Enable Sync for a Custom Entity enable-sync-for-a-custom-entity

If you need custom entity data from Dynamics to be available in Marketo Engage, here’s how to enable the sync for it.

Admin Permissions Required
  • When you enable the sync for a custom entity, Marketo performs an initial sync to bring in all the data for the Custom Object.
  • Marketing List and Marketing List Members are not supported at this time.
The Marketo Sync User needs read access to the custom object to list it and perform a sync on it.
  1. Go to the Admin section.

  2. Select Microsoft Dynamics and click Disable Sync.

    note note
    You must disable the global sync temporarily to enable or disable a custom entity.
  3. Under Database Management, click Dynamics Entities Sync.

  4. Click Sync schema.

  5. Select the entity you want to sync and click Enable Sync.

  6. Select the fields you want to sync or use as constraints and/or triggers (for records added, not updated) in Smart Lists. When done, click Enable Sync.

    note note
    During the sync process, you may notice that the “Dynamic Entities Sync” item disappears from the navigational tree. This is expected behavior, and it will reappear after the sync is complete.
  7. The entity now has a green checkmark.

  8. Don’t forget to re-enable the global sync!