Sage 200 integration for Dynamics 365

Connect Sage 200 with Dynamics 365 or Maximizer to remove re-keying, strengthen credit control and keep orders, pricing and payments aligned.

As businesses move up to Sage 200, the gap between sales and finance usually grows with them.

More users, more orders, more price lists and more credit decisions mean more places for information to fall out of step.

Avrion connects Sage 200 to your CRM, so account managers see what finance sees and won business reaches Sage without being typed twice.

Digital Transformation
on your Terms.

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

Where Sage 200 and your CRM need to work together

Sales order processing

Won opportunities become Sage 200 sales orders automatically, with the right customer, delivery address and terms. This supports:

No re-keying between sales and finance
Fewer order errors
Faster order-to-invoice cycles

Customer pricing and products

Products and customer-specific price lists come from Sage 200, so every quote matches what finance will invoice. This supports:

Accurate quotes first time
Consistent pricing across teams
Fewer credit notes and disputes

Credit control and payments

Balances, credit limits, on-hold status and payment history appear in the CRM, so sales see credit risk before they take the order. This supports:

Informed credit decisions
Better-prepared collection conversations
Healthier cash flow

Stock and fulfilment visibility

Stock availability and invoice information from Sage 200 give account managers the answers customers ask for. This supports:

Realistic delivery promises
Fewer calls to finance and the warehouse
A better customer experience

Sage 200 Standard or Professional

We integrate with both editions. Sage 200 Standard is hosted in the cloud by Sage. Sage 200 Professional runs on your own servers or with a hosting partner, and adds features such as project accounting and stock traceability. Sage 200 provides a web API, so integrations are built around your process rather than exports and spreadsheets. We work with:

Sage 200 Standard and Professional
Your Sage Business Partner, who enables API access
Microsoft Dynamics 365 and Maximizer CRM
Scheduled or near real-time synchronisation

What a Sage 200 CRM integration can connect

We scope every integration to your process. These are the records Sage 200 customers connect most often.

Record	Direction	Why it matters
Customer accounts	Both ways	New customers set up once, in the right place, with the right terms
Contacts and delivery addresses	CRM to Sage	Orders and invoices go to the right person and site
Sales orders	CRM to Sage	Won opportunities become orders without re-keying
Products and price lists	Sage to CRM	Quotes use the same pricing finance invoices from
Stock availability	Sage to CRM	Account managers can promise what can actually be delivered
Invoices and credit notes	Sage to CRM	Billing questions answered without a call to finance
Balances, credit limits and on-hold status	Sage to CRM	Sales see credit risk before they take the order
Payments and turnover	Sage to CRM	A full commercial picture of every account

Sage 200 stays the system of record for finance. We agree which system owns each record before anything is built.

Not sure which Sage integration you need?

If orders are re-keyed, balances are chased by email or reports are reconciled by hand, a Business Health Check can identify where integration gaps exist.

We assess:

Your Sage version and current setup
Order and invoice workflows
Data duplication between systems
Where to view data and where to automate

Providing clear, commercially focused recommendations.

The Avrion approach to Sage integration

We treat finance integration as a core commercial priority.

Our approach includes:

Mapping your full order-to-cash process
Agreeing which system owns each record
Designing secure, reliable synchronisation
Building in error handling and monitoring
Aligning reporting across CRM and finance

This keeps finance in control while giving every team the information it needs.

Sage 200 integration questions

What finance and operations leaders ask us most.

Does Sage 200 have an API for integration?

Yes. Sage 200 provides a web API that supports structured, secure integration with CRM and other business systems. Your Sage Business Partner enables access to it, and we build the integration on top.

Can you integrate with both Sage 200 Standard and Professional?

Yes. Standard is cloud hosted by Sage and Professional runs on-premise or with a hosting partner. The edition affects how the integration connects, not what it can achieve.

Do we need to involve our Sage Business Partner?

Usually, yes. Your Business Partner manages your Sage 200 licence and setup, including API access. We work alongside them so finance stays confident in every change.

Which CRM systems can you connect to Sage 200?

We specialise in Microsoft Dynamics 365 and Maximizer CRM. For Maximizer, our Sage Financials Data Connector brings Sage 200 account data in every day. For Dynamics 365, we design a custom integration around your process.

Can sales see credit limits without access to Sage 200?

Yes. Balances, credit limits, on-hold status and payment history can be shown inside the CRM, so sales have the information they need while Sage 200 access stays with finance.

We use Sage CRM with Sage 200. Can you replace it?

Yes. Sage no longer supports the built-in Sage CRM integration for Sage 200. We migrate customers from Sage CRM to Dynamics 365 or Maximizer and rebuild the Sage 200 connection as part of the move.

Planning to connect Sage 200 with Dynamics 365 or Maximizer?

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

We help you:

Turn won business into Sage 200 orders
Give sales visibility of credit and payments
Keep pricing consistent on every quote
Build reporting both teams trust

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

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. 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. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

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

Tracey Hammond – Dengie

“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. 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. 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. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“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

“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

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

Chris Howard – BearingNet

“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

“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

Sage 200 integration

Giving sales the full finance picture as you grow