CRM integration on Microsoft Azure

Your systems, one record.

HubSpot works best when it knows what your other systems know. We build integrations on Microsoft Azure that keep student records, member data and sign-in in step with HubSpot, matched on your own IDs, so nobody keys anything in twice.

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Illustration of connected data panels, charts and records

Hourlystudent records sync for Oaklands College, matched on the student ID

What we connect

Four kinds of integration.

Each is built around a stable ID from your own system, so records match even when an email address changes.

Oaklands College

Student records in. Every hour.

In 2024 the college had no CRM. Now its student records system feeds one applicant record in HubSpot every hour, and more than 100 workflows act on it.

  1. Source

    ProSolution

    • The college's student records system
    • Full applicant export every hour
    • A ProSolution ID on every applicant

  2. Integration

    Microsoft Azure

    • Our routine imports each file
    • Matched on the ProSolution ID, not email
    • An alert if an export is missing

  3. Record

    HubSpot

    • 3,500 active applicants
    • 13,800 course choices
    • 6,400 interviews
    • Course choices and interviews as custom objects

  4. Action

    Journeys

    • 100+ live workflows
    • Email and WhatsApp to student and parent
    • Interview reminders from the record
    • Enrolment feeds that never overwrite each other

Built January to April 2026. Figures: annual review, August 2025 to August 2026. Hourly, not instant: we agree the timing with you before we build.

Countryside Alliance

Dynamics 365 to HubSpot, safely.

More than 150,000 contact records moved in the first half of 2024, while membership and campaign work carried on.

  1. From

    Dynamics 365

    • Contacts and memberships
    • 49 membership grades
    • Deals and donations
    • Gift Aid declarations

  2. Through

    Migration service

    • Queue-based, eight data flows
    • Every run repeatable and checked
    • Tested in a HubSpot sandbox
    • A 36-record live test first

  3. Into

    HubSpot

    • 167,000 contacts in the full run
    • Donation and transaction history
    • Membership numbers for customer service

  4. Then

    Checked, then switched off

    • About 20 supervised hours
    • Samples compared with the sandbox
    • Dynamics 365 retired, June 2024

Every record type, membership grade and donation category was mapped and agreed with the client before any live load.

Greater Manchester Pension Fund

New sign-in. Same passwords.

On GMPF's new site, employers and governance users sign in through Microsoft Entra External ID, with no mass password reset.

Before

A sign-in area that had to move

1,200+active employer and governance accounts

  • On a platform reaching the end of its support
  • Old passwords could not be imported as they were
  • A straight move meant a reset for every user

After

Microsoft Entra External ID

0mass password resets: each password moves across on first sign-in

  • 866 employer records keyed by GMPF's own employer codes
  • Employer admins add, edit and remove their own users
  • Every change synced to the sign-in platform
  • Governance pages gated by access group

Results

What the integrations carry.

  • 150,000+contact records moved from Dynamics 365 to HubSpot for Countryside Alliance
  • 3,500Oaklands College applicants kept in step with student records every hour
  • 866GMPF employer records keyed by employer code, with their users' roles

Countryside Alliance: June 2024. Oaklands College: annual review, August 2025 to August 2026. GMPF: employer data migration, September 2026.

“The migration from Microsoft Dynamics to HubSpot was a complex task, but the team at Discover Digital handled it with expertise and professionalism.”

Lawrence Tribe-EndtCountryside Alliance, from our published Countryside Alliance case study

Questions about CRM integration

Does the integration update HubSpot instantly?

It depends on what your system can share. For Oaklands College the student records system exports every hour and we import each file as it arrives. We agree the timing with you before we build, rather than promising instant updates.

How do you stop duplicate records?

We match records on a stable ID from your own system, such as a student or member number, not on email address. A changed email then updates the right contact instead of creating a new one.

Will our users have to reset their passwords?

Not if we can avoid it. For GMPF, the first time an employer signs in, a secure Azure service checks their old password and moves it to Microsoft Entra External ID, so nobody is forced through a mass reset.

Can you migrate us from another CRM?

Yes. We map your data first, test in a sandbox, check a sample in the live portal and only then run the full migration. Countryside Alliance moved more than 150,000 contact records from Microsoft Dynamics 365 this way.

How much does an integration cost?

Project work is £992 a day, plus VAT, and we agree a quote with you before we start. Ongoing HubSpot support starts at £496 a month for 4 hours. See pricing.

Line up your CRM, conversations and AI.

Tell us what is slowing your organisation down. We will show you what HubSpot, WhatsApp and AI can do about it.

Email
hello@discoverdigital.com
Phone
+44 (0)118 974 4736
WhatsApp
+44 118 974 4736
Office
Reading, UK
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