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?

“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

“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

“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

“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”

Carly Cullen – Priors Hall Park Management

“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

“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

“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

“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.”

Raj Mahay – Resin Products

“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.”