Marketo Sales Insight is a fantastic tool for giving your sales team a “window” into the wealth of data the Marketing team has. Here’s how to install and configure it in Microsoft Dynamics Online.
Complete your Marketo-Microsoft integration.
Download the correct solution for your version of Microsoft Dynamics CRM.
If you’re using the Unified Interface, prior to Step 1 below, click the Settings icon in the top-right corner and select Advanced Settings.
Under Microsoft Dynamics CRM click Settings.
Under Settings, click Customizations.
You should already have installed and configured the Marketo solution before moving forward.
In the new window, click Browse.
On your computer, find and install the solution you just downloaded.
The solution will upload. You can view the package contents if you like. Click Next.
Make sure to leave the box checked and click Import.
Feel free to download the log file, then click Close.
Awesome! You should see the solution now. If it’s not there, refresh your screen.
Click Publish Customization.
Make sure to enable the Global MS Dynamics sync.
Let’s tie your Marketo instance to Sales Insight in Dynamics. Here’s how:
Admin Permissions Required
Log in Marketo and go to the Admin section.
Under the Sales Insight section, click Edit API Configuration.
Copy the Marketo Host, API URL, and API User Id for use in a later step. Enter an API Secret Key of your choice and click Save.
Don’t use an ampersand (&) in your API Secret Key.
The following fields must be synced with Marketo for both Lead and Contact for Sales Insight to work:
If any of these fields are missing, you will see an error message in Marketo with the name of the missing fields. To fix this, perform this procedure.
Back in Microsoft Dynamics, go to Settings.
Under Settings, click Marketo API Config.
Enter the information that you took from Marketo earlier and click Save.
In Marketo, click Admin.
Under Integration, select Microsoft Dynamics.
Click Enable Sync.
Click Edit next to Field Sync Details.
This will automatically select MSI fields that were previously disabled (Urgency, Relative Score, and Priority). Simply click Save to to start syncing data.
Finally, you have to give specific users access to use Marketo Sales Insight.
Go to Settings.
Go to Security.
Select the users you want to give access to Sales Insight to and click Manage Roles.
Select the Marketo Sales Insight role and click OK.
And you should be all done! Finally, to test, log into Dynamics as a user who has access to Marketo Sales Insight and look at a lead or contact.