So you’re planning on connecting your Microsoft Dynamics (MSD) instance to your Marketo instance using the Native Connector. You’ve probably already reviewed our Microsoft Dynamics Sync Overview Documentation and maybe even the Sync Setup steps. What's next?
Before you dive right in to configuring the sync, you should consider the following questions:
If either of your instances were provisioned through a migration or if you are unsure of the answers to any of the above questions, it’s highly recommended that you engage Professional Services or Support to ensure that your Marketo instance is properly configured for connecting to MSD.
Once you’ve confirmed that your Marketo instance is configured to natively connect with MSD, review the following checklist:
After your Initial Sync is complete, you’ll receive an email. Then you should consider these follow-up items:
While the above lists should cover a majority of use cases for implementing the Native MSD Connector, it’s always a good idea to work closely with your account team and support to ensure that no edge cases are overlooked.
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