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Great job completing the previous steps. Let's keep moving through this.

 

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.

Note

This applies to Marketo version 4.0.0.14 and later. For earlier versions, all users must have the sync user role. To upgrade your Marketo, see Upgrade the Marketo Solution for Microsoft Dynamics.

1. Under Settings, click Security.

2. Click Users.

3. 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.

4. Select the sync user. Click Manage Roles.

5. Check Marketo Sync User and click OK.

Tip

If you don't see the role, go back to step 1 of 3 and import the solution.

Note

Any updates made in your CRM by the Sync User will not be synced back to Marketo.

Configure Marketo Solution

Almost done! We just have a few last pieces of configuration before moving onto the next article.

1. Under Settings, click Marketo Config.

Note

If Marketo Config is missing, try refreshing the page. If the issue persists, publish the Marketo Solution again or try logging out and back in.

2. Click Default.

3. Click the Marketo User field and select the sync user.

4. Click the save icon in the bottom right corner.

5. Click Publish All Customizations.


Before Proceeding to Step 3