Dynamics 365 for Finance software and ERP integration

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.

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.

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

What do our customers say?

“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“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

“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

“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

“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

“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

“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”

COO at a leading UK waste management company

“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

Finance software and ERP integration

Connecting commercial activity to financial reality