DYNAMICS 365 · BERN

Dynamics 365 consulting in Bern

We bring administrations, insurers and associations in the Bern region onto one shared CRM platform with Microsoft Dynamics 365 – sales, customer service and field service traceably connected. UX-led, with clear records management and data residency in the Swiss Microsoft data centres.

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Dynamics 365 for the federal capital and its region

Bern is the seat of the federal administration and Switzerland's insurance capital – Mobiliar, Allianz Suisse, Visana and Vivao Sympany are among the country's largest insurers based here. Add to that countless national umbrella associations, NGOs, energy providers and telecom players. What these organisations share: every transaction must be documented, every permission cleanly governed, and every file retrievable for years.

This is exactly where Dynamics 365 comes in. Instead of case files on shared drives, mandate lists in Excel and correspondence in individual mailboxes, you get an end-to-end customer record with role- and permission-based access, a complete audit trail and retention logic. For regulated organisations in Bern this is not a convenience but a prerequisite – from FINMA supervision in insurance to the requirements of the revDSG.

We approach the rollout from the caseworker's desk, not the org chart. Where does information get copied back and forth today between a line-of-business application, the mailbox and a spreadsheet? Which entry does a caseworker make ten times a day – and how does it become a single click? From those answers we build a solution the team won't want to work around.

What we deliver with Dynamics 365 in Bern

Sales & pipeline

Lead-to-cash for associations, energy providers and SMEs: member and customer relationships, quotes and forecasts in one place – with a traceable history instead of scattered mandate lists.

Customer Service

Omnichannel service desk with knowledge base, SLAs and Copilot – for insurers and administrations that must answer high request volumes on time and in line with regulation.

Field Service

Scheduling and mobile work-order handling for field teams in energy, infrastructure and healthcare – including maintenance contracts and documentation directly on site.

Customer Insights

Data and marketing brought together: segmentation of members, policyholders or donors and reliable analytics based on Dataverse.

Migration & records takeover

Replacing legacy systems and Excel islands, clean migration of historical case files and connection to your existing Microsoft 365 and line-of-business landscape.

Why Theia

Compliance is designed in

For regulated Bern organisations, permissions, audit trail and retention belong in the architecture from the start – not in a later change request.

Bern region served – based in Zurich

We work from Zurich, support you efficiently remote and come to you in the Bern region in person for workshops, architecture decisions and go-live.

UX-led

We build solutions that caseworkers and field staff genuinely enjoy using – adoption is part of the solution, not a training problem to fix afterwards.

Data residency in Switzerland

Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland – aligned with the revDSG and supervisory requirements.

Industries in the Bern region

In the Bern economic area Dynamics 365 is in demand above all among organisations with high requirements on records management and traceability:

InsurancePublic administration & administration-related bodiesNational associations & NGOsHealthcareEnergy & telecom

Dynamics 365 modules in detail

Dynamics 365 Sales Dynamics 365 Customer Service Dynamics 365 Field Service Dataverse Power Platform

Also relevant in Bern: Power Platform Bern

Frequently asked questions about Dynamics 365 in Bern

No, we are based in Zurich – we deliberately don't run a separate office in Bern. That way more budget goes into the actual work rather than location overhead. Microsoft projects run largely digitally anyway; for workshops, architecture decisions and important meetings we are with you in the Bern region in about an hour.

Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland (Zurich and Geneva). Case files, permissions and the audit trail stay within the Swiss Microsoft infrastructure – a point insurers and administrations in Bern regularly ask about first.

Yes. Role-based permissions, a complete audit trail and configurable retention and deletion rules are standard. We set these up to match your regulatory requirements – for example in an insurance or administrative context – from the very start.

A focused first use case – such as a service queue or a member pipeline – is often productive within a few weeks. We start with a discovery, scope sensibly and deliver iteratively rather than big-bang.

Yes. We replace existing CRM and line-of-business systems as well as Excel islands, migrate historical files in a structured way and connect Dynamics 365 to your Microsoft 365 environment and existing applications.

Discuss Dynamics 365 for Bern

30 minutes, no obligation: we look at your current records and service situation and show where Dynamics 365 has the biggest leverage in your regulated environment. On request directly with you in the Bern region.

Book an intro call