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Both leads and contacts in Microsoft Dynamics CRM are called “Leads” in Marketo. We do have system managed field called “Microsoft Type” which has one of the following values.Lead: The Microsoft Type is set to “Lead” if the record in Microsoft Dynamics CRM is a Lead.Contact: The Microsoft Type is set to “Contact” if the record in Microsoft Dynamics CRM is a Contact.Empty/NULL: The Microsoft Type is empty (no value) if the record is a Marketo only record and does not have a connected record in Microsoft Dynamics CRM.
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Once your Marketo instance is integrated with a CRM, either Salesforce or MS Dynamics, that integration cannot be switched.  You cannot switch from one CRM to another, and you also cannot switch from one instance of your CRM to another instance.  If you need to switch CRMs, or if you need to connect Marketo with a different instance of your CRM, you will need to contact your Customer Success Manager to have a new Marketo instance provisioned.
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  Market Support is here to help you with your issues in the quickest and most effective manner possible.  In order for us to do that, there are a few things we really need from you before you click the submit button to create a support case with us.   First, have you searched the community for a solution? The best kind of support case is the one you don't have to submit.  The Marketing Nation Community is an expansive site with a lot of content.  Have you checked Product Docs or Support Solutions for a resolution to your problem?  Have you checked to see if there is a community discussion thread that covers your question?  The Marketing Nation community is a 24 x 7 customer resource and a quick search for a keyword and phrase maybe all that separates you from a solution to your problems.   Second, what's the best way to reach Marketo Support? Marketo Support offers a variety of ways to reach our support team.  Depending on your issue, some of the support channels might be better suited than others.   Please be aware that only contacts from your company/organization that have been identified as an authorized support contacts or authorized support administrators can submit cases to Marketo Support.       Marketo Support (Support) The Marketing Nation Support area features a case submission application that allows you to select your case priority and also select what the Case Issue and Sub-Issue is.  These selections allow our automated case routing system to assign the case to the available support engineer that can best assist you.   Spark customers can submit cases through the support portal only
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Issue When I go to the Support area of Nation, I do not have full access to all the areas and tools.   Solution Our system is specific about how you need to access the Support Portal before we can authorize you to use it. The proper steps to take for us to authorize, and for you to submit cases, are as follows:   Log into your instance Click the Community tile (step 1 image) Click Support in the top banner (step 2 image) Click Submit a Case option (step 3 image) Choose from top options depending on what you need to do (step 4 image) Create a case, Manage authorized contacts, edit your Info   Simply going straight to the nation.marketo.com will not have the desired result. You must access the Support Portal from your instance by using these steps so that our system recognizes you properly. If this is your first time following these steps, your view of Step 3 will be different- not to worry, as that will be updated for you manually. Step 1 Step 2   Step 3 Step 4   If you experience issues, please email marketocares@marketo.com
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Issue Issue Description When adding a new field to MSD Custom Object sync, the field just reports Fieldname(syncing...) and never actually syncs.     Solution Issue Resolution The current workaround would involve the following:  Disable the native sync.  Disable the object sync in the custom entity because that will drop the table entirely in the database.  Then, re-enable the sync for the custom object, including all field to sync and use for filter and triggers to recreate the table in the database.  This should sync all of the fields including the new one.   Who This Solution Applies To Customers with MS Dynamics
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Issue Issue Description In a recent engagement with support you had your Leads restored, or you plan on restoring your Lead Record. Lead records that are restored will not be able to sync backup with Dynamics.   Solution Issue Resolution If the instance is using Microsoft Dynamics sync then the restored lead will not be able to link between Microsoft Dynamics and Marketo. The lead will exist in Marketo (in the backend, it will keep the MS Dynamics GUID) but it will  NOT  sync data between the systems. If the lead is synced down from Microsoft Dynamics then it will create a duplicate lead which cannot be merged.  Who This Solution Applies To Dynamics Users
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Issue You want to push Marketo activities into MS Dynamics.     Solution Marketo has the ability to push activities in SFDC, however, the same feature does not exist for MS Dynamics.  Instead, you can use Interesting Moments in Marketo Sales Insight to pass activities into Microsoft Dynamics.   Who This Solution Applies To Customers using Microsoft Dynamics.
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Issue When there is a change to a field in your CRM that is mapped to a Marketo score type field, the next time the sync processes the change will be reverted and there will be a "Sync Person Updates" activity logged showing that the original value got pushed back from Marketo to the CRM. Solution Score type fields are designed to be managed solely by Marketo, since that is a unique field type to our system.  Scoring is intended to be handled by the scoring campaigns that you set up in Marketo, and pushed to the CRM if necessary. If you have a score field that you intend to put processes in place where your CRM will be updating the values, simply make sure that the Marketo field that it is mapped to is an Integer type field.  
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Issue After syncing a Dynamics Custom Entity to create it in Marketo, not all constraints appear as options when setting up filters for the custom entity in a Smart List.   Solution When a custom entity is added after the initial sync, it may not end up with a direct relationship in the database. To resolve this, fully refresh everything to see if that helps re-establish the relationship using the following steps:   Remove all the references from this entity (which you can see under Object Properties: Object Used By") Disable the custom entity Refresh schema and re-sync the custom entity          
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Current Microsoft Dynamics Version New Microsoft Dynamics Version Requires a New Marketo Instance On-Premise 2016/365 (Version 😎 On-Premise (Version 9) No* On-Premise 2013, 2015, 2016/365 (Version 😎 Online (Version 9) Yes Online 2016 (Version 😎 Online (Version 9) No Migrating from any Microsoft Dynamics version (On-premise or online) to a custom integration will require a new Marketo instance since the Account and Opportunity tables are locked and there is no tool or solution to unlock them. *If a customer is moving to a new on-premise version they will need to move to a new Marketo instance if they plan to update GUIDs and Service Org URL. If the GUIDs and Service Org URL will both stay the same they can use the same Marketo instance.
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Issue Description MS Dynamics Sync shows that it is stuck at a certain percentage after a long period of time.   Issue Resolution This is usually caused by enabling several Custom Entities at a time.   To resolve this issue, you will need to sync the custom entities one by one so that the sync is not bottlenecked.   If that does not resolve the issue, check how many fields are enabled for the custom entity.   A large amount of fields can cause a bottleneck, try to reduce the amount to have only necessary fields.   Who This Solution Applies To Customer with Microsoft Dynamics CRM Is this article helpful ? YesNo
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Issue Description You are seeing updates in Microsoft Dynamics to a field named Birthmark but do not see the field in your Marketo instance.   Issue Resolution The Birthmark field indicates whether the lead was created in Marketo or MS Dynamics.  If the Birthmark field is blank, the lead would be a CRM-created record.   If the Birthmark field contains the value 'mkto', then the record was created in Marketo.   Who This Solution Applies To Microsoft Dynamic Users Is this article helpful ? YesNo
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Issue Description You want to push Marketo activities into MS Dynamics. Issue Resolution Marketo has the ability to push activities in SFDC, however, the same feature does not exist for MS Dynamics.  Instead, you can use Interesting Moments in Marketo Sales Insight to pass activities into Microsoft Dynamics. Who This Solution Applies To Customers using Microsoft Dynamics.
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This article describes how to verify if your active Marketo Sales Insight configuration is properly setup via the Sales Insight tab in the Admin section of Marketo Lead Management. If you see an MSI Status of Configuration Problem, a configuration error in your Marketo Sales Insight setup was detected, meaning that one or more of the required fields for synchronization were not properly configured. In the admin area, go to Microsoft Dynamics and click Edit on Field Sync Details. All required fields will be refreshed and configured. Click Save. Caution The following fields must be checked for Sales Insight to work properly: Priority, Relative Score, and Relative Urgency. Go to Sales Insight and confirm that MSI Status shows Configured.
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