Skip Navigation or Skip to Content
Inbound FinTech is now Evara. Same expertise, sharper focus. Discover what's next →
Search icon
Light mode icon
Dark mode icon
Search icon
Light mode icon
Dark mode icon
Book a Meeting

Migrations

Microsoft Dynamics 365 to HubSpot Migration

Transform your CRM approach with our Microsoft Dynamics 365 to HubSpot migration, designed to enhance your business operations.
  • No obligation - response within 1 business day for your Microsoft Dynamics 365 to HubSpot Migration
  • Trusted by senior FinServ decision-makers for Microsoft Dynamics 365 to HubSpot Migration
  • 9+ years of specialism across dozens of HubSpot migrations - including your Microsoft Dynamics 365 to HubSpot migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Migrations

A smooth move to HubSpot

Microsoft Dynamics 365 to HubSpot Migration

A Microsoft Dynamics 365 to HubSpot migration is a common step for teams that want a CRM built around ease of use rather than configuration overhead. Dynamics environments often carry a complex object model, custom entities, and layers of customisation that need careful review before anything transfers. Evara maps every entity, field, and relationship against HubSpot's data model first, then validates records during transfer so history, ownership, and permissions carry across accurately. The result is a rebuilt CRM in HubSpot, not a rushed lift-and-shift, with sales and marketing working from one clean dataset.

Why choose a Microsoft Dynamics 365 to HubSpot migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Microsoft Dynamics 365 to HubSpot with full field mapping and validation.

  • Live in weeks, not months

    A proven Microsoft Dynamics 365 to HubSpot migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • HubSpot set up the right way

    Not a lift-and-shift - we configure HubSpot to your process as part of the Microsoft Dynamics 365 to HubSpot migration.

CRM adoption increase
Records cleaned & unified
Data accuracy & visibility
Systems deployed

Not moving off Microsoft Dynamics 365?

If you want to keep Microsoft Dynamics 365 and connect it to HubSpot rather than migrate away from it, we build that integration too.

See the Microsoft Dynamics 365 HubSpot integration →

Frequently asked questions

Common questions about your Microsoft Dynamics 365 to HubSpot migration

Custom entities, fields, and relationships built up in Dynamics 365 are reviewed individually rather than copied across as-is. Evara's CRM architecture and data mapping work identifies which customisations still serve the business and rebuilds them properly inside HubSpot's object model, rather than recreating unnecessary complexity.

Yes. Evara's platforms migration and integration process runs validation and reconciliation checks against source records before and after transfer, so activity history, ownership, and user permissions are confirmed accurate rather than assumed. A parallel run allows both systems to be checked side by side before Dynamics is switched off.

Some adjustment is expected with any new system, but HubSpot's interface is generally more accessible to sales teams than Dynamics 365's configuration-heavy layout. Evara's HubSpot services and onboarding support covers process rebuilding and team enablement, so users understand where their pipelines, records, and reports now live from day one.

Keep exploring

Similar Migrations

GET IN TOUCH

Start the Conversation.

Moving off Microsoft Dynamics 365? As a certified HubSpot partner, Evara handles your Microsoft Dynamics 365 to HubSpot migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.