Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011 install-and-configure-marketo-sales-insight-in-microsoft-dynamics
Marketo Sales Insight is a fantastic tool for your sales team. Here is the step-by-step instruction of how to install and configure it in Microsoft Dynamics 2011 On-Premises.
Import Solution import-solution
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Sign in to Microsoft Dynamics CRM. Click Settings in the bottom left menu.
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Select Solutions in the tree.
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Click Import (
note note NOTE You should already have installed and configured the Marketo solution before moving forward. -
Click Browse. Select the Marketo Sales Insight solution you downloaded. Click Next.
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Verify the details of the solution, and click Next.
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Make sure the SDK message option is checked. Click Next.
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Now wait for the import to finish.
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Click Close.
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Marketo Sales Insight will now show up in the solution list. Yay!
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Select Marketo Sales Insight and click on Publish All Customizations (
Connect Marketo and Sales Insight connect-marketo-and-sales-insight
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Log in to Marketo and click Admin.
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Under the Sales Insight section click Edit API Configuration.
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Copy the Marketo Host, API URL, and API User Id for use in a later step. Enter an API Secret Key of your choice and click Save.
note caution CAUTION Don’t use an ampersand (&) in your API Secret Key. 
note note NOTE The following fields must be synced with Marketo for both Lead and Contact for Sales Insight to work: - Priority
- Urgency
- Relative Score
If any of these fields are missing, you will see an error message in Marketo with the name of the missing fields. To fix this, perform this procedure. -
Go back to Dynamics, select Settings.
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Select Marketo API Config in the tree.
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Click Default Configuration.
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Enter the information you took from Marketo earlier.
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Click Save.
Set User Access set-user-access
Set up user roles to give specific users access to Sales Insight.
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Select Settings.
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Select Administration in the tree.
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Click Users.
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Select the user(s) you want to grant access to and click Manage Roles.
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Select the Marketo Sales Insight role and click OK.
And that’s it! All the users have access will now be able to see the sales insight section in the lead/contact detail view.
Congrats. You have now unleashed the power of Marketo Sales Insight.