DocumentationMarketo EngageMarketo Guide

Step 3 of 3: Connect Microsoft Dynamics with Marketo (2011 On-Premises) step-of-connect-microsoft-dynamics-with-marketo-on-premises

Last update: May 12, 2026

The solution is installed and the sync user is configured. Next, connect Marketo and Dynamics.

PREREQUISITES
NOTE
Admin Permissions Required

Enter Dynamics Sync User Information enter-dynamics-sync-user-information

  1. Log in to Marketo and click Admin.

  2. Click on CRM.

  3. Click Microsoft.

  4. Click Edit in Step 1: Enter credentials.

    note caution
    CAUTION
    Verify that your credentials are correct. Subsequent schema changes cannot be reverted after submission. If incorrect credentials are saved, a new Marketo subscription will be required.

  5. Enter the Username, Password and CRM URL then click Save.

    note
    NOTE
    • The Username in Marketo must match the User Name for the sync user in CRM. The format can be user@domain.com or DOMAIN\user.
    • If you don’t know the URL, learn how to find it here.

Select Fields to Sync select-fields-to-sync

Select the fields to sync.

  1. Click Edit in Step 2: Select Fields to Sync.

  2. There are preselected fields that will be synced. Add more if you want, and click Save.

    note
    NOTE
    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.

Sync Fields for a Custom Filter sync-fields-for-a-custom-filter

If you have created a custom filter, go in and select the new fields to be synced with Marketo.

  1. Go to Admin and select Microsoft Dynamics.

  2. Click Edit on Field Sync Details.

  3. Scroll down to the field and check it. The actual name must be new_synctomkto but the Display Name can be anything. Click Save.

Enable Sync enable-sync

  1. Click Edit in Step 3: Enable Sync.

    note caution
    CAUTION
    Marketo will not automatically de-dupe against a Microsoft Dynamics sync, or when you manually enter people or leads.

  2. Read everything in the pop-up, enter your email, and click Start Sync.

  3. Depending on the number of records, the initial sync can take anywhere from a few hours to a few days. You will receive an email notification upon completion.

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