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Table of Contents

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  1. Preface
  2. Introduction to Synchronize Dynamics 365 Contacts with Marketo Leads recipe
  3. Synchronize Dynamics 365 Contacts with Marketo Leads recipe contents
  4. Using the Synchronize Dynamics 365 Contacts with Marketo Leads recipe

Synchronize Dynamics 365 Contacts with Marketo Leads

Synchronize Dynamics 365 Contacts with Marketo Leads

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Prerequisite for creating a webhook in Dynamics 365

Prerequisite for creating a webhook in Dynamics 365

Webhooks are a way to communicate when an event occurs in one system with another system.
You can create webhooks in various ways. In this recipe, we have used the Plug-in Registration Tool.
Use the Plug-in Registration Tool to register a webhook. To get the Plug-in Registration Tool, see Dataverse development tools.
To create a webhook in Dynamics 365, perform the following steps:
  1. Open the Plug-in Registration Tool and log in to your organization.
  2. Click
    CREATE NEW CONNECTION
     on the
    Plugin Registration Tool
     page.
    The following image shows the
    CREATE NEW CONNECTION
     button on the
    Plugin Registration Tool
     page:
    The image shows the CREATE NEW CONNECTION button on the Plugin Registration Tool page.
  3. Go to
    Register
     and select
    Register New Web Hook
    .
    The following image shows the
    Register New Web Hook
     option on the
    Register
     menu:
    The image shows the Register New Web Hook option on the Register menu.
  4. Enter the webhook name, the service URL that you copied while invoking the process, and the authentication method, and click
    Save
    .
    The following image shows the
    WebHook Registration
     dialog box:
    The image shows the WebHook Registration dialog box.
  5. Go to
    WebHook
     and select
    Register New Step
    .
    The following image shows the
    Register New Step
     option:
    The image shows the Register New Step option.
  6. In the
    Register New Step
     page, enter the value as
    Create
     in the
    Message
     field,
    contact
     in the
    Primary Entity
     field, select
    Asynchronous
     in the
    Execution Mode
     field, and then click
    Register New Step
    .
    The following image shows the
    Register New Step
     page:
    The image shows the Create Existing Step page.
  7. Similarly, follow steps 3 through 5 to register a new step for the update contact.
  8. In the
    Register New Step
     page, enter the value as
    Update
     in the
    Message
     field,
    contact
     in the
    Primary Entity
     field, select
    Asynchronous
     in the
    Execution Mode
     field, and then click
    Register New Step
    .
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