Enable Sync for a Custom Entity

If you need custom entity data from Dynamics to be available in Marketo, here’s how to enable the sync for it:

NOTE

Admin Permissions Required

NOTE

When you enable the sync for a custom entity, Marketo performs an initial sync to bring in all the data for the Custom Object.

  1. Go to the Admin section.

  2. Select Microsoft Dynamics and click Disable Sync.

    You must disable the global sync temporarily in order to enable or disable a custom entity.

  3. Under Database Management, click the Dynamics Entities Sync link.

  4. Click the Sync schema link.

  5. Select the entity you want to sync and click Enable Sync.

  6. Select the fields you want to sync or use as constraints and/or triggers in smart lists. When done, click Enable Sync.

    NOTE

    During the sync process, you may notice that the “Dynamic Entities Sync” item disappears from the navigational tree. This is expected behavior, and it will reappear after the sync is complete.

  7. The entity now has a green checkmark on it.

  8. Don’t forget to re-enable the global sync!

Oh yeah! Powerful stuff.

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