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?
“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations“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“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“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“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“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“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“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet