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From Microsoft Dynamics to HubSpot: A Practical Guide

Feature comparison, cost analysis, and a five-point checklist. Afterward, you’ll know whether switching is financially viable for your sales team.

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What is the Mark Lotse Practical Guide?

This practical guide is for B2B companies that use Microsoft Dynamics 365 and ask themselves whether their sales team gets the full potential out of it. Based on concrete comparison data and hands-on experience, it shows where HubSpot Sales Hub works differently by design. You get:

  • Clarity: a direct feature comparison between HubSpot Sales Hub and Microsoft Dynamics 365 Sales, without marketing speak.
  • Cost analysis: a transparent comparison of implementation costs, license costs and the often underestimated “shadow admin” effort.
  • Decision basis: a 5-point checklist that lets you assess in 10 minutes whether a switch makes financial sense for you.

Results instead of promises.

"The difference between a system of record and a system of action shows in your team's day-to-day sales work."

Christian Rieck, Managing Director at Mark Lotse

Preview: 3 excerpts from the guide

  • AI in Everyday Sales How HubSpot Breeze accesses all CRM data from day one and delivers actionable suggestions, with no setup and no configuration, and where Microsoft Copilot has its strengths.
  • The Hidden Cost Factor Why Dynamics customers depend on IT or external partners for the long term, and what this “shadow admin” effort really costs you.
  • 5-Point Switch Check Concrete signals that show whether Dynamics is slowing your sales team down, and when a closer look at HubSpot pays off.

Who it's for

This guide is right for you if

  1. you use Microsoft Dynamics 365 for sales and regularly need IT or external partners for changes

  2. leadership, sales and RevOps decide on the next CRM together

  3. you want to back a switch with figures on licenses, implementation and operations

Take the 10 minutes

Whether a switch from Microsoft Dynamics to HubSpot pays off comes down to features, costs and the use of AI. This guide gives you the basis for that decision.

Download the guide

FAQ

Frequently Asked Questions

Who is this guide best suited for?

The guide is for executives, sales leaders and RevOps owners at B2B companies that currently use Microsoft Dynamics 365 and want to check whether a system switch makes sense financially and operationally.

Is our data secure when we download the guide?

Yes. Mark Lotse processes your data in line with the GDPR, and all details are in our privacy policy.

How much time do we need for the guide?

The guide is designed for 10 minutes of reading time, including the switch checklist that you can use with your team right away.

What is the next step if we want to seriously evaluate a switch?

Book an intro call with us. We look at your Dynamics setup together, assess the effort and benefit of a switch and show you how a migration to HubSpot works. You can find more on our Migration to HubSpot page.

About the Author

Mark Lotse is a RevOps agency and HubSpot Platinum Partner based in Landau in der Pfalz and Bremen. We are among the first HubSpot partners in Germany, and our team holds 20 HubSpot certifications. We combine strategy, process development and technical implementation on one platform.

HubSpot Platinum Partner · 20+ years in B2B · 10+ years with HubSpot

HubSpot Platinum Solutions Partner