Paul_Wilson8

This is an awesome launch control check list Grace Brebner‌!! Legit.

Good day Adam Monago​ - good question!In my experience there is a very specific field to denote the primary contact related to an Opportunity for Marketo to see the relationship. That field is the customerid field in MSD on the Opportunity, a standard field. If you use a custom lookup field Marketo ...

Good day Dan Stevens​ I wonder if there might be a "behind the scenes" issue at play here. A couple of weeks ago I learend the following from Marketo support:"When Marketo attempts to pass either an insertion or an update into the CRM through the API, we adhere to the deduplication rules in both cas...

Quick question for you Dan Stevens do you have duplicate detection rules active in DCRM?

Good day Jeremy Foote​ - that's a challenge! I have seen 3 possible scenarios work ranging from high to low tech. The first scenario is to write a web hook that calls a web service that would change the statecode of the related DCRM record. So the payload of the web hook would be the GUID of the rec...

Understood!Thanks - I developed a similar plugin for DCRM years ago, and a few computers ago. I am going to see if I can dig that back up and post it here if I do.PW

Great approach Grégoire Michel​!Would you be willing to share the recipe for the MSD plugin with the DCRM MUG?Thanks!PW

Good to know Dave! I would love to know more about why/how this didn't work for you. I am about to onboard a client with existing rules so insights into the impact would be so helpful!PW

Hello Dave Cunningham​! In Dynamics you do have the ability to setup Field Security Profiles. I haven't yet used this feature but I did find this tool tip from Microsoft on how to set them up.Let me know if you get this working!Paul Wilson

Hey Greg - you can add MSI to forms in DCRM by doing the following:Edit the form you want to add MSI to to add a tab, and a web resource:Then select the mkt_/PersonView.htm web resource:Adjust the formatting for the web resource so it is one column, and the height is 12 (not 6):And that should do it...