ERP-CRM gap & finance data silo
One end-to-end Microsoft platform — from lead to invoice
CRM and ERP live in separate worlds. Master data, orders and invoices are reconciled by hand — with delays, errors and duplicate maintenance.
Typical situations where this challenge surfaces
If one of these cases sounds familiar, it usually pays to take a closer look at process, data and ownership.
Sales without invoice or payment visibility
Sales sees orders and pipeline in CRM but not whether invoices are issued or paid. Cross-sell conversations stall because open items aren't visible. Finance becomes a permanent help desk.
Duplicate master data CRM ↔ ERP
A new customer is created in CRM and then re-keyed into the ERP — or the other way around. Address changes, tax IDs and bank details drift apart. Which system holds the truth shifts case by case.
Growth meets manual interfaces
What worked at 50 orders a month breaks at 500. Manual handovers consume time, error rates rise, Swiss VAT and accounting requirements become a burden. The company outgrows its Excel bridge.
What's really behind it
CRM and ERP live in separate worlds. Master data, orders and invoices are reconciled by hand — with delays, errors and duplicate maintenance.
Accounts, contacts and products are maintained twice — once in CRM, once in ERP
Quotes live in CRM, orders in ERP — sales and finance lose status visibility between systems
Invoice and payment status is invisible in CRM — sales pings finance every day for updates
CSV exports and manual postings drift apart and create reconciliation pain at month-end
End-to-end reporting (lead → opportunity → order → invoice → payment) only works through manual Excel consolidation
What we change together
We connect Dynamics 365 CE with Business Central or Finance & Operations into one Microsoft platform — shared data, shared identity, one lifecycle. ERP delivery happens with our ERP alliance partners; the integration architecture comes from us.
Native CRM ↔ ERP integration with Dataverse as the shared data foundation
Dual-Write between Dynamics 365 CE and Finance & Operations (accounts, contacts, products, orders)
Business Central ↔ Dataverse sync with the standard connector — no custom pipelines
Microsoft Entra ID as the shared identity — one login, one permission model
What gets noticeably better for your team
No technology for technology's sake — the value has to be visible in daily work.
One end-to-end Microsoft platform instead of CRM and ERP islands
Master data is maintained once and synced on both sides
Sales sees invoice and payment status directly inside CRM
End-to-end reporting from lead to payment without an Excel bridge
One licensing contract, one identity, one lifecycle — and named alliance partners for the ERP side
How we start without overloading
Depending on maturity, we start small, validate the value and then expand in a controlled way.
Assessment
We clarify the problem, priority, value and the smallest sensible starting point.
Rapid Delivery
A clearly scoped process is made visible and usable quickly.
Full Implementation
For end-to-end solutions with data model, governance and rollout.
Integration assessment
We map CRM and ERP master data, business objects and process boundaries. Identify the real sync needs — not everything must live everywhere. Clarify which side is the system of record for each object.
Architecture and partner setup
Select Business Central or F&O together with the ERP alliance partner. Define the integration topology (Dual-Write, standard connector, custom connector). Swiss requirements (languages, VAT, localisation) are addressed up front.
CRM ↔ ERP bridge
Theia configures the CRM side and the integration pipeline. Accounts, contacts and products flow automatically. Quote-to-order runs end-to-end; invoice and payment status appears inside CRM.
End-to-end reporting
Power BI joins CRM and ERP data in shared dashboards. Sales, finance and leadership see the same numbers — from lead through order to payment. Manual Excel consolidation goes away.
Run and continuous expansion
Theia runs and evolves the CRM and integration layer; the ERP alliance partner owns the ERP side. You get one architecture contract with clear interfaces — and one end-to-end Microsoft platform from a single source.
Technology as a means, not an end
We pick Dynamics 365, the Power Platform and Azure so they fit your process, your governance and your team.
Microsoft Dynamics 365
Dynamics 365 Sales — CRM side of the bridgeDynamics 365 Business Central — ERP for SMBDynamics 365 Finance & Operations — ERP for mid-market and enterprise
Dynamics 365 Customer Service — service tickets linked to orders and invoicesIntegration layer
Dataverse — shared data foundation for CRM and ERP transactionsDual-Write — bidirectional real-time sync for F&O ↔ DataverseBusiness Central Connector — standard sync for BC ↔ Dataverse
Power Automate — business rules and approval logic across systems
Azure API Management — controlled interfaces when standard connectors fall shortReporting & identity
Power BI — joint view across CRM and ERP data
Microsoft Entra ID — unified identity across CRM, ERP and M365Microsoft 365 — processes embedded in Outlook, Teams and ExcelWhat the solution can look like
Indicative building blocks from Dynamics 365 and the Power Platform. The exact shape emerges from your process.
Often relevant in these industries
Industry helps frame the picture. What matters most is the specific process inside your company.
Related challenges
Scattered Customer Data, No Complete Picture
Customer data scattered across CRM, ERP and Excel. An incomplete view leads to poor decisions.
Manual processes
Email and spreadsheets are error-prone, and a lot of time is lost to routine work.
No Clear View of Your Customers
Customer behaviour stays out of reach. Decisions are made on gut feel rather than on data.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich