A structured, low-risk migration from Dynamics 365 to HubSpot
Moving from Microsoft Dynamics 365 to HubSpot isn't an export and an import. To get real value from HubSpot, your CRM needs to be restructured, cleaned and mapped properly, so your sales, marketing and service teams keep working without disruption. As HubSpot specialists, we manage the full migration end to end.
A structured, low-risk migration that leaves you with a cleaner CRM than you started with. We rebuild HubSpot to mirror how your business actually works, not just where your data sits.
A clear path from Dynamics to HubSpot
Every migration follows the same proven sequence, scoped to the complexity of your environment.
Discovery and audit of your Dynamics environment
Data cleansing and mapping
Migration into HubSpot using native and custom tooling
Rebuild of pipelines, properties and automation
Validation, testing and go-live
Everything required to make HubSpot your new source of truth
From discovery through go-live, we handle every layer of the migration so your team can keep selling, marketing and serving customers without disruption.
Data discovery and planning
We start by auditing your Dynamics environment to understand how your data is structured, identifying custom fields, relationships, pipelines and processes that need to be recreated in HubSpot.
Native HubSpot import
Wherever possible, we use HubSpot's native Dynamics import tools to migrate your data safely while preserving the relationships between records. Depending on your environment, this typically covers companies, contacts, deals, products, activities, notes, emails, tasks and custom properties.
Custom object migration
Where your business relies on bespoke entities inside Dynamics, we map them into HubSpot Custom Objects, so important operational data isn't lost during the migration.
Data cleansing
Before importing, we identify and resolve common issues including duplicate records, invalid email addresses, inconsistent company names, broken associations, legacy fields no longer required and incomplete records. The result is a cleaner CRM than the one you started with.
Rebuilding your CRM
Migrating the data is only half the project. We also recreate the way your business operates inside HubSpot, including sales pipelines, custom properties, deal stages, lifecycle stages, automation workflows, lead assignment, reporting dashboards and user permissions.
Validation and testing
Every migration is thoroughly tested before going live. We validate record counts, field mappings, associations, pipeline integrity, workflow functionality and reporting accuracy, so your team can use HubSpot with confidence from day one.
Built for organisations replatforming onto HubSpot
We work with organisations who want HubSpot to be the new source of truth, not just a cheaper Dynamics replacement.
This is a good fit if any of these sound familiar:
- You're moving from Microsoft Dynamics 365 Sales or a legacy Dynamics CRM environment
- You're consolidating multiple business units or CRM instances into one HubSpot account
- You've outgrown the complexity of an enterprise CRM and want a platform that's easier to manage
- You have custom objects, bespoke data models or business-critical automations that can't simply be left behind
- You've been quoted "just an import" by other partners and you know your environment is more complicated than that
Complex migrations, delivered with confidence.
We've delivered complex CRM migrations involving hundreds of thousands of records, custom objects, bespoke data models and business-critical automations. Our goal isn't to move your data, it's to make sure HubSpot becomes a platform that's easier to manage, easier to report on, and built to scale with your business.
Ready to move off Dynamics?
Talk to our team about a structured Microsoft Dynamics 365 to HubSpot migration tailored to your environment.