• [Accounts Tip] Company Name Mismatch

    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...
    Paul Wilson
    last modified by Paul Wilson
  • Marketo Dynamics Customer Connect

    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 no...
    Dhanikh P
    last modified by Dhanikh P
  • MSI Fields Not Showing inside Dynamics

    Have 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 interes...
    Jacqueline Davis
    last modified by Jacqueline Davis
  • New Orleans Saints/Pelicans Job Opp: Email + Digital Marketing Specialist

    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.  ...
    Dan Askin
    last modified by Dan Askin
  • Job Opening: Snr Manager/Director Demand and Digital Marketing

    Looking for Marketing Demand and Digital Snr Manager/Director for either Toronto or London, UK.  Ping me if interested.  Here are the requirements: Toronto User GroupLondon User GroupMS Dynamics Virtual...
    Jacqueline Davis
    created by Jacqueline Davis
  • Missed July's meeting? Here's the recording!

    Paul Wilson
    created by Paul Wilson
  • January's DCRM Users Group Meeting

    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 (enjoy...
    Paul Wilson
    last modified by Paul Wilson
  • [UPDATE] Wednesday's User Group Meeting

    Hello all!   Please note the URL for this week's meeting has changed. Please use the following coordinates for the call:   Marketo Dynamics Virtual Users Group Wed, Aug 16, 2017 10:00 AM - 11:00 AM PDT ...
    Paul Wilson
    created by Paul Wilson
  • [Dynamics 365 Config Tip] Error "Principal user is missing prvReadUserEntityUISettings" when sync'ing records to Dynamics 365

    Noted an error in my newly upgraded instance of Dynamics 365 and Marketo today. I was attempting to sync records into Dynamics 365 and noticed this error in the Activity Log for person records I attempted to sync: ...
    Paul Wilson
    last modified by Paul Wilson
  • [REMINDER] DCRM MUG tomorrow at 1pm ET

    Hello all!    Looking forward to tomorrow's DCRM MUG - see you there!   Paul Wilson
    Paul Wilson
    created by Paul Wilson
  • Easier management of Dynamics duplicates

    Hi All,   We are trying to make a case to Marketo, we need a more flexible way to get rid of MSD sourced-duplicates. Here is the use case: for historical reasons and ingrained processes that will be hard to chan...
    Grégoire Michel
    last modified by Grégoire Michel
  • [JOB OPENING] Perkuto is looking for a senior consultant to join our growing DCRM/Marketo practice

    Hello Dynamics MUG members!   I am looking for any referrals you might have for people with Marketo/Dynamics experience. Perkuto is hiring a Marketing Automation Senior Consultant, MS Dynamics and Marketo so if ...
    Paul Wilson
    last modified by Paul Wilson
  • [REMINDER] June Virtual User Group this Wednesday

    Hello DCRM Marketo folks!   Reminder for this week's DCRM Virtual MUG on Wednesday at 1pm Eastern. Please register here to make sure you have the correct link - we are meeting on GotoWebinar rather than GotoMeet...
    Paul Wilson
    created by Paul Wilson
  • Marketo-Dynamic formula field sync issue

    Hi,   Does formula fields are expected to trigger a sync from MSD into Marketo and same from SFDC to Marketo?   If not then what should be the approach to sync the formula field data back from Dynamic to M...
    Harish Gupta
    last modified by Harish Gupta
  • DCRM Virtual MUG Meeting [05/17]

    Hey all,   I took some detailed notes during the meeting - in case you missed it and prefer to read instead of listen to the recording!   Two people from Marketo joining. 18 members of Dynamics user group j...
    Jeffrey Anderson
    last modified by Jeffrey Anderson
  • ***[UPDATED - Meeting Reminder] Virtual User Group Meeting this Wednesday at 1pm Eastern

    Hello!   Due to the number of people who have RSVP'd yes to this week's meeting I need to switch platforms to GotoWebinar from GotoMeeting. Please register here: https://attendee.gotowebinar.com/rt/8586181242010...
    Paul Wilson
    last modified by Paul Wilson
  • [Support Tip] Info to include in each of your Marketo support tickets

    In order to speed up the response time from Marketo when you open a case you should always include the following information on every support case: Version of Microsoft Dynamics Online or On Prem Version of Marketo...
    Paul Wilson
    last modified by Paul Wilson
  • Follow up to last Wednesday's DCRM product meeting at Marketo Summit '17

    Hello! I wanted to provide you with an update and next steps following onto last Wednesday's summit session with Derek and Ajay from Marketo. Friday April 28th I had a very productive meeting with Ajay, Derek and Moh...
    Paul Wilson
    last modified by Paul Wilson
  • [Duplicate Records Tip] Why duplicate records get created and how to setup Duplicate Detection Rules in DCRM

    The Marketo connector for Microsoft Dynamics doesn't check for matched Marketo records when a new record is sync'd from Dynamics. This can create havoc in your database if you have many Marketo only records.   H...
    Paul Wilson
    created by Paul Wilson
  • [Sales Insights Tip] Adding Marketo Sales Insights Manually to a DCRM Form

    When you create a new custom Form in DCRM you can then go in and add Marketo Sales Insights onto that Form.   Step 1: Edit the form you want to add MSI to to first add a tab, and then a web resource   Step ...
    Paul Wilson
    created by Paul Wilson