Last updated: January 29, 2024
After you’ve connected HubSpot and Microsoft Dynamics 365, you can embed HubSpot in your Microsoft Dynamics 365 app. This allows you to view information from a HubSpot contact, company or deal record directly on the Microsoft Dynamics 365 interface.
This window displays HubSpot timeline activities such as emails logged, workflows the record is enrolled in, record properties, and also includes a link to the HubSpot record.
HubSpot Embed must be turned on in both HubSpot and Microsoft Dynamics 365 to complete the installation process.
Please note: to view the HubSpot Embed window on a Microsoft Dynamics 365 record, you must be a user in both Microsoft Dynamics 365 and HubSpot, and logged in to the latter system. Users will need View records permissions in HubSpot.
With the HubSpot Embed, you can: