Sage 50 integration for Dynamics 365

Connect your CRM and operational systems to Sage 50 to remove duplication, improve cash flow visibility and strengthen financial accuracy.

When sales and finance systems operate separately, inefficiencies quickly emerge.

Opportunities are tracked in CRM. Invoices are raised in Sage. Payments are reconciled manually. Reporting requires spreadsheets. The result is duplication, delay and limited financial visibility.

Avrion helps organisations integrate Sage 50 with Microsoft systems properly, creating a connected flow from sale to payment.

Digital Transformation
on your Terms.

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

Why disconnected finance systems create risk

Customer and account synchronisation

We ensure customer records remain consistent between Dynamics 365 and Sage 50, reducing duplication and confusion.

This supports:

Accurate invoicing
Consistent credit control
Clear customer visibility

Invoice and order automation

Confirmed sales can trigger automated invoice creation within Sage 50, reducing delay and manual effort.

This improves:

Billing speed
Cash flow timelines
Administrative efficiency

Payment and credit visibility

Sales teams benefit from better visibility into financial status.

We integrate payment data back into CRM, enabling teams to:

Understand outstanding balances
Support credit control conversations
Forecast revenue more accurately

Reporting alignment

Disconnected systems create conflicting numbers.

Avrion helps align:

Sales pipeline data
Invoicing and revenue data
Payment and cash flow reporting

Often supported through Power BI for unified executive visibility.

Sage 50 integration and scalability

As organisations grow, finance processes become more complex.

We ensure integrations are:

Secure and compliant
Monitored and observable
Designed to scale with transaction volume
Flexible enough to support future ERP upgrades

So integration does not become a bottleneck later.

Concerned about misalignment between sales and finance?

If reporting is inconsistent, invoicing is delayed or reconciliation is manual, a Business Health Check can identify where integration gaps exist.

We assess:

Current system architecture
Order to cash workflows
Data duplication and inconsistencies
Opportunities to automate and streamline

Providing clear, commercially focused recommendations.

The Avrion approach to Sage 50 integration

We treat finance integration as a core commercial priority.

Our approach includes:

Mapping the full order to cash process
Defining data ownership between systems
Designing secure, reliable synchronisation
Establishing error handling and monitoring
Aligning reporting across CRM and finance

This ensures your integration supports both operational teams and leadership reporting.

Planning to connect Sage 50 with Microsoft systems?

If you are implementing Dynamics 365 or improving financial processes, integration should be part of the strategy from the outset.

We help you:

Improve cash flow visibility
Reduce administrative overhead
Strengthen financial reporting
Build a scalable digital foundation

What do our customers say?

“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

“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

“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

“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! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

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’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

““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

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

Tracey Hammond – Dengie

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

Chris Howard – BearingNet

“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

Sage 50 integration

Aligning sales and finance with clarity and control