Microsoft Integrations
Connecting your systems into one commercial engine
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.
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
Connect marketing activity with Dynamics 365 to align campaigns, audience data and reporting.
DocuSign integration
Streamline contract workflows from proposal through to signature, directly within your CRM environment.
Sage 50 integration
Align sales and finance systems to remove manual reconciliation and improve cash flow visibility.
Finance software and ERP integration
Connect Dynamics 365 with ERP and finance platforms to support order to cash, procurement and operational reporting.
Custom systems integration
Integrate legacy, industry specific or bespoke systems using secure, scalable architecture.
Business portals
Expose data securely to customers and partners through integrated portals connected to your core systems.
Governance, security and scalability
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.
The Avrion approach to integration
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
What do our customers say?
“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”
COO at a leading UK waste management company“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“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 first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”
Liane Atherton – AAF Air Filters“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. 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“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. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products