Marketo Dynamics 365 Integration | SyncCloud by Exelement

Overview

Marketo and Microsoft Dynamics 365 are a common enterprise pairing, marketing automation on one side, sales CRM on the other. Adobe Marketo Engage offers a native Dynamics sync, and for standard lead, contact, and opportunity flows it works. The limits show up with the things enterprise teams actually run into: custom entities, conditional routing, multi-instance setups, and on-premises Dynamics, where the native sync is either restricted or impractical. SyncCloud builds and runs the Marketo and Dynamics 365 integration where the native sync stops being enough. It connects to any Dynamics deployment, cloud or on-premises, handles the authentication each uses, syncs on specific data value changes for near real-time updates, and applies custom sync rules, all as a managed service.

What you can do

Use cases

Route qualified leads into the right Dynamics owner

When a lead qualifies in Marketo, SyncCloud creates or updates it in Dynamics 365 and routes it to the correct owner, business unit, or record type by your rules, so sales works a prioritised set rather than a flat sync.

Sync custom entities and deeper field logic

Custom Dynamics entities and field logic that sit outside Marketo's native sync are mapped in both directions. SyncCloud handles the type conversion and validation these need, so the integration fits an enterprise data model.

Support on-premises and multi-instance Dynamics

Where Dynamics runs on-premises or across multiple instances and the native sync is restricted or impractical, SyncCloud connects through the Dynamics Web API and supports the authentication each environment uses.

Custom sync rules, kept running

You define which records sync, in which direction, and which system wins on a conflicting change. SyncCloud uses near real-time triggers, and Exelement monitors the integration and resolves errors before they accumulate.

The managed service

How SyncCloud works

SyncCloud starts with a scoping session across both data models: which Marketo objects map to which Dynamics records, in which direction, and under what rules. We build the field mapping, routing, conflict logic, and error handling, test against test environments on both sides, and move to production. SyncCloud connects through the Marketo REST API using an API-only user and the Dynamics 365 Web API directly, syncs on specific data value changes for near real-time updates, and applies custom sync rules including which system wins on a conflicting change. Exelement runs it as a managed service with monitoring and a named contact.

Setup and requirements

Technical notes

Marketo Engage offers a native Microsoft Dynamics 365 sync covering standard lead, contact, and opportunity flows. It has known limitations around custom entities, conditional routing, multi-instance architectures, and on-premises Dynamics. SyncCloud connects directly through the Marketo REST API (via an API-only user) and the Dynamics 365 Web API, so custom entities, deeper field logic, routing, and near real-time triggers are all in scope. SyncCloud supports all Dynamics deployments, cloud and on-premises, across their authentication methods. Test environments on both sides are recommended before implementation.

Bi-directional · 3–6 weeks setup

Ready to connect Marketo with Microsoft Dynamics 365?

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Nordic enterprise B2B services company, Marketo Engage and Microsoft Dynamics 365 Sales: lead handoff automation, sales activity return sync, and account-level segmentation enabling marketing to operate on current sales data.

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”

“Exelement always have great solutions and quick help when it comes to HubSpot sales processes and automation!
The service is on top!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

Marketo and Microsoft Dynamics 365, beyond the native sync