I searched the subreddit first and found a few HubSpot vs. Dynamics discussions, but not many detailed first-hand accounts from companies that have actually completed this specific migration.

We are an international B2B services company with roughly 100–150 people. Our commercial model combines consultative sales, account management, inbound and outbound lead generation, partners, referrals and events.

HubSpot is currently much more than a contact database for us. We use it for CRM and multiple sales pipelines, email and activity tracking, marketing automation, forms, landing pages, campaign attribution, reporting, sequences, shared inboxes and parts of our corporate website. We also have a substantial historical database with thousands of deals and well over 100k contact records.

Most of the company already works in the Microsoft ecosystem, especially Outlook, Teams, SharePoint, OneDrive and Excel. We also have access to several Dynamics 365 products and sandbox environments, so we are evaluating whether Dynamics 365 Customer Engagement could improve integration, reduce platform duplication and provide a better long-term operating model. HubSpot is also a meaningful part of our annual software spend, although cost reduction is not the only objective.

The main concern is replacing an accessible CRM with something that becomes overly complex, heavily customized or permanently dependent on external consultants.

I would especially appreciate first-hand experiences from companies that migrated from HubSpot to Dynamics 365 CE:

• How complex was the migration in practice?
• What historical data and activities were you able to retain?
• Did user adoption become easier or harder?
• How much training and ongoing administration was required?
• How much customization did you actually need?
• Did the Outlook, Teams and wider Microsoft integrations deliver meaningful operational benefits?
• How dependent are you on an implementation partner?
• What hidden costs appeared after licensing, implementation, support and maintenance?
• How did total cost of ownership compare after one or two years?
• What would you do differently if starting again?
• Did you migrate HubSpot’s marketing and CMS functions too, or keep them separate?

Genuine customer-side experiences would be extremely helpful. I’m not looking for vendor pitches, affiliate links or implementation offers. I’m particularly interested in lessons from people who have lived with both systems after the migration.