CRM Integration Services for Microsoft Dynamics 365
Microsoft Dynamics 365 delivers the greatest value when it’s connected to the systems around it. We help businesses integrate CRM with ERP, finance, websites, marketing platforms and specialist business applications so information remains consistent across the organisation and your CRM can support the way your business operates.
Who We Work With
Leading global brands trust us for Microsoft Dynamics consultancy
Connect your CRM to the Systems that Support your Business
Streamline your data retrieval
A CRM helps your business understand customers, manage relationships and make informed decisions, not just store customer contact information.
That becomes difficult when information is spread across disconnected systems. If customer, sales and operational data all live in different places, your CRM can only ever provide part of the picture. That affects reporting, limits visibility and makes it harder for leadership to understand performance and make informed decisions.
Integration addresses that problem by allowing information to move between the systems your business already depends on.
We help you deploy integrations that support how your business works, rather than forcing it to work around its systems.
What We Deliver
The ways we can help your business
ERP & Finance Integration
Your CRM and ERP perform different roles, but they should never tell different stories.
We help organisations connect Microsoft Dynamics 365 with ERP and finance systems so customer, sales and financial information remains consistent throughout the customer lifecycle.
Whether you’re using Business Central, Finance & Operations, Sage, SAP or another ERP platform, we’ll help you determine the right integration approach for your business.
Line of Business & PSA Integration
A lot of businesses rely on more than Microsoft Dynamics 365 to run effectively, whether that’s project management systems, PSA platforms, telephony, customer service applications, or industry-specific software. They all contribute to the way your organisation operates, which means they’re all producing relevant data that you need to make informed decisions.
We make those systems work together so information is available where it’s needed, without creating unnecessary complexity.
Website, Data & API Integration
Your website is often where new customer relationships begin.
We connect websites, web forms and marketing platforms with Dynamics 365 so enquiries enter your CRM with the information your teams need from the outset.
Where standard connectors aren’t suitable, we can design and build custom CRM API integrations that support your business requirements and fit within your wider technology landscape.
Power Platform & Automation
Integration creates opportunities to improve the way work moves through your business.
Using Microsoft Power Platform, Power Automate and Azure Integration Services, we help organisations automate routine processes and reduce reliance on manual intervention where it adds little value. Learn more about our Microsoft Power Platform services.
Key Benefits of CRM Integration
Well-designed CRM integration helps businesses:
– Maintain consistent information across connected systems
– Improve confidence in reporting and business data.
– Support better operational and management decisions.
– Reduce duplication across business processes.
– Strengthen lead attribution between marketing and CRM.
– Create a stronger foundation for automation and AI.
– Make better use of Microsoft Dynamics 365.
Our Approach
How we work with you
No two organisations use technology in the same way, so every integration project starts with understanding how your business operates. Our proven methodology provides a structured framework for every engagement.
Discover
We take time to understand your business processes, systems and objectives before recommending an approach.
Evaluate
We assess the available integration options and agree on the solution that best supports your business.
Build
Our consultants configure, develop and test integrations using Microsoft’s recommended technologies and best practices.
Implement
We introduce integrations in a controlled way that supports business continuity.
Grow
As your business evolves, we help you review, extend and improve your integrations so they continue supporting your wider business objectives.
Why CRM Integration Matters
Better insight leads to better decisions
Businesses rely on information to make decisions, which is fine when that information is consistent across systems. When the data is siloed, incomplete or duplicated, confidence in the data begins to decline, impacting planning and decision-making.
Integration helps establish a consistent flow of information across your business, which creates a stronger foundation for CRM optimisation, business automation, data intelligence and future AI initiatives.
Explore our CRM Recovery & Optimisation and Data Intelligence & CRM Insights services.
Who Our CRM Integration Services Are For
Who we help
Our CRM integration services are designed for organisations that:
– Use Microsoft Dynamics 365 alongside other business systems.
– Need CRM and ERP support to connect business processes.
– Want greater confidence in reporting across multiple systems.
– Are preparing for growth and need systems that support it.
– Want to automate processes using Microsoft technologies.
– Need a long-term partner to support their Dynamics 365 investment.
Frequently Asked Questions
Our support services can include issue resolution, user assistance, troubleshooting, system administration, enhancements, reporting, and advice on getting more value from Dynamics 365. Support is tailored to your environment and business needs.
Yes. We regularly help organisations integrate Dynamics 365 with ERP, finance, PSA, marketing and other business applications using Microsoft’s integration technologies alongside custom development where appropriate.
Yes. Where standard connectors don’t meet your requirements, we design and develop bespoke integrations using secure APIs and Microsoft technologies.
That depends on the number of systems involved, the complexity of the data and the business processes being supported. We’ll discuss scope and timescales during discovery.
We plan every implementation to minimise disruption and work closely with your team throughout delivery.
Book a discovery call
Whether you’re connecting Dynamics 365 with ERP, finance, websites or specialist business systems, we’ll help you develop an integration approach that supports your business today and provides a platform for future growth.
Book a discovery call with one of our consultants to discuss your current systems, your objectives and the role integration could play in supporting your business.