- Dynamics 365
Customer relationships are the foundation of your business.
Many companies don’t lose customers over price, but over a lack of follow-up. A forgotten offer, a missed reminder, a piece of information only one person knows. Dynamics 365 makes sure your team always knows where a customer stands — and what to do next.
30 minutes · no obligation · no standard sales pitch
More than an address list
Dynamics 365 CRM is your sales assistant, your memory and your early-warning system in one.
Contacts & companies
All customers, contacts and interactions in one place — with full history and notes.
Sales pipeline
Where does each deal stand? From the first enquiry to the close — always a clear overview.
Automatic reminders
No follow-up is forgotten. Dynamics reminds you automatically — before the customer forgets the offer.
Outlook directly connected
Emails, appointments and tasks flow automatically into the CRM — no more manual updating.
Revenue forecasts
How much revenue is realistic this month? Dynamics shows you — at the push of a button.
Copilot in the CRM
Copilot summarises customer histories, suggests next steps and drafts offer emails.
What a CRM really delivers
The difference in numbers
- 29%
- more revenue through better follow-up of customer enquiries
- 3×
- faster onboarding of new sales staff
- 40%
- less admin work thanks to automatic synchronisation
Before vs. after
How your day changes with Dynamics 365
No big IT project — a real difference your team feels immediately.
Without a CRM
- Customer data scattered across Excel, emails and sticky notes
- Nobody knows what was last discussed with the customer
- No overview of your own sales pipeline
- Offers get forgotten, follow-ups don’t happen
- Change in the team? Knowledge is lost
With Dynamics 365
- All customer data central — always current, visible to everyone
- Complete conversation history at a glance
- Automatic reminders, no follow-up is forgotten
- Real-time pipeline overview, forecasts always current
- New team member? Up to speed in 5 minutes
Our approach
Introducing Dynamics 365 — how it works
- 1
Understand processes
We look together at how your sales work today — and how Dynamics can improve them.
- 2
Set up & customise
Dynamics is tailored to your processes — fields, views, automations configured to fit.
- 3
Migrate data
Existing customer data from Excel or other systems is imported cleanly — no data loss.
- 4
Train & support the team
Hands-on training for your team — so everyone really uses Dynamics and doesn’t just know it.
Frequently asked questions
Is Dynamics 365 suitable for smaller companies too?
Yes. Dynamics 365 is scalable — whether 5 or 500 employees. We set it up to fit your size, without you paying for features you don’t need.
Can we take over our existing customer data?
Yes. Whether your data is in Excel, an old CRM or somewhere else — we import it cleanly and in a structured way into Dynamics.
How is Dynamics connected to Outlook?
Via the Dynamics 365 App for Outlook, emails, appointments and contacts are synchronised automatically. You keep working in Outlook — Dynamics updates the data automatically.
What does Dynamics 365 CRM cost?
Licence costs start at about CHF 65 per user per month. We advise you free of charge on which model makes sense for your situation — and show you honestly what it really costs.
How many hours will your team lose this week?
Book a free 30-minute call. We show you concretely what is possible in your company — and what it costs to keep going the way you have.
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