Microsoft Dynamics Sync: Field Sync microsoft-dynamics-sync-field-sync

Marketo Engage to Dynamics sync is super powerful. Here are the details.

How are field details kept in sync between the two systems? how-are-field-details-kept-in-sync-between-the-two-systems

The sync is bidirectional for lead and contact entities. If you make changes to a lead or contact in Dynamics or a person in Marketo, your updates will be reflected in both systems.

For account, user, opportunity, team, and custom entities, the sync is one-way: Dynamics to Marketo. If you make changes to these entities in Dynamics, your updates will be reflected in Marketo.

What if changes are made to the same field in both systems at the same time? (Data Collision) what-if-changes-are-made-to-the-same-field-in-both-systems-at-the-same-time-data-collision

Although this is rare, Marketo will win for people (leads) and Dynamics will win for contacts. This is because we consider the marketing department to be authoritative for people, whereas the official system of record for contacts is in the sales (CRM) department. For one-way sync entities, Dynamics will always win.

Can I create a field in Dynamics using Marketo? can-i-create-a-field-in-dynamics-using-marketo

No, this is not currently supported.

I created a field in Dynamics. Can I sync it to Marketo? i-created-a-field-in-dynamics-can-i-sync-it-to-marketo

Yes, you can sync the field as long as your sync user has access to it in Dynamics.

What fields will sync to Marketo? what-fields-will-sync-to-marketo

You can select fields to sync during setup.

What if I need to add a custom field after Marketo and Dynamics are synced? what-if-i-need-to-add-a-custom-field-after-marketo-and-dynamics-are-synced

You can add fields at any time and expect the data to be refreshed from Dynamics to Marketo. See Use Quick Sync with Microsoft Dynamics for a New Custom Field for details.

What if I want to delete a field in Dynamics after the field has been added to sync? what-if-i-want-to-delete-a-field-in-dynamics-after-the-field-has-been-added-to-sync

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.