We have moved to a new D365 instance and had to move to a new Marketo instance which has been set up.
I have a a lead in Marketo and we manually Sync to Microsoft as a Lead.
In D365 - we complete some additional details and then progress the lead to an opportunity.
In D365, this creates the opportunity and converts the lead to a contact.
In our old instance - the lead in Marketo would get updated to a contact.
Currently, with new instance, the lead is kept in Marketo, and a Contact is created - so we have duplicates in Marketo. A Lead with some of the info and a Contact with some info and the opportunity info completed.
Does anyone know where the problem would be? Would this be in D365?
Thanks
Sam
Hi Samantha,
we are having the same challenge, I believe (https://nation.marketo.com/t5/Product-Discussions/MSD-365-Lead-Qualification-and-sync-to-Marketo/td-...).
According to the docs, support feedback and advice from @Dan_Stevens_ and @Catherine_Cham1, the reason could be customizations to qualification process in D365. Apparently, Marketo works only with out-of-the box qualification setup in MSD.
Hope this helps!
Matjaž