Marketo and MS Dynamics - what's is your experience?

[olyazenchenko]

Hi Marketo Community,

I am quite new to MS Dynamics (previously Marketo/Salesforce integration) and was wondering if you could share your experience with MS Dynamics? How do you find the transition /  limitations / any resources that you could recommend?

Thanks team

Olya

[Darshil_Shah1 · Accepted solution]

If you're coming from Marketo - Salesforce native integration, you'll feel many of the features present in it are missing in the Marketo-MSD integration.

Some of the differences b/w Marketo's integration with SFDC and MSD off the top of my head are below:

• The latest Program Member Field custom sync isn't supported with the MSD integration, and also the native Program-Campaign sync isn't available too. You can use Add to/Remove from MSD Campaign flow steps with trigger campaigns. Still, there's a caveat with that as well - you can only remove people from an MSD campaign if they were added it by using the Marketo flow step in the first place.
• Although available in SFDC integration, users don't usually convert people from Marketo, but with MSD, you don't have the option to convert people from Marketo in the first place.
• If you use Dynamic Chat and MSI, Dynamic chat activities are synced and visible in the MSI panel in the SFDC, but they are not synced and visible in the MSI panel in case of the MSD sync.

This list is not exhaustive, if you go through the resources below, I'm sure you'll find more things that are possible/supported in the Marketo - SFDC integration but aren't in the Marketo - MSD integration.

Below are some documentation pages that you can find useful. Feel free to explore the pages within each of the below high-level categories:

• Understanding the Microsoft Dynamics Sync
  
• MSI for Microsoft Dynamics - you can compare this with the MSI for SFDC and look at all the items that are missing in the MSI for MSD from the MSI for SFDC.
• MSD Flow Steps - FYR, to compare, you can check the SFDC flow steps here.
• There are plenty of threads on the community re MSD - Marketo integration if you want to sift through them.

Hope this is helpful. Let us know if you have any questions in particular about the sync setup, process, or features. Thanks!

[Michael_Florin]

Darshil is making great points here, and I guess everybody would agree that the Marketo/MSD integration is inferior to Marketo/Salesforce. But still: If you're standing before the question whether or not to use the native integration at all or go completely custom, I would say the MSD integration is not that bad.

Just know this: https://nation.marketo.com/t5/knowledgebase/ms-dynamics-lookup-fields-display-unique-ids-in-marketo/...as this can cause a lot of pain.

[olyazenchenko]

Thank you Michael!

[olyazenchenko]

Thank you for your reply Darshil - this is super helpful and gives me a great start.

Kind regards,

Olya