topic Re: MS Dynamics 365 CRM uses lookup fields in Data Hub

MS Dynamics 365 CRM uses lookup fields

Michael6 — Fri, 19 Nov 2021 07:22:20 GMT

MS Dynamics 365 CRM uses lookup fields and HubSpot provides text fields. When will the complete synchronization of all user-defined fields between the systems be made possible?

Re: MS Dynamics 365 CRM uses lookup fields

jbogaert — Thu, 25 Nov 2021 13:59:54 GMT

Hi @Michael6,

From what I know this is planned. I'll ping @FransLeys who's on the Data Sync product. Maybe he knows more specifics?

Re: MS Dynamics 365 CRM uses lookup fields

FransLeys — Thu, 25 Nov 2021 14:11:36 GMT

Yup. Unfortunately all I can say is that it's planned.

Re: MS Dynamics 365 CRM uses lookup fields

ChandanV — Tue, 11 Oct 2022 13:35:04 GMT

Any planned date for this?

Re: MS Dynamics 365 CRM uses lookup fields

FransLeys — Wed, 12 Oct 2022 13:13:58 GMT

The following fields should already sync bidirectionally:

Text
Integers
Dates / Datetimes
Single checkboxes

Additionally, we're pushing Owner Sync (a type of lookup field) live in a couple of days. Certain lookup fields should already sync one way sometimes... Which one in particular do you need @ChandanV ?

Re: MS Dynamics 365 CRM uses lookup fields

Andrew-Axon — Fri, 17 Nov 2023 13:54:17 GMT

Hi @FransLeys Is there any update on this issue please? We have a client that urgently needs to sync lookup fields between HubSpot and Microsoft Dynamics

Re: MS Dynamics 365 CRM uses lookup fields

FransLeys — Sat, 18 Nov 2023 10:15:39 GMT

We launched updates to field mapping earlier this year already. It was communicated in various places but I missed this thread, sorry.

"Lookup fields" can be an ambiguous term. Sometimes it's just picklists, and sometimes it could refer to something that looks like a picklist but in reality acts as a direct association to a very different object in Dynamics. That is still not supported. We sync the objects that are there - and the associations. If you have a lookup on a D365 company form that points to e.g. a custom entity in D365, we can't pull that data in, because we'd need to support custom entity syncing first and that's far out.

But when it's a simple picklist, we do now support two-way syncing of those

Re: MS Dynamics 365 CRM uses lookup fields

NSmits-Jørgen9 — Wed, 10 Jan 2024 08:47:47 GMT

Hi Frans, thanks for the update to this thread! Lookup fields like an account / AccountID on a lead, a lead/leadid on a contact and vice versa, is that supported?

Re: MS Dynamics 365 CRM uses lookup fields

FransLeys — Mon, 15 Jan 2024 08:29:41 GMT

No - unless you're referring to the ones offered default out of the box. Those are part of "default mappings". But when you're making a custom lookup field in Dynamics going from lead to account, supposedly you'd want these to work as actual associations - in HubSpot referring to not the Dynamics account but the corresponding HubSpot account right? In a sync, that's a complex undertaking, and this is why we are working on rolling out "custom associations" as part of our work on custom object sync.

Re: MS Dynamics 365 CRM uses lookup fields

NSmits-Jørgen9 — Mon, 15 Jan 2024 08:39:42 GMT

Thanks for the reply Frans!

Re: MS Dynamics 365 CRM uses lookup fields

CPossen8 — Tue, 14 Jan 2025 10:37:59 GMT

any updates on this matter wrt custom looup fields in 2025?

Re: MS Dynamics 365 CRM uses lookup fields

FransLeys — Tue, 14 Jan 2025 14:44:49 GMT

We have released a custom object sync, which does have the ability to set certain associations.

Say you have a custom lookup field on the contact record that's pointing to a table called "Certifications", you have the ability now to sync those D365 Certifications with a custom object in HubSpot that you call something like "Dynamics Certifications", and essentially rebuild the lookup inside of HubSpot through an Association Mapping.

It could be I'm not fully aligned with your exact definition of custom lookups...?