Hubspot to Dynamics 365 Migration
HubSpot to Dynamics 365 migration is more than a technical switch – it’s a strategic CRM migration designed to protect your CRM data, improve customer data quality, and support evolving business processes.
Why should you do it?
Many businesses worldwide start with HubSpot CRM because it’s one of the two popular CRM platforms on the market. But as sales teams grow and customer interactions increase, limitations can appear.
Moving from HubSpot to Dynamics 365 gives you:
-
A comprehensive suite of business applications
-
A modular platform with extensive customisation options
-
Advanced analytics and real time business insights
-
Enhanced features for customer engagement
-
Seamless integration across Microsoft tools
A proper HubSpot to Dynamics migration improves data management, strengthens data integrity, and ensures data accuracy across all the data that supports your business operations.
What we deliver
Migration strategy and planning
Clear scoping of objects, fields, automations, integrations, and historical data.
Data cleansing and transformation
We don’t just transfer data – we improve it. Duplicates removed. Structures aligned. Accuracy restored.
CRM configuration in Dynamics 365
Pipelines, workflows, security roles, and reporting tailored to your sales and marketing processes.
Marketing and sales alignment
If you’re using marketing automation, we align migration with Microsoft Dynamics 365 Customer Insights – Journeys for continuity.
Microsoft ecosystem integration
Seamless connection with Microsoft 365, Microsoft Teams, and the Microsoft Power Platform.
User transition support
Structured onboarding and training to ensure adoption from day one.
Schedule Consultation
Why organisations choose Zenzero
When moving between two leading CRM platforms, experience matters.
Organisations choose us because we:
-
Understand HubSpot to Dynamics 365 migrations in depth
-
Manage complex migrations using the right tools and trusted third-party solutions
-
Protect CRM and customer data throughout the process
-
Focus on business processes, not just technology
-
Ensure a seamless transition with minimal disruption
We manage risk, protect data integrity, and ensure your migrated data supports long-term business operations.
The business impact
A well-executed HubSpot to Dynamics 365 migration delivers:
-
Clean, reliable CRM data
-
Stronger advanced analytics
-
Improved operational efficiency
-
Better alignment across business applications
-
Enhanced customer engagement
-
Improved customer satisfaction
-
A scalable modular platform to support future growth
Most importantly, you move from your current CRM to a new CRM designed to support complex business needs and provide deeper insights into performance.
Talk to our experts
Not sure where to start or what solution fits best? Book time with our experts to discuss your situation and explore potential solutions together.
Embedded AI to unlock deeper insights post-migration
Once your data is migrated from HubSpot to Dynamics 365, embedded AI capabilities within Microsoft Dynamics 365 transform how you use that data:
- Predictive insights for sales teams
- Real time business insights
- Automated data enrichment to maintain data accuracy
- Smarter segmentation for marketing automation
- Alerts that improve customer interactions and customer satisfaction
AI ensures your CRM migration doesn’t just move data – it activates intelligence across your new system.
Let’s plan your migration properly
If you’re considering a move from HubSpot to Dynamics 365, start with a focused discussion. We’ll assess your current setup, identify risks, and outline a clear migration roadmap – designed to minimise disruption and maximise value. No rushed transfers. No broken automations. No compromised data. Just a structured migration built for growth. Speak to one of our experts today.
Frequently Asked Questions
Will we lose any customer data?
No. Protecting customer data and CRM data is central to our migration process. We validate migrated data through test migration stages to ensure data accuracy and data integrity before full migration.
Do you use third party migration tools?
Where appropriate, yes. We use various tools – including third party migration tools – when they support a seamless transfer. However, strategy and data mapping are always controlled by us.
Can you migrate marketing automation and email marketing history?
Yes. We migrate marketing automation assets, email marketing data, and customer engagement history to ensure continuity in your new CRM.
How do you ensure a smooth transition?
Through careful planning, structured data mapping, secure data import, validation of data flow, and proper training to drive user adoption.
How long does a HubSpot to Dynamics 365 migration take?
It depends on data volume, data fields, integrations, and business complexity. After reviewing your current CRM and business needs, we provide a detailed migration plan with clear timelines.
Contact us to discuss IT Managed Services
Bringing together data, AI, and cyber security expertise, we drive scalable transformation for today’s organisations.