Step 2 of 3 Set up Marketo for Dynamics (2016 On-Prem/Dynamics 365 On-Premises)

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

Create a New User

1. Log-in to Dynamics. Click the Settings icon and select Advanced Settings.

   

2. Click Settings and select Security.

   

3. Click Users.

   

4. Click New.

   

5. Click Add and License Users. A new tab should open.

   

6. Click Admin at the top of the page. Another new tab should open.

   

7. Click Add a user.

   

8. Enter all of your information. When you’re done, click Add.

   

   NOTE

   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.

9. Enter the email to receive the new user credentials and click Send email and close.

   

Create a New Client Application

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 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. Under Settings, click Security.

   

2. Click Users.

   

3. 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.

   

4. Select the sync user. Click Manage Roles.

   

   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. Under Settings, click Marketo Config.

   

   NOTE

   If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo Solution or try logging out and back in.

2. Click Default.

   

3. Click the Marketo User field and select the sync user.

   

4. Click the save icon in the bottom right corner.

   

5. 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 now.
• Run the Validate Microsoft Dynamics Sync process. It verifies that your initial setups were done correctly.
• Log in to the Marketo Sync User in Microsoft Dynamics CRM.

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