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?

“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

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

Tracey Hammond – Dengie

“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

“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

“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

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

Chris Howard – BearingNet

“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.”

Cole Fellows – The Insurance Network

“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

“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

“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

Sage 50 integration

Aligning sales and finance with clarity and control