MS Dynamic to HubSpot Migration

Back-end Development / Database Design / API Development / Eloquent / Laravel

About

This project involves migrating customer data, sales records, marketing campaigns, and other business-critical information from Microsoft Dynamics 365 CRM to HubSpot CRM using a custom-built Laravel-based migration tool. The goal is to ensure a seamless, accurate, and efficient transfer of data while maintaining data integrity, relationships, and business logic between the two platforms.

We following strategy in order to a successful integration/migration

Data Extraction – Retrieve structured data (contacts, companies, deals, activities, custom objects) from Microsoft Dynamics via its API or database.
Data Transformation – Map and reformat Dynamics data to match HubSpot’s schema, including custom fields and workflows.
Data Loading – Securely import the transformed data into HubSpot using its REST API.
Error Handling & Logging – Implement robust validation, error tracking, and rollback mechanisms for failed records.
Performance Optimization – Ensure efficient batch processing to handle large datasets without API rate limits.
Post-Migration Validation – Verify data accuracy and completeness in HubSpot after migration.

This is a continuous migration. When anything is updated in MS dynamics it will be automatically updated in HubSpot CRM as well. This Laravel-based migration tool provides a secure, efficient, and customizable way to transfer data from Microsoft Dynamics to HubSpot, ensuring business continuity and data consistency. The solution is designed to handle complex data structures while providing transparency through logging and reporting.

Challenge

A CRM to CRM migration

Faced several challenges in catering to a wide range of users with different extratction levels and goals:

Different CRMs use unique data models, field types, and custom objects (e.g., “Leads” in MS Dynamics vs. “Contacts” in HubSpot).
Large datasets can trigger API rate limits, leading to timeouts or incomplete transfers.
Records may duplicate or lose relationships (e.g., Contacts not linked to Deals).
Deciding whether to do a one-time dump or ongoing sync affects architecture.

Solution

A Personalized and Holistic Fitness Platform

We worked with Core Direction to develop a user-focused platform that addresses these challenges:

Perform a field-mapping analysis before migration. Use intermediate transformation logic (e.g., JSON/CSV mapping) to align schemas.Implement default values for unmapped fields.
Microsoft Dynamics API / SQL – Data extraction via OData API or direct SQL queries.
Batch processing (send data in chunks). Queue-based migration (Laravel Jobs + Redis/Database queues). Retry mechanisms with exponential backoff for failed API calls..
Pre-migration deduplication (match by email/ID before transfer). Preserve relational IDs (store old CRM IDs in a custom HubSpot field). Post-migration validation scripts to verify data consistency.

About This project involves migrating customer data, sales records, marketing campaigns, and other business-critical information from Microsoft Dynamics 365 CRM to HubSpot CRM using a custom-built Laravel-based migration tool. The…