Migrations
MigrationDelivered
Microsoft Dynamics
Forbidden has migration experience moving clients from Microsoft Dynamics to HubSpot.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Group
- CRM and sales
- What typically moves
- Accounts, contacts, opportunities, activities and the entities extending the standard model.
- What gets redesigned in HubSpot
- Entity model translated to HubSpot objects and associations, security and ownership model, pipeline and reporting.
- Main delivery challenges
- Deep Microsoft estate integration, entity relationships with no direct HubSpot equivalent, and reporting built on Dynamics-specific structures.
- Forbidden's approach
- Map entities and relationships first, decide what stays in the Microsoft estate, then migrate in stages.
- Useful discovery questions
- What else in the Microsoft estate reads from Dynamics?
- Which entities must survive the move intact?
- Is Dynamics the system of record for anything outside sales?