Repair Marketo Sales Insight Configuration Problems with Microsoft Dynamics CRM

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    This article describes how to verify if your active Marketo Sales Insight configuration is properly setup via the Sales Insight tab in the Admin section of Marketo Lead Management.

    If you see an MSI Status of Configuration Problem, a configuration error in your Marketo Sales Insight setup was detected, meaning that one or more of the required fields for synchronization were not properly configured.

    In the admin area, go to Microsoft Dynamics and click Edit on Field Sync Details.

    All required fields will be refreshed and configured.

    Click Save.

     

    Caution

     

    The following fields must be checked for Sales Insight to work properly: Priority, Relative Score, and Relative Urgency.

    Go to Sales Insight and confirm that MSI Status shows Configured.