Dynamics CRM, SharePoint and a specific specialist contribution with Innorox.
Emerald Technology Ventures AG
Venture Capital
At Emerald Technology Ventures, the OneCloud project brought document storage into the Microsoft 365 environment. Theia supported Innorox where this transition touched the existing Dynamics CRM: profiles, their document links and technical troubleshooting.
The migration project transferred existing server folders to Teams and SharePoint. The new storage locations needed to be assigned to the corresponding accounts and profiles in the CRM. This affected both existing records and the creation of new profiles. Missing SharePoint links, folder names and delays in creating storage locations became specific issues where CRM meets document management.
Theia worked with Innorox on the CRM integration within the larger OneCloud project. Part of the work involved preparing account and profile data for the partner team. This included CRM queries and additional information for the partner's scripts, such as the mapping of profiles and their SharePoint links.
Technical troubleshooting was also part of the contribution. Together with those involved, Theia examined the behaviour of newly created profiles and folders and took part in joint investigations of the CRM integration. The work reached the level of individual storage locations: a folder might already have been created while its name or assignment still needed checking.
Supported the Dynamics CRM integration in the OneCloud migration project
Supported work on CRM queries and profile data for the partner team's scripts
Assisted with troubleshooting document links, folder assignments and profile creation
An official Swiss export and investment promotion organization, mandated by the federal and cantonal governments, needed a central platform that transparently brings together international investors and projects in Switzerland.
Theia supported Superlab Suisse Epalinges in introducing Dynamics CRM and creating a custom dashboard. Another specific contribution followed when responsibility for the CRM changed: we transferred the licence and assigned the existing records to the new user.
VALUEworks uses an on-premises CRM based on Microsoft Dynamics in a family-office setting. Theia has supported the application for several years. Day-to-day work includes specific questions about mandates and reports, as well as assessing the changes the team would like to make.
Microsoft Dynamics CRM
Microsoft 365
SharePoint
Microsoft Teams