Migration Services

Zoho & HubSpot to Dynamics 365 Migration

Outgrown Zoho or HubSpot? Move to Microsoft Dynamics 365 with your data intact — and gain enterprise CRM power, deep Microsoft 365 integration, and room to scale.

ZeroData loss
NativeMicrosoft 365
ScalableCRM + ERP

Can you migrate from Zoho or HubSpot to Dynamics 365?

Yes. We migrate contacts, companies, deals, activities, notes, and history from Zoho CRM or HubSpot into Dynamics 365 with full validation. Businesses make the move to gain a more scalable, enterprise-grade CRM, native Microsoft 365 integration, and a platform that extends into service, marketing, and ERP.

Why businesses move from Zoho or HubSpot to Dynamics 365

Zoho and HubSpot are great starting points. These are the signs a business is ready for an enterprise platform.

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Outgrowing the Platform

Hitting limits as processes and data get more complex.

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Microsoft 365 Disconnect

Living in Outlook and Teams but using a separate CRM.

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Climbing Add-On Costs

Paying for extra seats, tiers, and add-ons as you scale.

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Limited Customisation

Unable to model more sophisticated processes.

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CRM-Only Ceiling

Needing CRM plus service, marketing, and ERP on one platform.

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Reporting Limits

Wanting deeper analytics with native Power BI.

What you gain by moving to Dynamics 365

The capabilities businesses gain when they graduate to Dynamics 365.

Native Microsoft 365Built-in Outlook, Teams, and Excel integration.
Enterprise CRM PowerModel sophisticated sales and service processes.
One Platform, CRM to ERPGrow into service, marketing, and Business Central.
Power PlatformLow-code apps, automation, and portals on Dataverse.
Built-in Power BIAdvanced analytics without a separate tool.
Copilot & AIAI assistance across sales, service, and Office.
Enterprise SecurityMicrosoft Entra ID and Azure compliance.
Room to ScaleA platform that grows with you, not against you.

Our CRM migration methodology

A structured, low-risk path that protects your data and your team.

1

Assessment & Mapping

We audit your Zoho/HubSpot setup and map data and processes to Dynamics 365.

2

Solution Design

We design the target model, security, and integrations.

3

Migration & Build

We migrate data with validation and rebuild your processes.

4

Validation, Training & Go-Live

We reconcile, train, and cut over with minimal downtime.

Why choose PraviMinds for your CRM migration

We make switching CRM a controlled, predictable project — not a gamble.

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Migration Specialists

We move teams between CRM platforms and know the risks.

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Zero Data Loss

Validated, reconciled migration so nothing goes missing.

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Honest, Vendor-Neutral

We tell you the real trade-offs, not a sales pitch.

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Senior, Certified Engineers

Built by senior Microsoft consultants with 8+ years average experience.

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Minimal Downtime

Carefully staged cutovers that keep you running.

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Fixed, Transparent Pricing

Clear scopes and quotes up front, with no padded hours.

Zoho / HubSpot Migration FAQs

What can be migrated from Zoho or HubSpot to Dynamics 365?

Contacts, companies and accounts, deals and opportunities, activities, notes, emails, attachments, and history can all be migrated. We map each Zoho or HubSpot object and field to its Dynamics 365 equivalent and validate the results.

Why move from HubSpot or Zoho to Dynamics 365?

Common reasons are outgrowing the platform, wanting native Microsoft 365 integration, needing more sophisticated customisation, and wanting one platform that spans CRM, service, marketing, and ERP with native Power BI analytics.

Will our pipeline and stages carry over?

Yes. We map your existing pipeline, stages, and processes into Dynamics 365 so your team keeps working the way they expect, with improvements where it helps.

How long does the migration take?

It depends on data volume and complexity. A focused CRM migration can take a few weeks. We scope every project up front so timelines and costs are clear.

Can we run both systems during the transition?

Yes. We can phase the migration and keep both systems available during a transition period to reduce risk.

Outgrown Zoho or HubSpot?

Talk to our migration specialists about a safe move to Dynamics 365.

Get a Migration Assessment