HubSpot CRM-Microsoft Dynamics 365 Finance Integration
Direct integration between HubSpot and Dynamics 365 Finance, so sales and finance work from the same companies, deals, orders and invoices. Configured on screen, not written in code, and no HubSpot Data Hub subscription needed.
Automate the order to cash process
Connect HubSpot with Microsoft Dynamics 365 Finance to turn won deals into sales orders, keep companies and customers aligned, and send order and invoice history back to the CRM. Companies, contacts, products, prices, deals, orders and posted sales invoices are in the standard template.
Send deals to Dynamics 365 Finance
A deal won in HubSpot goes to Dynamics 365 Finance as a sales order, so nobody keys the same order into both systems.
Keep companies and customers in step
HubSpot companies and Dynamics 365 Finance customers sync both ways, and so do contacts, so a record created or changed on one side follows on the other.
Return orders and invoices
Sales orders from Dynamics 365 Finance update HubSpot orders, and posted sales invoices come back to HubSpot, so the company record shows order and invoice status.
What you can integrate
These objects are mapped in the standard template. Any object, standard or custom, can be added in any direction.
HubSpot
Direction
Dynamics 365 Finance
Companies
Customers
Contacts
Contacts
Products
Products
Product prices
Product prices
Deals
Sales orders
Orders
Sales orders
Sales invoices
Posted sales invoices
Any object, standard or custom
Any object, standard or custom
Get the template
You start from the template built for this pair rather than a blank canvas. Authorise HubSpot from MyRapidi, connect Dynamics 365 Finance over OData, then map the fields your business actually uses on screen. Add custom fields and objects, and switch off the parts of the standard you do not need.
Integration features
Built for one pair of systems rather than assembled from a toolkit, and specified so a technical buyer can qualify it before the first call.
Pre-built pair template
A template built for HubSpot and Dynamics 365 Finance specifically, not a generic connector you assemble yourself. Companies, contacts, products, prices, deals, orders and posted sales invoices are mapped before you start.
Timing you set per schedule
Transfers are grouped into schedules, and each schedule has its own order, frequency and notification rules: daily, hourly, every 10 minutes, 5 minutes, 1 minute or triggered, depending on your subscription.
Reads and writes over OData
Dynamics 365 Finance is read and written over OData, which covers reading records, inserting new ones and updating existing ones. Data moves both ways rather than one system dictating to the other.
Failed transfer reporting
When a transfer fails, Rapidi emails you, and the log records every schedule and transfer run. The Rapidi wiki lists the HubSpot errors you are most likely to meet, from duplicate records to rate limits.
Reaches systems inside your network
Dynamics 365 Finance hosted by Microsoft connects directly over OData. For your own servers, or an Azure instance you control, the RapidiConnector runs inside your network and connects out to Rapidi, so Dynamics 365 Finance is never opened to the internet.
Access you authorise
You connect HubSpot from MyRapidi with Authorize, signing in to HubSpot and choosing the account yourself. Dynamics 365 Finance signs in with OAuth2 through an app you register in your own Microsoft Entra ID, with admin consent and a client secret you control.
What the setup needs on each side
The standard solution is designed to change as little as possible in HubSpot and Dynamics 365 Finance. These are the few things it does need.
- An app registered for Rapidi in Microsoft Entra ID, with the AX.FullAccess and Odata.FullAccess permissions and admin consent.
- That app added in Dynamics 365 Finance under Azure Active Directory Applications, and the environment URL entered in MyRapidi.
- One Dynamics 365 Finance connection for each company you integrate. Rapidi applies the company to every request itself, so nobody sets the dataAreaId by hand.
- HubSpot authorised from MyRapidi, then tested and read with Read Design so its objects and fields can be mapped.
- HubSpot allows up to 5 filters per transfer, source control included, so filters are planned with that limit in mind.
- No HubSpot Data Hub subscription, formerly Operations Hub.
Eight transfers, and what each one does
The seven transfers in the standard template, plus the extra objects you can add, and why each one earns its place.
1. Company to Customer
Companies and customers sync both ways. A company created or updated in HubSpot creates or updates the customer in Dynamics 365 Finance, and the other way round.
2. Contact to Contact
Contacts sync both ways and stay linked to the right customer, so neither team works from an outdated name or email address.
3. Product to Product
Products move from Dynamics 365 Finance to HubSpot, so the HubSpot product catalogue stays aligned with the ERP.
4. Product price to Product price
Product prices move from Dynamics 365 Finance to HubSpot, so quotes reflect the pricing set in the ERP.
5. Deal to Sales order
A won deal becomes a sales order in Dynamics 365 Finance. Sales stays in HubSpot, and finance gets the order without re-keying.
6. Sales order to Order
Sales orders from Dynamics 365 Finance sync to HubSpot orders, so the order number, amount and status show on the company.
7. Posted sales invoices
Posted sales invoices move from Dynamics 365 Finance to HubSpot, so sales sees invoice history without asking finance.
8. Any other object
Beyond the standard template you can add other standard and custom objects, one way or both, and adapt the mapping on screen.
Quick facts about the solution
| Feature | Description |
|---|---|
| HubSpot | All editions supported. No HubSpot Data Hub subscription required, which saves you that cost. |
| HubSpot connection | Authorised from MyRapidi: you sign in to HubSpot, choose the account, then test the connection and read its design. |
| Microsoft Dynamics 365 | All versions supported, cloud and on-premise, including legacy versions such as Finance and Operations, AX, NAV, GP and CRM. |
| Dynamics 365 Finance API and access | OData for reading, inserting and updating records, with OAuth2 through Microsoft Entra ID. One connection per company. |
| Data transfer | Data is SSL encrypted, packed and compressed by the RapidiConnector. |
| Security | Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. |
| IP address and firewall | No fixed IP addresses, and no inbound ports opened on your firewall. |
| Read design | One-click database read, so any table or field can be mapped and synchronised. |
| StoreNewID | Simplifies the pairing of synchronised records in the two systems. |
| Timestamp and Mirror | Timestamps act as source control for new and updated records. Where no timestamp exists, Mirror technology moves only new or modified data. |
| Transfer frequency | Daily, hourly, 10 minutes, 5 minutes, 1 minute, or triggered, depending on subscription level. |
| Advanced data toolbox | Excel-syntax formulas to align formats and field structures. Ready-made formulas ship in the standard templates. |
| HubSpot filters | Up to 5 filters per transfer, source control included. The limit is set by HubSpot. |
| Notifications and logs | Email notification when a transfer has errors. Rapidi records detailed information about every schedule and transfer, and no customer data. |
| AI agent | Albert, the Rapidi AI agent, assists with your integration setup and can perform tasks on it. |
Get the fact sheet
The HubSpot and Microsoft Dynamics 365 Finance integration on 6 pages: the key benefits, the object map with directions, the supported versions and the technical quick facts.
One short form, the PDF on the next page.
Security and deployment
Your systems are never exposed to the outside world.
- Dynamics 365 Finance hosted by Microsoft connects directly over OData. Your own servers, or an Azure instance you control, go through the RapidiConnector, which sits inside your network and compresses, packs and encrypts data before it leaves.
- Encryption follows the current TLS standards, TLS 1.2 and TLS 1.3 preferred. You can use your own SSL certificate.
- One outbound port. No fixed IP addresses, and no inbound ports opened on your firewall.
- Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, and configuration data is stored encrypted.
- Rapidi monitors your setup and contacts you when a server stops responding or invalid data is being exchanged.
- The connector protocol strips metadata and sends compressed binary, cutting data volume by up to a factor of 50: roughly 20 bytes per customer record instead of 1000.
What we support
HubSpot editions
All editions, including Sales Hub, Marketing Hub and Service Hub. No Data Hub subscription needed.
Dynamics 365 Finance versions
All versions and releases of Microsoft Dynamics 365, plus earlier versions including Finance and Operations and Dynamics AX.
Deployment types
Dynamics 365 Finance online, hosted by Microsoft, on your own servers, or in an Azure instance you control.
Dynamics 365 Finance data inside HubSpot
Sales orders and posted sales invoices from Dynamics 365 Finance come back to HubSpot. The company record shows order number, amount and status, and invoice history, so sales can answer billing questions without asking finance.
Because the data sits in HubSpot, you can report on pipeline next to revenue from Dynamics 365 Finance, and support teams see purchase history on the record.
Rated by the people who run it
Scores from the review sites your own procurement team will check.
4.95
Salesforce AppExchange
out of 5, from 62 reviews
4.8
G2
out of 5, from 5 reviews
5.0
Capterra
out of 5, from 5 reviews
Customer success stories
See what our customers have to say
Companies running their CRM alongside Microsoft Dynamics on Rapidi's standard templates.
Integration specialists since 1987
Rapidi is data integration and replication software for Microsoft Dynamics, Salesforce and HubSpot. Microsoft partner since 1987 and Salesforce partner since 2007, with 56 documented connectors and integration and replication in the same product. The company builds the templates, runs the support, and answers the phone.
Frequently asked questions
Do we need HubSpot Data Hub to integrate with Dynamics 365 Finance?
No. Rapidi's integration works without a HubSpot Data Hub subscription, formerly Operations Hub, which saves you that cost.
Which HubSpot editions and Dynamics 365 versions does the integration support?
HubSpot Sales Hub, Marketing Hub and Service Hub. On the Microsoft side, all Dynamics 365 versions and releases, plus earlier versions including Finance and Operations and Dynamics AX, online or on premises.
What data does the standard template move?
Companies and customers, contacts, products, product prices, deals to sales orders, sales orders to orders, and posted sales invoices back to HubSpot. Any other object, standard or custom, can be added in any direction.
Does the data move both ways?
Yes, where you want it to. Companies and contacts sync both ways, products, prices, sales orders and posted invoices go from Dynamics 365 Finance to HubSpot, and won deals go to Dynamics 365 Finance as sales orders. The direction is chosen transfer by transfer.
What do we have to set up in Dynamics 365 Finance?
Register an app for Rapidi in Microsoft Entra ID with the AX.FullAccess and Odata.FullAccess permissions and admin consent, add it in Dynamics 365 Finance under Azure Active Directory Applications, and create one connection in MyRapidi for each company you integrate.
How often does the data sync?
On the schedule you set: daily, hourly, every 10 minutes, 5 minutes, 1 minute or triggered, depending on the subscription plan.
Do we need to open our firewall for Dynamics 365 Finance on our own servers?
No. The RapidiConnector sits inside your network and uses one outbound port, with no fixed IP addresses and no inbound ports. Traffic is encrypted with TLS 1.2 or 1.3. Dynamics 365 Finance hosted by Microsoft connects directly over OData.
We have several legal entities. How does that work?
You create one Dynamics 365 Finance connection for each company. Rapidi applies the company to every request itself, so the dataAreaId never has to be set by hand.
Is our data stored on Rapidi servers?
No. Data is processed end point to end point in memory. No customer data is stored on any Rapidi server, configuration data is stored encrypted, and the logs record every schedule and transfer without holding customer data.
Does the sales team need a Dynamics 365 Finance licence?
Often not. Deals become sales orders in Dynamics 365 Finance, and orders and posted invoices come back to HubSpot, so many users do not need both HubSpot and Dynamics 365 Finance.
Ready to connect HubSpot and Dynamics 365 Finance?
Tell us which HubSpot hubs you use, your Dynamics 365 Finance setup and how many companies you run, and we will tell you plainly what the template covers and what it costs.