Last updated: January 19, 2023
Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 objects with HubSpot.
Integration requirements
- You must be a Super Admin or have App Marketplace Access permissions in your HubSpot account.
- You must have Read permissions for records in Microsoft Dynamics 365.
- To set up a two-way sync, you must have Read and Write permissions for each record type in Microsoft Dynamics 365.
Connect the integration
- In your HubSpot account, click the Marketplace icon in the main navigation bar, then select App Marketplace.
- Search for the Microsoft Dynamics 365 integration, and select Microsoft Dynamics 365 in the results. In the top right, click Connect app.
- Enter your Microsoft Dynamics 365 subdomain and click Install app.
Turn on the sync
After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.
Please note: if you are using PieSync to sync data with HubSpot already, you will need to pause the connection on the PieSync side before activating the HubSpot sync.
- In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
- Click Microsoft Dynamics 365.
- Click Set up your sync.
- Select the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync Accounts, Contacts or Leads from Microsoft Dynamics 365.
- Account: a Microsoft Dynamics 365 account stores data about companies you do business with.
- Contact: a Microsoft Dynamics 365 contact is someone you currently do business with or have done business with in the past.
- Lead: a Microsoft Dynamics 365 lead is a business prospect that you have not yet qualified through your sales process.
You can also manually create a NetSuite sales order from a HubSpot deal record:
- In your HubSpot account, navigate to Sales > Deals.
- On the Sales Orders card, click Add > Create a Microsoft Dynamics sales order.
- On the Account tab, select the Microsoft Dynamics and custom form to create a sales order.
- Click Next.
- On the Customer tab, select the customer you want to create a sales order for.
- Click Next.
- On the Order tab, add sales order properties based on your chosen custom form type.
- On the Review tab, review the sales order and make any necessary edits.
- Click Create sales order.
Turn off data sync
- In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
- Click Microsoft Dynamics 365.
- Click Actions > Turn off sync.
- In the pop-up box, click Turn off sync.
Once the sync has been turned off, you can turn it on again by clicking Edit sync settings, or delete the sync.
Create a Microsoft Dynamics sales order using deal-based workflows
Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered (Sales Hub Professional or Enterprise only).
- Under Connected Apps, click Microsoft Dynamics 365.
- Click the Feature Discovery tab.
- In the Create Microsoft Dynamics 365 sales orders from HubSpot section, click Install workflow action.
- In your HubSpot account, navigate to Automation > Workflows.
- To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new deal-based workflow.
- In the workflow editor, click the + plus icon to add an action.
- In the actions panel, scroll down and select Create a Microsoft Dynamics 365 sales order.
- Set up your Microsoft Dynamics 365 sales order, the following fields are required:
- Microsoft Dynamics 365 account: a list of connected Microsoft Dynamics 365 accounts will display, select an account to create the sales order.
- Subsidiary: a list of subsidiaries associated with the selected Microsoft Dynamics 365 account will display, select a Subsidiary to create the sales order.
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- Customer: select either Use first associated HubSpot contact or Use first associated HubSpot company to set as the designated Customer for the sales order.
- Items: set the deal's associated line items as the Items for the sales order.
- To add another field to the sales order, click Add another field and select a field.
- To populate the field with property values from the enrolled deal record, click Deal in this workflow. Then, select a property.
- To populate the field based on other actions in the workflow, click the action name and select an option. You can populate fields based on an action's outcome, or outputs from the action.
- To remove a field from the sales order, click the delete icon next to the field.
