3 Replies Latest reply on May 21, 2018 8:03 PM by Adam Monago

    Dynamics CRM - Connections entity

    Sean Tierney

      Hi,

       

      Is anyone familiar with the Dynamics CRM Connections entity and how it interacts/impacts records synced to Marketo?

       

      Creating from / to connections within the Connections entity in Dynamics have appeared to improve Opportunity (Contact) associations in Marketo, but I can't find specific references to the Connections entity in Marketo admin under field and entity sync options.

       

      Thanks,

      Sean

        • Re: Dynamics CRM - Connections entity
          Sean Tierney

          Paul Wilson any familiarity with MS Dynamics CRM "Connections" entity...and how it interacts/impacts with Marketo?

          • Re: Dynamics CRM - Connections entity
            Paul Wilson

            Good day Sean Tierney - I do have some experience on the MSD side working with Connections. What entity are you working with? I caution a guess that it is the Opportunity entity.

            • Re: Dynamics CRM - Connections entity
              Adam Monago

              Hi Sean,

               

              We had to do our own crash course on this entity and how it works with Marketo over the last few months. There are no references in the Marketo documentation or model, however, we did learn a couple of things after syncing our database and then inspecting the model of those opportunities that were visible to Marketo.

               

              • New Dynamics365 instances feature a stakeholder grid on the opportunity form. Creating contacts with this form actually creates external connections of type "Stakeholder" on the opportunity.  These can be viewed in Marketo on contacts that have the "Contact Has Opportunity" relationship populated.
              • Note that if the contact has not synced to Marketo, the associated Opportunity will not sync to Marketo.

               

              Our org does a number of other things with Connections, but this was the primary place that we've been concerned with it related to Marketo.  Happy to share more experiences if you want to reach out directly.

               

              Cheers,
              Adam