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Secure Data Access Setup
Registered the Azure App and configured OAuth 2.0 and API permissions for Dynamics 365.
Cornerstone: 33,638+ Records Migrated to HubSpot
Cornerstone ran its CRM data in Microsoft Dynamics 365 and needed it moved to HubSpot without losing a single record or disrupting daily work. HubXpert migrated contacts, companies, deals, activities, and attachments while keeping every relationship between them intact.
33,638+
Records migrated
48+
Hours of continuous migration, zero downtime
100%
Data accuracy after migration
Thousands of records, no room for a broken bond
The Challenges
Cornerstone's Dynamics 365 environment held years of CRM history. Moving it to HubSpot meant solving three problems at once: the size of the data, the accuracy of every connection inside it, and the length of time the migration itself would take.
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1
The data set was large and highly connected.
Enterprise ABM tooling is priced for enterprise budgets. A mid-market company evaluating it is asked to commit a six-figure annual line item before running a single play, which is why most of them never start.
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2
Every relationship had to survive the move.
Contacts, companies, and deals needed to stay precisely connected, which meant building custom properties in HubSpot that matched Dynamics 365 field by field.
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3
The volume demanded a long, continuous run.
The migration needed more than 48 hours of processing with no downtime, and attachments stored in SharePoint had to be reorganized before they could move at all.
"Before HubSpot, we were living kind of in chaos with Post-it notes. Every lead, every patient type, and every renewal had to be tracked manually, and our front desk was spending more time managing spreadsheets than focusing on patients."
From Dynamics 365 to a structured HubSpot CRM
The Outcomes
Cornerstone's full CRM history moved into HubSpot with every record, relationship, and attachment intact, and with no meaningful downtime along the way.
33,638+
Records migrated
48+
Hours of continuous migration, zero downtime
100%
Data accuracy after migration
Every record moved with 100% accuracy. All CRM data migrated successfully with no loss or corruption, and the correct relationships among contacts, deals, and companies stayed intact.
HubSpot is more usable than the system it replaced. Structured data and automation cut down on manual work and reduced the chance of errors going forward.
The migration ran fast and stayed reliable. Cloud automation kept downtime to a minimum and processing times low, even while moving data at this scale.
Before
Manual- CRM data locked inside Microsoft Dynamics 365
- 21,000+ contacts and 12,000+ companies to remap
- No custom properties matching Dynamics 365 fields
- Attachments scattered and unorganized in SharePoint
- No migration path that avoided downtime
After
Automatic- 33,638+ records live in HubSpot with 100% accuracy
- Contacts, companies, and deals correctly linked
- Custom properties matching the original data fields
- Attachments migrated in a structured, usable format
- 48+ hours of migration with no meaningful downtime
"HubXpert made our D365-to-HubSpot migration smooth, fast, and stress-free. They handled the complexity professionally, stayed within budget, and communicated exceptionally well. Highly recommended."
EVERY OBJECT HAD A RULE BEFORE IT MOVED.
Mapping Chart
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