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
Capture an enquiry
Work together in CRM
Keep track of the outcome
What would you like to improve?
Sales & CRM
Customers and quotes in view
Contacts, quotes and next steps in one place. Your sales team shares one customer history.
Learn moreCustomer Service
Handle enquiries reliably
Assign cases, share knowledge and track deadlines. Your team sees what needs to happen next.
Learn moreField Service
Plan work at customer sites
Connect appointments, work orders and reports. Staff update the status directly at the customer site.
Learn moreDataverse
Connect data and systems
Migrate existing CRM data and connect Microsoft 365 and your ERP. Check access and data quality before launch.
Learn more
Advact AG: CRM with bexio integration and customer-service portal
Dynamics 365 Sales and Customer Service as the central platform, invoices and customer data synchronized with bexio automatically — delivered in one month.
Dynamics 365 Sales · Power Pages support portal · Power Automate · 1 month, team of 3
More Dynamics 365 projects from Zurich and across Switzerland are on our references page.
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
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
Managing Partner