From Dynamics frustration to HubSpot success: the complete migration playbook

Still fighting with Dynamics daily sync errors? There's a better way.

Every morning starts the same. Check if last night's sync actually worked. Investigate why three deals disappeared from the pipeline. Explain to sales why their activities aren't showing up. Submit another ticket to IT about that integration that's been "almost fixed" for six months.

Microsoft Dynamics 365 promised enterprise-grade CRM capabilities. What you got was enterprise-grade complexity, enterprise-grade costs, and enterprise-grade headaches. Your team spends more time fighting the system than using it. Your data exists in silos that refuse to talk to each other. And that "unified" platform feels more like a collection of loosely connected applications held together with digital gaffer tape.

Meanwhile, you watch other companies racing ahead with HubSpot - integrated marketing and sales, intuitive interfaces, automation that actually works. But migration feels overwhelming. How do you move years of data? What about your customisations? How do you avoid making things worse?

This playbook shows you exactly how to escape Dynamics frustration and achieve HubSpot success, based on real migrations we've completed for UK businesses just like yours.

Why Dynamics drives companies to HubSpot

Let's be honest about why you're really considering this move:

The integration nightmare

The Dynamics reality:

• Marketing systems don't really talk to sales systems
• Custom integrations break constantly
• Sync errors are a daily occurrence
• Data exists in multiple versions of truth
• IT spends countless hours on maintenance

The HubSpot alternative:

• Native integration between all hubs
• Marketing to sales handoff that works
• Single source of truth for all data
• Automatic bi-directional sync
• Self-service integration marketplace

The usability crisis

The Dynamics struggle:

• Steep learning curve for new users
• Multiple clicks for simple tasks
• Confusing navigation structure
• Poor mobile experience
• Constant need for training

The HubSpot experience:

• Intuitive interface users understand immediately
• Streamlined workflows reduce clicks
• Logical navigation anyone can follow
• Mobile app that actually works
• Self-service learning resources

The cost spiral

The Dynamics burden:

• High per-user licence costs
• Additional costs for basic features
• Consultant dependency for changes
• Integration development expenses
• Hidden infrastructure costs

The HubSpot value:

• Transparent, predictable pricing
• More features included standard
• Self-service configuration
• Pre-built integrations
• No hidden infrastructure needs

Your Dynamics data: what moves, what improves, what stays

Understanding what happens to your Dynamics data is crucial for migration confidence:

Standard entity mapping

Dynamics → HubSpot transitions:

Custom entity handling

Your custom Dynamics entities need careful consideration:

Option 1: Map to standard HubSpot objects

• Many custom entities exist due to Dynamics limitations
• HubSpot's flexibility often eliminates custom entity need
• Example: Custom "Project" entity → Deals with custom properties

Option 2: Create HubSpot custom objects

• For truly unique business requirements
• Available in Enterprise editions
• Simpler than Dynamics custom entities
• Example: Industry-specific compliance records

Option 3: Simplify and consolidate

• Migration opportunity to streamline
• Eliminate redundant customisations
• Reduce complexity permanently

Data quality transformation

Turn migration into improvement:

Dynamics challenges addressed:

• Duplicate accounts from poor matching
• Inconsistent data formats
• Missing required fields
• Broken relationships
• Outdated information

Migration transformation services:

• Deduplication and merging
• Format standardisation
• Data enrichment
• Relationship repair
• Information updating

Your Dynamics migration checklist

Pre-migration assessment

Migration planning

Execution preparation

Post-migration success

Common concerns addressed

"Our Dynamics is too customised"

Every Dynamics instance is heavily customised. That's the problem - and the opportunity. Migration lets you:

• Eliminate unnecessary complexity
• Preserve critical business logic
• Modernise approaches
• Reduce technical debt

"We'll lose historical data"

Our migration approach ensures:

• Complete history preservation
• Activity timeline maintenance
• Relationship preservation
• Audit trail continuity

"The business can't handle disruption"

Our methodology minimises disruption through:

• Sandbox testing before production
• Parallel running options
• Delta migrations for zero gaps
• Comprehensive training and support

"HubSpot won't handle our complexity"

HubSpot Enterprise handles complexity:

• Custom objects for unique needs
• Operations Hub for complex logic
• Powerful API for integrations
• Scalable architecture

Your escape plan starts here

Every day you stay in Dynamics is another day of:

• Sync errors and integration failures
• User frustration and workarounds
• Unnecessary costs and complexity
• Missed opportunities and slower growth

The path from Dynamics frustration to HubSpot success is clear, proven, and achievable.

Ready to escape Dynamics frustration?

Join Icon Solutions and hundreds of other UK businesses who've successfully migrated from Dynamics to HubSpot.

Book your Dynamics migration assessment today. We'll analyse your current system, show you exactly how HubSpot solves your specific challenges, and create your personalised migration plan.

Stop fighting with Dynamics. Start succeeding with HubSpot. Your transformation begins now.