Initial Microsoft Dynamics Sync with Marketo | Community
Skip to main content
C
ChenjiZh
Level 2
September 19, 2023
Solved

Initial Microsoft Dynamics Sync with Marketo

  • September 19, 2023
  • 1 reply
  • 2408 views

Hi,

Does anyone know when we do the first sync between Microsoft Dynamics CRM with Marketo, will Marketo copy the entire database to Microsoft Dynamics CRM? I see the help doc only clarifies the Marketo will copy the entire  database from Dynamics but not sure the vice versa?

 

Thanks a lot!

Ciara

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Darshil_Shah1

With the native sync, a Marketo-only record won’t sync with the CRM unless you sync it with the CRM explicitly (using Sync Person to Microsoft flow step) or it gets synced through the implied sync actions (e.g., Add to Microsoft Campaign flow step). Once records are synced with CRM, the native sync maintains the sync between records in both the platforms (unless the sync is turned off at the record level via custom sync filter). Hope this answers your question. 🙂

1 reply

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
September 19, 2023

With the native sync, a Marketo-only record won’t sync with the CRM unless you sync it with the CRM explicitly (using Sync Person to Microsoft flow step) or it gets synced through the implied sync actions (e.g., Add to Microsoft Campaign flow step). Once records are synced with CRM, the native sync maintains the sync between records in both the platforms (unless the sync is turned off at the record level via custom sync filter). Hope this answers your question. 🙂

Michael_Florin-2
Michael_Florin-2
Level 10
September 19, 2023

Let me add that if you have records in Dynamics and Marketo with the same email address before starting the sync, the sync will create duplicate records in Marketo. It won't merge them! So ideally, your Marketo is empty before you initially sync.

    Katja_Keesom
    Community Advisor and Adobe Champion
    Katja_KeesomCommunity Advisor and Adobe Champion
    Community Advisor and Adobe Champion
    September 20, 2023

    That was exactly what my initial response was. Taking  a Marketo instance with data already in it is a sure recipe for duplicate nightmares. The big gotcha there is that the native sync doesn't use email address as the unique record key, but the Dynamics record id. As your existing Marketo database doesn't have those, the native sync will create new records in Marketo for every record it syncs. It is then up to you to merge these with the records already preexisting in Marketo. Depending on the size of the database that is not really what you want to do.

      Terms & ConditionsAccessibility statement

      Loading footer...