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


San Diego, CA: Managed Solution announced that it has joined HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

Managed Solution, a premier Microsoft Partner, has experienced significant business growth over the past year through the successful implementation of inbound strategies aimed at attracting, engaging, and delighting customers. As a dedicated technology partner, Managed Solution offers 24/7 IT support and a diverse range of top-quality products and services through strategic partnerships.

The company is proud to be part of HubSpot's Solutions Partner Program, enabling them to assist clients seamlessly integrating HubSpot into their businesses, complemented by the seamless Microsoft Dynamics 365 Integration. Emphasizing a customer-centric commitment, Managed Solution's united team, along with their strategic partners, is committed to empowering businesses at every step of their journey.


Managed Solution Awards & Certifications

About Managed Solution:

Managed Solution is an award-winning direct Tier1 Microsoft Cloud Provider and Gold Partner specializing in cloud services, managed IT help desk services, and professional services. Managed Solution supports companies with IT discovery, architecture design, best practices, implementation, and support, as well as training. For more information, visit or call us at 858-429-3067.

Learn more about the Managed Solution HubSpot Partnership.


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