Knowledgebase

Sort by:
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
View full article
Issue Initial MS Dynamics sync gives the error 'is missing prvReadSdkMessageProcessingStep privilege'   Environment MS Dynamics CRM integration Solution Issue Resolution These permissions, found within Security Role, require a Microsoft Dynamics Admin to set and change., Navigate to Settings > System > Security and select Security Roles icon. Click on the Marketo Sync User to bring up the individual access level for each individual entity. For the sync to work the individual privileges are as follows: Under 'Core Records':   Under 'Customisation':   Under 'Custom Entities': Any role with Marketo needs to have all permissions.     More information on Managing Users and Security Roles can be found on the Microsoft Dynamics Site: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/manage-users       Root Cause The error indicates the Marketo Sync User in Dynamics lacks some of the required permissions for the sync.
View full article
  Yes. You can sync down new fields to Marketo as long as the sync user has access to these fields. You can sync down new fields by going to Admin > Microsoft Dynamics > Field Sync Details. Please note that we will only be syncing new values for these fields, we don’t do complete initial sync for this field. For options to do a complete initial sync for a particular field, please contact Support.
View full article
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
View full article
Yes. You will need a dedicated Microsoft Dynamics user for the purpose of the integration. We call this user the Sync User.
View full article
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.  
View full article
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          
View full article
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
View full article
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.
View full article
Issue Can you remove a CRM from Marketo? Solution You cannot remove a CRM integration from an instance. Once the CRM of your choice is clicked (Dynamics or Salesforce) the instance is set to use that CRM for the remainder of its life. Once the login and mappings have been setup for a instance, the CRM instance or org cannot be changed as well. If for a reason you do need to change the CRM or the linked instance, you would want to reach out to your Customer Success Manager to get information on provisioning a new Marketo instance.  
View full article
Issue Interesting moments not appearing for a user in Dynamics. The interesting moments section on a Contact displays: “No Interesting Moments for [Contact Name]” Solution Checked that the user is a contact record synced with a Marketo record that has interesting moments Created a new record with interesting moments and synced to Dynamics, but the user still cannot see the interesting moments Sync is validated  No errors found for example records MSI Sync status is ‘Configured’ in [Admin > Sales Insight] Checked on a system admin users access and were able to see the interesting moments for the example records Found that the Marketo Sales Insight security role was not assigned to the affected user, but after assigning the role, clearing browser cookies and cache, logging out and logging back in, the Interesting Moments for the example records was still not appearing Perform the following update: Go to > Settings > In Marketo API configuration > Form Editor > API secret Key > Details tab > Edit > Disable the field level security Root Cause Marketo Sales Insight role was not assigned to the user and Marketo API Configuration had field-level security enabled Environment Microsoft Dynamics CRM Marketo Sales Insight Interesting Moments
View full article
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
View full article
Issue MS Dynamics Sync shows that it is stuck at a certain percentage after a long period of time. Solution 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.    
View full article
Issue Lead conversion/qualification through workflows in Microsoft Dynamics CRM resulting to duplicates (i.e. Lead and Contact) in Marketo Solution While lead qualification through workflows is currently not supported, one approach that we saw implemented by a customer that did not result in duplicates is by redeveloping the lead qualification workflow using the msdyncrmWorkflowTools (1.0.54.0): QualifyLead step. Dynamics-365-Workflow-Tools/Qualify Lead.md at master · demianrasko/Dynamics-365-Workflow-Tools This was verified to result in no duplicates as the workflow writes the "Create [Qualify Lead]' operation type to the Marketo Log which is like the standard qualify button. Should there be any further assistance needed in developing the lead conversion workflow, it's recommended to engage with our Professional Services / Consulting team Root Cause Marketo's integration with Microsoft Dynamics CRM currently does not support custom qualify workflows. Environment Microsoft Dynamics CRM Lead conversion Sync
View full article
Issue The Source Campaign field in Microsoft Dynamics is not getting updated when the field is updated in Marketo. The sync from Microsoft Dynamics to Marketo will be working fine. Solution To sync Campaign Source from Marketo to Dynamics, the option 'Campaign Sync' needs to be enabled as per this documentation: Enable Campaign Sync | Adobe Marketo Root Cause If the Campaign Sync is not enabled we will not be syncing over the value of the field to Microsoft Dynamics as it is part of the Campaign Sync. Environment Native integration with Microsoft Dynamics Campaign Sync not Enabled
View full article