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?

“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

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“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

“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

“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 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

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

““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

“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

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