Paul_Wilson8

Level 4

Joined the community 01-08-2014

Level 4

Denver, CO

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Re: MSI in MSD not showing up in contact or lead forms

by Paul_Wilson8 04-21-2017

Good day Greg - I have added MSI to custom forms in DCRM before.Let me dig up my notes on that and I will post here - stay tuned!PW

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Re: Dedupe solutions for MSD

by Paul_Wilson8 03-22-2017

Good day Greg!Apologies - when I was replying last night I had misread your initial question to mean that you couldn't merge in DCRM. Next time I go to reply I will wait until I get a good night's sleep and re-read first! I had a client a few years ago that had an issue merging records in DCRM becau...

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2891 0 0
Re: Dedupe solutions for MSD

by Paul_Wilson8 03-21-2017

Grégoire Michel The approach I have had to take a few times now is to identify dupes in Dynamics, then delete those records in Dynamics, and then delete the linked Marketo record.When you go ahead and delete the Microsoft record you then can see that the Microsoft record was deleted in Marketo, and...

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Re: New or old? Screen shot of Microsoft Actions

by Paul_Wilson8 09-15-2015

Thanks Dan - pretty cool actions (were they available) right?I was sent this by a former colleague who got it as a screen shot from a youtube video their Marketo rep sent them. By the time I was send the link the video was removed from youtube. Funny you mention change owner - I have built a workaro...

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1681 0 0
New or old? Screen shot of Microsoft Actions

by Paul_Wilson8 09-15-2015

I recently came across a screen shot showing far more functionality for Dynamics/Marketo. Looking at the overall UI it seems to be an older version of Marketo so I suspect that this functionality may at one time existed but no longer is available. Does anyone have experience with older implementatio...

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