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 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 to HubSpot. 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 HubSpot deal workflow or manually through a HubSpot deal record.

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.

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 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.

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

 

Partner With Trusted Microsoft Specialists

Our team of certified technical experts have helped to digitally transform hundreds of businesses through Microsoft’s powerful tools and innovations, with specialized precision and multiple decades of experience.

Learn more about our Microsoft Dynamics solutions here. 

How to Connect Dynamics 365 to Power BI

By Ben Ward (2017)

With the release of the latest Dynamics 365 API, analysts can now connect Dynamics 365 to Power BI and download data up-to five times faster compared to the previous version of the API. This is great news to any analyst who is looking to mine, analyze and visualize large data sets hosted in Dynamics 365. This is especially helpful to those who are trying to analyze email sends for an organization as these data sets can exponentially grow.

To connect Dynamics 365 to Power BI, log in to Dynamics 365 and go to Settings > Customizations > Developer Resources and copy the Service Root URL.

It will look like this:

https://yourdomainname.api.crm.dynamics.com/api/data/v8.2/

Power BI will then connect to the Dynamics 365 environment specified and return a list of available tables.

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Invite Users to access Dynamics 365 with the Azure Active Directory business-to-business (B2B)

As written on blogs.msdn.microsoft.com

You can invite other users to access your Dynamics 365 CRM (online) instance.  Your Office 365 Global admin can do this through the Azure portal.  Invited users can access your Dynamics 365 CRM (online) instance using their own login credentials once a Dynamics 365 license and a security role are assigned to them.  You don’t need to create a new user ID and temporary password for these invited users in your own Office 365 tenant.

Invite a user

Users can be added into Dynamics 365 through the Azure Active Directory B2B user collaboration.  Global Admins and limited admins can use the Azure portal to invite B2B collaboration users to the directory, to any security group or to any application. Admins can use one of the following methods to invite B2B users to their Dynamics 365 instance:

• Invite users to your Dynamics 365 instance that has a security group.

  • See Admins adding guest users to a group.

  • See Control user access to instances: security groups and licenses on how to use security groups for your CRM instances.

• Invite users to your Dynamics 365 instance that does not have a Security Group. More information: Admins adding guest users to the directory.

• Bulk-invite guest users using a .CSV file. More information: PowerShell example.

Assign invited users a Dynamics 365 license and security role

Your invited users can start using your Dynamics 365 instance once a Dynamics 365 license and a security role are assigned to them. For complete instructions, see Invite users to Dynamics 365 with Azure Active Directory B2B.

To Learn More about Professional Services, contact us at 800-208-3617

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