Migrating HubSpot to Microsoft Dynamics CRM

This document is a technical report detailing the migration process from HubSpot to Microsoft Dynamics CRM for a client based in Atlanta. The report outlines the objectives of transitioning to a more customizable and secure CRM solution within the Microsoft ecosystem. It describes the integration of Dynamics CRM with Teams and Outlook, which consolidates communication functions and enhances operational efficiency. Key challenges faced during the migration include data importation from HubSpot, the creation of custom fields, and the development of dashboards using Power BI. The report also details the implementation of automated email campaigns and security roles to ensure data confidentiality. Furthermore, it addresses the resolution of duplicate records and the automation of follow-up tasks through workflows. The document concludes with the results of the implementation, highlighting improvements in user experience and security management, while also noting limitations in dashboard functionalities that required additional tools.