Skip to content
    Pen drawing of Zurich's old town on the Limmat

    DYNAMICS 365 · ZURICH

    Dynamics 365 consulting in Zurich

    We implement Microsoft Dynamics 365 for companies in Zurich and the surrounding region – sales, customer service and field service on one platform. Zurich is our home market: our office is on Wasserwerkstrasse in 8006 Zurich, and with ETH Zurich, one of our references comes straight from the city.

    Book an intro callSee references

    Why Dynamics 365 with a partner from Zurich

    For other regions we say openly that we run no office there. In Zurich it is the other way round: this is home. Theia Solutions is based at Wasserwerkstrasse 2 in 8006 Zurich, a few minutes from the main station. A workshop at your office in Kreis 1, Oerlikon or Altstetten is a tram ticket, not a travel day – short-notice on-site meetings are the rule for us, not the exception.

    That we know the ground is on record: for ETH Zurich we provided Dynamics 365 consulting over several years – from event management to cloud migration. The Stiftung Zürcher Kinder- und Jugendheime works with Dynamics 365 Customer Service built by us, and the Canton of Zurich's school evaluation unit (Fachstelle für Schulbeurteilung) runs an application we built on the same Dataverse foundation.

    The market remains demanding nonetheless: banks, insurers and associations in Zurich expect clean permissions, a complete audit trail and data residency in Switzerland. That is why we treat Dynamics 365 not as a software rollout but as a process: where do media breaks, duplicate data entry and Excel islands occur today – and how do they become a workflow your team actually enjoys using?

    What we deliver with Dynamics 365 in Zurich

    Microsoft Dynamics 365 Sales

    Sales & CRM

    Lead-to-cash on one platform: pipeline, quotes, forecasts and a 360° view of customers. Especially at Zurich financial-services firms with long, relationship-driven B2B sales cycles, contact history must not live in individual advisers' Outlook folders.

    Microsoft Dynamics 365 Customer Service

    Customer Service

    Omnichannel service desk with knowledge base, SLAs and Copilot support. This is how we built customer service for the Stiftung Zürcher Kinder- und Jugendheime – a pattern that works just as well for associations and foundations with high request volumes.

    Microsoft Dynamics 365 Field Service

    Field Service

    Scheduling, mobile work-order handling and maintenance contracts for teams that work on-site – in the greater Zurich area, for example, real-estate and facility teams that look after several properties a day and record reports on the spot.

    Microsoft Dynamics 365 Marketing

    Customer Insights

    Data and marketing brought together: segmentation, customer journeys and reliable analytics based on Dataverse – up to and including event management, as we supported it at ETH Zurich.

    Microsoft Dataverse

    Migration & integration

    Replacing Salesforce, older CRM systems and Excel islands – with clean data migration and connections to Microsoft 365 and ERP. Often the first step in Zurich projects: retiring the legacy CRM nobody likes opening any more, in stages rather than big-bang.

    Why Theia

    At home in Zurich

    Our office is at Wasserwerkstrasse 2 in 8006 Zurich. Workshops, architecture decisions and go-live support at your office in the city are everyday business, not a business trip.

    References in the canton

    ETH Zurich, the Canton of Zurich's school evaluation unit (FSB) and the Stiftung Zürcher Kinder- und Jugendheime run solutions built by us – linked as case studies further down this page.

    UX-led

    We build solutions your team enjoys using – adoption is not an afterthought but part of the architecture from the first form onwards.

    Data residency in Switzerland

    Dynamics 365 runs in the Microsoft cloud with data centres in Switzerland – aligned with revDSG and the requirements of regulated Zurich industries.

    Case studies from Zurich and Switzerland

    ETH Zürich

    Several years of Dynamics 365 consulting (2020–2024): event management and cloud migration for the university.

    Read the case study

    Stiftung Zürcher Kinder- und Jugendheime

    A canvas app, Dynamics 365 Customer Service and Power Pages working together for a Zurich foundation.

    Read the case study

    SBB Immobilien

    CRM for the real-estate management of a national client.

    Read the case study

    Industries in the Zurich region

    Dynamics 365 is especially in demand in Zurich among data-sensitive, process-driven industries:

    Banking & wealth managementInsuranceReal estate & administrationIndustry & exportAssociations & NGOs

    Dynamics 365 modules in detail

    Dynamics 365 SalesDynamics 365 Customer ServiceDynamics 365 Field ServiceDataversePower Platform

    Also relevant in Zürich: Power Platform Zürich

    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. Both projects are linked as case studies on this page.

    Discuss Dynamics 365 in Zurich

    30 minutes, no obligation – at your office in Zurich or at ours on Wasserwerkstrasse: we look at your current sales and service situation and show where Dynamics 365 has the biggest leverage.

    Book an intro call

    We use cookies and external services (e.g. Google Maps) to provide you with the best experience on our website. For more information, see our Privacy Policy.