Customer & Member Platforms
Manage and engage external stakeholders from one place — members, customers, investors, partners.
Power Pages + Dataverse as the backbone: self-service portals, membership administration for associations and clubs, location and investor portals, student and alumni platforms. Optionally extended with D365 Customer Service for ticket and service workflows. One central data foundation, governed access, fast self-service features — instead of four siloed systems.
What this looks like in your world.
Schweizerische Zahnärztegesellschaft Zürich (SSO)
Central membership administration for roughly 1,000 dentists plus emergency-service coordination on a single platform. Through the self-service portal, members update their own details and view their training and invoices themselves — and the Bexio accounting is seamlessly connected.
Angestellte Schweiz
Members, member organisations, course registrations, invoices and newsletters now run centrally through Dynamics 365 and the Power Platform. An ERP interface, Customer Insights and Customer Voice keep administration, marketing and feedback free of media breaks.
Medi24
Multi-year technical responsibility for a business-critical Dynamics CRM 2016 on-premises environment in telemedicine — with continuous evolution, controlled releases, and documented APIs and integrations.
CAB
Courses, participants, waiting lists and BSV reporting are managed in one Dynamics 365 and Power Platform solution — with self-service, integrated workflows and a migration without system downtime.
FDI Portal — Switzerland Global Enterprise
A Power Pages portal that connects foreign investors with Swiss cantons, regions and innovation parks. Enquiries, location offers and leads run end-to-end in the CRM — from first contact to a successful settlement.
Microsoft Dynamics 365 Customer Engagement
Die Microsoft Dynamics 365 Customer Engagement Platform vereint Sales, Marketing und Customer Service in einer einheitlichen, cloudbasierten Lösung. Als erfahrener Partner begleiten wir Sie bei der kompletten Transformation Ihrer Kundenbeziehungen.
Warum Dynamics 365 Customer Engagement?
In der heutigen digitalen Geschäftswelt erwarten Kunden nahtlose, personalisierte Erfahrungen über alle Kanäle hinweg. Dynamics 365 Customer Engagement bietet die Tools und Intelligenz, um diese Erwartungen nicht nur zu erfüllen, sondern zu übertreffen.
Unsere Expertise
Mit über 50 erfolgreichen Dynamics 365 Implementierungen verfügen wir über tiefgreifende Erfahrung in allen Branchen. Von der Strategieentwicklung bis zur Go-Live-Begleitung stehen wir Ihnen als vertrauensvoller Partner zur Seite.
Key Features
- Unified Customer Data Platform
- AI-powered Customer Insights
- 360° Kundensicht
- Omnichannel Customer Service
- Automatisierte Marketing-Kampagnen
- Sales Process Automation
- Real-time Analytics & Reporting
- Mobile-first Approach
- Integration mit Microsoft 365
- Compliance & Datenschutz
Your benefits
- Bis zu 40% Steigerung der Sales-Produktivität
- Reduzierung der Kundenservice-Kosten um 25%
- Verbesserung der Customer Satisfaction um 35%
- Verkürzte Sales Cycles durch Automation
- Erhöhte Marketing ROI durch bessere Targeting
- Einheitliche Kundenkommunikation
- Skalierbare Cloud-Infrastruktur
- Reduzierte IT-Komplexität
How we work
Unser bewährter Ansatz kombiniert Best Practices aus über 50 Implementierungen mit individueller Anpassung an Ihre Geschäftsprozesse. Wir setzen auf agile Methoden und enge Zusammenarbeit mit Ihren Teams.
Steps
Microsoft & related
Typical project sizes
Orientation, not a quote. Final scope and price are fixed after the Discovery phase — when we both know what actually needs to be built.
1 portal, 1-2 self-service flows
Portal + CRM integration + chatbot
Multi-brand portals, multilingual, community
FAQ
Available as
Five ways to start — from a focused assessment to ongoing support.
Let's talk about your Customer & Member Platforms initiative.
30 minutes is enough to clarify scope, tier and effort. We then send an indicative quote — no slide deck.