How can i sync only Lead and Contact from dynamics crm ? | Community
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sfaizal
Level 2
March 16, 2018
Question

How can i sync only Lead and Contact from dynamics crm ?

  • March 16, 2018
  • 1 reply
  • 1267 views

I am trying to integrate dynamics crm 2015 (onprem) with Marketo and how can i ensure we are syncing only  contacts and Leads between the systems and nothing else ( account , Opportunity or user). where to filter which entity only to sync ?

Also , What is the use of Marketo Config entity in Dynamics CRM.  I set the sync user in that entity and I see it listdown 5 entities are registered by default. I cant edit them. what are those for ?

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 16, 2018

Hi Faizal,

Use a custom sync filter, as explained here: Create a Custom Dynamics Sync Filter - Marketo Docs - Product Documentation

-Greg

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