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    DYNAMICS 365 · ZURICH

    Dynamics 365.For your team in Zurich.

    Sales, customer service and field operations on a shared data foundation for businesses and organisations. We adapt Dynamics 365 to your processes and support your team in Zurich from the first task through to rollout.

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    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

    What would you like to simplify?

    Microsoft Dynamics 365 Sales

    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 solution
    Microsoft Dynamics 365 Customer Service

    Customer 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 solution
    Microsoft Dynamics 365 Field Service

    Field 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 solution
    Microsoft Dynamics 365 Marketing

    Customer 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
    Stiftung Zürcher Kinder- und Jugendheime

    A Theia client project in Zurich

    Stiftung Zürcher Kinder- und Jugendheime

    Requests and casework on one platform.

    For the Stiftung Zürcher Kinder- und Jugendheime, Theia connected a canvas app, Dynamics 365 Customer Service and a Power Page. Casework, requests and external communication now run centrally and traceably.

    Structured case management with Dynamics 365 Customer Service

    Read the case study

    Case studies from Zurich and Switzerland

    ETH Zürich Logo
    ETH Zürich
    SBB Immobilien Logo
    SBB Immobilien
    Advact AG Logo
    Advact AG

    Zurich

    Working together in Zurich

    Our office is at Wasserwerkstrasse 2 in 8006 Zurich. Workshops and reviews can take place at your office, at ours or online. Between meetings, you work directly with the consultants building your solution. The linked Zurich projects show how we connect business applications and CRM.

    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 Zurich

    Whenever you like – our office is at Wasserwerkstrasse 2, a few minutes from the main station. For workshops, architecture decisions and go-live we are at your office in the city quickly. Delivery in between runs efficiently remote; you decide on the mix that works for you.

    Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland (Zurich and Geneva). Data, permissions and the audit trail stay within the Swiss Microsoft infrastructure – a point that banks, insurers and canton-affiliated organisations check regularly.

    A focused first use case – such as the sales pipeline – is often productive within a few weeks. We start with a discovery, scope sensibly and deliver iteratively rather than big-bang; larger stages like Field Service follow once the first step holds up in daily use.

    Costs consist of Microsoft licences (per user and module) and the implementation. We begin with a fixed-price discovery and optimise licensing alongside – so you don't pay for a full licence for every occasional user.

    Yes. We replace existing CRM systems and Excel island solutions, clean up duplicates, preserve the history and connect Dynamics 365 to your Microsoft 365 and ERP environment. Years of customer knowledge are retained – and finally become searchable.

    Yes. For ETH Zurich we provided Dynamics 365 consulting from 2020 to 2024, including event management and cloud migration. For the Stiftung Zürcher Kinder- und Jugendheime we combined Dynamics 365 Customer Service with a canvas app and Power Pages. The foundation project is linked as a case study on this page.

    Dynamics 365 in detail: modules and extensions

    Dynamics 365 SalesDynamics 365 Customer ServiceDynamics 365 Field ServiceDataversePower Platformbexio ↔ Dynamics 365 Connector
    Nationwide: Dynamics 365 consultingPower Platform Zurich

    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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