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Re: Change in CRM System - From Salesforce to MS Dynamics

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Anonymous
Not applicable

Change in CRM System - From Salesforce to MS Dynamics

Hi All,

My organizations plan to change CRM system from Salesforce to MS Dynamics CRM. So, we would like to remove salesforce integration and integrate with MS Dynamics CRM.

But when go in Admin section, I don't see any option to remove salesforce integration so I can start process for MS Dynamics  integration. Please find attached screenshot.

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Anonymous
Not applicable

Re: Change in CRM System - From Salesforce to MS Dynamics

You can do an instance copy via customer support and integrate your new instance with MS Dynamics

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7 REPLIES 7
Grégoire_Miche2
Level 10

Re: Change in CRM System - From Salesforce to MS Dynamics

Hi Nikhil,

Once your Marketo instance has been linked to a CRM, this cannot been changed. Period.

You may to ask support if they can doi something about it.

Otherwise, there are only 2 solutions:

  • Migrate to a new Marketo instance
  • just stop syncing with SFDC and use a 3rd party solution for the sync to MSD. Look at Bedrock Data and Informatica, for instance. Both are in the launchpoint.

-Greg

Anonymous
Not applicable

Re: Change in CRM System - From Salesforce to MS Dynamics

You can do an instance copy via customer support and integrate your new instance with MS Dynamics

Grégoire_Miche2
Level 10

Re: Change in CRM System - From Salesforce to MS Dynamics

Hi Jamie,

Will the instance copy include all the activity log?

-Greg

Mike_Reynolds2
Level 10

Re: Change in CRM System - From Salesforce to MS Dynamics

No, it's not possible to bring the full lead activity log over into a new instance.

Grégoire_Miche2
Level 10

Re: Change in CRM System - From Salesforce to MS Dynamics

So, instance copy is not a perfect solution, neither

-Greg

Anonymous
Not applicable

Re: Change in CRM System - From Salesforce to MS Dynamics

Does anyone have an idea of cost to make an instance copy?

Mike_Reynolds2
Level 10

Re: Change in CRM System - From Salesforce to MS Dynamics

Lindsey Czapla

Best option is to work with your Customer Account Manager to get the right information.

Thanks,

Mike