CRM & ERP · Microsoft Cloud

    Microsoft Dynamics 365

    CRM and business applications for Swiss companies — natively integrated with Microsoft 365 and Teams.

    What is Microsoft Dynamics 365?

    Microsoft Dynamics 365 is Microsoft's cloud-based CRM and ERP suite with modules for Sales, Customer Service, Field Service, Marketing, Finance and Business Central. All modules share a common data foundation (Microsoft Dataverse), are natively integrated with Microsoft 365, Teams, SharePoint and Power Platform.

    CHF 65

    per user/month for Dynamics 365 Sales Professional

    Microsoft Pricing
    6–12 Wo.

    for a Dynamics 365 Sales (CRM) basic implementation at CNEXT

    CNEXT Projektdaten
    3–5 Mo.

    for a Salesforce → Dynamics 365 migration (incl. training)

    CNEXT Projektdaten

    Dynamics 365 wins against Salesforce because it knows no silos: sales, service, Teams telephony and SharePoint documents are connected in a single platform — without expensive middleware.

    Marcel HaasCEO & Solution Architect, CNEXT

    Dynamics 365 Modules from CNEXT

    Dynamics 365 Sales

    Opportunity management, pipeline visualisation, Copilot integration and Teams connectivity for Swiss sales teams.

    Customer Service

    Ticketing, case management, knowledge base and AI-powered service — integrated with Teams and Outlook.

    Business Central

    ERP for Swiss SMEs: financial accounting, inventory, purchasing and sales — modern Navision successor.

    Swiss Reference Projects

    Concrete Dynamics 365 projects by CNEXT for Swiss businesses.

    Salesforce migration (technology company, Zürich)

    Migration of 350 Salesforce users (Sales + Service) to Dynamics 365. 15,000 accounts, 80,000 opportunities and 5 years of activity history migrated. Project duration 4 months, CHF 18,000 annual licence savings.

    Business Central ERP replacement (manufacturing, Thun)

    Replacement of an on-premises Microsoft Dynamics NAV 2016 with Business Central SaaS. Financial accounting, inventory (500 items), purchasing and sales. Integration with ABACUS payroll via Power Automate.

    Dynamics 365 Sales CRM (consulting firm, Bern)

    Dynamics 365 Sales for 25 consultants: opportunity management, quote pipeline, Teams integration and Copilot meeting summaries. Power BI dashboard for management pipeline review.

    Frequently Asked Questions about Dynamics 365

    What is Microsoft Dynamics 365 and what modules are available?

    Dynamics 365 is Microsoft's cloud-based CRM and ERP suite with modules for Sales (CRM), Customer Service (ticketing), Field Service (field workforce management), Marketing, Finance (ERP) and Business Central (ERP for SMEs). All modules share Microsoft Dataverse as a common data foundation and are natively integrated with M365, Teams and Power Platform.

    What are the licence costs for Dynamics 365 in Switzerland?

    Sales Professional approximately CHF 65/user/month. Sales Enterprise approximately CHF 95/user/month. Customer Service Professional approximately CHF 50/user/month. Business Central Essentials approximately CHF 70/user/month. Business Central Premium approximately CHF 100/user/month. CNEXT creates an individual licence analysis for your requirements.

    How long does a Dynamics 365 implementation take?

    Dynamics 365 Sales basis (CRM, 10–30 users): 6–12 weeks. Full CRM implementation with customisation and integrations: 3–6 months. Business Central (ERP) for SMEs: 3–9 months depending on complexity and data migration. CNEXT provides a binding timeline and fixed-price offer after a requirements analysis.

    Can I migrate from Salesforce to Dynamics 365?

    Yes. CNEXT carries out complete Salesforce-to-Dynamics-365 migrations: data objects and history (Accounts, Contacts, Opportunities, Activities), workflows, integrations and user training. Data migration with Microsoft-certified tools. Typical migration duration: 3–5 months depending on complexity.

    What is Microsoft Dataverse and what does it have to do with Dynamics 365?

    Microsoft Dataverse is the relational database platform underlying Dynamics 365. Dataverse provides standardised entities (Accounts, Contacts, Leads) accessed by all Dynamics 365 modules and Power Platform apps. CNEXT uses Dataverse for custom extensions and integration of Power Apps with Dynamics 365.

    What advantages does Dynamics 365 offer over traditional CRM systems?

    Dynamics 365 vs. Salesforce and traditional CRM systems: native Microsoft 365 integration (Outlook, Teams, SharePoint without middleware), shared Dataverse data foundation for CRM and ERP, Microsoft 365 Copilot for AI-powered sales processes (email summaries, meeting notes) and easier extension via Power Platform.

    Can Dynamics 365 connect to Swiss ERP systems like Abacus or Bexio?

    Yes. CNEXT connects Dynamics 365 via Power Automate, REST API or Azure Logic Apps to Abacus, Bexio, Sage and other Swiss ERP systems. Typical scenario: order in Dynamics 365 Sales → automatic order entry in Abacus → delivery note back in Dynamics 365.

    What is Dynamics 365 Business Central and who is it suitable for?

    Business Central is Microsoft's ERP system for Swiss SMEs (5–250 employees) — the cloud successor to Microsoft Navision. Features: financial accounting (VAT-compliant for CH), inventory, purchasing, sales, project controlling and manufacturing basics. CNEXT implements Business Central as a replacement for on-premises Navision or older ERP systems.

    How secure is Dynamics 365 for Swiss data protection requirements?

    Dynamics 365 runs on Azure with EU/Swiss data residency. With Microsoft Purview it provides Sensitivity Labels, DLP policies and audit logs for nFADP compliance. CNEXT configures Dynamics 365 according to Zero Trust principles with Entra ID Conditional Access and role-based data access control.

    Does CNEXT offer support and training for Dynamics 365?

    Yes. CNEXT offering: user onboarding training (sales/service teams), administrator training (configuration, customisation), Power Platform training (Dataverse, Power Apps, Power Automate for Dynamics 365), Managed Service (helpdesk, updates, extensions). Training remote or on-site in Bern.

    CRM or ERP with Dynamics 365?

    CNEXT implements Dynamics 365 for Swiss businesses — from Sales to Business Central.

    Free initial consultation