Microsoft Dynamics 365 (Deals to Opportunities)

[NKokot]

We are looking at possibly installing the Microsoft Dynamics 365 integration within our HubSpot account. 

I understand that there is a 2 way data sync between the 2 platforms, however I want to understand whether Opportunities can be created automtically based off what Deals are currently active in HubSpot. 

If not, do we have the option to manually 'push' deals from HubSpot into dynamics?

[Brenner · Accepted solution]

Hi @NKokot ,

Yes — HubSpot’s native Microsoft Dynamics 365 integration supports a two-way sync for Contacts, Companies, and Deals/Opportunities.

You can sync deals in HubSpot with Dynamics as long as you map the properties correctly. It’s an easy way to keep your team working fully inside HubSpot.

However, you can also create a more customized integration using Webhooks or the API.

Here’s the link with more information about the integration: link here

Thank for the tag @BérangèreL 

[АМатвиенко]

Jumping in on this older post because I’m curious if anyone has managed to get automatic Opportunity creation working recently. I’ve seen mixed results depending on how fields are mapped in the sync settings. Has anyone here tried mapping Deal stage changes to trigger new Opportunities in Dynamics, or found a workaround that feels reliable?

[Victor_Becerra]

Hi @АМатвиенко  — great question. Since this thread is already marked as solved and a bit older, you’ll likely get more visibility and up-to-date answers by starting a new post with your specific Dynamics 365 mapping scenario. That way more folks who’ve tested recent sync behavior can jump in and help. Feel free to link back to this thread for context when you do. Feel free to tag me and I'll help you get started.

Best, Victor

[RubenBurdin · Accepted solution]

Hi @NKokot 

Good question, and it’s one that often comes up when teams evaluate HubSpot alongside Dynamics 365.

With HubSpot’s native Microsoft Dynamics 365 integration, Opportunities are not created by a manual “push” button. Creation is rule-based. In practice, that means Opportunities in Dynamics are automatically created or updated when HubSpot Deals meet the sync criteria you configure.

This is typically driven by deal stage, pipeline, or inclusion rules defined in the integration settings. Once a Deal qualifies, HubSpot creates or updates the corresponding Opportunity in Dynamics without user intervention. The official behavior is outlined here: https://knowledge.hubspot.com/integrations/connect-hubspot-and-microsoft-dynamics-365.

If you already have active Deals in HubSpot at the time you enable the integration, they can sync into Dynamics as Opportunities as well, as long as they meet those same criteria. There’s no native concept of “select this deal and push it now.” It’s all governed by inclusion rules and mappings. That’s an important design detail, especially if Sales wants discretion over when something appears in Dynamics.

You can limit risk by being very deliberate with your sync rules. Many teams only sync Deals once they hit a specific lifecycle moment, for example when a deal moves to a “Sales Qualified” or “Committed” stage. This effectively gives you a soft manual gate, even though it’s still automated under the hood. 

If your requirement is more nuanced, like selectively pushing individual deals, delaying creation, or enforcing one-way creation from HubSpot to Dynamics without Dynamics ever updating the deal back, that’s where teams sometimes outgrow the native connector.

Small disclosure since I’m close to this space: I work at Stacksync. In setups like this, some teams use it to control exactly when a HubSpot Deal becomes a Dynamics Opportunity, often based on custom conditions or internal approval signals, while keeping the flow strictly one-way.

Hope this clarifies how the native integration behaves and helps you decide how much control you need.

[Brenner · Accepted solution]

Hi @NKokot ,

Yes — HubSpot’s native Microsoft Dynamics 365 integration supports a two-way sync for Contacts, Companies, and Deals/Opportunities.

You can sync deals in HubSpot with Dynamics as long as you map the properties correctly. It’s an easy way to keep your team working fully inside HubSpot.

However, you can also create a more customized integration using Webhooks or the API.

Here’s the link with more information about the integration: link here

Thank for the tag @BérangèreL 

[BérangèreL]

Hi @NKokot and Happy Tuesday!

Great question, thanks for asking the HubSpot Community!

Here is the documentation "Microsoft Dynamics 365" for information.

Now, I'd love to put you in touch with our Top Experts: Hi @Brenner, @Mike_Eastwood and @Aibert do you have any insights to share with @NKokot, please?

Have a wonderful day and thanks so much for your help!
Bérangère