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    Service

    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.

    MVP from 4 weeksMembers · Customers · StakeholdersPower Pages + DataverseMS-certified
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    Pharmaceutical company: 60% faster lead qualification
    Technology start-up: 45% reduction in customer acquisition costs
    Manufacturing: 30% improvement in customer retention rate
    From real projects

    What this looks like in your world.

    Microsoft Dynamics 365 Customer Engagement

    The Microsoft Dynamics 365 Customer Engagement platform brings sales, marketing and customer service together in a single, cloud-based solution. As an experienced partner, we guide you through the complete transformation of your customer relationships.

    Why Dynamics 365 Customer Engagement?

    In today's digital business world, customers expect seamless, personalized experiences across all channels. Dynamics 365 Customer Engagement provides the tools and intelligence not just to meet these expectations, but to exceed them.

    Our expertise

    With more than 50 successful Dynamics 365 implementations, we bring deep experience across all industries. From strategy development to go-live support, we stand by your side as a trusted partner.

    Features

    Key Features

    • Unified Customer Data Platform
    • AI-powered Customer Insights
    • 360° customer view
    • Omnichannel Customer Service
    • Automated marketing campaigns
    • Sales Process Automation
    • Real-time Analytics & Reporting
    • Mobile-first Approach
    • Integration with Microsoft 365
    • Compliance & data protection
    Outcomes

    Your benefits

    • Up to 40% increase in sales productivity
    • 25% reduction in customer service costs
    • 35% improvement in customer satisfaction
    • Shorter sales cycles through automation
    • Higher marketing ROI through better targeting
    • Consistent customer communication
    • Scalable cloud infrastructure
    • Reduced IT complexity
    Our approach

    How we work

    Our proven approach combines best practices from more than 50 implementations with individual adaptation to your business processes. We rely on agile methods and close collaboration with your teams.

    Steps

    1
    Discovery & Requirements Analysis
    2
    Solution Architecture Design
    3
    Agile Implementation Sprints
    4
    Data Migration & Integration
    5
    User Training & Change Management
    6
    Go-Live Support
    7
    Continuous Optimization
    Technology stack

    Microsoft & related

    Dynamics 365 SalesDynamics 365 MarketingDynamics 365 Customer ServicePower PlatformMicrosoft TeamsPower BIAzureMicrosoft 365
    Your point of contact

    These consultants lead projects in this area — they're who you'd actually work with.

    Jürg Würtenberg - Senior Consultant
    Jürg Würtenberg
    Microsoft Azure & Dynamics 365 Specialist
    View profile
    Matthias König - Senior Consultant
    Matthias König
    Senior Consultant
    View profile
    Ahash Sritharan - Software Engineer
    Ahash Sritharan
    Dynamics 365 & Power Platform Developer
    View profile
    Meet the whole team
    Fixed price per phase · code & solution = your property · hypercare 4–12 weeks depending on the engagement model.
    How big, how long, how much

    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.

    MVP
    4–6 weeks
    1 architect · 1 developer

    1 portal, 1-2 self-service flows

    Most Common
    Standard
    3–5 months
    2-3 devs · architect · PM

    Portal + CRM integration + chatbot

    Enterprise
    6–9 months
    4+ devs · multi-stream

    Multi-brand portals, multilingual, community

    Phase fixed price — decided after Discovery.
    Discuss your project
    Frequently asked

    FAQ

    Anything where an organisation manages external people or companies in a structured way and communicates with them: membership administration for associations and clubs, customer self-service portals, location and investor portals, supplier and partner portals, student and alumni platforms. Technically this is usually Power Pages + Dataverse (+ optionally D365 Customer Service for ticket workflows).

    MVP in 4–6 weeks (1 portal + 1–2 self-service or member flows). Standard implementation 3–5 months. Multi-brand / multilingual / community setups with membership-fee or application workflows 6–9 months. We determine the right tier in a 30-minute scoping call — before any contract.

    Usually Power Pages (CHF 162 / 100 authenticated users / site / month — a cost-effective rate for member and stakeholder portals) or D365 Customer Service Professional (from CHF 40.50/user/month) for service-centric setups, plus Power Automate Premium (CHF 12.10/user/month) for workflows. We review your existing licence estate first — often a reallocation is enough, with no new purchase needed.

    Via Microsoft-certified Power Platform connectors (SAP, SharePoint, Outlook, Teams, common telephony) or custom connectors / REST API integration for proprietary systems (Abacus, Bexio, association membership software, university LMS, etc.). Typical integrations: SAP, telephony, e-commerce, email dispatch, membership-fee invoicing. In the discovery phase we pin down the exact touchpoints.

    Book the “Assess & Advise” engagement model — 1–4 weeks, a vendor-neutral report, and 50% credited toward a follow-on project. You get a sound basis for your decision before you invest.

    A Solution Architect (PL-600 Power Platform Solution Architect Expert) + 1–2 Power Platform developers, depending on project size. For service-heavy setups we add MB-230 (D365 Customer Service Functional Consultant). Optionally a UX designer for customer- and member-facing portals. One dedicated point of contact for the entire project.
    How we work

    Available as

    Five ways to start — from a focused assessment to ongoing support.

    Rapid Delivery
    0.5 – 10 days · from CHF 2k
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    Assess & Advise
    1–4 weeks · from CHF 8k
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    Full Implementation
    3–12 months
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    Managed & Evolve
    ongoing · from CHF 4k/mo
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    Training & Enablement
    0.5–5 days · from CHF 2k/day
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    30-minute scoping call

    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.

    Book an appointment

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