How can i sync only Lead and Contact from dynamics crm ?

Faizal_Khan
Level 1

How can i sync only Lead and Contact from dynamics crm ?

I am trying to integrate dynamics crm 2015 (onprem) with Marketo and how can i ensure we are syncing only  contacts and Leads between the systems and nothing else ( account , Opportunity or user). where to filter which entity only to sync ?

Also , What is the use of Marketo Config entity in Dynamics CRM.  I set the sync user in that entity and I see it listdown 5 entities are registered by default. I cant edit them. what are those for ?

1 REPLY 1
Grégoire_Miche2
Level 10

Re: How can i sync only Lead and Contact from dynamics crm ?

Hi Faizal,

Use a custom sync filter, as explained here: Create a Custom Dynamics Sync Filter - Marketo Docs - Product Documentation

-Greg