Microsoft Dynamics 365 to HubSpot: 17-Step Migration

You can migrate from Microsoft Dynamics 365 to HubSpot in 17 steps, grouped into five phases: assessment and planning, data preparation, build and configuration, testing and go-live, and post-migration support. HubSpot's Smart Transfer tool supports Dynamics 365 directly for a one-time move, so the data transfer itself is straightforward; the work that decides whether the migration succeeds is the planning and configuration around it.

Dynamics 365 was built to drive efficiency, cut costs and tie a business's systems together, and those are HubSpot's goals too, which is why teams moving across tend to feel at home quickly once the platform is set up properly. What follows is the full 17-step framework, so that if you're tackling the migration yourself you know what to do, in which order, and when.

If you'd rather not do it yourself, we can handle the whole migration for you, or start with our CRM Migration Assessment.

Is migrating from Dynamics 365 to HubSpot a big job?

It's a significant undertaking that rewards careful planning, since the process runs all the way from transferring your data to rebuilding your workflows and integrations and getting your team confident on the new platform before you switch off the old one.

Smaller businesses with in-house platform expertise, or anyone who has run a Dynamics-to-HubSpot migration before, can manage it alone, whereas larger organisations with complex data or heavy customisation in their Dynamics instance are usually better served by HubSpot's team or a HubSpot solutions partner. The 17 steps below apply either way, and if you want the wider picture beyond Dynamics, our HubSpot CRM migration guide covers how a move works from any source CRM.

Phase 1: Assessment and planning

1. Evaluate your current Dynamics 365 setup, including its data structure, customisations and integrations, so you have a clear, detailed map of the environment and know exactly what to replicate or rebuild in HubSpot. Our CRM Migration Assessment is built to get you started here.

2. Identify the essential components of the migration. This means the key data you want to transfer, the workflows you rely on (existing and new), and your reporting needs, in short, everything that has to exist in HubSpot on day one.

3. Assemble a steering committee. Every department that will use the platform should be represented, and with HubSpot that can be all of them, which is how you get a holistic migration and a platform that works for the whole business. If you don't have a steerco, we can support one, drawing on our experience running steercos with clients like Unipart.

Phase 2: Data preparation

4. Export your data from Dynamics 365 using the platform's own tools or a third-party migration tool, keeping data mapping in mind as you go, because the structure differs between Dynamics and HubSpot and the fields need to align correctly.

5. Clean and deduplicate your data before it goes anywhere near HubSpot. This is the single best thing you can do for accuracy, and it heads off problems that would otherwise surface later.

6. Convert data formats to match HubSpot's requirements. As with the export, careful mapping here is what lets your data move across cleanly rather than landing in the wrong fields.

Phase 3: Build and configuration

7. Create your HubSpot account and set up preferences, including user roles and permissions.

8. Configure HubSpot around your business. This includes custom objects, custom properties, and the pipelines and stages for your sales and marketing processes.

9. Import your cleaned data into HubSpot using the platform's built-in import tools, and migrate in dependency order: companies first, then contacts, then deals, then activities.

10. Double-check the mapping and verify that every record imported accurately, validating before you build anything on top of the data.

11. Re-establish your integrations. Any tools that connected to Dynamics need reconnecting to HubSpot, or a suitable alternative from the HubSpot ecosystem. A Smart Transfer is a one-time move and doesn't stay in sync with Dynamics afterwards, so if you need the two connected during a transition, scope that integration deliberately.

12. Rebuild your workflows and automation. Recreate your Dynamics processes, sequences, pipeline prompts and notifications as HubSpot workflows. Automation is one of HubSpot's real strengths, so treat this as a chance to improve on what you had rather than copy it across unchanged.

Phase 4: Testing and go-live

13. Train your team on HubSpot, covering every team that will use it, starting with the interface and then going deep on the tools each group uses daily.

14. Test everything before you go live. Some things won't work the first time, whether they're outright broken or just need reconfiguring for how your team actually works, so try to break it now, while it's safe to.

15. Switch to HubSpot as your primary CRM once testing is done and the team is ready.

Phase 5: Post-migration

16. Monitor the platform closely after go-live and fix anything unexpected quickly, and above all make sure your team is genuinely using the platform you're paying for.

17. Provide ongoing support. A migration doesn't end on go-live day, so keep answering your team's questions, and consider a Managed Service for the external oversight and strategic recommendations you might not have time to make yourself.

Helping you migrate on time, to spec, in budget

Our platform knowledge is deep and broad, and having led businesses through CRM migrations of every shape, working flexibly around each client's specific needs, we tend to be the right choice when your requirements are anything other than off-the-shelf.

BabelQuest is one of the UK's most accredited HubSpot Elite Solutions Partners, ranked 7th in Europe and 11th globally in December 2025, with a team of 35 and every HubSpot accreditation available. A CRM migration is something you want to get right the first time, so if you'd value a guiding hand, let's get technical together.

Not ready to speak to our team? Try our free CRM Migration Assessment tool to get a personalised scope you can share with vendors.

FAQ

How long does a Dynamics 365 to HubSpot migration take? For a mid-sized business, plan roughly 8 to 12 weeks from kickoff to go-live, with buffer for surprises. A heavily customised Dynamics instance with many integrations takes longer; a simpler setup can be quicker. The 17-step framework applies at any size, the phases just take proportionally more or less time.

Does HubSpot support migration from Microsoft Dynamics 365? Yes. HubSpot's Smart Transfer tool supports Microsoft Dynamics 365 directly for a one-time migration. Custom entities and option sets map to HubSpot objects and properties, and Dynamics' business process flows are rebuilt as HubSpot deal stages and workflows.

Will a Smart Transfer keep Dynamics and HubSpot in sync? No. A Smart Transfer is a one-time migration and does not stay in sync afterwards. If you need Dynamics 365 and HubSpot connected during a transition period, that's a separate integration to scope deliberately.

Can I migrate from Dynamics 365 to HubSpot myself? Yes, if you have in-house HubSpot expertise or prior migration experience and a relatively simple Dynamics setup. Larger organisations with complex data or heavy customisation are usually better served by HubSpot's team or a HubSpot solutions partner, because the object mapping, workflow rebuild and testing get significantly more involved at scale.

What is the most important step when migrating from Dynamics 365 to HubSpot? Cleaning and deduplicating your data before import, and getting the object model right in HubSpot. Most migration problems trace back to poor planning and messy source data rather than the transfer itself, so the assessment and data-preparation phases matter most.