Last updated: May 2, 2024
Use the Microsoft Dynamics 365 integration with HubSpot to sync Microsoft Dynamics 365 objects with HubSpot records to keep information between the two systems up-to-date. With this integration, you can create Microsoft Dynamics sales orders from a deal record or through a workflow. If you have a paid Operations Hub subscription, you can also create custom field mappings between the two systems.
App requirements
- You must be a super admin or haveApp Marketplace Access permissionsin your HubSpot account.
- You must have Read permissions for records in Microsoft Dynamics 365.
- To set up a two-way sync, you must have Read and Write permissions for each record type in Microsoft Dynamics 365.
Connect the app
- In your HubSpot account, click the Marketplace icon marketplace in the top navigation bar, then select App Marketplace.
- Search for the Microsoft Dynamics 365 integration, and select Microsoft Dynamics 365 in the results. In the top right, click Connect app.
- Enter your Microsoft Dynamics 365 subdomain and click Install app.
It is possible to connect two instances of Microsoft Dynamics 365 to HubSpot. Both instances will have the same syncing capabilities.
- In your HubSpot account, navigate to Reporting & Data > Integrations.
- ClickMicrosoft Dynamics 365.
- ClickActions>Manage accounts.
- In the right panel, click Connect another account.
Turn on the sync
After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.
- In your HubSpot account, navigate to Reporting & Data > Integrations.
- Click Microsoft Dynamics 365.
- Click Set up your sync.
- Select the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync the following object types:
| HubSpot object | Microsoft Dynamics 365 object | |
| Company | Account | |
| Contact | Contact and Lead | |
| Deal | Opportunity | |
| Product | Bundles and Products | |
| Meetings | Appointments | |
| Notes | Notes | |
| Tasks | Tasks | |
| Invoice | Invoice | |
| Order | Sales orders | |
| Emails | Emails | |
| Calls | Phone calls |
- ClickNext.
Once the sync has been turned on, you can configure your sync settings. Learn more about configuring your sync settings and adding the HubSpot contact timeline to Microsoft Dynamics.
Turn off data sync
You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa.
- In your HubSpot account, navigate to Reporting & Data > Integrations.
- Click Microsoft Dynamics 365.
- Click Actions > Turn off sync.
- In the pop-up box, click Turn off sync.
Once the sync has been turned off, you can turn it on again by clickingEdit sync settings, or delete the sync.
Create a Microsoft Dynamics sales order from a deal record
You can also manually create a Microsoft Dynamics sales order from a HubSpot deal record:
- In your HubSpot account, navigate toSales>Deals.
- On theSales Orderscard, clickAdd>Create a Microsoft Dynamics sales order.
- On theAccounttab, select the Microsoft Dynamics andcustom formto create a sales order.
- ClickNext.
- On theCustomertab, select the customeryou want to create a sales order for.
- ClickNext.
- On theOrdertab, add sales order properties based on your chosen custom form type.
- On theReviewtab, review the sales order and make any necessary edits.
- ClickCreate sales order.
Please note: if the line item price is changed on a HubSpot deal record, this will not sync to the created Microsoft Dynamics 365 sales order.
Create a Microsoft Dynamics sales order using deal-based workflows
Use deal-based workflows to automatically create Microsoft Dynamics sales orders when the workflow is triggered (Sales HubProfessionalorEnterpriseonly).
- In your HubSpot account, navigate to Reporting & Data > Integrations.
- UnderConnected Apps, clickMicrosoft Dynamics 365.
- Click theFeature Discoverytab.
- In theCreate Microsoft Dynamics 365 sales orders from HubSpotsection, clickInstall workflow action.
- In your HubSpot account, navigate to Automations > Workflows.
- To edit an existing workflow, hover over theworkflow, then clickEdit. Or, learn how tocreate a new deal-based workflow.
- In the workflow editor, click the+plusiconto add an action.
- In the actions panel, scroll down and selectCreate a Microsoft Dynamics 365 sales order.
- Set up your Microsoft Dynamics 365 sales order, the following fields are required:
- Microsoft Dynamics 365 account:alist of connected Microsoft Dynamics 365 accounts will display, select anaccountto create the sales order.
- Subsidiary:a list of subsidiaries associated with the selected Microsoft Dynamics 365 account will display, select aSubsidiaryto create the sales order.
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- Customer:select eitherUse first associated HubSpot contactorUse first associated HubSpot companyto set as the designatedCustomerfor the sales order.
- Items:set the deal's associated line items as theItemsfor the sales order.
- To add another field to the sales order, clickAdd another fieldand select afield.
- To populate the field with property values from the enrolled deal record, clickDeal in this workflow. Then, select aproperty.
- To populate the field based on other actions in the workflow, click theaction nameand select anoption. You can populate fields based on an action's outcome, or outputs from the action.
- To remove a field from the sales order, click the delete iconnext to the field.
