Partner Stories

HubSpot to Dynamics 365 Migration: What to Plan For?

Published by Dynamics Square USA

Companies usually outgrow HubSpot for the same reason: it was built for marketing-led teams, and as sales, service, and operations scale, they need a system that connects CRM to the rest of the business. Moving to Dynamics 365 solves that, but the migration itself needs real planning.

Here is what a HubSpot to Dynamics 365 migration actually involves.

What the Migration Covers

A HubSpot to Dynamics 365 migration is not a simple export and import. It typically includes:

  • Data audit: reviewing contacts, companies, deals, and custom properties in HubSpot before deciding what moves over
  • Data mapping: matching HubSpot fields and objects to their Dynamics 365 equivalents, since the two platforms structure data differently
  • Data cleanup: removing duplicates and outdated records so you are not migrating years of clutter into a new system
  • Migration execution: using import tools, connectors, or a partner-managed process to move the cleaned data
  • Validation: checking that records, relationships, and history transferred correctly before HubSpot is retired
  • Team training: getting sales and service teams comfortable in Dynamics 365, since workflow habits built around HubSpot do not carry over automatically

Timeline and Pricing Factors

Migration timelines vary mainly based on data volume, how many custom fields and workflows exist in HubSpot, and whether marketing automation and integrations need to be rebuilt rather than just migrated. A straightforward contact and deal migration can move in a few weeks. A setup with years of custom properties, marketing workflows, and third-party integrations takes considerably longer.

Pricing follows the same pattern: the bigger cost driver is usually data complexity and rebuild work, not the migration itself.

Common Migration Risks

The most frequent issues in HubSpot to Dynamics 365 migrations are predictable:

  1. Migrating duplicate or stale records instead of cleaning data first
  2. Losing historical activity data because it was not mapped correctly
  3. Underestimating the rebuild effort for marketing automation workflows
  4. Skipping user training and losing adoption in the first few weeks
  5. No rollback plan if validation uncovers a data issue after migration

Getting the Migration Right

The businesses that migrate smoothly treat this as a data and change management project, not just a technical one. That means auditing data before touching migration tools, mapping fields deliberately instead of relying on default matches, and building in a validation step before HubSpot is switched off. A partner experienced in CRM migrations specifically, not just Dynamics 365 implementation in general, tends to catch these risks earlier.

Read more: For a full step-by-step breakdown of the HubSpot to Dynamics 365 migration process, including tools, timeline, and pricing, see Dynamics Square's complete migration guide.