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Hubspot to Dynamics 365 Migration

The strategic technology partner for scalable organisational growth.
Migration expertise

Move from HubSpot to Dynamics 365 with confidence

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.

From migration planning and data mapping to system configuration, validation, and user enablement, we manage every stage of the migration. We ensure your customer records, sales data, workflows, and reporting are accurately transferred while aligning Dynamics 365 to the way your organisation works.

With Zenzero as your migration partner, you’ll gain a connected CRM platform that enhances customer engagement, improves operational efficiency, and provides the insights your teams need to make better business decisions.

Business growth

Why migrate from HubSpot to Dynamics 365?

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.

partnership

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.

Business outcomes

What a successful migration delivers

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.

CRM transformation

Move to Dynamics 365 with confidence

Unlock the full value of Microsoft Dynamics 365 with a HubSpot migration tailored to your organisation. We help you migrate customer data, sales processes, workflows, and reporting with minimal disruption, ensuring your teams can continue working while benefiting from a more powerful and connected CRM platform.

From migration planning and data mapping to configuration, testing, Microsoft ecosystem integration, and user enablement, our consultants manage every stage of the migration. With Zenzero as your migration partner, you’ll gain a scalable CRM solution that improves customer engagement, strengthens business intelligence, and supports long-term business growth.

Migration services

Everything your migration includes

Migration strategy and planning

Clear scoping of objects, fields, automations, integrations, and historical data, creating a structured migration plan that minimises risk and keeps your project on track.

Data cleansing and transformation

We don’t just transfer data – we improve it. Duplicates removed, structures aligned, and data accuracy restored to provide a reliable foundation for your new CRM.

CRM configuration in Dynamics 365

Pipelines, workflows, security roles, and reporting tailored to your sales and marketing processes, ensuring Dynamics 365 supports the way your teams work.

Marketing and sales alignment

If you’re using marketing automation, we align the migration with Microsoft Dynamics 365 Customer Insights – Journeys to maintain continuity, improve collaboration, and support connected customer experiences.

Microsoft ecosystem integration

Seamless connection with Microsoft 365, Microsoft Teams, and the Microsoft Power Platform, creating a connected environment that improves collaboration and business productivity.

User transition support

Structured onboarding, training, and knowledge transfer to help your teams adopt Dynamics 365 confidently and maximise the value of your new CRM from day one.

Our Dynamics 365 specialists help you migrate from HubSpot with confidence, protecting your data while building a CRM platform designed for future growth.

AI capabilities

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.

Get started

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.

Say hello

Ready for
better outcomes?

Still have Qs?

Questions we
often get asked:

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.

Still have questions? Contact Us