Re: Dedupe solutions for MSD

Grégoire_Miche2
Level 10

Dedupe solutions for MSD

Hi All,

I am researching on the best dedupe solutions and strategies in a Marketo-Dynamics environement.

I understand that it is not possible to dedupe in Marketo 2 records that are synchronized with Dynamics. Is this correct?

If so, dedupe solutions working in Marketo will only be able to work max one of the duplicate records is in MSD.

What other alternatives have you been looking at?

-Greg

14 REPLIES 14
Grégoire_Miche2
Level 10

Re: Dedupe solutions for MSD

Dan_Stevens_
Level 10 - Champion Alumni

Re: Dedupe solutions for MSD

This is correct, Greg.  Which is why we, too, are looking for a vendor who has a solution for this since we are currently dealing with thousands of duplicates as a result of our purposeful duplicate process; and based on how Sales uses CRM incorrectly today.

Grégoire_Miche2
Level 10

Re: Dedupe solutions for MSD

It seems incredible that, in 2017, Marketo or not, no good dedupe for MS Dynamics exists on the Market...

-Greg

Grégoire_Miche2
Level 10

Re: Dedupe solutions for MSD

Michelle_Miles3
Level 9 - Champion Alumni

Re: Dedupe solutions for MSD

Hi Greg - Paul will know. He's traveling today, but will take a look later.

Michelle Miles
Grégoire_Miche2
Level 10

Re: Dedupe solutions for MSD

Thanks

Paul_Wilson8
Level 4

Re: Dedupe solutions for MSD

Grégoire Michel​ The approach I have had to take a few times now is to identify dupes in Dynamics, then delete those records in Dynamics, and then delete the linked Marketo record.

Screen Shot 2017-03-21 at 5.24.12 PM.png

When you go ahead and delete the Microsoft record you then can see that the Microsoft record was deleted in Marketo, and delete it in Marketo.

Screen Shot 2017-03-21 at 5.42.02 PM.png

Unfortunately this has the consequence of loosing all the activity history in both Marketo and Dynamics for the record(s) sacrificed.

If anyone has a better approach, I am all ears!

PW

Grégoire_Miche2
Level 10

Re: Dedupe solutions for MSD

HI Paul,

Why aren't you merging the records in Dynamics, which should normally merge them in MArketo as well?

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Re: Dedupe solutions for MSD

Yeah, that's what we do.  In fact, we never delete in CRM - we deactivate.