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