Embed Hubspot data in Microsoft Dynamics 365 apps

This guide explains how to embed Hubspot contact and company data directly into Microsoft Dynamics 365 model-driven apps using the HubSpot CRM card control. You will learn the full setup process, from installing the solution to adding the control on contact and company forms.

What you need before connecting Hubspot and Dynamics 365

Before you start embedding data, make sure both your Hubspot and Microsoft Dynamics 365 environments meet the basic requirements.

Required accounts and access

• A Hubspot account with permission to install apps and connect integrations.
• A Microsoft Dynamics 365 environment with model-driven apps (such as Sales Hub or Customer Service Hub).
• Admin or customizer permissions in Dynamics 365 to install solutions and edit forms.

Supported Dynamics 365 environments

The HubSpot CRM card control works with model-driven apps in Microsoft Dynamics 365, such as:

• Sales Hub
• Customer Service Hub
• Custom model-driven apps you have created

Classic web client or non–model-driven interfaces are not supported for this control. Ensure you are working in a model-driven app environment before you proceed.

Install the Hubspot CRM card control solution

First, install the HubSpot CRM card control solution in your Dynamics 365 environment so that you can embed Hubspot data on contact and company forms.

1. Sign in to your Microsoft Dynamics 365 environment.

2. Navigate to the Power Platform admin center for your environment.

3. Open the Solutions area where you can import solutions.

4. Import the HubSpot CRM card control solution file provided by the integration.

5. Complete the import wizard and publish all customizations when prompted.

Once installed, the HubSpot CRM card control becomes available as a form control that you can add to appropriate tables and fields.

Enable Hubspot data on the Contact table

To display Hubspot contact data inside Dynamics 365, you need to add the HubSpot CRM card control to the Contact main form.

Open the Contact form editor

1. In Dynamics 365, open a model-driven app such as Sales Hub.

2. Go to Advanced Settings or the Solutions area, then locate the Contact table (entity).

3. Open the main form you want to customize, such as Contact Main.

Add the HubSpot CRM card control

1. Select a suitable field that represents the contact’s email address, typically the Email or Primary Email field.

2. With the field selected, open the Field properties panel.

3. Go to the Controls tab in the field properties.

4. Click Add Control, then choose HubSpot CRM card from the list.

5. Enable the HubSpot CRM card control for the client types you use, such as Web and Phone.

6. Save and publish the form customizations.

After publishing, open a contact record. You should now see a Hubspot card on the form that pulls contact details from your Hubspot account based on the email address.

Enable Hubspot data on the Company table

To show Hubspot company data, you will follow a similar process on the Account or Company table in Dynamics 365.

Open the Account or Company form

1. In your model-driven app, navigate to the Account or Company table, depending on how your Dynamics 365 environment is configured.

2. Open the main form where you want Hubspot data to appear.

Add the HubSpot CRM card control for companies

1. Select the field that best represents the company domain, such as Website or a custom domain field used for matching Hubspot companies.

2. Open the Field properties and move to the Controls tab.

3. Click Add Control, then choose HubSpot CRM card.

4. Enable the control for each relevant client type, including Web.

5. Save the form and Publish all customizations.

Now, when you open an account or company record, the embedded Hubspot card will display key company information retrieved from Hubspot, aligned to the domain or other matching field you selected.

Connect Dynamics 365 to your Hubspot account

To allow the control to fetch data, you must connect Dynamics 365 to your Hubspot account.

Authorize Hubspot within Dynamics 365

1. Open a contact or company record where the HubSpot CRM card control is enabled.

2. The card will prompt you to sign in or authorize Hubspot if no connection exists.

3. Click the sign-in or connect button presented in the Hubspot card.

4. When redirected, log in to your Hubspot account.

5. Review the requested permissions and approve the connection.

After authorization, Hubspot data will begin appearing on the Dynamics 365 forms where the card control is installed.

How the embedded Hubspot cards work

The HubSpot CRM card control uses the field you selected (such as email or domain) to search Hubspot and display relevant records.

• The control runs a lookup against Hubspot each time the form loads.
• If a match is found, key details are displayed in a compact card.
• If no record exists, the card may offer options to create or sync data, depending on your integration configuration.

The control is read-only in most scenarios and is designed to surface Hubspot context directly in Dynamics 365, minimizing screen switching for users.

Best practices for using Hubspot data in Dynamics 365

To keep your integration reliable and user-friendly, follow these practices when embedding Hubspot data.

Choose stable matching fields

• Use unique identifiers where possible, such as primary email addresses for contacts.
• For companies, use consistent domains that match Hubspot records.
• Avoid fields that frequently change, which can break the connection between Dynamics 365 and Hubspot records.

Optimize form layout for Hubspot cards

• Place the Hubspot card near core contact or company details for quick reference.
• Group the card in a dedicated section labeled clearly for users.
• Test the layout on both web and mobile clients to ensure the card is visible and readable.

Maintain permissions and security

• Ensure only authorized users can connect Dynamics 365 to Hubspot.
• Review data access permissions in both systems regularly.
• Document how Hubspot data is used in Dynamics 365 for compliance and training.

Troubleshooting Hubspot card issues

If Hubspot information does not appear in Dynamics 365, check these common causes.

• Missing control on the form: Confirm the HubSpot CRM card is added and enabled on the correct field.
• Unpublished customizations: Make sure all customizations are saved and published in the form editor.
• Incorrect matching field: Verify that the field value (email or domain) matches an existing record in Hubspot.
• Authorization problems: Reconnect or reauthorize your Hubspot account if the token has expired.

For additional technical details and the most up-to-date steps, refer to the official documentation on embedding HubSpot data into a Microsoft Dynamics 365 app at this Hubspot knowledge base article.

Next steps and related resources

Once you have embedded Hubspot data in your model-driven apps, consider expanding your CRM strategy with custom automation, better lead routing, and unified reporting.

If you need expert help with CRM integrations, marketing automation, or optimizing how Hubspot works alongside Dynamics 365, you can explore consulting options at Consultevo.

By combining the native strengths of Dynamics 365 with embedded Hubspot contact and company context, your users gain a more complete customer view without leaving their daily workspace.

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