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Vincent, I'm referring to the tab in the Activity Log - do you see this in your environment?
You don't need CRM for this. Have a look at this thread (which also includes a link to the presentation I gave on this at this past year's Summit): Re: Custom Report - All Interesting Moments
Select your Dynamics Entities you want to sync here:Then select the fields you want to sync: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 GUI...
Still too buggy to use in a production environment. We're noticing several of our existing programs missing constraints, values, tokens, etc. For example, here's a subset of flow steps from an existing smart campaign:When accessing this in Sky, some of the fields contain no values (this is consist...
Sorry, still not following. When someone in our environment - say in the UK partition (I suppose you can say UK workspace as well since only the UK and global/default workspaces have access to the UK partition) - becomes an MQL, it's not possible for them to become an MQL in any other partition. L...
Like Floyd, i'm a bit unclear as to what your concern/question is. We have 23 country workspaces (and lead partitions) - and our master Lead Lifecycle program in our default/global workspace is workspace/partition agnostic (as is our revenue model).
I would be very careful if you plan on using this extensively as it could really skew your reporting and throw a bunch of false positives. According to the docs:If a CC recipient clicks a tracked link in the email, click activity (like all other engagement activity) will be associated with the emai...
James Pemberton - FYI, let's keep an eye on this thread. Last thing we need is more On24 issues.
We've recently come across this issue on the MS Dynamics side (especially after upgrading to v9). Although, in our case, the dupes remain and require manual intervention to dedupe. But the biggest issue is the "new" record is now the active record and contains no prior activity. Is this what you'...
Great tips, Chelsea. The subscription to reports is a huge time saver for my team. EXCEPT, the lack of this capability (which you really wouldn't want an ongoing subscription for as it would quickly put you over the limit; and be irrelevant after the first week or so):