Would you like to have consistent and accurate customer data in SugarCRM and Dynamics 365 Business Central at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of SugarCRM and Dynamics 365 Business Central 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 SugarCRM Dynamics 365 Business Central 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 SugarCRM with Dynamics 365 Business Central and many other systems is also possible.
SugarCRM is a flexible customer experience platform with a modular structure: Sugar Sell (sales), Sugar Serve (customer service), Sugar Market (marketing automation), and Sugar Enterprise. The system excels through high customizability and is particularly suitable for companies with individual business processes. Dynamics 365 Business Central is Microsoft’s cloud and on-premises ERP for small and medium-sized businesses, managing finance, supply chain, purchasing, and inventory.
The SugarCRM Dynamics 365 Business Central integration connects sales processes with finance and logistics in real time. Accounts, opportunities, and quotes from the CRM automatically flow into the ERP, become sales orders, and trigger fulfillment. Invoice status, payment receipts, and inventory levels are visible in the CRM. The result: end-to-end quote-to-cash, no media breaks, a unified customer view for sales and finance.
Here are typical use cases from real-world scenarios.
Synchronize customer data. Accounts and contacts from SugarCRM are automatically created as customers and contacts in Business Central. Changes flow bidirectionally: new addresses, contacts, or terms are immediately available in both systems. This prevents duplicates and ensures a consistent data foundation.
Convert opportunities to sales orders. When an opportunity in SugarCRM is set to “Closed Won,” a sales order is automatically created in Business Central. Product line items, quantities, and prices are transferred, and the order can be immediately released for delivery. No copy-and-paste, no delays.
Use product catalog and prices from the ERP. Items, price lists, and special terms from Business Central are available in the CRM. Sales teams work with current prices and inventory levels when creating quotes, without switching to the ERP.
Display invoice and payment status in the CRM. Open items, payment terms, and dunning status from Business Central are displayed in the account record in SugarCRM. Sales reps see at a glance whether a customer is creditworthy and can react proactively.
Make inventory levels visible to sales. Inventory information from Business Central flows into the CRM. Sales sees whether a product is available, when replenishment arrives, and can provide customers with realistic delivery dates.
Reconcile pipeline forecasts with ERP data. Opportunities and revenue line items from SugarCRM are compared with actual sales orders and invoices from Business Central. This makes forecasts more reliable and uncovers discrepancies early.
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
Country Lead Germany & Director Corporate DACH at HubSpot Inc.
MARINI serves as a crucial partner, perfectly extending HubSpot’s capabilities for companies with complex system landscapes. Through seamless integration of SAP, legacy systems, and diverse data sources, we collectively create a true single source of truth. Particularly valuable: Our mid-market customers can retain their established IT structures while still leveraging HubSpot’s full power – with clean data, automated processes, and a 360-degree customer view that delivers measurable business results.
European Lead Center of Excellence Manufacturing at Dun & Bradstreet
With MARINI, we have found a flexible and reliable partner for data integration with our customers. In today’s environment, we’re dealing with countless systems. At the same time, resources, especially in IT, are becoming increasingly scarce. Through MARINI, we conveniently deliver our data to any of our customers’ systems, whether CRM, ERP, or MDM – quickly and securely.
For: C-Level, Executive Management, Business Development
End-to-end quote-to-cash processes increase liquidity. Opportunities immediately become orders, invoices go out faster, payment receipts are recognized earlier. Cash flow improves measurably because media breaks between sales and finance are eliminated. This reduces Days Sales Outstanding and makes revenue forecasts more reliable.
Data-driven decisions instead of gut feeling. When CRM and ERP are synchronized, real-time dashboards become available: pipeline status, order backlog, open receivables. This enables faster responses to market changes and informed investment decisions.
Scaling without process chaos. Growing companies quickly reach their limits with manual interfaces. An automated integration between SugarCRM and Business Central creates the foundation for scalable growth without back-office headcount growing proportionally.
For: Marketing, Sales, Customer Success, Operations
Quote creation without system switching. Sales creates quotes directly in SugarCRM, accessing current prices and products from Business Central while immediately seeing if items are available. Before: call to logistics, inquiry, email. After: quote within minutes.
Proactive communication for payment delays. When a customer has overdue invoices, a notification appears in the CRM account. Sales can address the issue during the next call before it escalates. This saves the finance team dunning runs and maintains customer relationships.
Customer view across all touchpoints. Account managers see not only sales history in the CRM, but also open orders, delivery status, and invoices. This enables informed consulting and makes sales a true partner to the customer.
Automatic follow-ups based on order status. When a delivery is delayed or an invoice is due, Business Central automatically triggers a task or email template in SugarCRM. This ensures proactive customer communication without anyone having to check manually.
For: IT, Development, System Architects, Admins
OData v4 and REST API without vendor lock-in. Business Central offers modern OData v4 APIs, SugarCRM uses REST API v11. Both systems support OAuth 2.0 and webhooks. MARINI orchestrates communication, maps data structures, and ensures consistent authentication without requiring custom code in the systems.
Bidirectional synchronization with conflict resolution. When an account is changed in both systems simultaneously, conflict management kicks in: rule-based prioritization (e.g., ERP leading for financial fields, CRM for marketing data) or manual approval for critical fields. This prevents data loss and maintains integrity.
Custom modules and fields fully supported. SugarCRM thrives on custom modules. The integration can synchronize custom objects just as well as standard entities. Field mapping and data validation are configurable via the no-code interface, without deployment cycles.
Connect on-premises and cloud seamlessly. Business Central often runs on-premises, SugarCRM in the cloud. MARINI provides secure connectors that respect firewalls, use VPNs, and still enable real-time synchronization. Logs, monitoring, and alerts run centrally via the MARINI platform.
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, accounts and contacts from SugarCRM are matched with customers and contacts in Business Central. Opportunities and quotes are converted to sales orders, products and price lists flow from the ERP into the CRM. Invoice status, payment receipts, and inventory levels from Business Central are displayed in the CRM. Custom modules in SugarCRM can be synchronized just as well as standard objects.
Yes. Business Central is often operated on-premises, while SugarCRM frequently runs in the cloud. MARINI provides secure connectors that can connect both deployment variants without requiring installations in the systems. VPN connections, firewalls, and OAuth 2.0 are supported.
Items, price lists, and customer-specific terms from Business Central are synchronized to the CRM in real time. Sales can access this data when creating quotes in SugarCRM without switching to the ERP. Price changes and special terms are automatically updated.
MARINI offers rule-based conflict resolution: you define which system is leading for which fields. For example, Business Central can be prioritized for financial fields, SugarCRM for marketing data. Manual approval can be configured for critical fields. Logs transparently display all conflicts.
Yes, fully. SugarCRM thrives on custom modules, and MARINI can synchronize them just as well as standard objects. Field mapping, data validation, and transformation rules are configurable via the no-code interface, without requiring code changes in the systems.
This depends on the complexity of business processes. For standard use cases (accounts, opportunities, sales orders), initial data synchronizations can often go live within a few days. More complex scenarios with custom modules, multi-stage approval processes, or individual validation rules can take several weeks. MARINI offers both full-service and co-creation models.
MARINI is our preferred partner for HubSpot integrations into complex system landscapes—technically strong, reliable, and ideal for joint projects.
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.
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 support you in integrating SugarCRM and Dynamics 365 Business Central. Personalized. Tailored to your goals.
