Change in CRM System - From Salesforce to MS Dynamics

[Anonymous]

Hi All,

My organizations plan to change CRM system from Salesforce to MS Dynamics CRM. So, we would like to remove salesforce integration and integrate with MS Dynamics CRM.

But when go in Admin section, I don't see any option to remove salesforce integration so I can start process for MS Dynamics  integration. Please find attached screenshot.

[Grégoire_Miche2]

Hi Nikhil,

Once your Marketo instance has been linked to a CRM, this cannot been changed. Period.

You may to ask support if they can doi something about it.

Otherwise, there are only 2 solutions:

• Migrate to a new Marketo instance
• just stop syncing with SFDC and use a 3rd party solution for the sync to MSD. Look at Bedrock Data and Informatica, for instance. Both are in the launchpoint.

-Greg

[Anonymous · Accepted solution]

You can do an instance copy via customer support and integrate your new instance with MS Dynamics

[Grégoire_Miche2]

Hi Jamie,

Will the instance copy include all the activity log?

-Greg

[Mike_Reynolds2]

No, it's not possible to bring the full lead activity log over into a new instance.

[Grégoire_Miche2]

So, instance copy is not a perfect solution, neither

-Greg

[Anonymous]

Does anyone have an idea of cost to make an instance copy?

[Mike_Reynolds2]

Lindsey Czapla​

Best option is to work with your Customer Account Manager to get the right information.

Thanks,

Mike