DYNAMICS 365 · LUCERNE

Dynamics 365 consulting in Lucerne

We bring Microsoft Dynamics 365 to companies in Lucerne and Central Switzerland – sales, customer service and field service combined on one CRM platform. Delivered UX-led, with data residency in Switzerland and consultants who come to you for workshops and key meetings in the region.

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Dynamics 365 for Central Switzerland – supported from Zurich

Theia Solutions is based in Zurich – and that is precisely what makes serving Lucerne straightforward: it is under forty minutes by car over the Albis, and Microsoft projects run largely digitally anyway. For discovery workshops, architecture decisions and go-live support we are with you in the region; the build in between we handle efficiently remote. That way every franc goes into the solution rather than into local office overhead.

The economy around Lake Lucerne thrives on tourism and hospitality, on a strong healthcare sector, on fiduciary and consulting firms and a dense fabric of SMEs – plus industry in the agglomeration, from elevator and machinery manufacturing in Ebikon to food production. These businesses work with seasonal peaks, field-service assignments and many customer contacts – and quickly hit limits with Excel lists and disconnected island solutions.

We think about Dynamics 365 from the process, not the feature list: where does your team lose time on duplicate data entry today, where does information break between reservation, service and accounting – and how does that become an end-to-end workflow that holds up even in peak season? Only then do we talk about modules and licences.

What we deliver with Dynamics 365 in Lucerne

Sales & pipeline

Enquiries, quotes and contracts for hospitality, tourism and SMEs in one place – from the group or event request to the repeat booking, with a complete history instead of scattered email threads.

Customer service

A service desk that absorbs seasonal demand peaks: guest, patient and customer requests bundled across all channels, with a knowledge base and Copilot for fast, consistent answers.

Field service

Scheduling and maintenance planning for service teams in building, elevator and medical technology across Central Switzerland – with mobile work-order handling that also works where reception is thin in the valleys.

Guest & customer insights

Guest, member and customer data brought together: analysis by season, length of stay and occupancy – reliable input for marketing and capacity planning, based on Dataverse.

Migration & integration

Replacing grown island solutions from PMS, fiduciary and industry tools and Excel – with clean data migration and a connection to your existing Microsoft 365 environment.

Why Theia

Microsoft boutique from Zurich

Certified expertise in Dynamics 365, Power Platform and Azure – lean, personally reachable and with no anonymous hotline.

Present in the region, without office overhead

We come to Lucerne for workshops and key meetings; the rest we handle remote – you pay for substance, not for a second branch.

UX-led

We build solutions your team genuinely enjoys using day to day – adoption is part of the architecture, not a training afterthought.

Data residency in Switzerland

Microsoft cloud with data centres in Switzerland – aligned with the revised Data Protection Act and sector-specific requirements.

Industries in the Lucerne region

In Central Switzerland Dynamics 365 is especially in demand where many customer contacts, field-service assignments and seasonal fluctuations come together:

Tourism & hospitalityHealthcare & careFiduciary & professional servicesIndustry & machinery (Ebikon/Rontal area)Food production & trade

Dynamics 365 modules in detail

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

Also relevant in Luzern: Power Platform Luzern

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.

Discuss Dynamics 365 in Lucerne

30 minutes, no obligation: we look at your current sales and service situation in Central Switzerland and show where Dynamics 365 has the biggest leverage – with no sales pressure.

Book an intro call