Would you like to have consistent and accurate customer data in SugarCRM and Dynamics 365 Finance & Operations at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of SugarCRM and Dynamics 365 Finance & Operations 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 Finance & Operations 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 Finance & Operations and many other systems is also possible.
SugarCRM is a flexible CRM platform with modular structure: Sugar Sell for sales automation, Sugar Serve for customer service, and Sugar Market for marketing automation. The platform is ideal for companies requiring high customizability and individual business processes. Dynamics 365 Finance & Operations (F&O) is Microsoft’s enterprise ERP solution for finance, supply chain, and manufacturing with global scalability.
The SugarCRM Dynamics 365 Finance & Operations integration connects sales activities with finance and logistics processes in real time. Won opportunities automatically become sales orders, customer master data remains consistent, and sales teams see invoice statuses and outstanding items directly in the CRM. This creates an end-to-end quote-to-cash process without manual data transfer.
With the SugarCRM Dynamics 365 F&O interface, you automate data exchange between sales and ERP and eliminate inconsistent customer data.
Synchronize accounts and customer master data. Accounts in SugarCRM and customers in Dynamics 365 F&O are synchronized bidirectionally. When sales updates an address or adds a new contact, this information is immediately available in Finance. Conversely, the CRM sees credit data, payment terms, and credit limits from the ERP.
Opportunities to sales orders. As soon as an opportunity in SugarCRM is marked as “Closed Won,” a sales order is automatically created in Dynamics 365 F&O. Products, quantities, prices, and terms are transferred, and the order-to-cash process starts without manual entry. Your sales team can focus on the next deal instead of filling out forms.
Products and prices from F&O available in CRM. The product catalog and price lists from Dynamics 365 F&O are available in SugarCRM. Your sales team always works with current prices, discounts, and availability. No more outdated quotes, no more inquiries to purchasing.
Display invoice status and outstanding items. Invoice status, payment receipts, and overdue receivables from F&O are made visible in SugarCRM. Sales can react proactively before an account becomes a risk. Customer success teams identify early when customers fall behind on payments.
Synchronize quote and contract data. Quotes, terms, and contract periods remain consistent in both systems. Changes in the ERP are transferred to the CRM, so sales always sees the current status. No more misunderstandings about prices or discounts.
Order history and revenue data into CRM. Which products has a customer purchased in recent months? How is revenue developing? This information from F&O helps sales identify cross-selling and upselling potential and create targeted offers.
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 process. The integration eliminates media breaks between sales and finance. Opportunities automatically become sales orders, and the entire process from quote to invoice runs without manual intervention. This shortens cash conversion time and increases predictability.
Higher data quality, better decisions. When accounts, products, and prices remain synchronized in both systems, inconsistent reports and inaccurate forecasts are eliminated. You can rely on accurate numbers and make better strategic decisions based on valid data.
Scaling without overhead. With automated SugarCRM Dynamics 365 F&O integration, your company grows without needing additional staff for data maintenance with every new deal. The integration scales along with you, and your teams focus on value-adding activities instead of copy-paste.
For: Marketing, sales, customer success, operations
No more double data entry. Your sales team enters a new account in SugarCRM, and the data automatically appears in Dynamics 365 F&O. No more forms to fill out, no follow-up questions, no delays. Sales can focus on conversations and deals.
Sales sees invoice status and payment behavior. Before you pick up the phone, you know whether the customer pays on time or has overdue invoices. This gives you context for the conversation and helps you react proactively to problems. Customer success teams can identify at-risk accounts early.
Create quotes with current prices. Products, price lists, and terms from F&O are directly available in SugarCRM. You create quotes with the correct prices without having to ask purchasing or finance. This accelerates the sales cycle and prevents errors.
Upselling and cross-selling based on purchase history. Which products did the customer last purchase? Which contract terms are expiring? This information from F&O helps you make targeted offers and leverage renewal opportunities. Marketing can segment campaigns based on actual purchase data.
For: IT, development, system architects, admins
Connect OData and REST APIs. SugarCRM offers a comprehensive REST API (v11), Dynamics 365 F&O uses OData REST APIs via data entities. MARINI connects both systems bidirectionally in real time without requiring you to write custom code or install plugins. On-premise instances of F&O can also be connected.
Mapping between accounts and customers. SugarCRM accounts become Dynamics 365 customers, contacts are synchronized as contact persons. You define which fields are mapped and how, and can use field rules for validation and transformation. Custom modules in SugarCRM are fully supported.
Conflict prevention with bidirectional synchronization. When both systems change the same object, MARINI decides according to configurable rules which system is leading. You can specify that Finance is leading for prices and payment terms, while sales has authority for contact data. Duplicate checking prevents duplicate records.
Monitoring, logs, and alerts in real time. You see in the no-code interface which records were synchronized when, which errors occurred, and can configure alerts. You’re immediately informed of API downtimes or failed syncs. GDPR-compliant in EU data center (ISO 27001-certified).
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 SugarCRM, typically accounts, contacts, leads, opportunities, quotes, products, and activities are synchronized. In Dynamics 365 F&O, these are customers, vendors, products, sales orders, invoices, and inventory. Custom modules in SugarCRM are fully supported. You decide which objects and fields you want to synchronize.
Yes. Dynamics 365 F&O is often operated on-premises or in private cloud. MARINI can also connect on-prem systems without requiring installations in the ERP. The connection is made via the OData REST API, which is also available in on-premise environments.
MARINI supports all SugarCRM editions: Sugar Sell, Sugar Serve, Sugar Market, Sugar Enterprise, and Sugar Professional. The only requirement is that the API is available and activated. Both cloud and on-premise deployments of SugarCRM can be connected.
You define for each object which system is leading. For example, Finance can be leading for prices and payment terms, while sales has authority for contact data. MARINI checks for conflicts with each sync and applies your rules. Duplicates are automatically detected and prevented.
This depends on the complexity of your requirements. Standard scenarios such as account synchronization and opportunity-to-order can go live within a few weeks. MARINI offers full-service support: We handle mapping, testing, and go-live, or you work with us in a co-creation model.
Yes. MARINI hosts exclusively in EU data centers (ISO 27001-certified) and is GDPR and revDSG-compliant. Your data does not leave the EU. You maintain full control over access, logs, and audit trails.
MARINI is our preferred partner for HubSpot integrations into complex system landscapes—technically strong, reliable, and ideal for joint projects.
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.
With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.
We support you in integrating SugarCRM and Dynamics 365 Finance & Operations. Personalized. Tailored to your goals.
