Microsoft Integrations

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.

Explore Mailchimp Integration

DocuSign integration

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

Explore DocuSign 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

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

Explore ERP Integration

Custom systems integration

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

Explore Custom Integrations

Business portals

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

Explore Business Portals

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?

“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

“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

“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

“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 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.”

Jasmin Dudden – Restore Datashred

“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.”

Cole Fellows – The Insurance Network

““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

“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.”