---
title: "Step-by-step guide: Microsoft Dynamics to HubSpot migration guide"
description: Guide to migrating from Microsoft Dynamics to HubSpot CRM, covering preparation, data backup, field mapping, migration options, testing, and post-migration steps.
---

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# [Step-by-step guide: Microsoft Dynamics to HubSpot migration guide](https://pixel-lab.uk/blog/step-by-step-guide-microsoft-dynamics-to-hubspot-migration-guide)

 Written by [Pixel Lab](https://pixel-lab.uk/blog/author/p1xe7l4b17) | August 20, 2025

## Step 1: Preparation and planning

**Audit your data: **Identify what data you want to migrate (e.g. contacts, companies, deals, activities). Cleanse data: remove duplicates, inactive records, and outdated info.

**Define migration scope**: Determine essential objects: contacts, companies, deals, tickets, notes, emails, custom fields. Note differences in data structures between Dynamics and HubSpot.

**Set roles and responsibilities**: Assign a project manager and technical owner. Involve key stakeholders from sales, marketing, and IT.

## Step 2: Back up your dynamics CRM data

Export data from Dynamics using: **Advanced Find** (for filtered exports). **Power Platform Admin Center** or **Data Export Service**. Export in `.csv` format per object (Contacts.csv, Accounts.csv, etc.). Store backups securely.

## Step 3: Map fields between systems

Review standard fields in both systems. Create a **field mapping document**: Match Dynamics fields to HubSpot fields (e.g., “Account Name” → “Company Name”). Identify any **custom fields** that need to be recreated in HubSpot.

## Step 4: Set up HubSpot CRM

Create custom properties in HubSpot to match Dynamics data. Set up pipelines, deal stages, ticket stages, etc. Configure user roles and permissions.

## Step 5: Data migration options

Choose your migration approach:

#### A. **Manual CSV import** (for simple migrations):

- Use HubSpot's **import tool**.
- Import objects in the right order:
  
    1. Contacts
    2. Companies
    3. Deals
    4. Tickets
    5. Activities (notes, calls, emails – more complex, may need API)

#### B. **Third-party tools**:

Consider tools like:

- **Trujay**
- **Data2CRM**
- **Import2**
- **HubSpot Migration Services**

These automate object linking and handle large volumes or custom objects.

#### C. **Custom API integration** (for complex needs):

- Use Dynamics and HubSpot APIs.
- Script a migration using tools like Python, Zapier, or middleware platforms like Workato or Make (Integromat).

## Step 6: Test the migration

Migrate a small sample (10–50 records per object).

Verify: Field accuracy, object relationships (e.g. Contact ↔ Company), activities and notes.  Get stakeholder feedback before full migration.

## Step 7: Full migration

Perform migration in a **planned downtime window**. Import data in batches, maintaining object relationships. Document any issues and resolutions.

## Step 8: Post-migration tasks

Review and validate all data: Check pipelines, workflows, and reports. Rebuild automations and workflows in HubSpot. Set up integrations (e.g., email, marketing tools).

## Step 9: Team training

Train teams on: HubSpot CRM usage, new workflows or pipelines, reporting and dashboards.

## Step 10: Monitor and optimise

Monitor CRM performance and adoption, collect user feedback, refine properties, workflows, and reports as needed.

## Bonus tips

Tag imported records (e.g., “Imported from Dynamics”) to track and troubleshoot, use HubSpot's sandbox (if available) for safe testing. Engage HubSpot support or a HubSpot partner for expert guidance.

[View full post](https://pixel-lab.uk/blog/step-by-step-guide-microsoft-dynamics-to-hubspot-migration-guide)

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