Overview of the IDX CRM Ecosystem (HubSpot + Dynamics 365)

Purpose

IDX uses an integrated CRM ecosystem that combines HubSpot and Microsoft Dynamics 365 to manage marketing, sales, account management, and financial operations.

This article explains how the systems work together and what employees should expect when using them.

System Roles

HubSpot

HubSpot is the primary platform for customer-facing activities, including:

• Marketing campaigns

• Lead management

• Sales pipeline management

• Deal tracking

• Contact and company records

• Account engagement tracking

• Reporting on marketing and sales performance

Most employees interacting with prospects and customers will work primarily in HubSpot.

Microsoft Dynamics 365

Dynamics 365 remains the system of record for financial data.

Dynamics is responsible for:

• Invoices

• Revenue tracking

• Financial reporting

• Contracts

• Accounting operations

Finance teams will primarily work within Dynamics.

How the Systems Work Together

HubSpot and Dynamics are connected through a data integration that synchronizes key records between both systems.

Typical flow:

1. Leads enter HubSpot through marketing channels.

2. Sales teams manage opportunities in HubSpot.

3. When deals close, relevant information syncs to Dynamics.

4. Finance teams manage billing and financial data in Dynamics.

Key Principle

HubSpot = Customer engagement platform
Dynamics 365 = Financial system of record

Employees should always follow the workflows outlined in this knowledge base to ensure data remains accurate across both systems.