Connect MS Dynamics with Hubilo

Sync your registration directly to your MS Dynamics!

MS Dynamics Integration allows you to manage your leads more efficiently and allows you to measure the success of your event by linking it with your MS Dynamics event with the Hubilo event/webinar. Automatically track their attendance via Event check-ins which are added automatically by Hubilo as your attendees join the webinar.

What can you achieve with the Hubilo and MS Dynamics Integration: 

  • Able to connect your MS Dynamics Customer Insight or MS Dynamics CRM(in case you are just using the CRM product) with Hubilo
  • Create a new Lead or Contact in your MS Dynamics directly from Hubilo when a new attendee registers for your events.
  • Create leads/contacts with all the default profile field data, custom profile field data, Hubilo groups they belong to and their magic link as well.
  • Sync your registrations directly to your MS Dynamics event.
  • Track the attendance via Event and Session check-ins.
  • Push your Attendees' intent and activity data(e.g., submitted a poll, watched a session, asked a question) directly to your MS Dynamics Lead/contact to tailor your communication with prospects.


  • MS Dynamics - Customer Insight or CRM product.
  • MS Dynamics Username and Password. 

Note: Hubilo recommends you to create a separate user(with all required API) access as we will be creating new leads/contacts or updating the existing records with the connected user’s account. This would help you to track any changes done by Hubilo. If not you can use the super admin user as well.


Here's how to connect MS Dynamics with Hubilo.

Connect your MS Dynamics account with Hubilo in few steps mentioned below:-

Step 1: Once you are logged into the Hubilo dashboard, click on the ‘Integrations’ tab on the top menu and go to the ‘Sales & Marketing’ category.



Step 2: Click on the ‘Connect’ button on the Microsoft Dynamics 365 tile.

You can pick which MS Dynamics product you would like to connect with, we recommend you connecting MS Dynamics Customer Insight if you are using it.

Step 3: Once you click on ‘Connect’ you will see a popup to authenticate your MS Dynamics  account.


  • You will need to enter an Authentication name. This can be anything you want. The system will show you this name for click authentication if you try to connect again.
  • You will need to add the MS Dynamics URL, below image shows you where to get the URL.
  • Now all you need to do is to enter your MS Dynamics username and password to authenticate.




Step 4: Click on finish once the authenticated successfully with your account . On clicking “Finish”, a success message will appear at the bottom of the screen.


Step 5: Once the account is authenticated, the status on the MS Dynamics card should be shown as connected.

  • You will be able to see your connected account name on clicking the gear icon.



Step 6: Once the account is connected and authentication is successful, the next step is to configure your MS Dynamics Integration for your event or webinar.







Here's how to disconnect your MS Dynamics account

  1. Go to the ‘Integrations’ tab from the top menu.
  2. You will see the MS Dynamics card to be in Connected state. Click the gear icon on the top right of the card.
  3. You will be able to see the connected account name and a ‘Disconnect’ button.
  4. You can click that and your MS Dynamics account will be disconnected from Hubilo.

Note: When you disconnect your MS Dynamics account, any event or webinar where the Integration was enabled will automatically stop. Any mapping that you would have done in configuring the event will be reset.