SOLVED

How do we change the fields syncing with Dynamics CRM?

Go to solution
Highlighted
Anonymous
Not applicable

How do we change the fields syncing with Dynamics CRM?

We have set up a connection between our Marketo sandbox and a Dynamics CRM sandbox, but the setup was done by another user who did not understand that it needed to be thought out more carefully before setting it going, and he just picked some random fields to sync. I now want to set this up properly (still between the two sandboxes), but get the spinning wheel of doom when I try to Edit the Field Sync Details in the sandbox.  FYI it is Dynamics Online 2016 that is in use.

I have raised a case with Marketo support, but it seems to me that this is a bug, as it is supposed to be possible to change the fields after the initial setup, correct? This was a new instance in July this year, so it should have the latest version of the connector.

Does anyone have any experience with this issue?

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Anonymous
Not applicable

Re: How do we change the fields syncing with Dynamics CRM?

This was indeed the reason, and it was impossible to correct it fully, so we ended up having to move to a new sandbox and start again.

View solution in original post

3 REPLIES 3
Highlighted
Level 6

Re: How do we change the fields syncing with Dynamics CRM?

You should be able to edit the Field Sync Details and select which fields you want to sync over.  If you are not able to get in there, definitely get in touch w/ support.  However, I would try different browsers, allow some time for it to process through, etc. 

However, please note that this is somewhat tricky.  If you haven't already, I would recommend that you read this, especially the last section "What if I need to add a custom field after Marketo and Dynamics are synced?": Microsoft Dynamics Sync: Field Sync - Marketo Docs - Product Docs

Highlighted
Anonymous
Not applicable

Re: How do we change the fields syncing with Dynamics CRM?

The problem above was caused by the wrong CRM credentials being used. However, we still have an outstanding issue with support because no data is coming across although all the validation items are checked. This may be because the CRM sandbox was refreshed.

Highlighted
Anonymous
Not applicable

Re: How do we change the fields syncing with Dynamics CRM?

This was indeed the reason, and it was impossible to correct it fully, so we ended up having to move to a new sandbox and start again.

View solution in original post