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.