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Trevor_Parsell
Level 5
October 30, 2017
Solved

Managing Duplicates In Microsoft Dynamics/Marketo Environment

  • October 30, 2017
  • 1 reply
  • 4220 views

Hello,

I am working on cleaning up a Marketo instance synced with Microsoft Dynamics and am seeing a lot of duplicates. When I attempt to merge duplicates in Marketo, I get an error message saying "Merging two Microsoft leads is not supported yet".

What is a good process for managing duplicates when syncing with Dynamics CRM? Do these always have to be merged on the Dynamics side?

Thank you!

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Best answer by Dan_Stevens_

Unfortunately, two or more duplicates that are either MS LEADS or CONTACTS, must be done within MSD.  An idea has existed for some time now, but this doesn't appear to be on Marketo's roadmap.

1 reply

Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
October 30, 2017

Unfortunately, two or more duplicates that are either MS LEADS or CONTACTS, must be done within MSD.  An idea has existed for some time now, but this doesn't appear to be on Marketo's roadmap.

Elliott_Lowe1
Level 7
December 11, 2020

@dan_stevens_ Can you successfully merge a Marketo only with a Marketo record that is synced to Dynamics?