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?
“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“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“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“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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“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“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“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“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring“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