Migration from Dynamics CRM 4

Smart CRM & Sales Hub CRM
1

Hello everyone,

I provide tech support to a non profit that currently uses Dynamics CRM 4. We’re in the process of updating software and relocation and considering moving to a new CRM. We have years of data but if we could move at least the last 3 yrs of data from Microsoft Dynamics 4 to HubSpot that would be ideal. Is such a migration possible? If not, are there any recommendations?

2

Hi @lepremiernoel. There’s a lot you can import into HubSpot from previous CRMs, yes. One thing it does depend on is how the previous CRM exports its data (if it even allows you to).

Here are a few resources:

You can import objects like Contacts, Companies, Deals/Opportunities, Notes. There’s not a way to import old emails, but you can lofg them manually if that’ important.

I hope that helps get you started!