How does Marketo differentiate between leads and contacts in Microsoft Dynamics CRM?

Document created by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Jun 17, 2015Last modified by 7c0530b8c4efdd5734ac0e37c02a18c0a98056cf on Sep 27, 2017
Version 2Show Document
  • View in full screen mode
  1.  

    Both leads and contacts in Microsoft Dynamics CRM are called “Leads” in Marketo. We do have system managed field called “Microsoft Type” which has one of the following values.Lead: The Microsoft Type is set to “Lead” if the record in Microsoft Dynamics CRM is a Lead.Contact: The Microsoft Type is set to “Contact” if the record in Microsoft Dynamics CRM is a Contact.Empty/NULL: The Microsoft Type is empty (no value) if the record is a Marketo only record and does not have a connected record in Microsoft Dynamics CRM.

Attachments

    Outcomes