Microsoft Dynamics 365 Integration Overview

Managed Solution partners with HubSpot to offer customers more software options for sales, service, marketing, and CRM. View HubSpot Partnerships Page Here.

Here’s what you’ll get with the HubSpot app for Microsoft Dynamics 365:

  • Easy to get started - no technical work required
  • Fast app your whole team can rely on
  • Two-way contact, lead and account sync that automatically updates changes from one system to the other
  • Choose which records sync from HubSpot to Microsoft Dynamics 365
  • Send lead scores from HubSpot to Microsoft Dynamics 365

...with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.

Note: Supported on cloud domains hosted on

Integration features

Two-way data sync

Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Microsoft Dynamics 365. Sync Microsoft Dynamics 365 leads, contacts, accounts, opportunities, products and more to HubSpot. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.

Two-way data sync

Create sales orders in Microsoft Dynamics 365

Create a Microsoft Dynamics 365 sales order and add in all the relevant information–so sales reps can kick off the next steps in the fulfillment process–without navigating away from HubSpot. Create it automatically using a HubSpot deal workflow or manually through a HubSpot deal record.

Create sales orders in Microsoft Dynamics 365

Custom field mappings

Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Custom field mappings

Close the loop between marketing and sales

Use details from Microsoft Dynamics 365 opportunities, leads, contacts and accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep.

Close the loop between marketing and sales

HubSpot embedded in Microsoft Dynamics 365

Utilize HubSpot tools without leaving Microsoft Dynamics 365. The HubSpot embed feature provides insights into HubSpot contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.

HubSpot embedded in Microsoft Dynamics 365

Microsoft Dynamics 365 integrates with these HubSpot features

CRM - Contact activity, Data Sync by HubSpot

Marketing - Contact activity, Email marketing, Lists, Workflows

CMS - List segmentation

Operations - Custom field mappings


Dynamics 365 Sales: Empower sales teams with automation, contextual insights, and next-generation AI.
Trends and insights for CRM AI and ERP AI in 2024

Information taken from a blog by Efe Abugo, Senior Integrated Marketing Manager on You can view the full article here.

All signs indicate that in the years to come organizations will continue to find new, innovative ways to use CRM AI and ERP AI—and that their employees will embrace the shift.

In recent research that looks at how AI is transforming work, Microsoft surveyed hundreds of early users of generative AI. Key findings showed that 70% of users said generative AI helped them to be more productive, and 68% said it improved the quality of their work. Also, 64% of salespeople surveyed said generative AI helped them to better personalize customer engagements and 67% said it freed them to spend more time with customers.

Looking forward, the momentum that AI in business built in 2023 is expected to only grow in 2024. In fact, IDC predicts that global spending on AI solutions will reach more than USD500 billion by 2027.

Some of the specific AI trends to watch for in 2024 include:

• Expansion of data-driven strategies and tactics. User-friendly interfaces with copilot capabilities and customizable dashboards with data visualizations will allow employees in every department to access AI-generated insights and put them in context. With the information they need right at their fingertips, employees will make faster, smarter decisions.

• Prioritization of personalization and user experiences. Predictive sales and marketing strategies will mature with assistance from AI in forecasting customer behaviors and preferences and mapping customer journeys, helping marketers be more creative and sellers better engage with customers. Also, AI-powered CRM platforms will be increasingly enriched with social media and other data, providing deeper insights into brand perception and customer behavior.

• Greater efficiencies using AI and cloud technologies. Combining the capabilities of AI-powered CRM and ERP tools with scalable, flexible cloud platforms that can store huge amounts of data will drive new efficiencies. Organizations will also increasingly identify new use cases for automation, then quickly build and deploy them in a cloud environment. This will further boost workforce productivity and process accuracy.

• Increased scrutiny of AI ethics. Responsible innovation requires organizations to adhere to ethical AI principles, which may require adjustments to business operations and growth strategies. To guide ethical AI development and use, Microsoft has defined responsible AI principles. It also helps advance AI policy, research, and engineering.

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Microsoft 365 Licensing for Businesses of Every Size
Whether you're a startup or enterprise level, our Microsoft 365 Dynamics solutions are designed to flex with your needs, helping you foster stronger customer relationships and drive productivity.

Regardless your budget, we offer robust features and tremendous value at every price point. Plus, our expert team is always on hand to provide the guidance and support you need to get the most out of your investment.

Learn more about our Microsoft Dynamics solutions here.

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