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Anonymous
December 9, 2015
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Dynamics CRM Custom entities and Marketo

Hi folks,

wondering if other dynamics crm users out there have sync'd custom entities with Marketo and if so, how do you use the Custom Entity fields to generate a smart list? Is it even possible?

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Kenny_Elkington
Kenny_ElkingtonAccepted solution
Adobe Employee
December 9, 2015

The entity which you've synched will have a corresponding Has <Custom Entity> filter created, as well as a trigger if enabled, Added to <Custom Entity>.  The fields for those entities are then available via Add Constraint from within those filters/triggers.

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Kenny_Elkington
Adobe Employee
Kenny_ElkingtonAdobe EmployeeAccepted solution
Adobe Employee
December 9, 2015

The entity which you've synched will have a corresponding Has <Custom Entity> filter created, as well as a trigger if enabled, Added to <Custom Entity>.  The fields for those entities are then available via Add Constraint from within those filters/triggers.

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