IMPLEMENTATION & MIGRATION
Microsoft Dynamics 365 Sales
HubSpot
Migrate Microsoft Dynamics 365 Sales to HubSpot seamlessly
Eliminate the friction of Dataverse legacy systems with our proprietary transformation layer. Our in-house engine ensures 100% data fidelity between Dynamics 365 Entities and HubSpot Objects without the risk of record loss.
100%
Data Fidelity
< 72 hrs
Avg. Migration
01:01
Field Mapping
"How are complex Dynamics 365 Option Sets handled during the move?"
SuprSwitch's native schema mapping automatically converts global and local Option Sets into HubSpot Dropdown properties, preserving all label-value pairings.
"Can we retain the original 'Created On' dates from the Timeline?"
Yes, our direct data extraction preserves historical system timestamps for Activities, Notes, and record creation, ensuring your HubSpot reporting remains accurate.
"What happens to the Account-Contact hierarchies and Lookups?"
The proprietary transformation layer resolves every GUID-based Lookup, rebuilding complex parent-child relationships and associations perfectly within HubSpot.
Why SuprSwitch
Engineered for Enterprise Dynamics Migrations
Don't settle for broken CSV exports. SuprSwitch provides a deep-level integration that respects the complexity of your Microsoft environment.
Owner Mapping
Our in-house engine maps Dynamics 365 Owner GUIDs to HubSpot User IDs, ensuring account ownership is never lost.
Activity History
We extract all Timeline data including Phone Calls, Emails, and Tasks, injecting them as HubSpot Engagements.
Custom Object Support
Automatically translate Dynamics 365 Custom Entities into HubSpot Custom Objects while maintaining all relational integrity.
High-Velocity Sync
Our direct data extraction bypasses the performance bottlenecks of standard external tools, processing millions of rows per hour.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full Schema Coverage
We map your Microsoft Dynamics 365 Sales data model directly to HubSpot's high-performance architecture.
Accounts
All records
Accounts
Companies
💡 Maintains parent-child hierarchies and multi-address configurations.
Contacts
All records
Contacts
Contacts
💡 Maps Dynamics FullName attributes to HubSpot First/Last Name properties.
Opportunities
All records
Opportunities
Deals
💡 Aligns Dynamics Status Reasons with HubSpot Deal Stages.
Leads
All records
Leads
Leads
💡 Preserves Lead Source and Lead Quality rankings during transition.
Phone Calls
All records
Phone Calls
Engagements
💡 Extracts call durations and descriptions into Engagement records.
Annotations
All records
Annotations
Notes
💡 Converts Dynamics Notes and Attachments into HubSpot Note objects.
Under the Hood
The SuprSwitch Advantage
Our proprietary transformation layer outperforms traditional migration methods by working directly with the CRM schema.
Native Schema Mapping
Native LogicOur in-house engine interprets the Dataverse metadata, ensuring complex multi-select fields are translated correctly.
Data Sanitization
Clean InjectionA proprietary transformation layer that cleanses and deduplicates records before they reach your HubSpot portal.
Direct Extraction
High ThroughputDirect data extraction allows for massive parallel processing, moving millions of records without throttling.
Lookup Resolution
Audit ReadyMaintains a full mapping log between Dynamics 365 GUIDs and HubSpot IDs for post-migration verification.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The Migration Blueprint
A structured, secure four-phase process to transition from Microsoft to HubSpot.
1
Schema Audit
Direct extraction of Dynamics 365 metadata to identify custom entities and attribute types.
Day 1
2
Mapping Logic
Configuring the transformation layer to align Dataverse fields with HubSpot properties.
Day 2
3
Deep Transfer
In-house engine executes the heavy lifting, moving records, activities, and attachments in parallel.
Day 3-4
4
Final QA
Automated validation of record counts and relationship integrity in the HubSpot environment.
Day 5
Proprietary engine built for CRM-specific relational logic.
Secure, isolated transformation environments for data privacy.
Automated deduplication during the transformation phase.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
FAQs
Common Questions About Migration
Ownership
How do you handle User and Owner assignments?
We map Dynamics 365 User IDs to HubSpot Owners via our transformation layer, ensuring that every Deal and Account remains assigned to the correct rep.
Sales
Can we migrate closed sales historical data?
Yes, SuprSwitch's direct data extraction captures Won, Lost, and Open Opportunities, placing them in the correct HubSpot Pipeline stage.
Data
What happens to our file attachments and notes?
Dynamics 365 'Annotations' are extracted by our engine and re-associated as Notes or File attachments in HubSpot, maintaining the link to the parent record.
Schema
Will my custom multi-select picklists transfer?
Our native schema mapping recognizes Dynamics multi-select Option Sets and creates corresponding multi-select picklist properties in HubSpot automatically.
Performance
Why is this better than using a standard connector?
By using our proprietary transformation layer instead of standard public connectors, we can move high volumes of data significantly faster and with more granular control.