Create a Contact in Microsoft Dynamics create-a-contact-in-microsoft-dynamics
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Select the Marketo Engage-only person (Microsoft Type is empty) that you want to create as a contact in Dynamics.
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Click Person Actions and Microsoft, and select Sync Person to Microsoft.
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Click Sync As and select Contact. Click Run Now.
note note NOTE When using the “Sync Person to Microsoft” flow action (in a Trigger Campaign only), the lead/contact will be created in real-time in Dynamics. -
Marketo qualifies that Lead record in Dynamics into a Contact that is not associated to any Account in Dynamics.
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Now, you can select Contact when you use the Sync As constraint in a smart campaign filter.
