Would you like to have consistent and accurate customer data in Dynamics 365 Business Central and CAS SmartWe at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of Dynamics 365 Business Central and CAS SmartWe is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your Dynamics 365 Business Central CAS SmartWe interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Dynamics 365 Business Central with CAS SmartWe and many other systems is also possible.
Dynamics 365 Business Central is Microsoft’s ERP system for small and medium-sized businesses, the successor to Dynamics NAV. It connects financial accounting, purchasing, sales, inventory, and project management in one system. CAS SmartWe is a cloud CRM for small sales teams with affordable licensing costs, focusing on contact management, pipeline management, and email integration.
The Dynamics 365 Business Central CAS SmartWe integration synchronizes customers, items, prices, orders, and payment status bidirectionally in real-time. Your sales team works with current ERP data, your accounting sees what’s happening in the CRM. No double entry, no Excel lists, no outdated prices anymore.
Business Central provides the ERP foundation, SmartWe the CRM focus. Together they create an end-to-end process from lead to payment.
Synchronize customers automatically. New customers from Business Central become companies in SmartWe, including address, payment terms, and customer number. Your sales team immediately knows the history, your accounting maintains centrally.
Transfer items and prices to CRM. Items, price lists, and discounts from Business Central are available in SmartWe. Your sales team creates quotes with correct prices without having to ask or guess.
Turn sales opportunities into orders. Won deals in SmartWe become sales orders in Business Central. Inventory management, shipping, and invoicing start automatically without anyone having to type in data.
Display open items in CRM. Invoices, dunning status, and payment receipts from Business Central are visible in SmartWe. Your sales team knows before the call whether the customer still owes 10,000 euros or pays on time.
Check inventory in real-time. Inventory from Business Central is displayed in SmartWe. Your sales team only promises what’s actually available and avoids embarrassing callbacks after accepting orders.
Make payment behavior trackable. Payment terms, dunning runs, and discount habits from Business Central help sales identify risk customers and act proactively before receivables default.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Member of the Executive Board at CAS Mittelstand CRM – CAS Software AG
The partnership with MARINI offers our customers and partners new opportunities to integrate any systems quickly and flexibly. We successfully deliver both simple integrations and complex integration requirements (data management, ETL processes, etc.) together with our partner MARINI.
For: C-Level, Management, Business Development
Transparency across the entire customer lifecycle. You see in one dashboard which deals are running in the CRM, which orders are in the ERP, and where money is stuck. No more parallel worlds, no estimates, only facts.
Faster quote-to-cash. Less time passes from the first sales opportunity to payment receipt because every step is automated. This improves cash flow and working capital without having to hire more people.
Better forecasts through ERP reconciliation. The pipeline from SmartWe is compared with actual revenues from Business Central. You recognize earlier whether your team is too optimistic or if real growth is coming, and can react before it’s too late.
For: Marketing, Sales, Customer Success, Operations
Current prices without asking. You open SmartWe, create a quote, and the prices from Business Central are already there. No call to accounting, no waiting, no wrong numbers anymore.
Inventory immediately visible. Before you promise the customer, you see whether the item is available. No more embarrassing callbacks, no disappointed customers, no internal blame games.
Payment behavior at a glance. You see before the phone call whether the customer has overdue invoices or always pays on time. This helps you conduct the conversation correctly and avoid risks.
Close deals faster. Won sales opportunities automatically become orders in Business Central. You no longer have to forward anything by email or transfer to another system, the process simply continues.
For: IT, Development, System Architects, Admins
Use Business Central’s OData v4 API. Business Central offers modern REST APIs for all standard entities. MARINI uses these APIs for real-time synchronization without you having to write custom code in AL.
Bidirectional mapping with field rules. You define which fields from Business Central end up in SmartWe and vice versa. Validation, duplicate detection, and conflict resolution are configurable without tying up developer resources.
Cloud and on-premises supported. Business Central exists as SaaS and on-premises. MARINI can connect both variants, even though SmartWe is pure cloud. Your architecture remains flexible.
Integrated monitoring and error handling. Logs, alerts, and error handling are built into MARINI. You immediately see when synchronization fails and can intervene before the business department escalates.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
Typically customers (as companies), items, prices (price lists), sales quotes, sales orders, invoices, payment status, and activities. You can also map custom fields if your processes require it. MARINI supports bidirectional synchronization, you decide what flows in which direction.
Yes. MARINI can connect both Business Central Online (SaaS) and on-premises. SmartWe is pure cloud, but that’s no problem. The connection runs via Business Central APIs, which are available in both deployment variants.
In real-time or on schedule, depending on needs. Changes to customers, items, or orders are synchronized immediately or within minutes. You set the frequency, MARINI takes care of technical implementation and error handling.
MARINI detects conflicts and resolves them according to your rules: last writer wins, leading system determines, or manual review. You define the strategy, MARINI implements it. Logs show you when and where conflicts occurred.
No. MARINI is no-code, you configure mappings, rules, and validations via a graphical interface. If you need special logic (e.g., price conversion), MARINI can implement it, but you don’t have to write any AL code yourself.
MARINI is GDPR and revDSG compliant, hosted in the EU (ISO 27001-certified data center). Data is transmitted encrypted, access is logged. You retain full control over who sees and edits what. OAuth 2.0 for authentication is standard.
With MARNI, we were able to successfully optimize our digital sales processes. We were particularly impressed by the flexibility and scalability of the platform, which helped us to implement our projects quickly and efficiently.
We have been working with MARINI for a long time and are very satisfied with the collaboration. We particularly appreciate their high level of flexibility, excellent communication, and fast response to our requirements. The platform integrates seamlessly into our dynamic environment and helps us achieve our goals efficiently. MARINI is a reliable partner, and we recommend them without reservation.
Data is only the gold of the digital age when it is integrated and consistently translated into decisions. That is exactly what MARINI stands for: we connect data sources, make data actionable, and enable purpose-driven, model-based analytics—fully aligned with the principles of Robotic Selling.
We support you in integrating Dynamics 365 Business Central and CAS SmartWe. Personalized. Tailored to your goals.
