• youtube
  • linkedin

Align CRM, operations and finance systems to create accurate reporting, stronger control and scalable growth.

 

For growing organisations, finance systems are critical. They control revenue recognition, procurement, inventory, billing and cash flow. Yet in many businesses, ERP platforms operate separately from sales and service systems.

Opportunities are tracked in CRM. Orders are processed in ERP. Reporting is reconciled manually. This disconnect limits visibility and creates risk.

Avrion helps organisations integrate Dynamics 365 and Microsoft platforms with finance software and ERP systems to create a connected, reliable digital architecture.

 

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Contact us today

Why ERP integration matters

Disconnected ERP and CRM systems lead to:

  • Delayed revenue recognition
  • Manual order and invoice rekeying
  • Inconsistent customer and product records
  • Conflicting reports across departments
  • Limited visibility into true profitability
  • Operational inefficiencies that scale with growth

Integration ensures financial and operational data reflect the same reality.

What effective ERP integration should deliver

A well designed ERP integration enables you to:

  • Connect sales pipelines with confirmed orders
  • Align invoicing and revenue tracking
  • Synchronise customer, product and pricing data
  • Improve procurement and inventory visibility
  • Provide leadership with unified reporting
  • Reduce manual reconciliation between systems

The objective is clarity and control across the full commercial lifecycle.

Key ERP integration capabilities we implement

Order to cash alignment

We connect CRM opportunities with ERP order processing to ensure seamless progression from sale to invoice.

This supports:

  • Accurate revenue reporting
  • Faster billing cycles
  • Improved cash flow visibility

Master data synchronisation

Inconsistent data creates risk.

We design synchronisation for:

  • Customers and accounts
  • Products and services
  • Pricing structures
  • Tax and compliance data

Maintaining consistency across systems.

Procurement and operational visibility

Where required, we integrate CRM and ERP to support:

  • Procurement workflows
  • Inventory tracking
  • Service and project cost alignment
  • Operational performance monitoring

Creating full lifecycle visibility.

Executive reporting and insight

Disconnected systems produce conflicting numbers.

Avrion often leverages Power BI to create unified reporting across:

  • Sales pipeline
  • Confirmed orders
  • Revenue recognition
  • Cost and margin performance

Providing leadership with a trusted view of performance.

ERP platforms we commonly integrate

Avrion supports integration with a wide range of finance and ERP systems, including:

  • Microsoft Dynamics 365 Business Central
  • Sage platforms
  • NetSuite
  • SAP
  • Industry specific ERP systems
  • Custom or legacy financial systems

Each integration is designed around the specific architecture and operational needs of the organisation.

ERP integration and scalability

As transaction volume increases, weaknesses in integration become more visible.

We ensure ERP integrations are:

  • Secure and compliant
  • Designed for performance
  • Monitored and observable
  • Flexible enough to evolve with system upgrades

So growth does not expose structural weaknesses.

Concerned about finance and CRM misalignment?

If sales forecasts do not match financial results, or reconciliation requires manual effort, a Business Health Check can identify integration gaps.

We assess:

  • System architecture and data flow
  • Order to cash processes
  • Reporting consistency
  • Automation opportunities

Providing practical, commercially focused recommendations.

Book a Business Health Check Today!

The Avrion approach to ERP integration

ERP integration must be precise and reliable.

Our approach includes:

  • Mapping the full order to cash and procure to pay processes
  • Defining master data ownership clearly
  • Designing secure API and middleware connections
  • Establishing validation, logging and monitoring
  • Aligning reporting models across CRM and ERP

This ensures integrations are not only functional, but resilient and scalable.

Planning ERP and Microsoft integration?

If you are implementing Dynamics 365, upgrading your ERP, or improving operational visibility, integration should be part of the strategy from the outset.

We help you:

  • Reduce reporting discrepancies
  • Improve cash flow control
  • Strengthen operational efficiency
  • Build a scalable digital foundation
Book a Discovery Call

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

“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.”

Cole Fellows – The Insurance Network

“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!”

Craig Sansom – Prestige

“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

“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

“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

“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

“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

“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

“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