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A
Anonymous
January 7, 2016
Question

Dynamics CRM Connector

  • January 7, 2016
  • 2 replies
  • 5008 views

Hi,

Can I connect one Dynamics CRM instance with multiple market instances?

Can I selectively sync leads with Dynamics CRM? i.e. I do not want to sync all the leads but only leads based on some filter criteria (e.g. only qualified leads).

Thanks,

Rohit

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2 replies

Dan_Stevens_
Dan_Stevens_
Level 10
January 7, 2016

Even if it's possible, I wouldn't recommend connecting multiple Marketo instances to a single CRM instance.  Too much of a risk of data integrity issues.

As for selectively syncing leads to Dynamics, absolutely.  That's how we do it today.  We only sync leads to MSD when they are qualified.  Out of the box, the only syncing that takes place from Marketo to CRM are updates to existing leads.  It's up to you to define your lead lifecycle logic and when to sync new leads to CRM.

Josh_Hill13
Josh_Hill13
Level 10
January 7, 2016

Is the MSD connector unlike the SFDC connector (1-1 org relationship, now and forever)?

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 7, 2016

It seems to me that Josh is right on this : 1-1 and forever.

-Greg

A
Anonymous
February 23, 2016

Hey there Rohit,

The out of the box connector is 1:1 100% of the time. You can't use the Marketo connector to associate one instance of Dynamics with more than a single instance of Marketo. If you really truly had the need to accomplish this I would recommend you look at Scribe where you can use Scribe as the data transport layer from DCRM out to multiple possible other integrated applications.

I agree with Dan on the sync controller - if you add a custom field on any sync't entity called SyncToMkto and set records to "No" in Dynamics they will not sync to Marketo.

Hope this helps!

Paul

Grégoire_Miche2
Grégoire_Miche2
Level 10
February 23, 2016

Hi Paul,

The "syncToMkto" field does not prevent synchronization automatically. You will have to ask support to activate filterting on that field (and BtW, you can made it as you want )

-Greg

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