What is the best way to share Marketo activity with Sales in MS Dynamics? | Community
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Jennifer_Braath
Jennifer_Braath
Level 2
May 10, 2017
Question

What is the best way to share Marketo activity with Sales in MS Dynamics?

  • May 10, 2017
  • 3 replies
  • 5453 views

Sales wants to see Marketo lead  engagement in campaigns on the synced lead record in MS Dynamics.

Do you have do this by creating individual fields to sync or is there a better way to do this.  Ideally the data would append and not overwrite as sales would like to see all of the marketing activity over time and not just the most recent activity.

Suggestions appreciated!!

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3 replies

Josh_Hill13
Josh_Hill13
Level 10
May 10, 2017

Campaigns, Tasks, Sales Insight...

Fields would be last since it would overwrite.

Jennifer_Braath
Jennifer_BraathAuthor
Level 2
May 10, 2017

Thanks Josh.

I understood that Marketo didn't sync with CRM campaigns. Can you please elaborate?

Thanks

Josh_Hill13
Josh_Hill13
Level 10
May 10, 2017

I'm not sure about MS Dynamics, however, it certainly syncs with SFDC Campaigns.

Veronica_Holme4
Veronica_Holme4
Level 9
May 11, 2017

Hi Jennifer - OK, first question - are you using Marketo Sales Insight? This is the usual method. If you are using it and it isn't meeting the requirements you have, could you give us some details on what you want to pass across that it doesn't do? Your request seems specifically what MSI is used for. Interesting Moments can be used in creative ways to pass across information sales are usually after.

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    May 11, 2017

    We have had a project in which we implemented the following process:

    • A long text field was created in MSD and sync'ed to Marketo
    • Each time a specific activity (e.g. a form fill out) would occur, we would add it to the long text field, in a json format, cumulative to all previous activities in the field (limit is 32k for the field length)
    • In MSD, on sync, the field would be updated, with all the new values and the previous ones. A workflow would then fire and generated custom records or MSD campaign member records.

    This is the closest we could have it to mimic the capabilities of the SFDC connector.

    -Greg

      Paul_Wilson8
      Paul_Wilson8
      Level 2
      May 25, 2017

      Great approach @Grégoire Michel​!

      Would you be willing to share the recipe for the MSD plugin with the DCRM MUG?

      Thanks!

      PW

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      May 26, 2017

      Hi Paul,

      I would love to, but I cannot. I wrote the specs, but my team did not implement it, the customer's SI did, and I do not have access

      -Greg

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