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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)
Antonio Vlašić
Hello everyone, We are having an issue with Marketo-Dynamics OOB integration setup. We simply cannot get it to work. We followed the instructions for integration on Marketo docs website (installing solution, setting up a user, etc...). Error we are getting during validation is invalid username or password. Which makes little sense because when we… (Show more)
Ishita C
Click to view contentHi All,   We installed the MSI (2016) for MSD 365 (online) and the MSI dashboard does not show for the leads. The solution is installed and deployed, the user rights are checked and the MSI status in Marketo shows configured. Also, I can see MSI for contacts but not for leads.   Any thoughts or solution?     Thanks, Ishita
Chelsea Stinnett
Hello! Our sales team is not able to pull activity of who they sent sales insight templates to in Dynamics. Dynamics doesn't log Marketo emails as tasks, so they have to create tasks separately for everyone the send the emails to. They are needing an easy way to find the people that they sent Marketo emails to. Has anyone found a way to do this in… (Show more)
Paul Wilson
Hello everyone!   Unfortunately I need to defer today's meeting to the new year.   I hope everyone has a great last few weeks in December and I look forward to seeing you in January!   PW
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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