Change in CRM System - From Salesforce to MS Dynamics | Community
Skip to main content
A
Anonymous
August 19, 2016
Solved

Change in CRM System - From Salesforce to MS Dynamics

  • August 19, 2016
  • 1 reply
  • 3468 views

Hi All,

My organizations plan to change CRM system from Salesforce to MS Dynamics CRM. So, we would like to remove salesforce integration and integrate with MS Dynamics CRM.

But when go in Admin section, I don't see any option to remove salesforce integration so I can start process for MS Dynamics  integration. Please find attached screenshot.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by

You can do an instance copy via customer support and integrate your new instance with MS Dynamics

1 reply

Grégoire_Miche2
Grégoire_Miche2
New Participant
August 19, 2016

Hi Nikhil,

Once your Marketo instance has been linked to a CRM, this cannot been changed. Period.

You may to ask support if they can doi something about it.

Otherwise, there are only 2 solutions:

  • Migrate to a new Marketo instance
  • just stop syncing with SFDC and use a 3rd party solution for the sync to MSD. Look at Bedrock Data and Informatica, for instance. Both are in the launchpoint.

-Greg

    A
    Anonymous
    Accepted solution
    August 19, 2016

    You can do an instance copy via customer support and integrate your new instance with MS Dynamics

    Grégoire_Miche2
    Grégoire_Miche2
    New Participant
    August 19, 2016

    Hi Jamie,

    Will the instance copy include all the activity log?

    -Greg

    Terms & ConditionsAccessibility statement

    Loading footer...