Install and Configure Marketo Sales Insight in Microsoft Dynamics Online install-and-configure-marketo-sales-insight-in-microsoft-dynamics-online
Marketo Sales Insight is a fantastic tool for giving your sales team a “window” into the wealth of data the Marketing team has. Here’s how to install and configure it in Microsoft Dynamics Online.
Import Solution import-solution
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Under Microsoft Dynamics CRM click Settings.
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Under Settings, click Customizations.
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Click Solutions.
note note NOTE You should already have installed and configured the Marketo solution before moving forward. -
Click Import.
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In the new window, click Browse.
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On your computer, find and install the solution you just downloaded.
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Click Next.
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The solution will upload. You can view the package contents if you like. Click Next.
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Make sure to leave the box checked and click Import.
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Feel free to download the log file, then click Close.
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Awesome! You should see the solution now. If it’s not there, refresh your screen.
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Click Publish Customization.
note note NOTE Make sure to enable the Global MS Dynamics sync.
Connect Marketo and Sales Insight connect-marketo-and-sales-insight
Let’s tie your Marketo instance to Sales Insight in Dynamics. Here’s how:
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Log in Marketo and go to the Admin section.
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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. -
Back in Microsoft Dynamics, go to Settings.
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Under Settings, click Marketo API Config.
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Click New.
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Enter the information that you took from Marketo earlier and click Save.
Enable Sync enable-sync
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In Marketo, click Admin.
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Under Integration, select Microsoft Dynamics.
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Click Enable Sync.
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Click Edit next to Field Sync Details.
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This will automatically select MSI fields that were previously disabled (Urgency, Relative Score, and Priority). Simply click Save to to start syncing data.
Set User Access set-user-access
Finally, you have to give specific users access to use Marketo Sales Insight.
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Go to Settings.
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Go to Security.
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Click Users.
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Select the users you want to give access to Sales Insight to and click Manage Roles.
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Select the Marketo Sales Insight role and click OK.
And you should be all done! Finally, to test, log into Dynamics as a user who has access to Marketo Sales Insight and look at a lead or contact.
