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?
“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“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! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“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“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. 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. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. 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“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““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“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 created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. 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