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So you’re planning on connecting your Microsoft Dynamics (MSD) instance to your Marketo instance using the Native Connector. You’ve probably already reviewed our Microsoft Dynamics Sync Overview Documentation and maybe even the Sync Setup steps. What's next? Items to ConsiderBefore you dive right in...
With a server side approach, you have a couple of options using the Marketo REST API: Submit Form APIWith this approach you’ll still need to create and approve a form in Marketo with the same fields as your custom form but you don’t need to embed it on your page.When a lead fills out and submits you...
Hi Becky,In the Marketo Field Management section, the more accurate indicator for identifying the field in MSD might be the CRM Field Map value. My understanding is that this references the MSD schema name for the field, which should be new_synctomkto. I'm not sure how the new_synctomkto_account fie...
Marketo Custom Sync Filter for Microsoft Dynamics CRMThe default behavior for the Marketo-MSD Native Connector is for all open Leads and active Contacts in MSD to sync down to Marketo when the sync is turned on. However, you can alter this behavior by creating a custom sync filter in MSD, which enab...