Is it possible to display the MS Dynamics custom entities in the Person Details view of Marketo ?
If yes, could someone explain how? Because we have synched a custom MSD entity but it does not show in the person detail view.
Select your Dynamics Entities you want to sync here:
Then select the fields you want to sync:
These will then appear in the "MS Custom Fields" tab. Although just be aware that Marketo has still not made it possible to provide many of the "friendly" field values/names and instead just provides the GUID. Something we've been waiting for for years.
Thank you for your answer. I have Synched the MS entity as per your instructions, but I do not see the 'MS Custom Fields' tab you are talking about.
Do you know what may be the problem?
Vincent, I'm referring to the tab in the Activity Log - do you see this in your environment?
Yes I have this view witth the Microsoft Custom Fields tab. However, the entity that I synched does not appear in this tab (or anywhere else), even if I am able to select it in smart campaigns triggers/ filters constraints, which means that it is well-synched, doesn't it ?