Last updated: September 28, 2022
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.
