Would you like to have consistent and accurate customer data in Dynamics 365 Finance & Operations and CAS genesisWorld at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of Dynamics 365 Finance & Operations and CAS genesisWorld 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 Finance & Operations CAS genesisWorld 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 Finance & Operations with CAS genesisWorld and many other systems is also possible.
Dynamics 365 Finance & Operations (D365 F&O) is Microsoft’s enterprise ERP for Finance, Supply Chain and Manufacturing, with global reach and strong Azure integration. CAS genesisWorld is a mid-market CRM system from Germany that excels in user-friendliness and teamwork.
The Dynamics 365 Finance & Operations CAS genesisWorld Integration connects your ERP backbone with your CRM frontend: customer data stays synchronized, closed sales opportunities become sales orders, inventory levels and prices are available in the CRM. You avoid double data entry, accelerate quote-to-cash and give sales, finance and operations a shared data foundation.
The integration of Dynamics 365 Finance & Operations and CAS genesisWorld automates the data flow between back-office and sales in real-time.
Synchronize customer master data. Customers from D365 F&O appear as addresses (companies) and contacts (contact persons) in CAS genesisWorld. When Finance creates a customer or corrects address data, sales sees the change immediately. You have a single source for customer data, no duplicates and no phone number versioning across two systems.
Convert sales opportunities to sales orders. As soon as a sales opportunity is won in CAS genesisWorld, a sales order is automatically created in D365 F&O. Product line items, quantities and prices transfer with it, Finance can invoice and the supply chain starts picking. No manual export, no emails with Excel lists, no “Did I forget to pass this on to Finance?”
Bring products and prices into the CRM. Your product master lives in D365 F&O. With the integration, these items are available in CAS genesisWorld: article number, description, prices, product groups. Your sales team works with current prices without having to ask Finance. Price changes and new products automatically land in the CRM.
Display invoice status and open items. Finance posts invoices in D365 F&O, MARINI synchronizes status and open amounts back to CAS genesisWorld. Your sales team sees at a glance whether a customer has overdue items, and can proactively initiate payment reminders or hold back new orders.
Use purchase documents for transparency. Purchase orders, supplier invoices and goods receipts from D365 F&O can be transferred to the CRM if needed, for example when your sales team needs to communicate delivery dates to customers. You give your team transparency across the entire supply chain, without VPN and ERP login.
Connect custom objects from CAS genesisWorld. CAS genesisWorld allows custom objects that you can integrate just like standard objects. Project data, service contracts or warranty case information flow bidirectionally between CRM and ERP, without MARINI hitting any limits.
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
Faster cash-to-cash cycle. When sales opportunities automatically become sales orders and invoices are created without media breaks, the time between opportunity and payment receipt shortens. You reduce working capital, improve liquidity and can create revenue forecasts based on real pipeline data.
Unified customer view for better decisions. Sales, Finance and Operations work on the same customer database. You see revenue, open items and delivery delays in one dashboard, without having to query three systems. This reduces gut decisions and makes your business reviews data-driven.
Scalability without friction. When you grow, enter new markets or expand product lines, the integration scales with you: new legal entities in D365 F&O, new sales teams in CAS genesisWorld. MARINI stays in the background and ensures continuous data flow, without you having to set up middleware projects or tie up developer capacity.
For: Marketing, Sales, Customer Success, Operations
Sales sees inventory levels in real-time. Before you commit to a delivery date for a customer, you check the inventory status from D365 F&O in CAS genesisWorld. No more “Let me check with the warehouse” calls, no false commitments. Your customer gets an immediate binding statement, your sales team appears professional.
Automatic conversion of opportunities. As soon as you set a sales opportunity to “Won,” the sales order is created in D365 F&O. Products, quantities and prices are already in there, Finance just needs to approve. You save time, avoid typos and accelerate order processing by days.
Open items visible in the CRM. When a customer calls, you immediately see in CAS genesisWorld whether overdue invoices exist. You can proactively steer the conversation, mention payment reminders or hold back new orders until outstanding items are settled. Finance and sales pull in the same direction.
Product catalog always up-to-date. New products, price changes or product group updates from D365 F&O automatically land in CAS genesisWorld. Your sales team works with current information, without downloading Excel lists or waiting for Finance emails. You sell faster and error-free.
For: IT, Development, System Architects, Admins
OData and REST APIs for both systems. D365 F&O offers data entities via OData endpoints, CAS genesisWorld provides REST and SOAP APIs. MARINI speaks both languages, maps fields and ensures real-time synchronization. You don’t need to develop custom web services or set up middleware servers.
Bidirectional synchronization with conflict rules. Customer data flows in both directions, sales opportunities go from CRM to ERP, invoice status comes back. MARINI defines leading systems per object (e.g., D365 F&O leads for Customers, CAS for Opportunities), checks timestamps and resolves conflicts automatically. You have full control over merge logic and field mapping.
On-premises capability for CAS genesisWorld. CAS genesisWorld often runs on-premises. MARINI can also connect on-premises systems without requiring you to install agents or connectors in the CAS network. MARINI uses secure API calls, respects your firewall rules and works with VPN or Azure ExpressRoute.
Monitoring, logs and alerts. MARINI logs every sync operation, displays errors in real-time and sends alerts for critical issues (e.g., API timeouts, validation errors). You have a dashboard for all integrations, can filter logs and manually resynchronize individual records if needed. No flying blind, no hidden errors.
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 addresses and contacts in CAS), Sales Orders, Products/Items, Invoices and Inventory. Custom objects in CAS genesisWorld are also supported. You decide which objects flow and in which direction.
Yes. CAS genesisWorld often runs on-premises. MARINI connects on-premises systems via secure API calls, without requiring you to install agents in the CAS network. VPN or Azure ExpressRoute are possible but not mandatory.
Yes. CAS genesisWorld custom objects are treated by MARINI like standard objects. You can synchronize project data, service contracts or any custom entities bidirectionally, with full field mapping and validation.
MARINI offers flexible field mapping: you define which field in D365 F&O corresponds to which field in CAS genesisWorld. Transformations (e.g., currency conversion, date formats) are possible. If fields are missing, you can set default values or define validation rules that prevent sync errors.
MARINI synchronizes in real-time: changes to customer data, sales opportunities or products appear in the target system within seconds. Batch synchronizations (e.g., at night for large data volumes) are also possible if you prefer.
Yes. MARINI hosts exclusively in the EU (ISO 27001-certified data center), encrypts data in transit and at rest, and supports deletion and disclosure requests according to GDPR. You have full control over data flows and can adjust sync rules at any time.
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.
The integration of our marketing automation (Evalanche) and Salesforce via MARINI takes our data quality to a new level and provides the basis for successful account-based marketing.
We support you in integrating Dynamics 365 Finance & Operations and CAS genesisWorld. Personalized. Tailored to your goals.
