Moving off HubSpot isn't just a data export and import job. It's a full re-platforming of how your sales and marketing teams work day to day, and getting it wrong means losing deal history, breaking automation your team relies on, or handing salespeople a system that feels worse than what they had.
This guide walks through exactly what a HubSpot to Dynamics 365 Sales migration involves, what transfers automatically versus what needs to be rebuilt, realistic timelines, and the mistakes that turn a routine migration into a stalled project.
Table of Contents
- What Does Migrating from HubSpot to Dynamics 365 Actually Involve?
- Why Businesses Move From HubSpot to Dynamics 365?
- What Data Can You Migrate from HubSpot to Dynamics 365?
- Choosing the Right Dynamics 365 Sales Edition for Your Migration
- Step-by-Step: How to Migrate from HubSpot to Dynamics 365
- What Doesn't Migrate Automatically (And Needs to Be Rebuilt)
- How Long Does a HubSpot to Dynamics 365 Migration Take?
- Common Migration Risks and How to Avoid Them
- HubSpot to Dynamics 365 Migration Checklist
- Frequently Asked Questions
- Why Choose Dynamics Square for Your HubSpot to Dynamics 365 Migration?
What Does Migrating from HubSpot to Dynamics 365 Actually Involve?
A HubSpot to Dynamics 365 migration means extracting your contacts, companies, deals, tickets, and historical activity from HubSpot, mapping that data to the equivalent tables in Dynamics 365 (built on Microsoft Dataverse), and rebuilding your automation, pipelines, and reporting inside the new system. It is not a one-click transfer. HubSpot and Dynamics 365 use different data models, so a meaningful portion of the work is deciding how HubSpot's structure maps onto Dynamics 365's, not just moving records.
The core building blocks map roughly like this:
- HubSpot Contacts become Dynamics 365 Contacts
- HubSpot Companies become Dynamics 365 Accounts
- HubSpot Deals become Dynamics 365 Opportunities
- HubSpot Deal stages become Dynamics 365 Sales stages within a business process flow
- HubSpot Tickets (if you use Service Hub) become Dynamics 365 Cases
None of these are exact one-to-one matches. Dynamics 365's opportunity record, for instance, carries different fields and a different underlying process flow than a HubSpot deal, which is why field mapping and a short discovery phase come before any data actually moves.
Why Businesses Move From HubSpot to Dynamics 365?
Companies typically move from HubSpot to Dynamics 365 once their sales operations outgrow what HubSpot's CRM tier was built for, usually driven by a need for deeper customization, tighter Microsoft 365 integration, or an eventual ERP connection that HubSpot can't provide on its own.
The most common triggers we see:
- Outgrowing HubSpot's CRM customization limits. HubSpot's CRM Suite is strong for inbound marketing and simpler sales motions, but Dynamics 365 Sales offers deeper customization through Power Apps and Power Automate without needing a separate development platform.
- Microsoft ecosystem alignment. If your company already runs on Microsoft 365, Teams, and Outlook, Dynamics 365 Sales integrates natively, with Copilot working directly inside Outlook and Teams, something HubSpot can only approximate through connectors.
- Planning toward ERP integration. Businesses that expect to eventually connect their CRM to an ERP system (finance, inventory, order management) find Dynamics 365 sits on the same Dataverse and Microsoft Power Platform foundation as Business Central and Dynamics 365 Finance, which simplifies that connection later.
- Complex sales processes. Multi-stage approval workflows, territory management, and advanced forecasting are native to Dynamics 365 Sales Enterprise and Premium in ways that require more workarounds in HubSpot.
If you're still weighing whether the switch makes sense for your business rather than ready to execute it, our HubSpot vs Dynamics 365 CRM comparison breaks down the feature and cost differences in more depth.
What Data Can You Migrate from HubSpot to Dynamics 365?
Most core CRM data migrates cleanly: contacts, companies, deals with their history, notes, tasks, and email engagement metadata. What does not migrate automatically is anything built on HubSpot-specific logic, such as workflows, sequences, and lead scoring rules, since these run on HubSpot's own automation engine and have no direct equivalent inside Dataverse.
Here's a realistic breakdown of what transfers and what requires rebuilding:
| Data Type | Migrates Directly | Notes |
|---|---|---|
| Contacts and companies | Yes | Standard fields map cleanly; custom properties need manual field mapping |
| Deals and pipeline history | Yes | Maps to Opportunities; deal stage names typically need to be recreated to match your new sales process |
| Notes, tasks, and activities | Yes | Timeline history transfers but formatting may need cleanup |
| Email engagement history | Partially | Open/click metadata often doesn't carry over cleanly; raw email content usually does |
| Marketing workflows and sequences | No | Must be rebuilt in Power Automate or Dynamics 365 Customer Insights |
| Lead scoring models | No | HubSpot's scoring logic doesn't transfer; predictive scoring in Dynamics 365 uses a different model |
| Custom properties and objects | Partially | Standard custom fields map with effort; custom HubSpot objects need a corresponding custom table built in Dataverse first |
Choosing the Right Dynamics 365 Sales Edition for Your Migration
Which Dynamics 365 Sales edition you migrate into determines what your team can rebuild on the other side, so this decision should happen before data mapping starts, not after. As of 2026, Microsoft prices Dynamics 365 Sales in three main tiers, billed per user per month on an annual commitment.
| Edition | Price (per user/month, paid yearly) | Best Fit |
|---|---|---|
| Sales Professional | $65.00 | Smaller teams needing core sales force automation, reporting, and Microsoft 365 interoperation without heavy customization |
| Sales Enterprise | $105.00 | Teams that need advanced customization, custom apps built with Power Apps, workflow automation with Power Automate, and Copilot capabilities |
| Sales Premium | $150.00 | Organizations wanting advanced sales intelligence, AI-powered recommended actions, and 1,000 monthly Copilot Credits included |
A Microsoft Relationship Sales option (Sales Enterprise bundled with LinkedIn Sales Navigator) is also available at variable pricing with a 10-seat minimum, but it's priced through direct Microsoft consultation rather than published list pricing.
Teams migrating from HubSpot's CRM Suite with meaningful custom workflows and reporting needs typically land on Sales Enterprise, since Sales Professional's more limited customization ceiling (a capped number of workflows and custom entities) can recreate the same constraints you're trying to leave behind.
Step-by-Step: How to Migrate from HubSpot to Dynamics 365
A HubSpot to Dynamics 365 migration follows five phases: data assessment, environment setup, field mapping and test migration, full data migration, and validation with parallel run. Skipping the test migration phase is the single most common cause of migrations that need to be redone.
- Assess and clean your HubSpot data first: Export your contacts, companies, and deals, and identify duplicates, outdated records, and fields you actually use versus fields that accumulated over time. Migrating messy data into a new system just moves the mess.
- Set up your Dynamics 365 environment and choose your edition: Provision your Dynamics 365 Sales instance, configure your business units and security roles, and decide on Sales Professional, Enterprise, or Premium based on your customization needs.
- Map HubSpot fields to Dynamics 365 fields: Build a field-by-field mapping document covering standard fields (contacts, companies, deals) and custom properties. This is where most of the actual planning time goes, not the data transfer itself.
- Choose your migration tool: For straightforward migrations, Dynamics 365's built-in Data Import Wizard handles CSV and Excel imports directly into Dataverse with field mapping and duplicate detection built in. For larger datasets or ongoing sync needs, third-party ETL connectors such as KingswaySoft's SSIS Integration Toolkit are commonly used by implementation partners for more complex HubSpot-to-Dataverse transfers.
- Run a test migration with a data sample: Migrate a small, representative slice of your data first, then have your sales team review it in the new system before committing to the full migration. This surfaces mapping errors while they're still cheap to fix.
- Execute the full migration: Once the test batch is validated, migrate the complete dataset. Time this for a low-activity period, such as a weekend, to minimize disruption to active deals.
- Run a parallel validation period: Keep HubSpot accessible in read-only mode for a short window after go-live so your team can cross-check records if something looks off, without losing the ability to compare against the source system.
- Rebuild automation and train your team: Recreate HubSpot workflows as Power Automate flows, rebuild your reporting dashboards, and run hands-on training before fully retiring HubSpot access.
What Doesn't Migrate Automatically (And Needs to Be Rebuilt)
The parts of a HubSpot to Dynamics 365 migration that catch teams off guard are almost never the contact and deal records, they're the automation layer: workflows, email sequences, and lead scoring rules that ran natively inside HubSpot have no direct import path and must be recreated inside Dynamics 365's own tools.
Specifically:
- HubSpot workflows need to be rebuilt as Power Automate flows, which use a different trigger and condition logic, so this is a redesign, not a copy-paste.
- Email sequences typically get rebuilt using Dynamics 365 Sales' sales accelerator and sequence features (available from Sales Enterprise upward), which work differently from HubSpot's sequence tool.
- Lead scoring needs to be reconfigured using Dynamics 365's predictive scoring models or a Copilot-based approach, since HubSpot's scoring criteria don't translate directly.
- Custom reports and dashboards need to be recreated using Dynamics 365's native dashboard builder or Power BI, since HubSpot's reporting layer is proprietary to HubSpot.
Budgeting time for this rebuild phase, not just the data transfer, is what separates migrations that go smoothly from ones that drag on for months after the "data" part is technically done.
How Long Does a HubSpot to Dynamics 365 Migration Take?
Migration timelines depend primarily on data volume, the number of custom objects and workflows to rebuild, and how many integrations connect to HubSpot today. A straightforward migration for a small sales team with clean data and minimal automation can often complete in a few weeks, while a migration involving Service Hub tickets, complex workflows, and multiple third-party integrations typically takes longer and benefits from a phased rollout.
Rather than quoting a single number that won't hold for every business, the realistic way to think about timeline is by complexity tier:
- Low complexity (a few thousand contacts, straightforward deal pipeline, no custom objects): faster to migrate, since most of the work is field mapping and validation.
- Medium complexity (tens of thousands of records, multiple pipelines, some custom properties, a handful of workflows to rebuild): requires more mapping and testing time, plus workflow reconstruction.
- High complexity (Service Hub tickets, custom objects, deep third-party integrations, multiple business units): needs a phased migration plan, often moving one function (say, sales) before service or marketing data.
The safest way to get an accurate timeline for your specific situation is a short discovery assessment before committing to a go-live date, since guessing based on record count alone tends to underestimate the automation rebuild work.
Common Migration Risks and How to Avoid Them
Most HubSpot to Dynamics 365 migrations that run into trouble share a small set of avoidable causes:
- Skipping the field mapping exercise: Teams that jump straight to a bulk import without mapping custom properties end up with orphaned data or fields that silently didn't transfer.
- Not accounting for workflow rebuild time: Data migration is often the fastest part of the project. Automation rebuild is usually where timelines slip.
- Migrating dirty data: Duplicate contacts and stale deals in HubSpot become duplicate contacts and stale deals in Dynamics 365 unless cleanup happens first.
- No parallel run or rollback plan: Cutting over to Dynamics 365 and immediately deactivating HubSpot access removes your safety net if something was mapped incorrectly.
- Underestimating user adoption: A technically perfect migration still fails if sales reps aren't trained on the new interface before go-live, since a CRM only works if the team actually uses it.
HubSpot to Dynamics 365 Migration Checklist
- HubSpot data audited and cleaned (duplicates removed, stale records archived)
- Dynamics 365 Sales edition selected (Professional, Enterprise, or Premium) based on customization needs
- Field mapping document created for contacts, companies, deals, and custom properties
- Migration tool selected (Data Import Wizard for simpler datasets, third-party ETL for complex ones)
- Test migration completed and reviewed by sales team
- Full migration scheduled during low-activity period
- HubSpot workflows rebuilt as Power Automate flows
- Email sequences and lead scoring reconfigured in Dynamics 365
- Reports and dashboards recreated
- Parallel validation period run before retiring HubSpot access
- Sales team trained on the new system before full cutover
Frequently Asked Questions
Can I migrate all my HubSpot data to Dynamics 365?
Most core CRM data (contacts, companies, deals, notes, and activity history) migrates directly. HubSpot-specific automation like workflows, sequences, and lead scoring rules does not transfer automatically and needs to be rebuilt inside Dynamics 365 using Power Automate and the platform's native sales tools.
Do I need a third-party tool to migrate from HubSpot to Dynamics 365?
Not always. Dynamics 365's built-in Data Import Wizard handles straightforward CSV and Excel-based migrations. Larger datasets, ongoing sync requirements, or complex custom object mapping usually benefit from a dedicated ETL tool or an implementation partner's migration process.
Will my sales team lose access to deal history during migration?
If the migration is planned with a test batch and a parallel run, no. Keeping HubSpot accessible in read-only mode during validation lets your team cross-check records without any gap in access to historical deal data.
Which Dynamics 365 Sales edition is best after leaving HubSpot?
It depends on how much customization your sales process needs. Teams with straightforward pipelines often start with Sales Professional, while teams migrating complex workflows, custom objects, or wanting deeper Power Platform customization typically choose Sales Enterprise or Premium.
Does migrating from HubSpot to Dynamics 365 cause downtime?
A well-planned migration, executed during a low-activity period with a tested data batch beforehand, causes minimal disruption. Most downtime risk comes from skipping the test migration step, not from the platform switch itself.
Why Choose Dynamics Square for Your HubSpot to Dynamics 365 Migration?
Switching CRM platforms while keeping your sales pipeline intact takes more than a data export, it takes a partner who has mapped HubSpot's data model to Dynamics 365 before and knows exactly where the friction points are. Dynamics Square has spent 15+ years as a Microsoft Solutions Partner, and our certified consultants have handled Dynamics 365 Sales implementation and CRM migrations for businesses across the USA moving off platforms including HubSpot, Salesforce, and legacy CRM systems.
We handle the full scope: data assessment and cleanup, field mapping, migration execution, workflow rebuilding in Power Automate, and hands-on training so your sales team is productive from day one on the new system, not fighting an unfamiliar interface. Our Dynamics 365 implementation services cover everything from initial CRM migration through ongoing support, customization, and eventual ERP integration if that's on your roadmap.
Dynamics Square supports businesses across the USA, UK, Canada, and other global regions.
Ready to move off HubSpot without losing your deal history or your team's momentum? Connect with a Dynamics Square migration consultant for a free assessment of your current HubSpot setup.
