• Sync issues with Microsoft Dynamics CRM

    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 ...
    Lindsey Falconer
    last modified by Lindsey Falconer
  • MS Dynamics Campaigns and Marketo Programs

    Has anyone come up with a mechanism (hand rolled or add-on) to synchronize their Marketo Programs to MS Dynamics campaigns?   Would love to hear if anyone has managed to get something working here. We're on Dyna...
    Adam Monago
    last modified by Adam Monago
  • 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
  • Managing Multiple Touches on Lead and Contact Records. Campaigns or Other Alternatives?

    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, a...
    Frank Elley
    created by Frank Elley
  • CRM relaunch and new Marketo instance

    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...
    Miika Niemelä
    last modified by Miika Niemelä
  • Duplicate records created in Marketo after upgrading to Dynamics 365 Online v9

    We 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...
    Dan Stevens.
    last modified by Dan Stevens.
  • Third-Party Connectors?

    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 wor...
    Frank Elley
    created by Frank Elley
  • 3 Tips for Microsoft Dynamics and Marketo Success

    Don’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 l...
    Lindsay Khan
    last modified by Lindsay Khan
  • Dynamics users not auto syncing to Marketo

    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 (actua...
    Dan Stevens.
    last modified by Dan Stevens.
  • 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
  • Dynamics users experiencing duplicates after v9 upgrade

    Hello,   are any other dynamics users experiencing this issue? Duplicate records created in Marketo after upgrading to Dynamics 365 Online v9
    Ed Burton
    last modified by Ed Burton
  • [MSD MUG MEETING] April 5th MSD Virtual User Group Meeting

    4/5/19 11:00 AM
    Hello Dynamics Marketers!   My apologies for the delay in getting our meetings rolling this year - it has been a whirlwind start to the year for me.  I am excited to reconnect with you Friday April 5th at 1...
    Paul Wilson
    last modified by Paul Wilson
    [MSD MUG MEETING] April 5th MSD Virtual User Group Meeting
  • Sync is broken

    Yesterday, we found out that the sync between Marketo and D365 is broken and generating the following error:     fault:    Sync Lead to Microsoft caught exception    exceptionMessag...
    Dan Stevens.
    last modified by Dan Stevens.
  • Are there still plans for MUGs in 2019?

    With the work that is being done to migrate Adobe to a new instance of Marketo with integration to MSD 365, seems like there could be a ton of fodder for conversation.
    Nathan Fehler
    last modified by Nathan Fehler
  • Marketo Dynamics OOB integration issue - reposted

    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 ...
    Antonio Vlašić
    created by Antonio Vlašić
  • MSI not showing up in lead forms in MSD 365

    Hi 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 sho...
    Ishita C
    created by Ishita C
  • Reporting on MSI email activity in Dynamics

    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 t...
    Chelsea Stinnett
    created by Chelsea Stinnett
  • NO MUG TODAY (December 18th) - See everyone in January!

    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
    Paul Wilson
    last modified by Paul Wilson