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    DYNAMICS 365 · BERN

    Dynamics 365 consulting.For your team in Bern.

    Sales, customer service and field operations on a shared data foundation for public-sector organisations, insurers and associations. We adapt Dynamics 365 to your processes and support your team in Bern from the first task through to rollout.

    One customer. A connected process.

    1. Microsoft Dynamics 365 Sales

      Capture an enquiry

    2. Microsoft Dynamics 365 Customer Service

      Handle the request

    3. Coordinate the visit

    SBB Immobilien

    A Theia client project in Switzerland

    SBB Immobilien

    Clear ownership of customer requests.

    For SBB Immobilien, Theia implemented a CRM solution for real-estate management. The project brings together customer information and service processes.

    Greater transparency and clear ownership in service

    Read the case study

    More projects with Bern-based companies

    Bern

    Working together in Bern

    Theia is based in Zurich. We come to the Bern region for workshops and key project decisions, with delivery between meetings handled remotely. Together we clarify your form-based processes, responsibilities and traceability requirements, involving the teams who will use the solution in their daily work.

    From the first task to daily use.

    Define the task

    We review one process, your existing systems and the people involved. Together we agree the scope and acceptance criteria.

    Build and test

    We implement the first solution and test realistic cases with your team. Feedback shapes the next iteration.

    Launch and hand over

    We train your team, document the solution and clarify responsibility for support, access and future changes.

    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; Switzerland has its own region with data centres in Zurich and Geneva. If your environment is located there, Microsoft stores case records and other Dataverse data in Switzerland. Not everything is tied to Switzerland, though: identity data in Microsoft Entra ID is held mostly within the EU Data Boundary, some Copilot and AI features process data via Azure OpenAI within the EU Data Boundary, and Bing search processes data in the United States. With new environments, licensing may now also determine whether they can be pinned to the Switzerland region. Insurers and administrations in Bern regularly ask about this first – we clarify it for each solution and advise on technology, not on law.

    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.

    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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