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    CONSULTING & IMPLEMENTATION · ZURICH

    Dynamics 365.
    One view of your customers.

    We connect sales, customer service and field service in your CRM. Together, we choose the first use case, migrate your data and introduce the solution to your team. From Zurich, with ongoing support on request.

    30 minutes · Free · No obligation

    EXAMPLE WORKFLOW

    1. Microsoft Outlook

      Capture an enquiry

    2. Microsoft Dynamics 365 Sales

      Work together in CRM

    3. Keep track of the outcome

    From the first call to everyday use.

    01

    Define the scope

    Review sales and service workflows together. Receive a quote for discovery and the first use case.

    02

    Build and test

    Implement one focused use case, migrate data and test with your team, including permissions and integrations.

    03

    Launch and extend

    Your team takes over the solution. Add further areas and ongoing operations as needed.

    Common questions

    The cost has two parts: Microsoft's licences per user and module, and the implementation itself. We start with a discovery at a fixed price; after that you receive a written fixed-price quote for the first use case. We optimise the licensing along the way — so you don't pay a full licence for every occasional user.

    A focused first use case — usually the sales pipeline — is often in production within a few weeks. We begin with a discovery, cut the scope sensibly and deliver iteratively rather than in one big bang. Larger stages such as field service follow once the first step holds up in daily work.

    Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland (Zurich and Geneva). Data, permissions and the audit trail therefore stay inside the Swiss Microsoft infrastructure — a point banks, insurers and public-sector organisations check regularly.

    Yes. We replace existing CRM systems and Excel islands, clean up duplicates, migrate the history and connect Dynamics 365 to your Microsoft 365 and ERP environment. Years of customer knowledge stay intact — and finally become searchable. In practice we prefer to replace grown systems in stages rather than in one big bang.

    Theia Solutions is a Microsoft Solutions Partner, among others for Business Applications; the badges are shown on our about page. In practice it means we work with Dynamics 365 and the Power Platform every day, our bexio connector is listed on Microsoft AppSource, and our office is at Wasserwerkstrasse 2 in 8006 Zurich — on-site workshops are the rule for us.

    Yes, on request: operations, further development, additional modules and integrations. The environment runs in your Microsoft tenant and belongs to you — there is no lock-in either way. You can also hand operations over to us at a later point.

    LET'S LOOK AT YOUR PROCESS

    What would you like to simplify?

    We discuss your starting point and the next useful step. 30 minutes, free and without obligation.

    Milan Pincar

    Milan Pincar

    Managing Partner

    Book an intro call

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