Would you like to have consistent and accurate customer data in Dynamics 365 Finance & Operations and CAS SmartWe 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 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 Finance & Operations 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 Finance & Operations with CAS SmartWe and many other systems is also possible.
Dynamics 365 Finance & Operations is your ERP for global finance, supply chain, and manufacturing processes. CAS SmartWe is the cloud CRM for small sales teams who value low cost-per-user and want to get started quickly.
The Dynamics 365 Finance & Operations CAS SmartWe Integration connects both systems bidirectionally in real-time. Customer data, sales opportunities, and invoice data flow automatically between sales and finance. Your team works with current data, without manual exports or duplicate entries. MARINI synchronizes Customers, Sales Orders, Invoices, and Contacts. On-premise F&O? No problem, MARINI also connects on-prem systems.
The integration covers the entire journey from lead to invoice.
Display Customers from F&O in SmartWe. Your sales team sees all customers from the ERP in the CRM. No separate lists, no outdated Excel sheets. One customer view for everyone.
Synchronize sales opportunities to Sales Orders. Won deals in SmartWe automatically become Sales Orders in Dynamics 365 F&O. The quote-to-cash process runs through without finance having to rework manually.
Display invoice status in CRM. Your sales team sees which invoices are open and which have been paid. Proactive customer communication instead of inquiries to accounting.
Synchronize products and prices to CRM. Your sales team works with current products and prices from F&O. No more incorrect quotes, no renegotiations due to outdated price lists.
Transfer new contacts from SmartWe to F&O. Marketing and sales capture new contacts in CRM. Finance sees these contacts immediately in the ERP when they become relevant. No media breaks.
Keep activities and notes synchronized. Your team documents customer conversations in CRM. Finance sees these notes in the ERP when they need context for payment questions or reminders.
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
You reduce errors and accelerate cash flow. Manual transfers between CRM and ERP are error-prone and time-consuming. With the integration, sales opportunities automatically flow into finance, invoices are created faster, open items are visible in the CRM. Your team works more efficiently, your cash flow becomes more reliable.
You get a complete view of the customer. Sales, finance, and operations see the same customer data. No more silos, no inquiries via email. Decisions are based on current figures from both systems.
You scale without additional headcount. As your business grows, data volumes also grow. With MARINI, the integration scales automatically. Your team focuses on customers, not on data reconciliation.
For: Marketing, Sales, Customer Success, Operations
Sales works with current customer data. No more Excel lists, no calls to finance. All customers from F&O are visible in the CRM, including open invoices and payment status. You can react proactively instead of reactively following up.
Won deals automatically land in finance. You close a deal in SmartWe, it automatically becomes a Sales Order in F&O. No copy-paste, no emails to accounting. The process runs through, you can focus on the next customer.
Products and prices are always current. You work with the products and prices from the ERP. No outdated lists, no renegotiations. Your quote is correct, the customer is satisfied.
Keep invoice status in view. You see in the CRM which invoices are open. During customer conversations, you can address payment questions directly without having to ask finance first. Professional appearance, shorter response times.
For: IT, Development, System Architects, Admins
F&O can run on-premises, SmartWe is cloud-only. MARINI connects both worlds. You don’t need to expand firewall rules or set up VPNs. MARINI uses the OData REST APIs of F&O and the REST API of SmartWe. On-prem F&O can also be connected.
You can define mapping and field rules in the no-code interface. You specify which fields are synchronized between Customers and Contacts, how Sales Orders are mapped, which validations apply. No custom development needed.
Real-time synchronization with monitoring and logs. Changes in F&O or SmartWe are transferred immediately. You see in real-time which records were synchronized, which errors occurred. Alerts for problems. No more guesswork.
Data stays in the EU, GDPR-compliant. MARINI hosts in the EU, the data center is ISO 27001-certified. All data remains GDPR-compliant. No third-country transfer, no compliance issues.
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.
In Dynamics 365 F&O, Customers, Vendors, Products, Sales Orders, Purchase Orders, and Invoices are typically synchronized. In CAS SmartWe, you synchronize Contacts, Companies, Sales Opportunities, and Activities. MARINI maps these objects bidirectionally, you define the field rules.
Yes, MARINI can also connect on-premises or private cloud instances of Dynamics 365 F&O. You don’t need to perform a cloud migration to use the integration. MARINI connects via the OData REST APIs of F&O, regardless of the deployment model.
MARINI synchronizes in real-time. Changes in Dynamics 365 F&O are immediately transferred to CAS SmartWe and vice versa. You specify which objects and fields are synchronized, which direction applies, which validations apply. Conflicts are resolved according to your rules.
MARINI uses the OData REST APIs of Dynamics 365 F&O via Data Entities for Customers, Sales Orders, Invoices, and other business objects. For CAS SmartWe, MARINI uses the REST API. Authentication is done via OAuth 2.0.
MARINI logs all errors in real-time. You see in the no-code interface which record is affected, which error occurred. Alerts inform you proactively. You can fix errors directly, synchronization then continues automatically.
This depends on the complexity of your mappings and validations. MARINI offers full-service or co-creation. In many cases, a basic integration runs within a few days. More complex scenarios with custom mappings and business logic take longer, MARINI supports you in this.
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.
For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.
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 Finance & Operations and CAS SmartWe. Personalized. Tailored to your goals.
