topic Re: MSD 365 Integration in Marketing Integrations

MSD 365 Integration

SJoshi71 — Wed, 24 Aug 2022 10:24:36 GMT

Hi,

I had a query regarding HubSpot & MSD 365 integration. I wanted to know if HS<>MSD365 integration syncs opportunity data. I did look through the product doc on this. But it points to only the following:

Select the object you want to sync between HubSpot and Microsoft Dynamics 365. You can sync Accounts, Contacts or Leads from Microsoft Dynamics 365.

Account: a Microsoft Dynamics 365 account stores data about companies you do business with.
Contact: a Microsoft Dynamics 365 contact is someone you currently do business with or have done business with in the past.
Lead: a Microsoft Dynamics 365 lead is a business prospect that you have not yet qualified through your sales process.

There's no mention of opportunity and deal sync. Has anyone else previously integrated these two platforms? And were they able to sync MSD 365 opps info in Hubspot?

Regards,
Sai

Re: MSD 365 Integration

coldrickjack — Wed, 24 Aug 2022 10:30:26 GMT

Hey @SJoshi71,

Yes, I've managed to get this working, I think HubSpot needs to update the documentation.

If you are using the data sync connector (Operations Hub Free/Starter) you can sync opportunity data. If you are use the free version you can only sync default fields. If you are the starter version you can create custom mappings however be mindful of some of the limitations.

Re: MSD 365 Integration

SJoshi71 — Wed, 24 Aug 2022 11:03:18 GMT

Hi @coldrickjack ,

Thanks for your reply.

We will be using the data sync connector, and it says in the app marketplace, it says that custom field mappings are compatible with the plan.

Were you able to sync lifecycle stage "opportunity" from MSD to HubSpot as well?

Regards,

Sai

Re: MSD 365 Integration

coldrickjack — Wed, 24 Aug 2022 12:51:32 GMT

Hi Sai,

One limitation that I've found with Operations Hub is the inability to create a two way sync between dropdown fields in the respective system. One solution I've used in the past was to create a single line text field in HubSpot which I could then map the data to from Dynamics (see below):

However, one issue with this is the data can't sync back if it changes, it's one way from Dynamics to HubSpot.. So you'd need to create a single line text field in dynamics and create automation to update the actual dropdown properties. It's not ideal and by no means a perfect solution but it works. See below:

Re: MSD 365 Integration

SJoshi71 — Wed, 24 Aug 2022 14:19:09 GMT

Hi Jack,

Thanks for your reply. The workaround is going to be a bit of a hassle, but that would solve the problem. Thanks a ton for your help. 🙂

Regards,

Sai

Re: MSD 365 Integration

WinnieHien — Tue, 25 Apr 2023 18:20:53 GMT

Hi Jack and Sai, Dropdown sync LITE is now live for Dynamics.

See this Ideas Forum post for the update and FAQ doc.

We are continuing to add objects to the Dynamics 365 integration, and those will appear in the Shared Data section.

As of April 2023, here's the list. Expect more objects available for sync to come this year, such as Sales Activities and more!

Re: MSD 365 Integration

A_ERPBridge — Mon, 07 Aug 2023 09:41:07 GMT

I'm glad that you guys have all find out a way to make it work.

In case your Dynamics is on-premises. we have developed ERP Bridge, a top 30 connector on HubSpot's marketplace: https://ecosystem.hubspot.com/marketplace/apps/productivity/connector/erp-to-hubspot-by-dma-srl-286696

We can sync:

- Customers
- Companies
- Deals
- Tickets

- Quotes
- Line items/products
- Custom objects
- Custom properties

If you guys want to know more, just drop me a line.

Best,
Alessandro

Re: MSD 365 Integration

rtjeenkwillink — Sun, 14 Apr 2024 08:28:39 GMT

Hi Alessandro,

does your solution work for MD 365 Business Central (on prem) as well?

Re: MSD 365 Integration

A_ERPBridge — Mon, 15 Apr 2024 07:16:41 GMT

Of course, it does. We only work with on-prems. So Business Central on-prem is a great fit. Go to our website to schedule a demo or a virtual tour.

Re: MSD 365 Integration

IFarafonov — Tue, 28 Jan 2025 10:57:09 GMT

Hi,

Right now, HubSpot and Microsoft Dynamics 365 don’t automatically sync Opportunity or Deal data with each other. Our integration specialist research https://www.hiredynamicsdevelopers.com/dynamics-365-integration-services/ shows that the usual sync options mainly focus on Accounts, Contacts, and Leads.

A lot of businesses want to sync Opportunities and Deals. This helps them manage their sales pipeline better. As you’ve seen, the docs only mention syncing Accounts, Contacts, and Leads. Unfortunately, Opportunities or Deals are not part of the automatic sync.

If you want to sync Opportunities and Deals between Dynamics 365 and HubSpot, there are a couple of options. You can use HubSpot’s Operations Hub. It has custom sync features that let you map and sync Opportunity or Deal fields to custom properties. This won’t create a smooth two-way sync, but it lets you control how Opportunity data moves from Dynamics 365 to HubSpot with custom mappings.

Re: MSD 365 Integration

A_ERPBridge — Tue, 28 Jan 2025 11:05:12 GMT

Also, check ERP Bridge, we have tons of experience regarding HubSpot & MSD 365 integration, one way and two way, for all of the custom objects:

- Contacts,
- Companies,
- Tickets,
- Deals,
- Products,
- Line items,
- Quotes and any unlimited Custom objects.