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Microsoft Dynamics 365

Microsoft Dynamics 365 (which replaces the former Microsoft Dynamics CRM, AX and NAV) is a combined CRM and ERP product, particularly designed for customer engagement. Next to a Customer Data Platform, it offers tools for Sales, Marketing, Service, Commerce, Supply Chain, HR, Finance and Project Management.


HubSpot provides features mainly for the Marketing, Sales and Service teams. It can be used for managing leads, customers, the opportunity pipeline, tickets, etc. HubSpot’s and Dynamics 365’s functionalities can partly overlap, but organizations may work with the best of both tools.

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Landscape for integration pages 7

Integration Details

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why integrate them

If you’re using both systems, it may be worth it to look into an integration. A Microsoft Dynamics 365-HubSpot integration could go from syncing prospect, customer and contact data, up to sending quote, order, invoices or project data between Dynamics and HubSpot.

 

The main advantages of this integration are:

  • Maintaining consistency of data over different platforms
  • Increased transparency by keeping customer data centralized as much as possible
  • Improved sales productivity and more segmented marketing actions by sharing information between marketing, sales and service, which helps to:
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our methodology

When building an integration, we start from best practices which we recommend on taking into account. This ensures that a well-working integration is created without overcomplicating things, and that data pollution in both systems is avoided.

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