Microsoft Dynamics Sync Filter: Qualify microsoft-dynamics-sync-filter-qualify

Last update: Wed Oct 25 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

When you want to convert a lead to a contact in Microsoft Dynamics, be sure to use this default Qualify process. Then, sync it to Marketo Engage.

The Conversion Process the-conversion-process

Here’s how the filters work during the conversion process.

If the lead sync filter is:

and the contact sync filter is:

This is the result in Marketo

False

Nothing is synced in Marketo

True

The contact is synced in Marketo

False

True

New contact record is created in Marketo

True

False

MS Dynamics updates lead info in Marketo but contact record is not synced

CAUTION

We only support the out-of-the-box Qualify conversion process.

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