Create a New Client Application

Follow the steps in this Microsoft article to create a new Client Application and grant permissions. Please make note of the Client ID/Secret of the Dynamics client application.

Assign Sync User Role

Assign the Marketo Sync User role only to the Marketo sync user. You don’t need to assign it to any other users.

NOTE
This applies to Marketo version 4.0.0.14 and later. For earlier versions, all users must have the sync user role. To upgrade your Marketo, see Upgrade the Marketo Solution for Microsoft Dynamics.
IMPORTANT
The language setting of the Sync User should be set to English.
  1. Under Settings, click Security.

  2. Click Users.

  3. You will see a list of users here. Select the dedicated Marketo Sync user or contact your Active Directory Federation Services (ADFS) administrator to create a dedicated user for Marketo.

  4. Select the sync user. Click Manage Roles.

  5. Check Marketo Sync User and click OK.

    TIP
    If you don’t see the role, go back to step 1 of 3 and import the solution.
    NOTE
    Any updates made in your CRM by the Sync User will not be synced back to Marketo.
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