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Eliminate silos, reduce manual work and create real visibility across sales, finance and operations. Designed and delivered by Avrion.

 

Most organisations do not struggle because they lack software. They struggle because their systems do not speak to each other.

Sales works in one platform. Finance works in another. Marketing runs separately. Operations relies on manual updates. The result is duplication, inconsistency and limited visibility at leadership level.

Avrion helps organisations design and implement Microsoft led integrations that connect systems properly, securely and at scale.

 

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Contact us today

Why disconnected systems create risk

When systems are not integrated effectively, the impact is wider than inconvenience.

Common consequences include:

  • Manual data rekeying between teams
  • Inconsistent reporting across departments
  • Delays in invoicing and cash collection
  • Poor forecasting accuracy
  • Increased operational overhead
  • Reduced customer visibility

Over time, these inefficiencies compound and limit growth.

Integration is not a technical project. It is a commercial necessity.

What effective integration should deliver

When systems are connected properly, organisations gain control and clarity.

Effective integration enables you to:

  • Create a single source of truth across teams
  • Align sales activity with financial outcomes
  • Automate order to cash and service workflows
  • Improve forecasting and reporting accuracy
  • Reduce manual effort and operational risk
  • Scale without increasing administrative complexity

The objective is not simply to connect systems. It is to improve how the business operates.

Integration types we support

Avrion supports a wide range of Microsoft led integrations across marketing, finance, operations and external systems.

Mailchimp integration

Mailchimp integration

Connect marketing activity with Dynamics 365 to align campaigns, audience data and reporting.

Explore Mailchimp Integration
DocuSign integration

DocuSign integration

Streamline contract workflows from proposal through to signature, directly within your CRM environment.

Explore DocuSign Integration
Sage 50 integration

Sage 50 integration

Align sales and finance systems to remove manual reconciliation and improve cash flow visibility.

Explore Sage 50 Integration
Finance software and ERP integration

Finance software and ERP integration

Connect Dynamics 365 with ERP and finance platforms to support order to cash, procurement and operational reporting.

Explore ERP Integration
Custom systems integration

Custom systems integration

Integrate legacy, industry specific or bespoke systems using secure, scalable architecture.

Explore Custom Integrations
Business portals

Business portals

Expose data securely to customers and partners through integrated portals connected to your core systems.

Explore Business Portals

Governance, security and scalability

data-governance-blue

Integrations must be secure, controlled and observable.

Avrion ensures:

  • Clear data ownership and mapping
  • Error handling and monitoring
  • Secure authentication and access control
  • Documentation and lifecycle management
  • Scalable architecture that evolves with the business

This protects performance and reduces long term risk.

Already struggling with disconnected systems?

If reporting is inconsistent, teams rely on spreadsheets to reconcile data, or processes feel fragmented, a CRM Health Check can identify where integration gaps exist.

We assess:

  • Current system architecture
  • Data movement and duplication
  • Operational bottlenecks
  • Opportunities to automate and simplify

Providing structured, commercially focused recommendations.

Book a Business Health Check Today!

The Avrion approach to integration

data-bright

We treat integration as part of your wider digital architecture.

Our approach focuses on:

  • Understanding commercial and operational processes first
  • Identifying where data needs to move and why
  • Designing secure, scalable integration models
  • Using Power Platform, APIs and Azure services appropriately
  • Ensuring governance, monitoring and ownership

This ensures integrations are robust, maintainable and aligned to business goals.

Planning an integration project?

If you are implementing Dynamics 365, Power Platform or upgrading finance systems, integration should be part of the strategy from the outset.

A discovery conversation will help you:

  • Identify integration priorities
  • Reduce future rework
  • Align systems with commercial objectives
  • Build a scalable digital foundation
Book a Discovery Call

What do our customers say?

“Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”

David English – Restore plc

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us.”

Raj Mahay – Resin Products

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”

Cole Fellows – The Insurance Network

“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops!”

Craig Sansom – Prestige

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group