Pega Partner
Microsoft Gold Partner
SAP Partner
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Migrating Hubspot to Microsoft Dynamics CRM

About the Client

The client, an Atlanta based strategic technology services partner, transitioned from HubSpot to Dynamics CRM for a more customizable, secure, and integrated solution within the Microsoft Ecosystem. Dynamics CRM seamlessly integrates with Teams calling and Outlook, consolidating communication functions. It also integrates with Power BI for insightful dashboards and offers automation features for enhanced efficiency.

Security roles within Dynamics CRM ensured precise access control based on company hierarchy, safeguarding data confidentiality and integrity. Additionally, the client implemented automated email campaigns within Dynamics CRM to facilitate the distribution of bulk emails to contacts daily. This automated process streamlines communication efforts and enhances outreach effectiveness, further boosting productivity.

  • One of the main challenges we faced was to import the data from HubSpot to Dynamics. HubSpot had many custom fields that were created for users, and we needed to map all this information to Dynamics which led us to create multiple custom fields to store data. We also used an excel import in Dynamics to get the data from HubSpot.
  • Another challenge was to create dashboards in Dynamics that were like HubSpot, as Dynamics has a different interface and does not provide options for universal filters and thus, we had to go with Power BI to complete this requirement.
  • While Dynamics offers email tracking capabilities, we found it necessary to enhance tracking by implementing functionality to monitor clicks and email opens within Dynamics. To achieve this, we utilized the Email Engagement tool provided through Dynamics enterprise licensing.

  • During the implementation of Dynamics, it became evident that Dynamics offered superior integrations with Teams and enhanced calling capabilities, eliminating the need for third-party tools in this regard. Users transitioning to Dynamics also reported improved ease of use when navigating contacts and activities within the Dynamics environment, along with utilizing the calling functionality seamlessly.
  • However, challenges arose during data migration from HubSpot to Dynamics, as the integration tool provided by HubSpot proved to be inadequate. It failed to map complete records accurately to Dynamics, particularly for phone calls, emails, and tasks, resulting in one-way mapping only.
  • Moreover, the discovery of numerous duplicate records in HubSpot caused confusion, compounded by the presence of redundant custom fields that served no apparent purpose for data storage.
  • The implementation of Dynamics brought about significant improvements in security and access management. Users were restricted to accessing and interacting only with records assigned to them, while managers gained access to their team’s data with deletion capabilities.
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Charter Global

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Pega Partner
Microsoft solutions Partner
SAP Partner