Microsoft D365 to HubSpot migration

From enterprise complexity to streamlined growth

4 Microsoft D365 to HubSpot migrationMoving away from Microsoft Dynamics 365 can feel like a big step. But for many teams, HubSpot offers the balance between capability and usability that allows both sales and marketing to thrive.

What changes when you migrate

  • From heavy setup to intuitive tools – no need for specialist admins to run day-to-day operations.

  • From siloed records to connected insights – unify contacts, companies, and deals in one view.

  • From static reports to live dashboards – monitor attribution, pipeline, and campaign performance instantly.

  • From rigid workflows to flexible automation – adapt processes without custom code.

The migration flow

  1. Plan first

    • Define why you’re moving (simpler operations, better alignment, cost efficiency).

    • Outline milestones, deliverables, and responsibilities.

  2. Connect systems

    • Install the Dynamics 365 app from the HubSpot Marketplace.

    • Decide on one-way or two-way sync depending on business needs.

  3. Map your data

    • Align fields between the two CRMs.

    • Choose insert/update rules and prepare for clean imports.

  4. Rebuild what matters

    • Set up pipelines, custom properties, and subscriptions.

    • Recreate forms, emails, and automations in HubSpot.

  5. Test and cut over

    • Validate data and workflow behaviour.

    • Switch to HubSpot as the source of truth and monitor closely.

  6. Support your team

    • Train users on the new CRM.

    • Adjust workflows and dashboards post-launch for real-world performance.

Risks if you skip planning

  1. Data mismatches from unmapped fields
  2. Duplicates when syncing contacts across both CRMs
  3. Lost attribution if tracking domains aren’t updated
  4. Disruption to sales if pipelines aren’t configured correctly

What you gain with HubSpot

  • Centralised sales, marketing, and service data

  • Cleaner processes and faster adoption by end users

  • Native integrations with hundreds of business tools

  • Ongoing visibility into customer journeys without manual reporting

Ready to simplify your CRM?

Migrating from Dynamics 365 to HubSpot is more than a data move — it’s a chance to reset, streamline, and scale. With careful planning and the right expertise, your transition can be smooth and future-proof.

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