Step 3 of 3: Connect Marketo and Dynamics (2013 On-Premises) step-of-connect-marketo-and-dynamics-on-premises
The solution is installed and the sync user is configured. Next, connect Marketo and Dynamics.
Enter Dynamics Sync User Information enter-dynamics-sync-user-information
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Log in to Marketo and click Admin.
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Click on CRM.
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Select Microsoft.
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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. -
Enter the Username, Password and Microsoft Dynamics 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.comor DOMAIN\user. - If you don’t know the URL, learn how to find it here.
- The Username in Marketo must match the User Name for the sync user in CRM. The format can be
Select Fields to Sync select-fields-to-sync
Select the fields to sync.
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Click Edit in Step 2: Select Fields to Sync.
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Select the fields that you want to sync to Marketo, so they will be pre-selected. 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.
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Go to Admin and select Microsoft Dynamics.
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Click Edit on Field Sync Details.
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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
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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. -
Read everything in the pop-up, enter your email, and click Start Sync.
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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.
The bi-directional sync between Marketo and Microsoft Dynamics is now set up. If you have purchased Marketo Sales Insight, see the following: