ec2033d803cc17275efbd36e4545773154bce663

Marketo Notifications - Microsoft Dynamics Sync Error - CRM Field Mapping

Discussion created by ec2033d803cc17275efbd36e4545773154bce663 on Aug 24, 2016
Latest reply on Aug 24, 2016 by dan.stevens

Hello,

I wanted to document this in case it helps someone else. I ended up fixing this problem, but the fix happened on accident. I don't have a CRM Administrator -- I do what I can to figure it out myself. The end of the story is that the fields in our CRM were not completely mapped, and that caused a lot of problems. When I looked into fixing the mappings, it ended up solving a lot of problems. We use Microsoft Dynamics CRM 2011 On Premise.

Here are the symptoms I noticed (but didn't know they were all related to the same problem):

  1. Qualified Leads create a duplicate in Marketo. (When a rep Qualified a Lead in CRM, rather than updating the existing Lead in Marketo, a new Contact record was created.)
  2. Sales Insight information not synched from Lead to Contact, including score fields. (This is what I set out to fix when I looked at the field mapping.)
  3. Received Marketo Notification emails, like the 3 examples below. The subject line of the emails is "MS Dynamics Sync Error: Unable to update xxxx."
    MarketoNotifications_MSDSyncError_Lead.png
    MarketoNotifications_MSDSyncError_Lead2.png
    MarketoNotifications_MSDSyncError_Opp.png

Once I fixed the field mappings (between Lead and Contact, and Contact and Opportunity in our case), I stopped receiving these email notifications. 

Marketo Support also suggested updating MLM and Sales Insight solutions in CRM, and that probably helped as well.

 

 

For those who have a great CRM Administrator, this might be an obvious fix, but in case there are others out there like me trying to get to the bottom of these problems, I thought it might help.

Shannon

Outcomes