Cutting Manual Sales Admin by Connecting Medusa to Microsoft Dynamics

Septeo CNEE, part of the Septeo group, develops intelligent software solutions and data services for law firms, insolvency administrators, and legal departments across Germany, the Nordics, and beyond.

With more than 30 years in the market and over 400 employees across 12 locations, the company supports 8,000+ law firms and legal departments with their day-to-day case and document workflows.

Septeo CNEE runs its commerce operations on Medusa, but its sales team's day-to-day tools were disconnected from it. Every order placed on the platform had to be manually transferred from the Medusa commerce platform into Microsoft Dynamics Sales – the CRM the sales team works in day-to-day.

A new order didn't automatically become a new customer record. Someone had to notice it and re-key the details – the same information, entered twice, in two systems that had no way of talking to each other.

As order volume grew, Septeo CNEE wanted to cut this administrative overhead and free the sales team up for actual selling.

The goal was a direct connection between Medusa and Dynamics, so order data lands in the CRM without anyone copying it by hand.

We built an integration layer connecting Medusa and Microsoft Dynamics Sales, delivered across four work packages by our Medusa Experts team.

Medusa ↔ Dynamics Sales (CRM) Integration

New orders placed in Medusa now appear fully formed in Dynamics Sales, so no one has to create them by hand. What used to take several minutes of manual work per order now happens automatically in the background.

Email-First Checkout Validation

At checkout, an email-first lookup checks the order against Dynamics Sales in real time. Only genuinely ambiguous cases go into a short review queue for the sales team, while the vast majority flow through completely on their own.

Migration Foundation

Ahead of the integration itself, we also migrated and modernized the underlying Medusa environment, building a reliable base for the CRM connection.

Orders placed in Medusa now arrive in Dynamics as complete Account, Contact and Opportunity records, with the checkout lookup resolving customers against the CRM in real time.

What used to tie up several hours of manual follow-up work in sales every day now runs automatically and reliably in the background. The sales team gets that time back, time that goes straight into selling instead of data entry.