SamanthaDurkin

SamanthaDurkin
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Date Last Visited
‎05-14-2020 04:25 AM
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Joined the community 23-04-2020
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  • Re: MSD 365 Lead Qualification and sync to Marketo
    by SamanthaDurkin name dot 05-13-2020

    I am having the exact same problem. Creating a lead, syncing to D365. Qualifying it and then having both a qualified lead in Marketo and the new contact.The lead status changes to Qualified from Open. The CRM contact is supposed to "merge" with the lead. If we find the answer i will let you know!

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  • Lead synced to D365 and moved to opportunity status - doesn't update l...
    by SamanthaDurkin name dot 05-13-2020 quickview

    We have moved to a new D365 instance and had to move to a new Marketo instance which has been set up.I have a a lead in Marketo and we manually Sync to Microsoft as a Lead.In D365 - we complete some additional details and then progress the lead to an opportunity.In D365, this creates the opportunity...

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    Dynamics 365 Sync

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Date Registered ‎04-23-2020 06:36 AM
Date Last Visited ‎05-14-2020 04:25 AM
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