HubSpot → Dynamics 365 CRM migration + automation
9,000+ contacts and 1,000+ accounts migrated zero-loss; 75% reduction in manual sales-ops tasks.
Challenge
Customer data was distributed across HubSpot CRM, Microsoft Access databases, and shared Excel files. Sales reps maintained personal sheets that diverged from the source of truth. Marketing operated independently in HubSpot. Data quality eroded over time; integration between systems was non-existent. Leadership wanted a single source of truth aligned with their broader Microsoft 365 commitment.
Solution
Full migration to Dynamics 365 Sales Enterprise. 9,000+ contacts and 1,000+ accounts moved with zero data loss via custom ETL through Google Functions. 40,000+ data rows cleaned and normalized in flight (deduping, address normalization, owner reassignment). Power Automate workflows built to replicate the 12 most-common manual sales-ops actions. Mailchimp integrated for marketing-sales alignment and lead routing.
Engagement
- Sector: B2B SaaS / ISVs
- Service lines: Build · Strategy
- Client: Growing B2B organization consolidating onto Microsoft stack (anonymized)
The migration was clean enough that nobody complained on Day 1. That has never happened to us before with a CRM swap.
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