Marketing Integrations

SJoshi71
Participant

MSD 365 Integration

SOLVE

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

0 Upvotes
1 Accepted solution
coldrickjack
Solution
Top Contributor

MSD 365 Integration

SOLVE

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):

 

Screenshot 2022-08-24 at 13.45.55.png

 

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:

 

Screenshot 2022-08-24 at 13.50.10.png

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner

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6 Replies 6
SergeyK
Participant

MSD 365 Integration

SOLVE

Hi there! Another option to integrate Dynamics 365 with HubSpot is to use Skyvia. It is a no-code SaaS that supports bi-directional data sync and has free plan to start with. So you can try it if you need more advanced data transformations and standard integration is not enough.

0 Upvotes
coldrickjack
Top Contributor

MSD 365 Integration

SOLVE

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.

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner
0 Upvotes
SJoshi71
Participant

MSD 365 Integration

SOLVE

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

0 Upvotes
coldrickjack
Solution
Top Contributor

MSD 365 Integration

SOLVE

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):

 

Screenshot 2022-08-24 at 13.45.55.png

 

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:

 

Screenshot 2022-08-24 at 13.50.10.png

Jack Coldrick, Head of Presales & Solution Architecture @ Inbound Fintech | HubSpot Elite Partner
Inbound Fintech - HubSpot Elite Partner
WinnieHien
HubSpot Product Team
HubSpot Product Team

MSD 365 Integration

SOLVE

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! 

 

Object sync for Dynamics.gif

0 Upvotes
SJoshi71
Participant

MSD 365 Integration

SOLVE

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