Step 3 of 3: Connect Marketo Dynamics (2016 On Prem/Dynamics 365 On-Premises)

PREREQUISITES
NOTE

Admin Permissions Required

Enter Dynamics Sync User information

  1. Log in to Marketo and click Admin.

  2. Click CRM.

  3. Select Microsoft.

  4. Click Edit in Step 1: Enter Credentials.

    CAUTION

    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.

  5. Enter the Username, Password a Microsoft Dynamics URL, and a Client Id/Secret. Click Save when done.

    NOTE
    • If your Marketo was provisioned prior to October 2020, Client ID and Secret are optional fields. Otherwise, they’re mandatory. Obtaining this information will depend on what version of MSD you’re using.
    • The Username in Marketo must match the User Name for the sync user in CRM. The format can be user@domain.com or DOMAIN\user.
    • If you don’t know the URL, learn how to find it here.
    TIP

    Don’t know the URL? We will show you how to find your Dynamics Organization Service URL here.

Select Fields to Sync

  1. Click Edit in Step 2: Select Fields to Sync.

  2. Select the fields that you want to sync to Marketo, so they will be pre-selected. Click Save.

NOTE

Marketo stores a reference to the fields to sync. If you delete a field in Dynamics, we recommended doing so with the sync disabled. Then refresh the schema in Marketo by editing and saving the Select Fields to Sync.

Sync Fields for a Custom Filter

If you’ve created a custom filter, be sure to go in and select the new fields to be synced with Marketo.

  1. Go to Admin and select Microsoft Dynamics.

  2. Click Edit on Field Sync Details.

  3. Scroll down to the field and check it. The actual name must be new_synctomkto but the Display Name can be anything. Click Save.

Enable Sync

  1. Click Edit in Step 3: Enable Sync.

    CAUTION

    Marketo will not automatically de-dupe against a Microsoft Dynamics sync, or when you manually enter people.

  2. Read everything in the pop-up, enter your email, and click Start Sync.

  3. The first sync may take a few hours. After it’s done, you’ll receive an email notification.

Excellent work!

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