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  • EdgeFusion™: Connected Microsoft Solutions for Mergers & Acquisitions

    When two businesses become one, the systems, data and people need to follow. EdgeFusion™ brings them together on connected Microsoft solutions, designed around your deal and the business you're building.

    Talk to Our M&A Technology Team

A merger or acquisition changes everything, overnight. Two sets of financials, two CRM systems, two ways of working, two cultures. The deal may be done, but the hard work of becoming one business has only just begun. The SMEs that get this right are the ones that take control of their systems and data from day one.

EdgeFusion™ is a tailored integration programme built on interconnected Microsoft solutions covering finance, customers, collaboration, infrastructure, AI and reporting. Rather than forcing your deal into a fixed template, we design and sequence it around your situation, then bring both businesses onto one connected platform.

We start from a proven integration approach, so you don't pay to reinvent the basics. Then we shape every part around the businesses involved, their systems, your timeline and your commercial priorities. No two deals are the same, so no two EdgeFusion™ programmes are either.

Connected Microsoft Solutions, Working as One


EdgeFusion™ brings both businesses onto connected Microsoft solutions, so information flows across the combined organisation. Each one is adapted to your deal.

Key technologies include:

  • Dynamics 365 Business Central - one finance system across all entities, with automated consolidation and intercompany, feeding group reporting in real time.
  • Dynamics 365 Customer Engagement - one deduplicated customer database and a shared sales process, linked to financial and account data.
  • Microsoft 365 & Copilot - one collaboration environment for both teams, with AI to reduce the admin of integration.
  • Power BI - one view of group performance, risk and integration progress, drawing on data from every connected solution.
  • Power Platform - the connecting layer. It automates integration workflows and links in legacy systems that need to run during the transition.
  • Azure & Cloud Migration - consolidated infrastructure, with duplicate systems retired and both businesses on a secure, scalable cloud environment.

Why Technology Integration Makes or Breaks a Deal


Most M&A deals don't fail because of the commercial terms. They fail, or underperform, because the operational and technology integration is underestimated. Disconnected systems create blind spots. Duplicate processes create inefficiency. Unmerged data creates conflicting reports. And a leadership team managing a combined business from two sets of spreadsheets can't make the fast, confident decisions the post-deal period demands.

For SMEs, the pressure is acute. There's rarely a large integration team. The business still needs to run while integration happens. And decisions made in the first few months set the course for everything that follows.

EdgeFusion™ gives you a structured, accelerated path to one connected Microsoft platform, designed around your deal. It shortens the time to genuine operational unity and gives leadership visibility from the earliest possible stage.

Common integration challenges EdgeFusion™ addresses:

  • Duplicate finance systems running in parallel, preventing consolidated reporting
  • Two CRM databases with inconsistent, overlapping or conflicting customer data
  • Disconnected IT infrastructure across sites, with different tools and security standards
  • Teams using different processes for the same tasks, creating friction and errors
  • No single view of performance across the combined business
  • Legacy systems in the acquired business that need replacing without disrupting operations

How EdgeFusion™ Drives Successful Integration


Financial Consolidation & Reporting

The fastest route to leadership confidence in a combined business is unified financials. EdgeFusion™ uses Dynamics 365 Business Central to bring together both entities' financial operations, consolidating reporting, standardising processes and giving leadership a real-time view of group performance.

Benefits include:

  • Consolidated multi-entity reporting from a single platform
  • Automated intercompany transactions and eliminations
  • Multi-currency and multi-jurisdiction support for cross-border deals
  • Unified budgeting, forecasting and cash flow visibility
  • Clean, audit-ready financials from the point of integration

Customer & Commercial Integration

Losing customers after a deal is a real risk, especially if teams are working from inconsistent data or duplicating account management. EdgeFusion™ uses Dynamics 365 Customer Engagement to bring CRM data together, remove duplication and give sales and account teams one reliable view of every customer.

This enables:

  • One customer database, deduplicated and cleansed
  • Consistent sales processes and pipeline management across the combined team
  • Better visibility of cross-sell and upsell opportunities
  • Joined-up marketing and communication across the combined customer base
  • Customer relationships protected through better-coordinated service

People, Collaboration & the Modern Workplace

Integration isn't just about systems. It's about people. EdgeFusion™ uses Microsoft 365 to standardise collaboration tools, communication channels and working practices, helping teams feel and function as one organisation sooner.

This includes:

  • One Microsoft 365 environment across all users and locations
  • Secure, cloud-based access from any device or site
  • Consistent communication tools, document management and workflows
  • IT infrastructure consolidation and legacy system retirement
  • AI-assisted productivity through Microsoft Copilot to reduce integration admin

Designed Around Your Deal


EdgeFusion™ doesn't force your deal into a fixed template. Our M&A integration experience and proven approach speed up the work. The programme itself is shaped entirely around your situation: the size of the businesses, the complexity of their systems, the pace of integration and your commercial priorities.

We shape EdgeFusion™ around:

  • Your integration timeline and phasing priorities
  • The systems in both businesses that need connecting or replacing
  • Your financial consolidation and reporting requirements
  • Your customer data structure and CRM migration needs
  • Your IT infrastructure across both businesses
  • Your team structure and change management approach

Whether you're a founder-led business making a first acquisition, a management team integrating a bolt-on, or a PE-backed group managing several deals, EdgeFusion™ is designed around your situation.

How We Deliver Your EdgeFusion™ Programme


1. Rapid discovery We assess both businesses' systems, data, processes and priorities, and agree what must happen first.

2. Integration design and sequencing We design the target platform and plan the order of work, so the business keeps running while it comes together.

3. Migrate, connect and consolidate We move data from legacy systems, deduplicate customers, connect both businesses onto the shared solutions and retire what's no longer needed.

4. Adopt and optimise We bring both teams onto the new platform with training and change support, then keep refining it as the combined business evolves.

Who EdgeFusion™ Is For


EdgeFusion™ is designed for SMEs facing the technology and operational challenges of M&A activity, including:

  • Businesses that have recently completed an acquisition and need to integrate systems quickly
  • Owner-managed businesses merging with or acquiring another SME
  • Management buyout or PE-backed businesses growing through acquisition
  • Businesses restructuring group entities and needing consolidated reporting
  • Companies planning an acquisition that want the technology integration scoped before the deal closes
  • Businesses inheriting legacy systems from an acquired company and needing a clear migration path

If your business is changing shape through M&A, EdgeFusion™ gives you the technology foundation to make it work.

Why Work with Advantage on EdgeFusion™?


As a Microsoft Solutions Partner with experience supporting SMEs through complex business change, Advantage brings both technical expertise and commercial understanding to integrations that have to work under real-world pressure.

We know M&A integration happens while the business is still running. Speed matters, disruption must be kept to a minimum, and decisions made during implementation have long-term consequences. We work with you to sequence the integration intelligently, prioritise what matters most and build a Microsoft platform the combined business will rely on long after integration is complete.

Talk to our M&A technology team about your integration challenges. There's no commitment, just a practical conversation about what your situation needs.

Explore EdgeFusion™ - Free Discovery Call

EdgeFusion™ Insights


Getting an acquisition right means more than closing the deal. It means bringing systems, data and people together quickly enough that the value you modelled is the value you realise. EdgeFusion™ Insights brings together practical guides and strategic insight for business owners, management teams and finance leaders navigating the technology and operational side of mergers and acquisitions.

EdgeFusion™ Insights

Not Sure How to Get Sign-Off?


A great technology solution still needs a compelling business case to get approved. Advantage CaseReady™ helps you build a board-ready justification, with financial modelling, risk analysis and strategic alignment, so your decision-makers have everything they need to say yes.

Delivered in partnership with Shark Finesse, the UK's leading Business Case Engagement Platform, CaseReady™ is designed for senior leaders and project sponsors who need to secure internal approval for a Microsoft Dynamics 365, Business Central, Power Platform, or Copilot investment.

Find out about Advantage CaseReady™

Move Faster. Integrate Smarter. Build Something Better.


Ready to take control of your M&A technology integration?

Contact our team today

Frequently Asked Questions about EdgeFusion™

Common questions about EdgeFusion™, Advantage's tailored programme of connected Microsoft solutions for post-merger integration: what it is, how it's shaped around your deal, and how it helps SMEs bring systems, data and operations together.

What is EdgeFusion™?

EdgeFusion™ is a tailored integration programme that brings two or more businesses onto connected Microsoft solutions after a merger or acquisition. It centres on Dynamics 365 Business Central for finance and operations, connected to Dynamics 365 Customer Engagement for CRM, Microsoft 365 and Copilot, Power BI and Power Platform.

A merger or acquisition creates an immediate technology problem: two sets of financials, two CRM systems, two ways of working and often two different technology stacks. EdgeFusion™ resolves that as quickly and cleanly as possible, combining a proven integration approach and data migration expertise with a programme designed around your deal.

Is EdgeFusion™ an off-the-shelf product?

No. EdgeFusion™ is not a packaged product. Every deal involves different businesses, systems, data and priorities, so every EdgeFusion™ programme is designed and sequenced individually.

What each programme shares is Advantage's proven integration approach and experience. This keeps projects faster and lower-risk than starting from scratch, while the end result is a platform built around the combined business you're creating.

What technology problems does EdgeFusion™ solve after a merger or acquisition?

Post-merger integration usually involves several overlapping challenges:

  • Dual financial systems: separate ledgers, charts of accounts and reporting structures that can't easily produce consolidated group financials
  • Duplicate CRM data: two customer databases with overlapping contacts and conflicting records that need to become a single source of truth
  • Incompatible processes: different approval, purchasing and operational procedures that need to converge on a common standard
  • Siloed reporting: leadership unable to see the combined business's performance in one place
  • Legacy system debt: outdated on-premise software creating long-term cost and risk

EdgeFusion™ addresses these by bringing the combined business onto connected Dynamics 365 and Microsoft solutions, in the order that makes most sense for your deal.

How quickly can EdgeFusion™ bring two businesses onto one system?

Speed is central to EdgeFusion™. Starting from a proven integration approach and structured data migration method, rather than designing everything from scratch, shortens the time from project start to go-live considerably.

The timeline depends on the complexity of both businesses' systems, the volume and quality of data, and how much process alignment is needed. We confirm a realistic timeline during Discovery, which is itself designed to be quick, so the integration can move forward without delay.

How does EdgeFusion™ handle data migration from legacy systems?

Data migration is one of the most demanding parts of any post-merger integration, and one of EdgeFusion™'s core strengths. Our approach covers extraction from legacy systems (including older versions of Dynamics, Sage, Xero, Salesforce and other common platforms), cleansing and deduplication, mapping to Dynamics 365, and a controlled cutover.

On the CRM side, deduplicating two customer databases is critical: identifying genuine duplicates, reconciling conflicting data and creating one clean customer record before go-live. Our data team manages this systematically, using Power Platform tools to automate matching and review where possible.

Can EdgeFusion™ produce consolidated group financial reporting?

Yes, and it's one of the first high-value outcomes. Once both entities are on Dynamics 365 Business Central, the group finance team can produce consolidated statements, intercompany reconciliations and group management accounts in the same system. That removes the manual Excel consolidation that usually consumes so much finance time after a deal.

Power BI dashboards give real-time group-level visibility alongside entity-level detail, so boards and investors get the combined picture while each entity keeps working within its own structure.

Does EdgeFusion™ support bringing two sales teams and CRM systems together?

Yes. CRM consolidation is one of the two main workstreams in most EdgeFusion™ programmes, alongside finance. Dynamics 365 Customer Engagement provides one platform where both businesses' customer and prospect data is consolidated, deduplicated and structured consistently.

We configure it around your combined go-to-market model, with shared pipeline stages, common dashboards, unified security roles and consistent data standards. Microsoft Copilot helps sales staff with customer communication and account insight from day one, making the new system useful straight away.

Can EdgeFusion™ help if the acquired business runs Dynamics GP or another legacy Microsoft product?

Yes. Moving from Dynamics GP, NAV or AX to Dynamics 365 Business Central is a common EdgeFusion™ scenario, and Advantage has specific experience with these migrations. The data structures are closely related, which reduces complexity compared with moving from non-Microsoft platforms.

Where one entity is already on Business Central and the acquired business is on a legacy product, we can make that migration the critical path, getting both entities onto the same modern platform first and following with further consolidation after go-live.

How does EdgeFusion™ handle the people and change side of integration?

Technology and people integration go hand in hand. We run the technical migration alongside change management, communication planning and role-based training, so both teams adopt the new system with confidence.

Building on Microsoft helps here, because most staff in both businesses already use Outlook, Teams and Excel. That shortens the learning curve and reduces resistance. User adoption and training are part of every EdgeFusion™ programme.

Is EdgeFusion™ only for businesses that have just merged?

No. EdgeFusion™ is just as relevant to businesses that merged or acquired some time ago but never fully integrated, and still run as two businesses on different platforms with all the reporting and cost inefficiencies that brings. This is very common among SMEs, where closing the deal took priority and systems integration was put off.

If you're running two finance systems, two CRM databases or a fragmented estate across several acquired entities, EdgeFusion™ offers the same accelerated route to consolidation.

How do we get started with EdgeFusion™?

Start with a conversation with our M&A technology team. We'll learn about the structure of the deal, the current state of both businesses' systems, your timeline and leadership priorities, then outline how EdgeFusion™ could bring the combined business onto one Microsoft platform.

Get in touch via our contact page, call 020 3004 4600 or email hello@advantage.co.uk.

Work Smarter. Grow Faster. Stay Ahead.

The technology you use should help you move faster, not hold you back. At Advantage, we help SMEs unlock the full power of Microsoft - from cloud and security to AI and automation. Whether you're modernising systems or exploring Copilot, we'll help you transform the way you work. Let's build something smarter. Together.

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