Step 2 of 3 Set up Marketo for Dynamics (2016 On-Prem/Dynamics 365 On-Premises) step-of-set-up-for-marketo-on-premises-2016

Great job completing the previous steps. Let’s keep moving through this.

Create a New User create-a-new-user

  1. Log-in to Dynamics. Click the Settings icon and select Advanced Settings.

  2. Click Settings and select Security.

  3. Click Users.

  4. Click New.

  5. Click Add and License Users. A new tab should open.

  6. Click Admin at the top of the page. Another new tab should open.

  7. Click Add a user.

  8. Enter all of your information. When you’re done, click Add.

    note note
    This name must be a dedicated sync user and not an existing CRM user’s account. It does not need to be an actual email address.
  9. Enter the email to receive the new user credentials and click Send email and close.

Create a New Client Application 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-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.

This applies to Marketo version 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.
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.

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

Configure Marketo Solution configure-marketo-solution

Almost done! We just have a few last pieces of configuration before moving onto the next article.

  1. Under Settings, click Marketo Config.

    note note
    If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo Solution or try logging out and back in.
  2. Click Default.

  3. Click the Marketo User field and select the sync user.

  4. Click the save icon in the bottom right corner.

  5. Click Publish All Customizations.

Before Proceeding to Step 3 before-proceeding-to-step