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Hello Megan - just found this thread and wondering if you have moved any closer to integrating Marketo with Dynamics?
I would suggest that there are some key differences to be aware of in a Marketo/DCRM environment compared with what you may have seen in a Marketo/SFDC environment. When it comes to keeping records synchronized when updates happen from either side you will see no critical differences. The one caveat on that is if you are in an environment where you have 150K records or more sync'd. In those cases I have seen examples where large batch updates from either side are not always successfully executed and there is (currently) no error reporting should the sync fail.
A key difference to note is that the actual Marketo flow step options when connected with DCRM are limited to a SINGLE function - Sync with Microsoft. You do not have the ability (as you do in an instance associated with SFDC) to change record owner, add to a campaign, change campaign member status, add a task assigned to a SFDC user, etc. You can only introduce a Marketo lead over to DCRM. And once that sync is done, the records will stay linked. If you want to use Marketo to change the owner of a record in Dynamics you need to build a work around infrastructure to update a custom filed sync'd between Marketo and Dynamics that would then trigger a Dynamics based custom workflow to update the record owner in Dynamics.
Happy to share more with you if you are still considering Dynamics - lots to share!
Paul - Thank you so much for sharing your insights. My company has decided to move forward with a Salesforce integration. Now it's just a question of how to start that process!
My company is on integrated with MS Dynamics 2011 currently. I'm a Dynamics CRM Expert. Been trying to get our company to upgrade for a while and think we are there, so we are hopfully going to move to 2016 by end of year.
However, we just integrated with Marketo, and I'm having lots of little quirks and issues.
A major one is getting the Opportunity Info to show on the Contact in Marketo. It's working on our CRMStage and Marketo Sandbox environment. But not our CRM Prod and Marketo Prod environment. I can't figure out the difference. Any suggestions on troubleshooting? Where I should look in the setup? I thought I did the exact same. Sigh.
And, any other tips on any quirks would be great!
My email is email@example.com.
Thanks for any help!
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My experience after about 40 Marketo projects: without a sync to your CRM, you are missing 40% of the value and return on investment of your Marketo project:
- Time wasted to extract data from one system and import it in another
- Lack of responsiveness in the lead management process, which leads to additional time to handle MQL / SQL
- discrepancies in data that is updated on both ends, so none of the users will get the most recent updates in time
- no closed loop infirmation (from CRM to Marketo) that prevents advanced analytics to work
So if you have the possibility to fix it, do it
Thank you so much for your input. We are going to fix it by investing in Salesforce. Now it's just a matter of getting started with the integration. Are there any resources you would suggest besides the Product Docs info in Marketo to get going?
On both MS Dynamics and Salesforce, the installation is very straightforward and easy.
Then, on best practices re. Lead Management or campaign sync, this community has a lot of content that you can leverage. Just search on these key words.