Re: MS Dynamics custom entities: display in Person Details view ?

Anonymous
Not applicable

MS Dynamics custom entities: display in Person Details view ?

Hello,

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.

Thanks !

Vincent

6 REPLIES 6
Gerard_Donnell4
Level 10

Re: MS Dynamics custom entities: display in Person Details view ?

Dan Stevens. is your man for MS Dynamics related questions. Hopefully he can help you.

Dan_Stevens_
Level 10 - Champion Alumni

Re: MS Dynamics custom entities: display in Person Details view ?

Select your Dynamics Entities you want to sync here:

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Then select the fields you want to sync:

pastedImage_1.png

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.

Anonymous
Not applicable

Re: MS Dynamics custom entities: display in Person Details view ?

Hi Dan,

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?

Dan_Stevens_
Level 10 - Champion Alumni

Re: MS Dynamics custom entities: display in Person Details view ?

Vincent, I'm referring to the tab in the Activity Log - do you see this in your environment?

pastedImage_0.png

Anonymous
Not applicable

Re: MS Dynamics custom entities: display in Person Details view ?

Hi Dan,

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 ?

Edward_Camarill
Level 2

Re: MS Dynamics custom entities: display in Person Details view ?

I am having the same experience. This is not a very well documented feature. =(