Step 2 of 3: Set up Marketo Sync User in Dynamics (2011 On-Premises)

Great job completing the previous steps, let’s keep moving through this.

Assign Sync User Role

Assign the Marketo Sync User role only to the Marketo sync user. You don’t need to assign it to any other users.

1. In the bottom left menu, select Settings.

   

2. In the tree, select Administration.

   

3. Select Users.

   

4. You will see a list of users here. Select your dedicated Marketo sync user or contact your Active Directory Federation Services (AFDS) administrator to create a new user that’s dedicated to Marketo. Click Manage Roles.

   

5. Check Marketo Sync User and click OK.

   

   TIP

   If you don’t see the role, go back to step 1 of 3 and import the solution.

   NOTE

   Any updates made in your CRM by the Sync User will not be synced back to Marketo.

Configure Marketo Solution

Almost done! We just have a few last pieces of configuration before moving onto the next article.

1. Select Settings. Then select Marketo Config in the tree.

   

   NOTE

   If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo solution again or log out and back in.

2. Click Default.

   

3. Click on

   

4. In the pop-up, select the sync user. Then click OK.

   

5. Click Save to save the changes.

   

6. Click Publish All Customizations.

   

Before Proceeding to Step 3

* If you want to restrict the number of records you sync, [set up a custom sync filter](/docs/marketo/marketo/product-docs/crm-sync/microsoft-dynamics-sync/create-a-custom-dynamics-sync-filter.html?lang=en) now.
* Run the [Validate Microsoft Dynamics Sync](/docs/marketo/marketo/product-docs/crm-sync/microsoft-dynamics-sync/sync-setup/validate-microsoft-dynamics-sync.html?lang=en) process. It verifies that your initial setups were done correctly.
* Log into the Marketo Sync User in Microsoft Dynamics CRM.

Great job!

Business.Adobe.com resources