Microsoft technologies, matched to your task
We combine Dynamics 365, Power Platform and Azure so that your IT can run the solution securely.
Go straight to an intro callWhat do you want to improve?
Choose a task. We show you which Microsoft building blocks we combine for it.
Already know the product name? All 19 technologies
Manage sales and customer relationships Manage sales
Typical starting point
Contacts, opportunities and quotes are scattered across lists and inboxes – nobody can see the current status at a glance.
The building blocks we combine for this
Replace Excel and Access solutions Replace Excel & Access
Typical starting point
Key processes depend on Excel files or Access databases that have grown over the years and that only a few people understand and can maintain.
The building blocks we combine for this
Power Apps Your own business apps for forms, checklists and internal processes, without traditional programming. Your own business apps
Power Automate Automates approvals, notifications and data flows. Approvals and data flows
Microsoft Dataverse The shared data foundation with roles, permissions and auditing. Shared data foundation
From a project Project
AEROPERS: Access application migrated to the Power Platform Built with: Power Apps, Power Automate, DataverseConsulting
Give customers, members and partners a portal Offer a portal
Typical starting point
Enquiries, registrations and documents arrive by email, and your team re-enters them into the system by hand.
The building blocks we combine for this
Power Pages Secure websites and portals for customers, partners or members. Secure portals- Microsoft Dataverse Holds the data and uses roles and permissions to control who sees what. Controls who sees what
- Power Automate Routes incoming requests onwards, for example for approval or as a notification. Routes incoming requests
From a project Project
S-GE: portal for international investor projects Built with: Power Pages, Dynamics 365 Sales, DataverseConsulting
Take the pressure off customer service Ease the service load
Typical starting point
Enquiries come in through several channels, and recurring questions tie up your team.
The building blocks we combine for this
Dynamics 365 Customer Service Cases, SLAs and knowledge articles across several channels. Cases and knowledge articles
Copilot Studio Your own AI agents for your service processes, with your data and rules. AI agents for service- Power Pages A secure portal for your customers. Portal for your customers
Dynamics 365 Customer Voice Gathers feedback from your customers through surveys. Customer surveys
From a project Project
Advact: CRM with bexio integration and customer service portal Built with: Dynamics 365 Sales and Customer Service, Power Pages, Power AutomateConsulting
Make KPIs visible Make KPIs visible
Typical starting point
Every report means pulling figures together again from different lists and systems.
The building blocks we combine for this
Power BI Turns your data into reports and KPIs for decision-making. Reports and KPIs- Microsoft Dataverse One shared data foundation instead of many separate lists. Shared data, not lists
From a project Project
CPM AG: from Excel to the Power Platform Built with: Power Apps, Power Automate, Power BI, DataverseConsulting
Use AI agents and analyse documents Use AI agents
Typical starting point
You want to use AI in everyday work – but with your own data and rules, not as an isolated experiment.
The building blocks we combine for this
- Copilot Studio Your own AI agents for your processes, with your data and rules. Your own AI agents
AI Builder Ready-made AI models for documents, images and predictions in Power Apps and Power Automate. AI models for documents- Microsoft 365 Copilot AI in Outlook, Word, Excel, PowerPoint and Teams, working only with data you already have access to. In Outlook, Word, Teams
Copilot Studio or Microsoft 365 Copilot? Copilot Studio is for building your own agents for your processes; Microsoft 365 Copilot helps your team directly in Outlook, Word, Excel, PowerPoint and Teams.
Connect finance and ERP Connect finance & ERP
Typical starting point
Accounting and CRM run separately, and customer and order data is entered twice.
The building blocks we combine for this
- Dynamics 365 Business Central ERP for SMEs, connected to CRM and Power Platform. ERP for SMEs
- Dynamics 365 Finance & Operations ERP for mid-sized and large companies. ERP for larger companies
How we deliver it: ERP delivery happens with our ERP alliance partners; the integration architecture comes from us.
Connect systems and run them securely Connect systems securely
Typical starting point
The new solution has to fit your IT: sign-in, permissions, integrations and operations.
The building blocks we combine for this
Microsoft Azure The cloud platform underneath. Where low-code reaches its limits, we continue building on Azure. The cloud platform underneath- Microsoft Dataverse Data model, roles and permissions, auditing and integrations in one place. Roles, permissions, auditing
Microsoft Power Platform Shared rules and standards for all apps and workflows. Rules for all apps
They are complemented by Microsoft Entra ID for identity and sign-in, and by Azure Logic Apps and API Management for integrations.
From a project Project
GVB: Power Platform for a cantonal building insurer Built with: Power Apps, Power Automate, Dataverse, AzureConsulting
Don't see your task? Tell us about it in an intro call
All 19 technologies
For anyone who already knows the product name – each one has its own page.
How the building blocks fit together
Dynamics 365 covers sales, service and ERP. Power Platform adds your own apps, workflows and portals, and Microsoft Dataverse is the shared data foundation for Power Platform and the Dynamics 365 CRM apps. Copilot adds AI, and Azure is the cloud foundation underneath.
Power Platform
Consulting: Power Platform consulting Power Apps development
- Microsoft Power Platform 16 projects 16 projects Apps, workflows, reports and portals
- Power Apps 6 projects 6 projects Forms, checklists and internal apps
- Power Automate 13 projects 13 projects Approvals, notifications and data flows
- Power BI 4 projects 4 projects Reports and KPIs for decision-making
- Power Pages 7 projects 7 projects Portals for customers, partners and members
Power Fx The Excel-like formula language
For developer teams
Dynamics 365
Consulting: Dynamics 365 consulting What a CRM costs
Dynamics 365 Sales 15 projects 15 projects CRM for leads, opportunities and orders- Dynamics 365 Customer Service 2 projects 2 projects Cases, SLAs and knowledge articles
Dynamics 365 Customer Insights – Journeys 2 projects 2 projects Campaigns and customer journeys (Dynamics 365 Marketing until 2023)
Dynamics 365 Field Service Scheduling and mobile service visits- Dynamics 365 Customer Voice 2 projects 2 projects Surveys and feedback from your customers
- Dynamics 365 Business Central 2 projects 2 projects ERP for SMEs, connected to CRM and Power Platform
- Dynamics 365 Finance & Operations ERP for mid-sized and large companies
AI & Copilot
Consulting: Copilot Studio consulting The Microsoft AI stack
Data & Cloud
Consulting: Azure consulting Power Platform compliance
Project counts: technologies listed in our 39 published case studies.
No page of their own, but often part of the solution: Microsoft Entra ID (identity, single sign-on, Conditional Access), Microsoft Purview (governance), Azure Logic Apps and API Management (integrations), and Microsoft 365 with Teams and SharePoint.
Which combination is right for you?
In the intro call, we spend the first half understanding your problem and the second half sketching how we would approach it. 30 minutes on Microsoft Teams, free of charge. In the intro call, we work to understand your problem and sketch how we would approach it. 30 minutes on Microsoft Teams, free of charge.
Or contact us directly: +41 44 561 56 83 · info@theiasolutions.ch
Microsoft, Dynamics 365, Power Platform, Power Apps, Power Automate, Power BI, Power Pages, Copilot, Dataverse and Azure are trademarks of the Microsoft group of companies.