Microsoft Dynamics Sync: Account Sync microsoft-dynamics-sync-account-sync

Did you know Marketo Engage syncs your entire database with Dynamics? It syncs, then waits 5 minutes and then syncs again, all day, every day. Here are some details about how Marketo treats Dynamics Accounts specifically.

Which way does the information sync? which-way-does-the-information-sync

Only one way: from Dynamics to Marketo.

How do the updates work? how-do-the-updates-work

If you update an Account field for a contact in Marketo, it changes the values of all those contacts belonging to that account in Marketo. It does not sync to Dynamics. However, the next time that account is updated in Dynamics, the changes will override all account information in Marketo.

Can I create an account using Marketo? can-i-create-an-account-using-marketo

No. Marketo cannot create accounts in Dynamics.

Which fields will sync to Marketo? which-fields-will-sync-to-marketo

You can select fields to sync during setup. But Marketo will only sync the fields that your Dynamics sync user has access to.

Does a Change in an Account Field in Dynamics results in a Change Data Value Activity Log for Each Contact? does-a-change-in-an-account-field-in-dynamics-results-in-a-change-data-value-activity-log-for-each-contact

Mostly, yes. However, if an account has more than 5,000 contacts and a field on that account changes in Dynamics, we sync down the change but do not log the activity for the 5,000+ contacts.