How Man and Machine Streamlined Sales with CRM–ERP Integration

Customer Overview

Man and Machine is a key subsidiary of the Mensch und Maschine Group, a European leader in CAD, CAM, and BIM software solutions.

With a workforce of over 1,100 professionals across Europe, the company specialises in digital transformation for the design, engineering, and manufacturing sectors.

While their products and services are at the forefront of innovation, internal system inefficiencies were becoming a bottleneck, particularly for their sales and customer service teams.

The Challenges

Man and Machine’s sales teams were operating across disconnected systems through Microsoft Dynamics CRM and Dynamics 365 Business Central, this resulted in fragmented workflows and limited data visibility. Specific challenges included:

• Usability and Scalability: Sales users faced difficulties navigating two separate systems, which impacted efficiency and responsiveness.
• Security & Performance: Manual data transfers exposed the business to potential security breaches and caused performance lags.
• Data Standardisation: Disparate data entry processes increased the risk of inconsistencies, making it hard to rely on reports for decision-making.
• Seamless Integration: The lack of a unified integration process led to time-consuming manual work.
• Proactive Monitoring: There was no mechanism to flag sync errors, resulting in unnoticed data losses.

The Solution

To overcome these challenges, Mercurius IT implemented an automated integration strategy using Power Automate and secure APIs, connecting Dynamics 365 Business Central and Dynamics CRM. The key aspects of our solution included:

• Custom Workflow Automation: Power Automate flows were built to synchronise validated data between platforms, reducing dependency on manual intervention.
• Data Validation & Integrity: Pre-sync data checks ensured consistency and linked related records to provide a unified view within CRM.
• Secure Integration: OAuth 2.0 API integration provided encrypted, authenticated communication between ERP and CRM environments.
• Monitoring & Alerts: Automated email notifications based on failure triggers were set up to ensure timely awareness and resolution of sync issues.

The Impact

The transformation delivered significant benefits across departments, especially for sales and operations:

• Tailored Workflow Customisation: The automation of clean and validated data flows led to higher system usability and reduced human error.
• Real-Time Data Accuracy & Automation: By removing manual entry and synchronising critical records, teams gained instant access to the latest data, reducing delays and improving decision cycles.
• Enhanced Decision-Making & Collaboration: Real-time alerts empowered teams to act proactively on sync failures, enabling more confident and timely business decisions.

“With Mercurius IT’s expertise, we’ve not only solved a long-standing integration challenge but unlocked a new level of agility within our sales and CRM operations. The automation has significantly reduced manual effort and improved data consistency, which is critical in our line of work.”
— Paul Merchant, Managing Director, Man and Machine UK

Why Choose Mercurius IT

Mercurius IT is a Microsoft Solutions Partner with deep technical know-how across Dynamics 365, Business Central, and the Power Platform.

Our approach goes beyond implementation, we collaborate with our clients to design solutions that are secure, scalable, and future-ready.

For Man and Machine, that meant transforming operational pain points into a streamlined, automated ecosystem that supports smarter sales engagement.