DocumentationMarketo Measure Guide

Microsoft Dynamics CRM Installation Guide microsoft-dynamics-crm-installation-guide

Last update: Thu Jan 25 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
NOTE
You may see instructions specifying “Marketo Measure” in our documentation, but still see “Bizible” in your CRM. We are working to have that updated and the rebranding will be reflected in your CRM soon.

Supported Versions supported-versions

Marketo Measure supports the following Microsoft Dynamics CRM versions:

  • Microsoft Dynamics 2016 (Online and On-Premise)
  • Microsoft Dynamics 365 (Online and On-Premise)

For connection and authentication, Marketo Measure supports the following Active Directory Federated Services (ADFS) versions:

  • ADFS 4.0 - Windows Server 2016
  • ADFS 5.0 - Windows Server 2019

Install the Managed Solution install-the-managed-solution

Download and install the zip file within the Dynamics CRM.

Settings > Customizations > Solutions > Import (button) > Choose File.

NOTE
The following two screenshots may vary slightly from yours, as they were taken during a solution upgrade.

Creating a Marketo Measure User creating-a-marketo-measure-user

We recommend creating a dedicated Marketo Measure User as an “Application User” within Dynamics for us to export and import data through to avoid any issues with other users in your CRM. Take note of the username and password, as well as the endpoint URL, as they will be used when creating the Marketo Measure account.

Security Roles security-roles

If your organization uses Dynamics Security Roles, please make sure the connected user, or the dedicated Marketo Measure User has sufficient read/write permissions to the required entities.

Security Roles are located here: Settings > Security > Security Roles.

For Marketo Measure custom entities, we will need full permissions across all of our entities.

NOTE
Users who will be closing opportunities also will need the full permissions.

For Dynamics standard entities, please refer to the Marketo Measure Dynamics schema document. At a high level, Marketo Measure just needs to read in certain entities in order to gather the appropriate data and write to custom fields that will get installed with the managed solution. We will not create new standard records, nor will we update any standard fields.

Include Touchpoints on Page Layouts: include-touchpoints-on-page-layouts

  1. For each Entity, navigate to the Form Editor. You can either find this under Settings > Customizations > Customize the System > [Entity] > Forms. Or you can find it on the settings while you’re viewing a record.

    • The entities to configure: Account, Opportunity, Contact, Lead, and Campaign.

    • To configure Campaigns, you need to turn on the “Campaign Sync” option in CRM > Campaigns.

  2. Page Layouts: first add a “One Column” tile in the section you want the Touchpoints to live. Within that new column, we will need a sub grid added to each form within your Account, Opportunity, Contact, and Lead entities.

  3. Select the object (Buyer Attribution Touchpoints or Buyer Touchpoints) that should render in the subgrid, which depends on the object relationship. Optionally, change the columns that will display by clicking the Edit button. A default layout has been set by the managed solution.

    Buyer Attribution Touchpoint Subgrid - Accounts, Opportunities, and Contact
    Buyer Touchpoint Subgrid - Leads and Contacts

  4. Once you’re done updating the form, publish and save your changes.

Revenue

Marketo Measure points to the standard Actual Revenue field by default. If you are not using this, please explain how you report on revenue to your Solutions Engineer or Success Manager as a custom workflow will be needed.

Close Date

Marketo Measure points to the Actual Close Date field out of the box. If you are not using this or also use the Estimated Close Date field, please explain your process to your Solutions Engineer or Success Manager. A custom workflow may be need to account for both fields.

Configuring your Connections and Data Providers configuring-your-connections-and-data-providers

After you’ve logged in to the Marketo Measure application and have been set up as a user in the Adobe Admin Console, the next step is to set up your various data connections.

CRM as a Data Provider

  1. In your Marketo Measure account, click the My Account drop-down and select Settings.

  2. Under Integrations in the left nav, click Connections.

  3. Click the Set Up New CRM Connection button.

  4. Next to Microsoft Dynamics CRM, click the Connect button.

  5. Select Credentials or OAuth.

    note note
    NOTE
    For more information on OAuth, please visit this article. If you have any questions about the process, please contact your Marketo Measure Account representative.

  6. In this example, we’ve chosen Credentials. Enter your credentials and click Next.

After connecting, you’ll see the details of your Dynamics connection in the CRM/MAP Connections list.

Ad Account Connections

To connect your Ad Accounts with Marketo Measure, start by visiting the Connections tab within the Marketo Measure application.

  1. Follow Steps 1 & 2 from the above CRM as a Data Provider section.

  2. Click the Set up New CRM Connection button.

  3. Select your desired platform.

Marketo Measure Javascript

In order for Marketo Measure to track your web activities, there are multiple steps for setup.

  1. Click the My Account drop-down and select Account Configuration.

  2. Enter your phone number. For Website, enter your primary root domain that will be used for Marketo Measure tracking on your website. Click Save when done.

    note note
    NOTE
    To add multiple root domains, please contact your Marketo Measure Account Representative.

  3. The Marketo Measure JavaScript then needs to be placed across the entire site and landing pages. We recommend hardcoding the script within the head of your landing pages or adding through a Tag Management System such as Google Tag Manager.

    note note
    NOTE
    By default, Marketo Measure exports 200 records per API credit each time a job sends data to your CRM. For most customers, this provides the optimal balance between API credits consumed by Marketo Measure and CPU resource requirements on the CRM. However, for customers with complex CRM configurations, such as workflows and triggers, a smaller batch size might be helpful to improve CRM performance. To this end, Marketo Measure allows customers to configure the CRM export batch size. This setting is available on the Settings > CRM > General page in the Marketo Measure web application and customers can choose between batch sizes of 200 (default), 100, 50, or 25.
    When modifying this setting, please keep in mind that smaller batch sizes will consume more API credits from your CRM. It’s advisable to reduce the batch size only if you’re experiencing CPU timeout or high CPU load in your CRM.
    note note
    NOTE
    When you disable Marketo Measure exporting data to Dynamics, it won’t remove any existing data. For help with removing existing data, please contact Dynamics Support.
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