Re: MS Dynamics custom entities: display in Person Details view ?

Anonymous
Not applicable

Hello,

Is it possible to display the MS Dynamics custom entities in the Person Details view of Marketo ?

If yes, could someone explain how? Because we have synched a custom MSD entity but it does not show in the person detail view.

Thanks !

Vincent

8 REPLIES 8
Francis_Vanderb
Level 2

I have the same issue. These fields are available to be used as a filter or trigger. All the synced Dynamics Entity fields get available as constraints.  The data itself however is not available to be viewed. No trace in the Microsoft Custom Fields tab.

Is there any news on that?

Michael_Florin
Level 10

Is there any news on that?


No. And I don't think you'll ever be able to see the content of a Dynamics object in Marketo. As you won't for a Salesforce object btw.

Dan_Stevens_
Level 10 - Champion Alumni

Select your Dynamics Entities you want to sync here:

pastedImage_0.png

Then select the fields you want to sync:

pastedImage_1.png

These will then appear in the "MS Custom Fields" tab.  Although just be aware that Marketo has still not made it possible to provide many of the "friendly" field values/names and instead just provides the GUID.  Something we've been waiting for for years.

Anonymous
Not applicable

Hi Dan,

Thank you for your answer. I have Synched the MS entity as per your instructions, but I do not see the 'MS Custom Fields' tab you are talking about.

Do you know what may be the problem?

Dan_Stevens_
Level 10 - Champion Alumni

Vincent, I'm referring to the tab in the Activity Log - do you see this in your environment?

pastedImage_0.png

Anonymous
Not applicable

Hi Dan,

Yes I have this view witth the Microsoft Custom Fields tab. However, the entity that I synched does not appear in this tab (or anywhere else), even if I am able to select it in smart campaigns triggers/ filters constraints, which means that it is well-synched, doesn't it ?

Edward_Camarill
Level 2

I am having the same experience. This is not a very well documented feature. =(

Gerard_Donnell4
Level 10

Dan Stevens. is your man for MS Dynamics related questions. Hopefully he can help you.