Did you know Marketo syncs your entire database with Dynamics? It syncs, then waits 5 minutes and then syncs again, all day, every day. Here are some details about how Marketo treats Dynamics Contacts specifically.
The contact sync is bidirectional. If you make changes to a contact in Dynamics or a person in Marketo, your updates will be reflected in both systems.
Although this is rare, Marketo will win for people and Dynamics will win for contacts. This is because we consider the marketing department to be authoritative for people, whereas the official system of record for contacts is in the sales (CRM) department.
Yes. Here’s how.
When using the “Sync Person to Microsoft” flow action (in a trigger campaign only), the lead/contact will be created in real-time in Dynamics.
No, the automated background sync is the only way to sync updates between Marketo and Dynamics. The Sync Person to Microsoft will not force a sync of the lead.
You can select fields to sync during setup. But Marketo will only sync the fields that your Dynamics sync user has access to.
Yes, if there is a conflict it will log the result in the leads Activity Log.