MS Dynamics Opportunity Sync

MS Dynamics Opportunity Sync

In MS Dynamics, we currently tie our opportunities to accounts.  In marketo, it shows the opportunity being created in the log file, but it will not fill in the opportunity tab.  The only way you can currently do this is by attaching an opportunity to a specific contact.  If an opportunity is created, that is tied to an account that is tied to specific contacts, the opportunity info should connect all the way through.  
2 Comments
Edward_Masson
Level 10
Think that's the same in SFDC.
We stopped our sales reps from creating Opps at the account level because the SFDC campaign information does not come over into the Opp unless the Opp is connected to a contact by primary or plays a role. Our reps were not using primary contact or role! And without that we cant align marketing touches with contacts in Marketo or segment in smart list for opps to contacts.

Think that's the point of Marketo, is all about leads and contacts.
kh-lschutte
Community Manager
Status changed to: Open Ideas