Use the Microsoft Dynamics 365 integrations sync card

After connecting the Microsoft Dynamics 365 integration, you can view the Dynamics 365 sync card on contact, company, deal, and invoice records to view sync information. This gives you a more accurate view of your record syncing status, including:

• Whether the record is currently syncing with Dynamics 365.
• The last time the record synced.
• Which Dynamics 365 record the HubSpot record is syncing with.

Below, learn how to add and view the sync card on your CRM records. Or, learn how to embed HubSpot data into Dynamics 365. 

Add the sync card 

If you did not customize the right sidebar of your records, the Dynamics 365 sync card will automatically be added to your records.

If you customized the right sidebar of your records, add the Integration sync card to the right sidebar for each object type: 

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the right sidebar.
• Click the Record customization tab.
• Click Customize the right sidebar. 
• In the right panel, click Edit default view.
• Click Add card > Integration sync.
• Click Save. 

If you have both NetSuite and Microsoft Dynamics 365 connected to your account, or multiple objects syncing to one object (for example, Dynamics 365 Leads and Contacts both syncing to HubSpot contacts), you will see an integration sync card for each sync type. 

View the sync card

After the Integration sync card has been added to your records, you can view the following information on it:

• Syncing to: which Dynamics 365 record the HubSpot record is syncing with. Click the record name to open the record in Dynamics 365.
  
  
• Status: the status of the sync between HubSpot and Dynamics 365. Sync statuses include:
  • Up to date: the record is syncing successfully.
  • Sync not found: the integration is active, but currently the HubSpot record is not syncing with Dynamics 365.
  • Sync off: the sync has been turned off in the integration settings page. 
  • Record not syncing: the record is not syncing due to an error. For more information, hover over the sync status, or click the sync status to navigate to the sync health page.
    
    
  • Unknown sync: the record is syncing with Dynamics 365, but sync health information is not available.
  • Record excluded: the record is part of an excluded bucket. For more information, hover over Sync status.

• Last updated: when the HubSpot and Dynamics 365 data was last synced.