Amanda Opitz

Implementing Dynamics 365 and Marketo

Discussion created by Amanda Opitz on Sep 11, 2019

I'm at an organization that's beginning to syncing Marketo with their Dynamics 365. I'm having trouble finding clear documentation on when a person is created in Marketo, do they push to Dynamics as a lead or a contact? And if it does create a lead, does it pull in a lead source? 

 

Another thing I'm wondering about is what the stars and flames reporting actually looks like within Dynamics. Is it an out of the box report or something we have to set up?

 

Thank you for any help!

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