Messy to Managed. Marketo De-dupe Hacks for Dynamics 365

Aug 26, 4:00 – 5:00 PM (UTC)

MS Dynamics VMUG

Join Charlie Oakham as he shares a practical way to merge and de-dupe people in Marketo when they already exist as leads...

About this event

Join Charlie Oakham as he shares a practical way to merge and de-dupe people in Marketo when they already exist as leads or contacts in Microsoft Dynamics 365. You’ll see safe merge patterns that respect Microsoft IDs, keep activity and ownership, and avoid sync surprises. He'll walk through a real customer run from quick health check to first clean-up and an always-on schedule, with early results and a simple checklist you can reuse.

Speaker

  • Charlie Oakham

    JTF

    Chief Marketing Technologist

Panelist

  • Charlie Oakham

    JTF

    Chief Marketing Technologist

Organizer

  • Brooke Bartos

    BB Consulting

    Director of Marketing Operations & Analytics

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