Provide the ability to merge duplicate leads MS Dynamics / D365 CRM | Community
Skip to main content
Dan_Stevens_
Dan_Stevens_
Level 10
March 6, 2015
New

Provide the ability to merge duplicate leads MS Dynamics / D365 CRM

  • March 6, 2015
  • 9 replies
  • 8883 views

Every time I try to merge two leads in Marketo, I always get this error below. Please provide this capability. Why hasn't Marketo built support for this capability yet?

    9 replies

    A
    Anonymous
    April 20, 2016

    Is there any update on this? We can merge the leads in Dynamics, but that doesn't seem to make a difference since it doesn't merge them in Marketo. This is causing several issues for us.

    Dan_Stevens_
    Dan_Stevens_Author
    Level 10
    April 20, 2016

    Hi Meahgan - we're not experiencing this behavior.  When merging leads in CRM, the merge then takes place in Marketo (about 10-15 minutes later).  Are you sure both leads in CRM are the same ones referenced in Marketo?  Don't forget, they also need to be of the same MS Type (contact or lead) in order to merge.

    A
    Anonymous
    April 20, 2016

    Hi Dan,

    Yes, they are the same. For some reason they're not attaching to the same email address. We're working with support on it, but was just wondering if it would ever be a possibility to merge them in Marketo.

    Kimia_Moini1
    Kimia_Moini1
    Level 1
    March 9, 2018

    I have to believe your team can find a way to make this possible. I feel like there are a lot of things that don't work as well with Dynamics as they do with Salesforce. It would be nice to have these functions working properly. Do we have an update on when this will be released?

      Kalyn_Ortiz
      Kalyn_Ortiz
      Level 1
      March 27, 2018

      I completely agree, Kimia. Myself and my CRM developer are struggling getting MSD integrated properly with Marketo and the lack of ability to merge contacts is killing my database.

        K
        kh-lschutte
        February 7, 2020
        No text available
        Heather_Boden
        Heather_Boden
        Level 1
        May 12, 2020

        I'm really hoping this is something getting updated in 2020. I think someone from Marketo mentioned in a phone call (Jan or Feb 2020) with our company (Crisis Prevention Institute) this was on the road map for 2020? This was before COVID19 took over in March though so not sure if that release deadline was pushed back. Does anyone have information on this? We use MS Dynamics 365 on the cloud and really want to clean up our Marketo duplicates!

        A
        AmyChristianson
        Level 1
        May 12, 2020

        This would be such a help and something our organization has struggled with for quite some time.  Please make this happen!

        A
        AmyChristianson
        Level 1
        May 12, 2020

        Yes we REALLY need this functionality.  It is making our instance so cluttered with no end in sight.  We use Dynamics 365 integrated with Marketo.

        Robert_Nichols1
        Robert_Nichols1
        Level 3
        February 9, 2021

        any update on this? 

        Robert_Nichols1
        Robert_Nichols1
        Level 3
        April 12, 2021

        Bump again on this Adobe!

        G
        Geoff-6
        Level 2
        June 16, 2023

        Another bump on this please (or a workaround solution if anybody has one). We have had instances where someone gets created as a new lead in Marketo, but then goes through our separate purchase path which creates them as a contact BEFORE the Marketo>Dynamics sync has completed. This means when the lead tries to sync to Dynamics it fails as the email address already exists as a contact, but Dynamics syncs a contact back to Marketo.  I need to merge these so everything is on the Contact in Marketo. It can't be done in Dynamics as the Lead does not exist there, only the Contact, so I need to do it in Marketo.

         

        We are currently looking at a solution to stop it happening again, but I really need a way of fixing the ones that already exist as duplicates.

        Terms & ConditionsAccessibility statement

        Loading footer...