Microsoft Dynamics 365 Integration Overview
Credit: HubSpot
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.
Plus, HubSpot employs a team of engineers and support staff dedicated to maintaining and improving your app.
Note: We only support cloud domains hosted on dynamics.com.
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. Create your own custom field mappings or make changes to your default ones with Operations Hub Starter or Professional plans.
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 deal workflow or manually through a deal record.
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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.
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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.
HubSpot embedded in Microsoft Dynamics 365
Utilize tools without leaving Microsoft Dynamics 365. The embed feature provides insights into contact, company, and deal records and lets you enroll these records in workflows from right within Microsoft Dynamics 365.
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Want to learn more about HubSpot solutions for your business? Contact us here. You can also chat with one of our Microsoft experts to learn more about Microsoft 365 Dynamics!
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