Microsoft Dynamics CRM Installation Guide microsoft-dynamics-crm-installation-guide
Supported Versions supported-versions
Marketo Measure supports the following Microsoft Dynamics CRM versions:
- Microsoft Dynamics 2016 (Online and On-Premise)
- Microsoft Dynamics 365 (Online and On-Premise)
For connection and authentication, Marketo Measure supports the following Active Directory Federated Services (ADFS) versions:
- ADFS 4.0 - Windows Server 2016
- ADFS 5.0 - Windows Server 2019
Install the Managed Solution install-the-managed-solution
Download and install the zip file within the Dynamics CRM.
Settings > Customizations > Solutions > Import (button) > Choose File.
Creating a Marketo Measure User creating-a-marketo-measure-user
It is recommended to create a dedicated Marketo Measure User as an “Application User” within Dynamics to export and import data through to avoid any issues with other users in your CRM. Take note of the username and password, and the endpoint URL, as they are used when creating the Marketo Measure account.
Security Roles security-roles
If your organization uses Dynamics Security Roles, make sure the connected user, or the dedicated Marketo Measure User has sufficient read/write permissions to the required entities.
Security Roles are located here: Settings > Security > Security Roles.
For Marketo Measure custom entities, we need full permissions across all of our entities.
Campaign “Create” permissions are also required, in addition to the read/write permissions for standard entities.
For Dynamics standard entities, refer to the Marketo Measure Dynamics schema document. At a high level, Marketo Measure reads in certain entities to gather the appropriate data and write to custom fields that are installed with the managed solution. Standard records are not created, and standard fields are not updated.
Include Touchpoints on Page Layouts: include-touchpoints-on-page-layouts
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For each Entity, navigate to the Form Editor. You can either find this under Settings > Customizations > Customize the System >
[Entity]> Forms. Or you can find it on the settings while you are viewing a record.-
The entities to configure: Account, Opportunity, Contact, Lead, and Campaign.
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To configure Campaigns, you must turn on the “Campaign Sync” option in CRM > Campaigns.
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Page Layouts: first add a “One Column” tile in the section that you want the Touchpoints to live. Within that new column, we need a subgrid added to each form within your Account, Opportunity, Contact, and Lead entities.
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Select the object (Buyer Attribution Touchpoints or Buyer Touchpoints) that should render in the subgrid, which depends on the object relationship. Optionally, change the columns that display by clicking the Edit button. The default layout is set by the managed solution.
Buyer Attribution Touchpoint Subgrid - Accounts, Opportunities, and Contact
Buyer Touchpoint Subgrid - Leads and Contacts
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Once you are done updating the form, publish and save your changes.
Schema-related Considerations schema-related-considerations
Revenue
Marketo Measure points to the standard Actual Revenue field by default. If you are not using this, explain how you report on revenue to your Solutions Engineer or Success Manager as a custom workflow will be needed.
Close Date
Marketo Measure points to the Actual Close Date field out of the box. If you are not using this or also use the Estimated Close Date field, explain your process to your Solutions Engineer or Success Manager. A custom workflow may be needed to account for both fields.
Configuring your Connections and Data Providers configuring-your-connections-and-data-providers
After you’ve logged in to the Marketo Measure application and have been set up as a user in the Adobe Admin Console, the next step is to set up your various data connections.
CRM as a Data Provider
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In your Marketo Measure account, click the My Account drop-down and select Settings.
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Under Integrations in the left nav, click Connections.
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Click the Set Up New CRM Connection button.
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Next to Microsoft Dynamics CRM, click the Connect button.
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Select Credentials or OAuth.
note note NOTE For more information on OAuth, visit this article. If you have any questions about the process, contact your Marketo Measure Account representative. -
In this example, we’ve chosen Credentials. Enter your credentials and click Next.
After connecting, you will see the details of your Dynamics connection in the CRM/MAP Connections list.
Ad Account Connections
To connect your Ad Accounts with Marketo Measure, start by visiting the Connections tab within the Marketo Measure application.
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Follow Steps 1 & 2 from the above CRM as a Data Provider section.
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Click the Set up New CRM Connection button.
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Select your desired platform.
Marketo Measure Javascript
For Marketo Measure to track your web activities, there are multiple steps for setup.
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Click the My Account drop-down and select Account Configuration.
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Enter your phone number. For Website, enter your primary root domain that is used for Marketo Measure tracking on your website. Click Save when done.
note note NOTE To add multiple root domains, contact your Marketo Measure Account Representative. -
The Marketo Measure JavaScript then must be placed across the entire site and landing pages. We recommend hardcoding the script within the head of your landing pages or adding through a Tag Management System such as Google Tag Manager.
note note NOTE By default, Marketo Measure exports 200 records per API credit each time a job sends data to your CRM. For most customers, this provides the optimal balance between API credits consumed by Marketo Measure and CPU resource requirements on the CRM. However, for customers with complex CRM configurations, such as workflows and triggers, a smaller batch size might be helpful to improve CRM performance. To this end, Marketo Measure allows customers to configure the CRM export batch size. This setting is available on the Settings > CRM > General page in the Marketo Measure web application and customers can choose between batch sizes of 200 (default), 100, 50, or 25. When modifying this setting, keep in mind that smaller batch sizes consume more API credits from your CRM. It’s advisable to reduce the batch size only if you are experiencing CPU timeout or high CPU load in your CRM. note note NOTE When you disable Marketo Measure exporting data to Dynamics, it does not remove any existing data. For help with removing existing data, contact Dynamics Support. related-articles Related Articles Error Notifications