Step 3 of 3: Connect the Marketo Solution with Server to Server Connection

This is the last step of the sync. We’re almost there!

PREREQUISITES
NOTE

Admin Permissions Required

IMPORTANT

If you’re upgrading from Basic Authentication to OAuth, you’ll need to contact Marketo Support for help with updating the additional parameters. Enabling this feature will temporarily stop the sync until new credentials are entered and the sync is re-enabled. The feature can be disabled (until April 2022) should you want to revert to the old Authentication mode.

NOTE

Before you enter new credentials, you can validate them here.

Enter Dynamics Sync User information

  1. Log in to Marketo and click Admin.

  2. Click on CRM.

  3. Select Microsoft.

  4. Click Edit in Step 1: Enter Credentials.

    CAUTION

    Please make sure your org URL is correct as we are unable to revert the subsequent schema changes after submission. If an incorrect Org URL is used, you’ll have to obtain a new Marketo subscription. If you don’t know the URL, learn how to find it here.

  5. Enter the Dynamics Sync User information and click Save when done.

    NOTE

    The username in Marketo must match the email address of the Application User in the CRM. The format can be user@domain.com or DOMAIN\user.

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 or leads.

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

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

Excellent work!

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