Sales, service portal and Bexio in one system
Advact AG
IT & Technologie
1 Monat
3 Personen
No centralized customer view across different systems. Manual data entry between CRM and Bexio. Lack of self-service options for support inquiries.
We rolled out Microsoft Dynamics 365 Sales and Customer Service as the central platform. A tailored Bexio integration automatically syncs invoices and customer data. A Power Pages customer service portal lets customers raise tickets, track their status and communicate with support. An additional interface integrates the internal business system, bringing all relevant data into one consistent view.
Sales and service on one platform
Customer service portal with self-service ticketing
Interface to the internal business system for end-to-end data flows
Automatic synchronisation between CRM and Bexio
Single customer view across all systems
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Customer Service
Power Pages
Power AutomateBexio API IntegrationCustom API for internal business systemThe Stiftung Zürcher Kinder- und Jugendheime (ZKJ) received an integrated Microsoft platform combining a Canvas App, Dynamics 365 Customer Service and a Power Page. Business processes, cases and external communication are now centralised and auditable.
For Unicorn Anchor we rolled out Microsoft Dynamics 365 Sales Premium and connected the platform to the customer's website via Azure API Management. Inquiries, leads and web forms now flow directly and in a controlled way into the CRM.
Switzerland Global Enterprise has been one of our long-term strategic customers since 2020. Over several years we have helped build, modernise and operate the central CRM platform and the surrounding digital ecosystem — from the first cloud migration via large programmes such as the FDI portal to ongoing run and continuous evolution.