to Dynamics. Click the Settings icon and select Advanced Settings.

  2. Click Settings and select Customizations.

  3. Click Developer Resources.

  4. The Organization Service URL can be found under Service Endpoints.

Username and password are valid

If you have an -- here, verify that your Microsoft Dynamics username and password are valid.

Sync user is assigned to the Marketo Sync User role

If you have an -- here, you need to verify that the Marketo Sync User role is checked in Microsoft Dynamics. See Step 2 of the MIcrosoft Dynamics installation documentation.

  1. In Dynamics, click the Settings icon and select Advanced Settings.

  2. Click Settings and select Security.

  3. Click Users.

  4. Click the link for the sync user.

  5. Click Manage Roles.

  6. Verify that the Marketo Sync User role is checked. If not, check it and click OK.

Marketo solution is properly installed

If you have an -- here, Go to Microsoft Dynamics to verify the Marketo installation is there. See Step 1 of the MIcrosoft Dynamics setup documentation.

  1. In Dynamics, click the Settings icon and select Advanced Settings.

  2. Click Settings and select Solutions.

  3. Verify the solution is listed.

All steps in the solution are enabled

If you have an -- here, verify that none of the default steps have been deactivated. All steps are automatically enabled at installation, but they could be deactivated during a customization.

Sync user is assigned to the Marketo solution

If you have an -- here, make sure the Sync user is assigned on the Marketo Default page in Microsoft Dynamics.

  1. In Dynamics, click the Settings icon and select Advanced Settings.

  2. Click Settings and select Marketo Config.

  3. Verify that the sync user is assigned as the default.

Sync user matches username and password

If you have an -- here, be sure to assign the proper sync user in the Marketo User field in the Marketo Config Default setup step in Microsoft Dynamics.

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