Admin Permissions Required
Log in to Marketo and click Admin.
Click Edit in Step 1: Enter Credentials.
Please make sure your credentials are correct as we are unable to revert the subsequent schema changes after submission. If incorrect credentials are saved, you’ll have to obtain a new Marketo subscription.
Enter the Username, Password a Microsoft Dynamics URL, and a Client Id/Secret. Click Save when done.
Don’t know the URL? We will show you how to find your Dynamics Organization Service URL here.
Click Edit in Step 2: Select Fields to Sync.
Select the fields that you want to sync to Marketo, so they will be pre-selected. Click Save.
If you’ve created a custom filter, be sure to go in and select the new fields to be synced with Marketo.
Go to Admin and select Microsoft Dynamics.
Click Edit on Field Sync Details.
Scroll down to the field and check it. The actual name must be new_synctomkto but the Display Name can be anything. Click Save.
Click Edit in Step 3: Enable Sync.
Marketo will not automatically de-dupe against a Microsoft Dynamics sync, or when you manually enter people.
Read everything in the pop-up, enter your email, and click Start Sync.
The first sync may take a few hours. After it’s done, you’ll receive an email notification.