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    DYNAMICS 365 · ST. GALLEN

    Dynamics 365.For your team in St. Gallen.

    Sales, customer service and field operations on a shared data foundation for manufacturers and mid-sized businesses. We adapt Dynamics 365 to your processes and support your team in St. Gallen 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

    St. Gallen

    Working together in St. Gallen

    From our Zurich base, we support businesses in St. Gallen and eastern Switzerland. We visit you for workshops, architecture decisions and rollout. Implementation and coordination between meetings happen remotely. We focus on processes connecting sales, production and service, and on the people who use them every day.

    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.

    Common questions from the St. Gallen region

    No. Theia is based in Zurich and deliberately keeps no branch in St. Gallen. We support you remotely and come to the region for workshops, architecture decisions and important meetings. Since Dynamics 365 projects run largely digitally anyway, more substance per franc goes into your project rather than into office overhead – with short distances within German-speaking Switzerland.

    Yes. Owner-managed machine, metal and textile companies in particular benefit when sales, service and field operations work on one platform. We start with the module that delivers the biggest leverage – often Sales or Field Service – and expand step by step, rather than overwhelming you with an overloaded system.

    Yes. We migrate grown Excel data and legacy systems into Dynamics 365 in a structured way, clean up duplicates and preserve the history. That way years of customer and order knowledge are not lost but finally become searchable and analysable.

    You plan jobs, routes and material availability centrally; your technicians record reports, consumption and customer signatures on a mobile device on site. The app also works offline, which matters for maintenance jobs in the more remote parts of Eastern Switzerland with weak reception.

    On request, yes. We set up Dynamics 365 so that your business and customer data resides in a Swiss Microsoft data centre. For exporting industrial businesses with sensitive engineering and customer data, this is often a decisive criterion.

    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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