Have the {{SP_Send_Alert_Info}} token available on MS Dynamics

[Thomas_Morgadin]

I always feel like Dynamics is left aside by Marketo when I see the differences in possibilities offered by Salesforce integrations.

One of these functions that I would love to see available on Dynamics is the {{SP_Send_Alert_Info}} token.

This will definitely help lots of sales people that are qualifiying marketing leads and will grant them a simple and easy access to their Dynamics contact window.

More a wish than an idea, I concur. 🙂

[Dan_Stevens_]

This token supports D365 as well.  I can see how this would be confusing based on the name of this token.  But here's what's displayed when included in an alert (highlighted section):

[Thomas_Morgadin]

Hi @Dan_Stevens_ thank you for your answer.

Maybe I was not precise enough. The token is well supported for Dynamics users, but the generated link is limited to the activity log on Marketo.

IMO what is really interesting in this token (Salesforce version), is the generated link to the contact/lead window of the CRM :

Less clicks & searches for the sales teams...

[Dan_Stevens_]

We have that capability as well.  It's not out-of-the-box, but is very easy to create.  Here's the alert:

This token will give you the GUID of the record in D365: {{lead.SFDC Lead ID}}.  Simply create this URL to include this link in your alerts:

https://[YOUR SUBDOMAIN NAME].crm.dynamics.com/main.aspx?etc=4&id=%7b{{lead.SFDC Lead ID}}%7d&pagetype=entityrecord

[Thomas_Morgadin]

Oh boy, I will try that right away. I did not know it could be possible, that's awesome thank you. 🙂

[Thomas_Morgadin]

Dear @Dan_Stevens_ , again thanks a lot, it worked like a charm.

In my research I find these two documentations that helped a lot to set up the dynamic URL:

https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Generate-a-Link-to-Lead-or-Contact-Record-in-M...

https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Populate-a-Custom-Marketo-Field-with-the-Micro...