Scattered Customer Data, No Complete Picture
A unified 360° customer view with Dynamics 365
Customer data scattered across CRM, ERP and Excel. An incomplete view leads to poor decisions.
Typical situations where this challenge surfaces
If one of these cases sounds familiar, it usually pays to take a closer look at process, data and ownership.
Sales without the full customer history
Sales prepares for an important customer meeting but has no access to open service tickets or running marketing campaigns. The result: awkward conversations and missed cross-selling opportunities.
Service without context
A customer calls support. The agent sees the current ticket but not the purchase history, ongoing projects or previous complaints. Resolution takes longer and the customer ends up frustrated.
Marketing without precision
Marketing campaigns reach the wrong contacts because segmentation is based on outdated or incomplete data. Budget is wasted and response rates stay low.
What's really behind it
Customer data scattered across CRM, ERP and Excel. An incomplete view leads to poor decisions.
Customer data is spread across multiple systems (CRM, ERP, Excel, email)
Sales, Marketing and Service work with different versions of the truth
No single view of customer interactions and history
Manual consolidation of information is time-consuming
Important insights get lost in the data fragmentation
What we change together
We build a reliable, unified 360° customer view that supports faster, better decisions.
All customer data integrated on one central platform (Dynamics 365)
Real-time synchronisation between CRM, ERP and other systems
A single data foundation for Sales, Marketing and Service
Automatic enrichment of customer profiles
What gets noticeably better for your team
No technology for technology's sake — the value has to be visible in daily work.
A complete customer view available in real time across every department
Noticeably faster response times in customer service
A higher cross-selling rate thanks to better insights
Fewer data inconsistencies and less manual reconciliation
Sound decisions based on reliable data
How we start without overloading
Depending on maturity, we start small, validate the value and then expand in a controlled way.
Assessment
We clarify the problem, priority, value and the smallest sensible starting point.
Rapid Delivery
A clearly scoped process is made visible and usable quickly.
Full Implementation
For end-to-end solutions with data model, governance and rollout.
Analysis & design
Inventory all data sources, map data flows and define the 360° view. Identify master data and resolve conflicts.
Dataverse setup
Build out the central data platform in Dataverse. Define the unified data model and the relationships between entities.
Data integration
Connect all source systems via Power Automate, Azure Logic Apps or custom connectors. Run the initial data migration and validation.
UI & dashboards
Configure the Dynamics 365 apps with the 360° customer view. Build Power BI dashboards tailored to different roles.
Rollout & training
Train users, support the go-live and continuously refine the solution based on user feedback.
Technology as a means, not an end
We pick Dynamics 365, the Power Platform and Azure so they fit your process, your governance and your team.
Microsoft Dynamics 365
Dynamics 365 Sales - sales management
Dynamics 365 Customer Service - service & support
Dynamics 365 Marketing - marketing automationDynamics 365 Finance - finance data integrationPower Platform
Power Apps - custom apps for specific needs
Power Automate - data synchronisation
Power BI - 360° dashboards and reports
Dataverse - central data platformIntegration
Azure Logic Apps - ERP integration
Microsoft Graph API - M365 dataWhat the solution can look like
Indicative building blocks from Dynamics 365 and the Power Platform. The exact shape emerges from your process.
Often relevant in these industries
Industry helps frame the picture. What matters most is the specific process inside your company.
Related challenges
Manual processes
Email and spreadsheets are error-prone, and a lot of time is lost to routine work.
ERP-CRM gap & finance data silo
CRM and ERP live in separate worlds. Master data, orders and invoices are reconciled by hand — with delays, errors and duplicate maintenance.
No Clear View of Your Customers
Customer behaviour stays out of reach. Decisions are made on gut feel rather than on data.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich