Dynamics fields showing hashed values in Marketo sync | Community
Skip to main content
Robert_Kelen3
Robert_Kelen3
Level 4
February 25, 2017
Question

Dynamics fields showing hashed values in Marketo sync

  • February 25, 2017
  • 2 replies
  • 6323 views

This isn't news, but since I had a hard time finding the answer when I went looking the first time, I thought it would be worth jotting it down for the next person...

Are you seeing cryptic values in Marketo fields sync'd to Microsoft Dynamics (this sort of thing: 0c295e0f-de32-e011-b241-0050568c1347)?

It's a known issue that picklist type fields in Dynamics will, in Marketo Support's words, "show a friendly value to the user but provide a GUID value to Marketo...There currently isn't a way to get this to display the friendly value in Marketo instead of the GUID. The work around is to write to a different field that isn't a picklist or drop down and sync that to Marketo instead."

The good news is that a fix for this is on Marketo's implementation plan, but with no ETA as yet.

There's also a Product Idea to vote on here: Show Value of Lookup Fields NOT GUID for Dynamics CRM Integration​

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Dan_Stevens_
Dan_Stevens_
Level 10
February 25, 2017

Yep, this is expected behavior whenever you sync any Dynamics custom entities - like the "Owned By" region from Dynamics to CRM.  Just the GUID syncs natively.  This isn't true for simple select fields in CRM - like Industry, Country, etc. - just custom entities. 

Every lead record has an "owned by" field - which is essentially the geographic region that owns the lead:

The goal is to sync this value back to Marketo once a lead is assigned in CRM.  Normally, you can only get it to return values like "c5b372c4-1259-e511-80fd-c4346bb5a81c" instead of the meaningful name.

Back to CRM.  Here's the schema and the field name of the fields for this object:

With this info in hand, we then setup a smart campaign to convert the GUID value to the meaningful value - using a munction formula (see mor on Munctions here: Re: Documentation on munctions?

The way we have implemented today is whenever the "owned by" field changes (CDV trigger):

...it triggers off the following flow step:

Here's the full Munction string (the salesforce.com reference is used for both SF and MSD; and "ava_region" is the name of the "owned by" field in CRM):

##LOOKUP({{lead.Owned By (l)}},'salesforce.com ava_region','ava_regionid','ava_regiondisplayname','Unknown')##

Here's a sample result:

Here are the object properties for the Region custom entity in Admin after we configured it in Marketo:

And finally, the fields that we use to grab the ID and friendly name within the Munction:

Robert_Kelen3
Robert_Kelen3Author
Level 4
February 25, 2017

Super helpful. Thanks Dan!

Grégoire_Miche2
Grégoire_Miche2
Level 10
February 26, 2017

Hi Both,

a quick note: Dan's solution uses munctions, which never was a full production feature, only a Beta one, and is now discontinued.

I am afraid that you will  have to go through a webhook or rest api. Look at

You will have to see in details which ones can provide you with the capability to leverage custom objects though a lookup function.

-Greg

Robert_Kelen3
Robert_Kelen3Author
Level 4
February 26, 2017

Thanks Greg!

Terms & ConditionsAccessibility statement

Loading footer...