Quick tipHow toSmart CRM

Check Dynamics 365 sync status on records

Added automatically unless customized.

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Permissions
Super Admin or Customize record page layout to add
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: the card shows on contact, company, deal and invoice records. If you customized the right sidebar or installed after Oct. 7, 2025, an admin adds it. Sync not found means the record isn't syncing.

1. In HubSpot

The relevant screen in my demo portal.

Data integration page with Import a file, Sync from apps and Transfer your data cards
Import a file (1).

2. Worth knowing

With NetSuite also connected, the KB explains how multiple syncs show.

3. Related

Dynamics 365 integration and the NetSuite card.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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