Marketo & Dynamics can be Most Excellent to Each Other – The Sequel

Marketo User Group
Presentation
Marketo & Dynamics can be Most Excellent to Each Other Part II
June 5, 2025

My Personal MOPs Adventure
• Seibel (2002)
• Marketfirst (2005-2006)
• Eloqua & SFDC (2007-2008)
• Marketbright & SFDC (2008-2009)
• Marketo & SFDC (2009-2013)
• Marketo & Dynamics (2013-present)

Who are these most excellent dudes?
ex·cel·lent
/ eks(ə)lənt/
ˈ
adjective
Very good; outstanding
Other Bill & Ted
Favorites
Bodacious
Righteous
Triumphant
most ex·cel·lent
most/ eks(ə)lənt/
ˈ
adjective
Extremely good;
totally outstanding
hei·nous
/ hānəs/
ˈ
adjective
Not good; not good at all dude
bo·gus
/ bō əs/
ˈ ɡ
adjective
Not genuine or true; fake

Part 1 Recap
● Fight for your right: to parity (with SFDC integration functionality)
○ Reopening disqualified leads
○ Creating tasks in Dynamics
○ Marketo Sales Insight Upgrade
● Establish trust
○ Know your sync options
○ Know your tech support options
○ Identify & address causes of sync failures or delays
Recording link to Part 1

Continuous Improvement
“Stop planning to get ready to get started and get started instead. Then
look for continuous improvement rather than perfection out of the gate.”
- Mac McIntosh, Founding partner of AcquireB2B

© 2024 Adobe. All Rights Reserved. Adobe
Confidential.
Graduate to
Most Excellent MOPs
Unleash your team’s creative potential
Empower sales
● Replicate SFDC’s campaign members functionality
Empower marketing
● Leverage webhooks (nurture program idea)
● Leverage webhooks and AI
● Leverage custom objects

Confidential.
Empower Sales
Replicate SFDC’s Campaign Members Entity

Confidential.
Empower Sales
Replicate SFDC’s Campaign Members Entity
No out of the box ability to pass Program Member Status info to Dynamics!

Confidential.
Empower Marketing
Leverage Webhook for Nurture Program

Confidential.
Empower Marketing
Leverage Webhooks and AI

Confidential.
Empower Sales
Leverage Custom Objects
ChatGPT - Velocity Script Specialist

Beware of Bottlenecks
● Microsoft throttling
○ Export 50,000 records max (batch sync to Marketo) - can be set up to
1 million now
● Marketo contract limitations
○ Number of custom objects allowed - based on tiers - 10, 20 or 50
○ Maximum number of custom object records allowed
○ API calls allowed

Be Excellent - and Build Stuff!

Marketo & Dynamics can be Most Excellent to Each Other – The Sequel

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