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MS Dynamics Virtual User Group

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Recent Activity

Jacqueline Davis
Click to view contentHave been able to successfully generate the MSI box on both my lead and contact form but it is blank - it is not pulling in any information.  Does anybody know what the issue might be?  I have set up interesting moments etc.  Here is a screen shot of what I have:MS Dynamics Virtual User Group Support
Dan Askin
Saints/Pelicans are hiring. Initial focus is on email, but, organizationally, there's an emphasis on cross-training/cross-departmental projects. We're committed to continued education in Marketo, too.   With the NFL season kicking off in 30 days and the NBA season not far behind, this is a great time to get thrown into the New Orleans sports… (Show more)
Frank Elley
Key issue is this: We use a traditional approach of having a "First Offer" and "Last Offer" field (among others, but this is enough to illustrate the issue). "First Offer" is of course written once for the new lead, and "Last Offer" is always overwritten. Of course, the touches between these two is lost. In SFDC, no problem. All touches are also… (Show more)
Miika Niemelä
We are in the middle of our CRM relaunch project where we are going to replace our Dynamics 365 CRM with a new instance. With the limitation to sync Marketo only with one CRM instance, we probably have to set up a new Marketo instance as well (de-sync tool is not offered anymore). Has anyone in this group gone through the process, I would love to… (Show more)
Dan Stevens.
Click to view contentWe upgraded to v9 about a month ago. We thought everything was working fine in terms of some of the known/potential issues with this upgrade - for example, duplicates created in CRM when qualifying a lead if you don't FIRST update your MLM package to the latest release (as mentioned here: Microsoft Dynamics 2016 Online Upgrade to Version 9) in CRM… (Show more)
Dhanikh P
Hello, I am looking at capturing feedback on our Marketo native integration with MS Dynamics. I would like to talk to everyone of you, if you are OK to provide me your feedback/experience please send me a note at dhanikh.palassery@adobe.com or leave your email in the comments and I will revert back to you. 
Frank Elley
Just doing preliminary investigation on wide range of possible ways to get more robust sync of changes in Dynamics back to Marketo (among other goals). Two questions:   - Are there any third-party connectors worth adding to our research list beyond Bedrock? Interested in tech actually designed for the specific task of replacing… (Show more)
Lindsay Khan
Click to view contentDon’t get me wrong—when I hear Microsoft Dynamics (DCRM) marketers express a bit of jealousy over marketers who are using Salesforce with their Marketo instances, I completely understand. I mean, a quick look at the flow steps available in a Marketo/DCRM environment versus a Marketo/Salesforce environment gives even a non-technical marketer a good… (Show more)
Dan Stevens.
Click to view contentWe've had this issue for some time now - and are now experiencing additional issues related to CRM users.  Any time we add/update a user in CRM, we have to manually force a resync between both environments (actually we don't, Support has to do this for us) for the user to display in Marketo (e.g., when syncing a lead to CRM).  Furthermore, if an… (Show more)
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