DocumentationMarketo EngageMarketo Guide

Step 1 of 3: Configure Sync User for Marketo (2016 On-Prem /Dynamics 365 On-Premises) step-of-configure-sync-user-for-marketo-on-premises-2016

Last update: Fri Nov 10 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Before you can sync Microsoft Dynamics 2016 On-Prem/Dynamics 365 with Marketo Engage, you need to first install the Marketo solution in Dynamics.

NOTE
After you sync Marketo to a CRM, you cannot sync a new CRM to the existing Marketo instance.
PREREQUISITES
If you’re using Microsoft Dynamics On-Premise, you must have Internet Facing Deployment (IFD) with Active Directory Federation Services 2.0+ (ADFS) configured. Note: The IFD document downloads automatically when you click the link.
Download the Marketo Lead Management Solution before you start.
NOTE
Dynamics Admin Permissions required.
You need CRM administrator privileges to perform this sync.

  1. Log in to Dynamics. Click the Microsoft Dynamics CRM drop-down menu and select Settings.

  2. Under Settings, select Solutions.

  3. Click Import.

  4. Click Browse and select the solution you downloaded. Click Next.

  5. View the Solution Information and click View solution package details.

  6. When you’re done checking all the details, click Close.

  7. Back on the Solution Information page, click Next.

  8. Make sure the SDK option checkbox is selected. Click Import.

  9. Wait for the import to finish.

    note tip
    TIP
    You will need to enable pop-ups on your browser to complete the installation process.

  10. Download a log file (if you want) and click Close.

    note note
    NOTE
    You may see a message saying “Marketo Lead Management completed with warning”. This is fully expected.

  11. Marketo Lead Management will now appear on the All Solutions page.

  12. Select the Marketo solution and click Publish All Customizations.

    High five! The installation is finished.

    note caution
    CAUTION
    Disabling any of the Marketo SDK Messaging Processes will result in a broken install!
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    Install Marketo for Dynamics 2015 On-Prem and 2016 365 On-Prem Step 2 of 3
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