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How to integrate Marketo with Dynamics from Microsoft?

Vijay Somkuwar . Oct 07, 2024

A:

To integrate Marketo with Dynamics from Microsoft, follow the steps given below:

  • Make sure you have admin privileges in Microsoft Dynamics and Marketo
  • In Microsoft Dynamics, create a Marketo sync user and grant them the required rights
  • Navigate to Admin > Microsoft Dynamics after logging into Marketo
  • Install the Microsoft AppSource package for Marketo Dynamics Integration
  • Give the sync user in Microsoft Dynamics permissions
  • Using Marketo's integration options, link Marketo to Dynamics
  • Set up field mappings to synchronize contacts, leads, and other items
  • To guarantee that data flows appropriately, test and keep an eye on the sync.

Oct 07, 2024

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