Microsoft Dynamics CRM Services

Service Overview
Leverage the expertise of Perkuto's team when it comes to integrating Microsoft Dynamics CRM and Marketo. We have helped more Microsoft Dynamics CRM clients than any other marketing automation agency. Our projects have ranged from clients that are just getting started with their Marketo integration with Dynamics CRM to clients who have already integrated Dynamics CRM and Marketo and are looking to extend the capacity and functionality of their integration. We work with your team to explain the functionality available when connecting Dynamics to Marketo with the native connector, as well as provide information on using a third party data layer in more complex situations.

• Extracting an inventory of your CRM standard and custom (including entities, fields, relationships, forms, views, templates and connection roles)
• Defining what Microsoft Dynamics CRM entities and fields are needed to map with Marketo to ensure you have all the needed data points needed in Marketo
• Installation and configuration of the Marketo Lead Management solution in Microsoft Dynamics CRM
• Installation and configuration of the Marketo Sales Insights solution in Microsoft Dynamics CRM
• Defining custom sync filters in CRM to control what records are synced between CRM and Marketo
• Defining custom workflows in CRM to assign tasks to sales team members to follow up on new inquiries