Great job completing the previous steps. Let’s keep moving through this.
Log-in to Dynamics. Click the Settings icon and select Advanced Settings.
Click Settings and select Security.
Click Add and License Users. A new tab should open.
Click Admin at the top of the page. Another new tab should open.
Click Add a user.
Enter all of your information. When you’re done, click Add.
This name must be a dedicated sync user and not an existing CRM user’s account. It does not need to be an actual email address.
Enter the email to receive the new user credentials and click Send email and close.
Follow the steps in this Microsoft article to create a new Client Application and grant permissions. Please make note of the Client ID/Secret of the Dynamics client application.
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 version 126.96.36.199 and later. For earlier versions, all users must have the sync user role. To upgrade your Marketo, see Upgrade the Marketo Solution for Microsoft Dynamics.
The language setting of the Sync User should be set to English.
Under Settings, click Security.
You will see a list of users here. Select the dedicated Marketo Sync user or contact your Active Directory Federation Services(ADFS) administrator to create a dedicated user for Marketo.
Select the sync user. 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.
Under Settings, click Marketo Config.
If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo Solution or try logging out and back in.
Click the Marketo User field and select the sync user.
Click the save icon in the bottom right corner.
Click Publish All Customizations.