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.
Capture an enquiry
Handle the request
Coordinate the visit
What would you like to simplify?
Dynamics 365 Sales
Keep track of sales
Keep contacts, opportunities and next steps together so customer knowledge stays available to your team throughout long sales cycles.
Explore the solutionCustomer Service
Handle requests consistently
Bring requests and service history together so your team handles each case with the necessary context and agrees clear next steps.
Explore the solutionField Service
Plan visits effectively
Coordinate technicians, appointments and materials on one platform so your field team arrives with current information about the job.
Explore the solutionCustomer Insights
Reach the right customers
Connect contact and service data into a shared customer view so communication reflects customer needs instead of disconnected lists.
Explore the solution
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 studyLucerne
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
Dynamics 365 modules in detail
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