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Microsoft Dynamics & Sales Insights

Question asked by Thomas Morgadinho on Nov 7, 2019
Latest reply on Nov 7, 2019 by Thomas Morgadinho

Hi Marketo community,

 

I'm on the verge of installing MSI on our Microsoft Dynamics CRM. We did sync the database months ago, but nothing much after that.

 

Without MSI, we managed leads between marketing and sales through marketing campaigns in Dynamics.

 

For instance: when the sales rep called a lead, they upated the lead record with the details of the "Phone call" (Dynamics item) and linked it to the marketing campaign.

 

My question: is it possible to get the "Phone call" info & description recorded on Marketo? By using Sales Insights or something else? Or is MSI limited to Marketo informations only?

 

Thank you.

 

Thomas

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