NEW WebAPI (REST) integration now available for Microsoft Dynamics 365 CRM
NOTE: The WebAPI (Rest) integration is currently ONLY available for Dynamics online & on-prem versions 9.x using ADFS 2016 and above.
Authentication
The WebAPI (Rest) integration is only supported with Microsoft Dynamics 365 Online and on-prem instances v9.x in conjunction with ADFS 2016 and above. If you do not use these supported Dynamics/ADFS configurations, the native SOAP integration will continue to work for the foreseeable future; however, we are no longer developing SOAP enhancements.
Please note that the WebAPI (Rest) integration requires a client ID and Client secret for authentication. Pre-ADFS 2016 (on-prem v8.x and older, with ADFS versions earlier than 2016) authentication requires login and password credentials only – the use of a client ID/Client secret is not needed or supported.
Connector
As part of the continued investment in Adobe and Microsoft partnership, the native Marketo Engage / Dynamics SOAP integration is being upgraded to a more robust connection protocol using WebAPI (REST) that will better support future upgrades and releases.
The Marketo Engage and Microsoft Dynamics teams are encouraging all customers to proactively adopt WebAPI in preparation for the deprecation of SOAP API. The upgrade should only take 5-10 minutes by your Dynamics admin and present no loss of data with your existing sync. This is a critical step to ensure your WebAPI connector activation is completed successfully.
We encourage all Dynamics customers that have supported versions of Microsoft Dynamics 365 CRM and ADFS (if applicable) to upgrade before Oct 31st, 2021, which is our target time frame to begin releasing new features via WebAPI.
The Customer Setup document only applies to Microsoft Dynamics 365 CRM Online edition and on-prem v8.x with ADFS 2016 and above. If you have questions or need help with your specific configuration, please open a support case for assistance.
You may also find the FAQ document useful.
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