Step 2 of 3 Set up Marketo for Dynamics (2015 On-Prem) step-of-set-up-for-marketo-on-premises-2015
Great job completing the previous steps. Let’s keep moving through this.
Assign Sync User Role assign-sync-user-role
Assign the Marketo Sync User role only to the Marketo sync user. You don’t need to assign it to any other users.
-
Under Settings, click Security.
-
Click Users.
-
You will see a list of users here. Select the dedicated Marketo Sync user or contact your Active Directory Federation Services (ADFS) administrator to create a dedicated user for Marketo.
-
Select the sync user. Click Manage Roles.
-
Check Marketo Sync User and click OK.
note important IMPORTANT The Sync User should have read permission to the Marketo Config. note tip TIP If you don’t see the role, go back to step 1 of 3 and import the solution. note note NOTE Any updates made in your CRM by the Sync User will not be synced back to Marketo.
Configure Marketo Solution configure-marketo-solution
Almost done! We just have a few last pieces of configuration before moving onto the next article.
-
Under Settings, click Marketo Config.
note note NOTE If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo Solution or try logging out and back in. -
Click Default.
-
Click the Marketo User field and select the sync user.
-
Click the save icon in the bottom right corner.
-
Click Publish All Customizations.
note note NOTE The Sync User should have read permission to the Marketo Config.
Before Proceeding to Step 3 before-proceeding-to-step
- If you want to restrict the number of records you sync, set up a custom sync filter now.
- Run the Validate Microsoft Dynamics Sync process. It verifies that your initial setups were done correctly.
- Log in to the Marketo Sync User in Microsoft Dynamics CRM.