Need documentation for Marketo Sales Insight for MS Dynamics

[Dan_Stevens_]

We have installed MSI in our UAT (testing) environment of MS Dynamics Online.  Now that it's installed, the team has asked for documentation to ensure we have it configured properly and can start doing some initial testing within our sandbox account.  Unfortunately, the online documentation is just for SFDC.  Can someone from the Products team provide us with MS Dynamics documentation for MSI?

[Priyank_Joshi3]

Hi Dan,

There are some docs for MSI for MS Dynamics under product docs. Please have a look at one' below:

Install and Configure Marketo Sales Insight in Microsoft Dynamics Online

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2013

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2015

Hope this helps.

Thanks

Priyank

[Dan_Stevens_]

Thanks Priyank.  What about user documentation - for example, now that it's installed, I see no option to add a lead to a campaign - just "interesting moments".  No "web activity", no "my email" - just "interesting moments"

[Anonymous · Accepted solution]

Here's some of the stuff about using it:

Add a Lead/Contact to a Marketo Campaign from Microsoft Dynamics - Marketo Docs - Product Docs

Send a Marketo Sales Email from Microsoft Dynamics - Marketo Docs - Product Docs

It's kind of mixed in with the Salesforce stuff and not all in one place. I usually find it by searching for one particular topic within Sales Insight and not searching for Sales Insight more generically.

[Dan_Stevens_]

Thanks Kristen - this is really helpful!  When Sales sends Marketo emails from CRM, where is the activity tracked in Marketo and CRM (since it's not part of a defined campaign)?

[Anonymous]

You'll see it in Marketo with the "Sales Email" triggers/filters. And there's a separate report for the Sales Insight emails.