Dynamics to HubSpot, redesigned properly.
For enterprises leaving Microsoft Dynamics 365.
A Microsoft Dynamics 365 to HubSpot migration with Azend moves accounts, contacts, leads, opportunities, cases, products, orders and activity history into HubSpot, and redesigns business process flows, Power Automate flows and security roles as HubSpot pipelines, workflows and permissions.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
What moves where.
Every Dynamics table has a home in HubSpot.
- Accountmaps toCompaniesParent accounts, owners and custom columns.
- ContactLeadmaps toContactsOne record per person, lifecycle stage set.
- OpportunityOpportunity Productmaps toDealsLine itemsStages, amounts and close dates.
- Casemaps toTicketsStatus, priority and history, in help desk.
- ProductPrice Listmaps toProductsIn every currency you sell in.
- QuoteOrderInvoicemaps toQuotesOrdersInvoicesLinked to the deal and company.
- EmailAppointmentPhone CallTaskNotemaps toEmailsMeetingsCallsTasksNotesWith dates, owners and linked records.
- Custom tablesmaps toCustom objectsOn HubSpot Enterprise, or a standard object.
- Business UnitTeamUsermaps toTeamsUsersMatched before the first load.
A model, not a result: every field is mapped in a sheet your team signs off before the first test load.
Process flows are rebuilt, not copied.
Business process flows, Power Automate flows and plug-ins are reviewed one by one.
Keep
Stage rules the business still needs, rebuilt as pipelines and workflows.
Rebuild
Plug-in and flow logic moved to custom code actions or integrations.
Retire
Workarounds nobody needs once the data model is right.
How cutover works.
Audit
Tables, forms, flows, plug-ins, security roles, integrations and reports inventoried.
Map
Every column mapped, business units matched to teams, duplicates resolved.
Test rounds
Sample loads, then full loads, checked by your own users.
Freeze and cut over
Changes frozen for a short window, final data loaded, ERP and other integrations switched.
Verify
Record counts and key accounts reconciled. Teams start work in HubSpot.
Dynamics stays live until cutover.
Teams keep working in Dynamics through the test rounds, so pipeline and service never pause.
A model, not a result: the length of each phase depends on your data and is set in the audit.
Typical Dynamics blockers.
Handled in the plan, not discovered at cutover.
Questions.
Does HubSpot have a tool for moving Dynamics 365 data?
Yes. HubSpot Smart Transfer supports Dynamics 365 for standard records and activities. It does not transfer custom objects, so custom tables are moved by import or API.
How do security roles and business units translate?
They are redesigned as HubSpot teams, permission sets and record access rules, so each market and team sees what it should.
Our Dynamics is tied to our ERP. Is that a blocker?
No, but it is planned first. ERP integrations are re-pointed to HubSpot and tested before cutover. ERP integration
Move with a plan, not a leap.
A strategy call scopes your Dynamics environment, integrations, total cost of ownership and a cutover date that suits the business.