Connect HubSpot and Microsoft Dynamics 365

Connect the Microsoft Dynamics 365 app to HubSpot to sync data between Microsoft Dynamics 365 objects and HubSpot records. Keeping records in sync gives teams working in either app access to consistent, up-to-date customer information without manually updating the same data in both systems. You can configure one-way or two-way sync based on how you want data to move between the apps.

You can also create Microsoft Dynamics 365 sales orders from HubSpot deal records or through workflows. With a Data Hub subscription, you can create custom field mappings to control how data syncs between the two apps.

Before you get started 

Before connecting Microsoft Dynamics 365 to HubSpot, review the following requirements:

• Your Microsoft Dynamics 365 environment must be cloud-hosted on an official dynamics.com domain.

• 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

1. In your HubSpot account, click the Marketplace icon in the top navigation bar, then select HubSpot Marketplace.
2. Search for Microsoft Dynamics 365, and select Microsoft Dynamics 365 in the results.
3. Click Install. 
4. 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: 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Microsoft Dynamics 365. 
3. In the top right, click Account actions > Manage accounts. 
4. In the right panel, click Connect another account. 
5. 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.

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Microsoft Dynamics 365.
3. Navigate to the CRM syncs tab. 
4. Click Set up your sync.
5. 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:

6. 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. 

You can configure a one-way or two way sync for your data.

For any objects that match on a non-unique name field (for example, a company or product name, depending on your sync configuration), data sync uses normalization when matching records. This means capitalization, special characters, and punctuation in those name fields are ignored during matching.

Once the sync has been turned on, you can configure your sync settings. Learn more about configuring your sync settings and adding the HubSpot contact timeline to Microsoft Dynamics.

Sync custom Lookup properties with Microsoft Dynamics 365

Sync supported custom Lookup properties between HubSpot and Microsoft Dynamics 365 to keep property values updated in both apps. For example, you can sync custom Lookup properties such as SDR Owner and CSM Owner, so changes made in either app are reflected in the other.

To configure two-way sync for custom Lookup properties:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Integrations > Connected Apps.
3. Click Microsoft Dynamics 365.
4. Navigate to the CRM syncs tab. 
5. Click the sync you want to configure (e.g., Contact sync). 
6. In the Mapped fields section, click + Add a mapping.

7. Click the dropdown menus and select the supported custom Lookup property in Microsoft Dynamics 365 and the corresponding HubSpot property.
8. Click the dropdown menu for the sync direction and select Data syncs between apps.
9. Click success Create.

To verify the sync, update a mapped property in HubSpot and confirm that the change syncs with Microsoft Dynamics 365. Repeat this process by updating the property in Microsoft Dynamics 365.

Turn off the sync

You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa. 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Microsoft Dynamics 365.
3. Navigate to the CRM syncs tab. 
4. Hover over the sync you want to turn off and click More > Turn off sync.
5. In the pop-up window, click Turn off sync.

After you turn off the sync, data will no longer sync between HubSpot and Microsoft Dynamics.

Create a Microsoft Dynamics sales order from a deal record

Please note: make sure that you have configured the Microsoft Dynamics sales order to HubSpot order sync. If the sync isn't configured, creating a Microsoft Dynamics sales order won't create a corresponding HubSpot order.

Create a Microsoft Dynamics sales order using deal-based workflows 

Please note: make sure that you have configured the Microsoft Dynamics sales order to HubSpot order sync. If the sync isn't configured, creating a Microsoft Dynamics sales order won't create a corresponding HubSpot order.

Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered. 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Microsoft Dynamics 365. 
3. Click the Feature Discovery tab. 
4. In the Automate your Microsoft Dynamics 365 sales orders section, click Go to workflows. 
5. To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new deal-based workflow.
6. In the workflow editor, click the + add icon to add an action.
7. In the left panel, search for Microsoft Dynamics and select Create a Microsoft Dynamics 365 sales order.

8. Set up your Microsoft Dynamics 365 sales order action. 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.

• • 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.

After the workflow creates a Microsoft Dynamics 365 sales order, a corresponding HubSpot order will be created automatically. The HubSpot order will be associated with both the HubSpot deal and the Microsoft Dynamics 365 sales order.