Need documentation for Marketo Sales Insight for MS Dynamics | Community
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Dan_Stevens_
Dan_Stevens_
Level 10
August 11, 2015
Solved

Need documentation for Marketo Sales Insight for MS Dynamics

  • August 11, 2015
  • 1 reply
  • 2260 views

We have installed MSI in our UAT (testing) environment of MS Dynamics Online.  Now that it's installed, the team has asked for documentation to ensure we have it configured properly and can start doing some initial testing within our sandbox account.  Unfortunately, the online documentation is just for SFDC.  Can someone from the Products team provide us with MS Dynamics documentation for MSI?

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Here's some of the stuff about using it:

Add a Lead/Contact to a Marketo Campaign from Microsoft Dynamics - Marketo Docs - Product Docs

Send a Marketo Sales Email from Microsoft Dynamics - Marketo Docs - Product Docs

It's kind of mixed in with the Salesforce stuff and not all in one place. I usually find it by searching for one particular topic within Sales Insight and not searching for Sales Insight more generically.

1 reply

Priyank_Joshi3
Priyank_Joshi3
Level 5
August 11, 2015

Hi Dan,

There are some docs for MSI for MS Dynamics under product docs. Please have a look at one' below:

Install and Configure Marketo Sales Insight in Microsoft Dynamics Online

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2013

Install and Configure Marketo Sales Insight in Microsoft Dynamics 2015

Hope this helps.

Thanks

Priyank

Dan_Stevens_
Dan_Stevens_Author
Level 10
August 11, 2015

Thanks Priyank.  What about user documentation - for example, now that it's installed, I see no option to add a lead to a campaign - just "interesting moments".  No "web activity", no "my email" - just "interesting moments"

A
Anonymous
Accepted solution
August 12, 2015

Here's some of the stuff about using it:

Add a Lead/Contact to a Marketo Campaign from Microsoft Dynamics - Marketo Docs - Product Docs

Send a Marketo Sales Email from Microsoft Dynamics - Marketo Docs - Product Docs

It's kind of mixed in with the Salesforce stuff and not all in one place. I usually find it by searching for one particular topic within Sales Insight and not searching for Sales Insight more generically.

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