Select Fields to Sync

  1. Click Edit in Select Fields to Sync.

  2. Select the fields that you want to sync to Marketo, so they will be pre-selected. Click Save.

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

If you’ve created a custom filter, be sure to 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

  1. Click Edit in Enable Sync.

    CAUTION
    Marketo will not automatically de-dupe against a Microsoft Dynamics sync, or when you manually enter people.
  2. Read everything in the pop-up, enter your email, and click Start Sync.

  3. The first sync may take a few hours. After it’s done, you’ll receive an email notification.

Excellent work!

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