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Re: Dynamics CRM Custom entities and Marketo

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Anonymous
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Dynamics CRM Custom entities and Marketo

Hi folks,

wondering if other dynamics crm users out there have sync'd custom entities with Marketo and if so, how do you use the Custom Entity fields to generate a smart list? Is it even possible?

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Kenny_Elkington
Marketo Employee

Re: Dynamics CRM Custom entities and Marketo

The entity which you've synched will have a corresponding Has <Custom Entity> filter created, as well as a trigger if enabled, Added to <Custom Entity>.  The fields for those entities are then available via Add Constraint from within those filters/triggers.

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Kenny_Elkington
Marketo Employee

Re: Dynamics CRM Custom entities and Marketo

The entity which you've synched will have a corresponding Has <Custom Entity> filter created, as well as a trigger if enabled, Added to <Custom Entity>.  The fields for those entities are then available via Add Constraint from within those filters/triggers.