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MS Dynamics Virtual User Group

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Recent Activity

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)
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)
Not Valid
We recently upgraded to the Microsoft Dynamics 9.0 and now our Marketo is not syncing with Dynamics. Has anyone else done the upgrade and are you experiencing the same issue? I reached out to our Dynamics Consultant and he noted everything is working on the Dynamics end. Still waiting to hear back from Marketo about this.   Thanks!
Ishita C
Hi everyone,   We are looking into Dynamics migration from on-prem to cloud (Dynamics 365). It would be great if anyone can share the necessary steps to be taken during the migration and integration (365) with Marketo? Also, would you recommend any 3rd party to help us with the integration? if yes references are greatly appreciated.   Thank you!
Paul Wilson
Good day!   Thanks to all those who attended today. I look forward to chatting with folks again December 18th, 2018!   Regards,   PW
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Ishita C
Hi All, Is it possible to delete all the Marketo database and re-sync it w/CRM (Dynamics)? If yes, would you please share any steps or documents describing the same.   Please note: This is a new instance and recently synced w/CRM only.   Thanks, IC
Paul Wilson
Hello all!   I am in San Jose this week for discussions on Marketo's integration into Adobe and will not be able to run tomorrow's MUG meeting. I am excited to share with you all some additional details about the acquisition now that it is closed so please try to free up your calendars Tuesday November 27th.   Looking forward to catching up with…
Colin Greig
We have a solution in place today to do this that involves a CRM workflow which writes a CRM Record URL to a sync'd field. Then we use that field value in the new lead notification email that is sent to the sales person (from Marketo) so that they can open the lead directly in CRM to begin working on it.   Only issue is, it takes at least 10… (Show more)
Jenna Stephenson
We have our sync of Marketo/Dynamics set up so that after a lead is closed as qualified or disqualified in Dynamics a workflow changes the SynctoMkto field to No. That way, if there is new activity for the same email address, a new lead will be created for follow up. However, something has gone wrong and I need help figuring it out. Dynamics is… (Show more)
Lindsey Falconer
Does anyone else have sync issues with Microsoft Dynamics CRM? We've been plagued with them since our implementation. The biggest issue that concerns me is that on some of the contacts and accounts get connected that shouldn't be.   For example, in CRM Mary Smith is a contact under Account1. This is correct. But in marketo, it looks like Mary… (Show more)
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