DYNAMICS 365 · ST. GALLEN

Dynamics 365 Consulting in St. Gallen

For the export-driven mid-market of Eastern Switzerland, we set up Microsoft Dynamics 365 so that sales, customer service and field operations share a single data base. From the first quote to the spare-part delivery, everyone sees the same status – with data hosted in Switzerland and an implementation that follows the pace of owner-managed companies.

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Microsoft consulting for Eastern Switzerland – without office overhead

Theia Solutions is a Microsoft boutique based in Zurich. We do not run a branch in St. Gallen – and we consider that more honest than hanging a sign on a door. Our consultants support companies in the city and across the wider Eastern Switzerland region remotely, quickly, and without the surcharge that an additional office writes into every invoice.

The machine builder in the Rhine Valley, the textile and embroidery business, the logistics operator on the A1 motorway: Dynamics 365 projects today run largely digitally – data modelling, configuration, testing and training need no fixed location on your doorstep. What matters on site are the meetings where decisions are made.

That is exactly when we come to you: requirements workshops with your sales and service teams, architecture decisions with management, and hands-on support during go-live. The short distances within German-speaking Switzerland make this straightforward – and between appointments you reach us directly, not through an anonymous ticketing system.

What we deliver with Dynamics 365

Sales – from quote to order

We map your entire sales process, from enquiry through the calculated quotation to the order. For machine and plant builders with long sales cycles this means: every pipeline stage visible, forecasts reliable, and no lost knowledge when a field sales rep moves on.

Customer Service with clear commitments

Complaints, warranty cases and support requests converge into one channel – phone, email, portal. With defined SLAs and Copilot support, your service team answers recurring questions faster, without cases disappearing between inboxes.

Field Service for your technicians

For companies with installation, maintenance and a spare-part business, we plan jobs, routes and availability centrally. Your technicians record reports, consumables and signatures on their mobile device on site – even where mobile coverage thins out in the Eastern Swiss hinterland.

Customer Insights – data and marketing

We combine sales, service and contact data into a reliable customer picture. This lets you target existing customers in your spare-part and service business deliberately, and base sales decisions on figures rather than the gut feeling of individuals.

Migration from Excel and legacy systems

We migrate grown Excel lists, isolated legacy CRM tools or a home-built Access database into Dynamics 365 in a structured way. We clean up duplicates, preserve the history, and turn years of manual upkeep into clean, usable master data.

Why Theia for your Dynamics 365 project

Consulting from Zurich, appointments in the region

We support you efficiently and remotely, and are present in person in the St. Gallen region for workshops, architecture decisions and go-live – without the cost surcharge of our own branch office.

UX before feature overload

A CRM only pays off if your people use it willingly – we design forms and workflows so that field sales and service actually adopt them in daily work.

Data stays in Switzerland

On request we host your business and customer data in a Swiss Microsoft data centre – relevant for exporting industrial firms with sensitive engineering and customer data.

One consistent point of contact

You talk to the same consultants from the first workshop through to after go-live – not to a rotating team behind an anonymous support desk.

Eastern Swiss industries we understand

The economy around St. Gallen is mid-sized, export-oriented and production-driven. We set up Dynamics 365 for profiles like these:

Machine and plant engineeringMetal and precision technologyTextile, embroidery and apparel industryWholesale and technical tradeTransport, freight forwarding and logistics

Related Microsoft technologies

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

Also relevant in St. Gallen: Power Platform St. Gallen

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 talk about your Dynamics 365 project in St. Gallen

In a no-obligation intro call we identify where Dynamics 365 brings the greatest benefit to your business and what a realistic first step looks like. We are happy to come to the St. Gallen region for it.

Book an intro call