DocumentationMarketo EngageMarketo Guide

Step 1 of 3: Install the Marketo Solution with Server to Server Connection step-1-of-3-install-the-marketo-solution-s2s

Last update: Fri Nov 17 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Before you can sync Microsoft Dynamics 365 and Marketo, you need to first install the Marketo solution in Dynamics. Dynamics Admin Permissions are required.

CAUTION
Do not enable custom entity sync before the initial sync is completed. You will be notified via email once the initial sync is completed.
NOTE
After you sync Marketo to a CRM, you cannot perform a new sync without replacing the instance.
PREREQUISITES
Download the Marketo Lead Management Solution

  1. Log in to Microsoft Office 365.

  2. Click menu and select CRM.

  3. Click menu. In the dropdown menu select Settings then select Solutions.

  4. Click Import.

  5. Click Choose File. Select the Marketo Lead Management solution you downloaded. Click Next.

  6. View the Solution Information and click View solution package details.

  7. When you’re done checking all the details, click Close.

  8. Now, back on the Solution Information page, click Next.

  9. Make sure the SDK option checkbox is selected. Click Import.

    note tip
    TIP
    You will need to enable pop-ups on your browser to complete the installation process.

  10. Now wait for the import to finish.

  11. Click Close.

    note note
    NOTE
    You may see a message saying “Marketo Lead Management completed with warning”. This is fully expected.

  12. “Marketo Lead Management” will now show up in the list of solutions.

  13. Select Marketo Lead Management and click Publish All Customizations.

    High five! The installation is finished.

    related-articles
    Related Articles
    Step 2 of 3: Set up the Marketo Solution with S2S Connection
recommendation-more-help
94ec3174-1d6c-4f51-822d-5424bedeecac