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MS Dynamics Virtual User Group

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Recent Activity

Sean Tierney
Hi,   Is anyone familiar with the Dynamics CRM Connections entity and how it interacts/impacts records synced to Marketo?   Creating from / to connections within the Connections entity in Dynamics have appeared to improve Opportunity (Contact) associations in Marketo, but I can't find specific references to the Connections entity in Marketo… (Show more)
Dan Stevens
We'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)
Paul Wilson
Hello Marketo MSD Folks! Q1 2018 is more than 1/2 over so let's get together to discuss how the year has started for you. Looking forward to chatting up with you all next week.   Agenda Introductions and topics Update from Marketo customer support MarTech MSD and Marketo - what new technology are you being asked for this year? Summit 2018…
Dan Stevens
We're going to be deploying version 9 of MSD this year.  Can anyone weigh in on whether or not Marketo supports this version?  If so, will it require an update to the plug-in?   Paul Wilson
Shelby Torrence
We're looking for a Marketing Ops Specialist for a 6 month role with strong possibility to extend. The role could be based in Netherlands, Brazil, Singapore or Atlanta. If you're interested take a look at the job description and apply online.
Sari Hegewald
Our CRM team has been trying to integrate Marketo with our Dynamics 365 CRM.  We've been told by Marketo that 365 is new to them and are still learning this roll out.  Does anyone else have 365 and integrated Marketo?  If so, how did the integration go?  Are there any tips we should know about to make the integration work?
Paul Wilson
Happy New Year all!   I am very sorry about yesterday's meeting fail. I was stranded in Baltimore traveling with family and having weather delay issues that set us back a day getting home. We are back now (enjoying more freezing rain and school cancelations today) and I want to reset January's meeting to NEXT WEDNESDAY January 17th.   I will… (Show more)
Paul Wilson
Agenda First 10 minutes - update from Marketo Product Management Second 10 minutes - update from Marketo Customer Support Last 40 minutes - open discussion, topics TBD and sharing tips and tricks
Charly Hartley
Does anyone have a video from D365 (using test data) that shows how to use Sales Insights? Or are you aware of one that Marketo has created? We are moving to D365 from Microsoft Dynamics® CRM Online 2016 Update ( after the first of the year. Our team has never used Sales Insights because it never worked properly. Please let me know if… (Show more)
Paul Wilson
Hello MS Dynamics users!   Dan Stevens brought to my attention this morning a scenario that I had, till now, been unaware of that is important for you to know about. What Dan encountered were records in Marketo that had different Company Name values from the Account Name value stored in MSD. This can cause issues particularly if you have smart… (Show more)
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