Last updated: December 10, 2025
Available with any of the following subscriptions, except where noted:
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Additional subscriptions required for certain features
Use the Microsoft Dynamics 365 integration with HubSpot to connect Microsoft Dynamics 365 objects with HubSpot records. This will keep information between the two apps up-to-date. With this integration, you can create Microsoft Dynamics sales orders from a deal record or through a workflow. If you have a paid Data Hub subscription, you can also create custom field mappings between the two apps.
Before you get started
Permissions required
- You must be a Super Admin or have App Marketplace Access permissions in your HubSpot account to install the integration.
- 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.
Install the Microsoft Dynamics 365 app
- In your HubSpot account, click the Marketplace icon in the top navigation bar, then select HubSpot Marketplace.
- Search for Microsoft Dynamics 365, and select Microsoft Dynamics 365 in the results.
- Click Install.
- Enter your Microsoft Dynamics 365 subdomain and click Connect to Microsoft Dynamics 365.
You can connect two instances of Microsoft Dynamics 365 to HubSpot. Both instances will have the same syncing capabilities.
To connect another Microsoft Dynamics 365 instance:
- In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
- Click Microsoft Dynamics 365.
- In the top right, click Account actions > Manage accounts.
- In the right panel, click Connect another account.
- Follow the steps to connect the other Microsoft Dynamics 365 account.
Turn on the sync
After connecting the app, you need to turn the sync on. You can configure a one-way or two-way sync for your data.
- In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
- Click Microsoft Dynamics 365.
- Navigate to the CRM syncs tab.
- Click Set up your sync.
- On the Choose an object to sync page, select the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync the following object types:
| HubSpot object | Microsoft Dynamics 365 object | |
| Company | Account | |
| Contact | Contact and Lead | |
| Deal | Opportunity | |
| Custom objects | Entities | |
| Product | Bundles and Products | |
| Meetings | Appointments | |
| Notes | Notes | |
| Tasks | Tasks | |
| Invoice | Invoice | |
| Order | Sales orders | |
| Emails | Emails | |
| Calls | Phone calls |
- Click Next.
Please note: a task must be associated with another object record (e.g. lead or contact) to sync from HubSpot to Microsoft Dynamics. If the task is associated with a Dynamics Lead, it can only sync one-way from Microsoft Dynamics to HubSpot.
Turn off data sync
- In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
- Click Microsoft Dynamics 365.
- Navigate to the CRM syncs tab.
- Hover over the sync you want to turn off and click More > Turn off sync.
- In the pop-up window, click Turn off sync.
Create a Microsoft Dynamics sales order from a deal record
You can manually create a Microsoft Dynamics sales order from a HubSpot deal record:
- In your HubSpot account, navigate to CRM > Deals.
- Click the name of the deal you want to create a Microsoft Dynamics sales order for.
- On the right sidebar of the deal, on the Sales Orders card, click Add > Create a Microsoft Dynamics sales order.
- On the Account page, select the Microsoft Dynamics account and the custom form to create a sales order.
- Click Next.
- On the Customer page, select the Microsoft Dynamics customer you want to create a sales order for.
- Click Next.
- On the Order page, add the order information to the sales order fields based on your chosen custom form type.
- On the Review page, review the sales order and make any necessary edits.
- Click Create sales order.
Please note: if the line item price is changed on a HubSpot deal record, this will not sync to the created Microsoft Dynamics 365 sales order.
Create a Microsoft Dynamics sales order using deal-based workflows
Subscription required A Sales Hub Professional or Enterprise subscription is required to create deal-based workflows.
Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered.
- In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
- Click Microsoft Dynamics 365.
- Click the Feature Discovery tab.
- In the Automate your Microsoft Dynamics 365 sales orders section, click Go to 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 left panel, search for Microsoft Dynamics and select Create a Microsoft Dynamics 365 sales order.
- Set up your Microsoft Dynamics 365 sales order action. The following fields are required:
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- 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 the Add another field dropdown menu 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.
