Marketo and MS Dynamics - what's is your experience? | Community
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May 19, 2023
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Marketo and MS Dynamics - what's is your experience?

  • May 19, 2023
  • 1 reply
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Hi Marketo Community,

I am quite new to MS Dynamics (previously Marketo/Salesforce integration) and was wondering if you could share your experience with MS Dynamics? How do you find the transition /  limitations / any resources that you could recommend?

 

Thanks team

Olya

 

 

 

 

 

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Best answer by Darshil_Shah1

If you're coming from Marketo - Salesforce native integration, you'll feel many of the features present in it are missing in the Marketo-MSD integration.

 

Some of the differences b/w Marketo's integration with SFDC and MSD off the top of my head are below:

 

  • The latest Program Member Field custom sync isn't supported with the MSD integration, and also the native Program-Campaign sync isn't available too. You can use Add to/Remove from MSD Campaign flow steps with trigger campaigns. Still, there's a caveat with that as well - you can only remove people from an MSD campaign if they were added it by using the Marketo flow step in the first place.
  • Although available in SFDC integration, users don't usually convert people from Marketo, but with MSD, you don't have the option to convert people from Marketo in the first place.
  • If you use Dynamic Chat and MSI, Dynamic chat activities are synced and visible in the MSI panel in the SFDC, but they are not synced and visible in the MSI panel in case of the MSD sync.

This list is not exhaustive, if you go through the resources below, I'm sure you'll find more things that are possible/supported in the Marketo - SFDC integration but aren't in the Marketo - MSD integration.

 

Below are some documentation pages that you can find useful. Feel free to explore the pages within each of the below high-level categories:

Hope this is helpful. Let us know if you have any questions in particular about the sync setup, process, or features. Thanks!

 

1 reply

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
May 19, 2023

If you're coming from Marketo - Salesforce native integration, you'll feel many of the features present in it are missing in the Marketo-MSD integration.

 

Some of the differences b/w Marketo's integration with SFDC and MSD off the top of my head are below:

 

  • The latest Program Member Field custom sync isn't supported with the MSD integration, and also the native Program-Campaign sync isn't available too. You can use Add to/Remove from MSD Campaign flow steps with trigger campaigns. Still, there's a caveat with that as well - you can only remove people from an MSD campaign if they were added it by using the Marketo flow step in the first place.
  • Although available in SFDC integration, users don't usually convert people from Marketo, but with MSD, you don't have the option to convert people from Marketo in the first place.
  • If you use Dynamic Chat and MSI, Dynamic chat activities are synced and visible in the MSI panel in the SFDC, but they are not synced and visible in the MSI panel in case of the MSD sync.

This list is not exhaustive, if you go through the resources below, I'm sure you'll find more things that are possible/supported in the Marketo - SFDC integration but aren't in the Marketo - MSD integration.

 

Below are some documentation pages that you can find useful. Feel free to explore the pages within each of the below high-level categories:

Hope this is helpful. Let us know if you have any questions in particular about the sync setup, process, or features. Thanks!

 

Michael_Florin-2
New Participant
May 19, 2023

Darshil is making great points here, and I guess everybody would agree that the Marketo/MSD integration is inferior to Marketo/Salesforce. But still: If you're standing before the question whether or not to use the native integration at all or go completely custom, I would say the MSD integration is not that bad.

 

Just know this: https://nation.marketo.com/t5/knowledgebase/ms-dynamics-lookup-fields-display-unique-ids-in-marketo/ta-p/253798, as this can cause a lot of pain.

New Participant
May 19, 2023

Thank you Michael!