Great job completing the previous steps, let’s keep moving through this.
Assign the Marketo Sync User role only to the Marketo sync user. You don’t need to assign it to any other users.
This applies to Marketo plugin version 126.96.36.199 and later. For earlier versions, all users must have the sync user role. To upgrade Marketo, see Upgrade the Marketo Solution for Microsoft Dynamics.
The language setting of the Sync User should be set to English.
In the bottom left menu, select Settings.
In the tree, select Administration.
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.
Check Marketo Sync User and click OK.
If you don’t see the role, go back to step 1 of 3 and import the solution.
Any updates made in your CRM by the Sync User will not be synced back to Marketo.
Almost done! We just have a few last pieces of configuration before moving onto the next article.
Select Settings. Then select Marketo Config in the tree.
If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo solution again or log out and back in.
In the pop-up, select the sync user. Then click OK.
Click Save to save the changes.
Click Publish All Customizations.
* 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.