MSI for Dynamics- Lead/RSS Feed, Best Bets, Watch List, etc. | Community
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Sean_Tierney2
Sean_Tierney2
Level 3
February 8, 2018
Solved

MSI for Dynamics- Lead/RSS Feed, Best Bets, Watch List, etc.

  • February 8, 2018
  • 1 reply
  • 3387 views

Hi,

Any Microsoft Dynamics CRM users out there using Marketo Sales Insights features; Lead/RSS Feed, Best Bets, Watch List, etc.??

The product docs are not always completely clear if certain MSI features are exclusive to SFDC or just the example CRM of choice. I also see conflicting community discussions regarding MSI functionality in Dynamics.

Thanks,

Sean

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Best answer by Dan_Stevens_

Sean - we just use the MSI iframe that's included on both the lead/contact records.  Specifically:

We also include a history of Interesting Moments and Web Site activity in our MQL alerts for sales and marketing.

There is definitely some functionality that is missing on the MSD version of MSI from the SFDC version.

1 reply

Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
February 8, 2018

Sean - we just use the MSI iframe that's included on both the lead/contact records.  Specifically:

We also include a history of Interesting Moments and Web Site activity in our MQL alerts for sales and marketing.

There is definitely some functionality that is missing on the MSD version of MSI from the SFDC version.

    Sean_Tierney2
    Sean_Tierney2Author
    Level 3
    February 12, 2018

    Thanks Dan, very helpful to see how view from MSD is working for you.

    Did you have any trouble getting priority flames and stars indicators displaying appropriately in MSD?

    When you say "history of Interesting Moments and Web Site activity" in MQL alerts...do you mean using the last interesting moment token or have you configured a way to pull a more extensive list in to the alert?

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