Microsoft Cloud for Healthcare to HubSpot
Microsoft for Healthcare (formerly Microsoft Cloud for Healthcare) bundles Dynamics 365, Microsoft 365 and Azure capabilities. Its Provider and Payor data models sit on Dataverse and support patient engagement, outreach and care coordination.
Microsoft Cloud for Healthcare data can move into HubSpot, landing mainly in Sales Hub. 0 of 4 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 4-6 weeks for a small move and 14-26 weeks for a large one.
Migration checklist for Microsoft Cloud for Healthcare
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<25k contacts
Contacts and basic appointments only.
Mid migration
25k-250k contacts
Adds journeys, consent mapping and appointment history.
Large migration
>250k contacts
Multi-entity, EHR sync and a formal compliance programme.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Microsoft Cloud for Healthcare: what you need to get in, what lands in HubSpot, and what will not.
Dataverse (healthcare data model tables), plus Dataverse healthcare APIs for FHIR-based exchange
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Dataverse healthcare APIs and Azure Logic Apps move FHIR data into Dataverse.
- Azure Health Data Services data export brings FHIR data to Fabric OneLake.
- Patient outreach analytics brings Dynamics 365 marketing data to OneLake.
- Virtual health data tables read FHIR data without persisting it in Dataverse.
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 14-26 weeks, usually phased.
Talk to a partnerWhere each object lands
In Microsoft Cloud for Healthcare
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Patient (contact/enquiry details, permitted fields only) | Contacts | partial | The Patient table is part of the Dataverse healthcare model. Only permitted non-clinical fields should move. |
| Appointment | Meetings | partial | The Appointment table is part of the Dataverse healthcare model. Mapping to Meetings or a Custom object needs design. |
| Outreach/marketing journeys and engagement data (Dynamics 365) | Notes | manual | Outreach is built with Dynamics 365 marketing journeys. History would need custom export. Journeys must be rebuilt in HubSpot. |
| Referral sources | Contacts | manual | I found no documented referral table. Check the tenant's customised schema. |
What to expect
Scope note says to retain these in the EHR or Azure Health Data Services, not HubSpot.
These are clinical workflows to retain in the source system or EHR.
Journeys are Dynamics 365 constructs with no direct import path.
These run on Power Pages, which has no HubSpot equivalent for clinical content.
The schema is customisable per tenant.
Confirm HubSpot's HIPAA position and contractual coverage with legal. Transfer only an approved field list.
Migrate consent status and timestamps first and suppress contacts without a proven basis.
Define a dedupe key and keep the source Patient ID as a custom property.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product, Dataverse data model and healthcare APIs are backed by Microsoft docs. I did not check Dataverse Web API auth, limits or export docs, or any HubSpot connector docs. Those sections rest on category-level knowledge and are left null or marked as unknown.
Sources
Related migrations
Frequently asked questions
How do I migrate Microsoft Cloud for Healthcare to HubSpot?
1. Inventory Dataverse environments and the healthcare tables in use (Patient, Appointment and custom tables). 2. Classify each field as PHI or non-clinical and get privacy officer sign-off on the transfer list. 3. Check whether outreach runs on Dynamics 365 Customer Insights journeys and list the segments. 4. Decide whether FHIR data stays in Azure Health Data Services or the EHR.
What does not move from Microsoft Cloud for Healthcare to HubSpot?
Clinical records, medications, encounters, observations (FHIR data) and Care plans and treatment workflows. Plan to rebuild or retire these.
How long does a Microsoft Cloud for Healthcare to HubSpot migration take?
Small (<25k contacts): 4-6 weeks. Mid (25k-250k contacts): 8-14 weeks. Large (>250k contacts): 14-26 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Microsoft Cloud for Healthcare data?
Check: Protected health information (PHI), Health data subject to HIPAA/GDPR, depending on region and Possible minors' data. Agree consent, retention and access rules before exporting.
Moving Microsoft Cloud for Healthcare into HubSpot?
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