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Microsoft Dynamics Campaign Sync

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Microsoft Dynamics Campaign Sync

Did Marketo ever implement a campaign sync feature for Microsoft Dynamics users like the SFDC-Marketo campaign-program sync feature? I've read some posts about the absence of this feature from years ago but can't find anything about it in the product docs.

 

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Re: Microsoft Dynamics Campaign Sync

Hi Denise,

I am afraid that marketo does not have flow step for syncing the lead with Dynamics Campaigns. Marketo Supports only these three flow steps for Dynamics syncing:

1) Sync Lead to Microsoft(Assign an lead owner).

2) Create Task in Microsoft

3) Change Owner in Microsoft

For attributing the leads in campaigns in Dynamics you still need to rely on third party ETL tools as already mentioned.

 

Yes you are correct but Marketo and Dynamics sync is Bi-Directional sync only for Lead and Contact for the rest of sync (account sync, opportunity sync,) are synced in one direction only from Dynamics to Marketo. 
Addressing the field sync :

The sync is bidirectional for lead and contact entities. If you make changes to a lead or contact in Dynamics or a lead in Marketo, your updates will be reflected in both systems.

For account, user, opportunity, team, and custom entities, the sync is one-way: Dynamics to Marketo. If you make changes to these entities in Dynamics,  your updates will be reflected in Marketo. Hope this helps!

Best,
Darshil

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Re: Microsoft Dynamics Campaign Sync

Hi Denise,

Nope there is no direct campaign sync feature available for Marketo - MS Dynamics   

You can use a third party tool (such as an Extract, Transform, Load (ETL) tool) such as Zapier or MuleSoft Anypoint Platform).

Also there is a possibility of coming up with a custom ETL as per the requirements which can make use of the marketo and the MS Dynamics APIs to pass the data between them, but that might require an additional technical team and some time to work-up the solution.

 

Best,
Darshil
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Re: Microsoft Dynamics Campaign Sync

Hi @Darshil_Shah1 - Thank you! Can you at least use flow steps to add people to Dynamics campaigns? Also, I haven't used Dynamics before. I can tell from reading the Marketo docs on Dynamics integration that, like SFDC, it has Leads, Contacts, and Accounts. Does Dynamics also have field mapping  between fields on Leads and Contacts (and Leads and Accounts) so that you can have just one field in Marketo, e.g., for Source, that's mapped to both the Lead and Contact in Dynamics?

Highlighted

Re: Microsoft Dynamics Campaign Sync

Hi Denise,

I am afraid that marketo does not have flow step for syncing the lead with Dynamics Campaigns. Marketo Supports only these three flow steps for Dynamics syncing:

1) Sync Lead to Microsoft(Assign an lead owner).

2) Create Task in Microsoft

3) Change Owner in Microsoft

For attributing the leads in campaigns in Dynamics you still need to rely on third party ETL tools as already mentioned.

 

Yes you are correct but Marketo and Dynamics sync is Bi-Directional sync only for Lead and Contact for the rest of sync (account sync, opportunity sync,) are synced in one direction only from Dynamics to Marketo. 
Addressing the field sync :

The sync is bidirectional for lead and contact entities. If you make changes to a lead or contact in Dynamics or a lead in Marketo, your updates will be reflected in both systems.

For account, user, opportunity, team, and custom entities, the sync is one-way: Dynamics to Marketo. If you make changes to these entities in Dynamics,  your updates will be reflected in Marketo. Hope this helps!

Best,
Darshil

View solution in original post

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Re: Microsoft Dynamics Campaign Sync

Thank you!