Marketo and Microsoft Dynamics 365 integration

Marketo and Microsoft Dynamics 365 integration

Connect your apps with ease

How to Integrate Marketo with Microsoft Dynamics 365: A Step-by-Step Guide

More Marketo integrations with Magical

What Marketo Data Can You Transfer

Magical enables you to transfer a wide array of data from Marketo to Microsoft Dynamics 365. Here are some examples of the information you can extract:

And move more types of information by creating your own custom labels.

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Transfer patient data in seconds – no complex integrations or coding required

About Marketo and Microsoft Dynamics 365

Efficient healthcare operations are crucial to maintaining smooth workflows. Marketo is a comprehensive Marketing Automation Platform and Microsoft Dynamics 365 is a robust CRM and ERP solution. By leveraging Magical, you can easily move information from Marketo to Microsoft Dynamics 365, allowing you to focus on improving patient care and operational efficiency.

Other ways to connect and

  • Using Integration Platforms like Redox or Mulesoft for automatic data transfer

  • Using APIs by directly utilizing their respective APIs for real-time insights

  • Using HL7 Interface for automated workflows between healthcare systems

Common Questions

WHAT IS MAGICAL

Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.

Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.

HOW TO INSTALL MAGICAL

The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.

After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.

Ready to automate with Magical?

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