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    DYNAMICS 365 · LUCERNE

    Dynamics 365.For your team in Lucerne.

    Sales, customer service and field operations on a shared data foundation for SMEs and service businesses. We adapt Dynamics 365 to your processes and support your team in Lucerne 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

    Lucerne

    Working together in Lucerne

    We are based in Zurich and visit you in the Lucerne region for workshops and key milestones. Between meetings, we work remotely with your team. We examine specific bottlenecks in customer service, administration or field operations and plan a first step that fits your 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 Lucerne

    No – our base is Zurich, and an office of our own in Lucerne would only ever be financed out of your fees. Instead, we come to the Lucerne region in person for workshops, architecture decisions and go-live, and work efficiently remote in between. Over the Albis we are with you in under an hour, and because Microsoft projects run largely digitally anyway, you lose nothing – except the surcharge for a branch you do not need.

    Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland. For hospitality, healthcare and fiduciary firms in Central Switzerland that means guest, patient and client data stays within Swiss Microsoft infrastructure – without you having to run your own servers in Lucerne.

    Yes, and in practice it runs smoothly. The short distances in German-speaking Switzerland mean we can be on-site for every important meeting, while ongoing delivery – configuration, testing, adjustments – happens location-independently. You decide which mix of presence and remote suits your business.

    Speed matters, especially before the season. A focused first use case – such as a central enquiry or service flow – is often productive within a few weeks. We deliberately scope the start small and deliver iteratively, so you don't wait half a year for the first benefit.

    Yes. We replace grown Excel island solutions and older CRM or industry systems, migrate your data cleanly and connect Dynamics 365 to your Microsoft 365 and ERP landscape – without losing customer information or history in the process.

    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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