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December 9, 2015
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Dynamics CRM Custom entities and Marketo

  • December 9, 2015
  • 1 reply
  • 1824 views

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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Best answer by Kenny_Elkington

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.

1 reply

Kenny_Elkington
Kenny_ElkingtonAccepted solution
New Participant
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.