Finance: Digitize your processes with Microsoft Dynamics 365
In the financial services sector, accuracy, compliance and responsiveness are key. Trustees, management firms, investment banks or consulting companies: your teams must juggle sensitive data, meet regulatory requirements and offer an impeccable customer experience.
Enhanced compliance and security
Microsoft solutions comply with local and international standards (IFRS, Swiss VAT, nLPD, GDPR). Hosting in Switzerland ensures the security and confidentiality of sensitive data, a key issue for financial companies.
A strengthened customer relationship with Dynamics 365 Sales
Follow your prospects, clients and partners with a CRM designed for B2B. From the first interaction to the signature, each opportunity is traced and analyzed to maximize your chances of success.
Automation and time saving
With Power Automate and the AI Copilot, reduce repetitive tasks (reminders, validations, report generation). Your teams save time to focus on high value-added analysis and advice.
A consolidated and real-time view of your finances
Thanks to Business Central, centralize all your financial data: accounting management, budgets, treasury, monitoring of investments. You benefit from reliable indicators in real time to manage your activity and make informed decisions.
Microsoft Dynamics 365 Business Central ERP: a strategic lever for your operations
The ERP Business Central centralizes your data and simplifies the management of your logistics and financial flows. An ERP that offers you concrete benefits:
-
Centralized management of purchases, stocks, production and finances
-
Complete traceability of batches, series and components
-
Compliance with local and international standards (nLPD, GDPR, GxP)
-
Real-time vision of costs and margins
Centralized data
Contacts, accounts, exchange histories and commercial pipeline.
Monitoring of opportunities
Structured monitoring of relationships with clients, distributors and partners
Clear exchanges
Better collaboration between your R&D, sales and customer service teams
Fluid analyses
Monitoring of technical interventions and customer support
Business applications adapted to finance companies
We accompany you in all aspects of the management of your company, our experts develop and integrate specific modules to your business constraints.
AlmaTrack
Managing your vehicle fleet in a single application.
Core Model construction
Creation of the standard model (processes, flows, roles, rules, KPIs) in Microsoft Dynamics 365 Business Central or Dynamics CRM.
Pilot deployment then roll-out country by country
Implementation in a "model" country (subsidiary or headquarters) to validate the choices. Gradual deployment in each subsidiary with local adaptation (VAT, legislation, currency, language, local accounting software).
Support, training & change management
Support for local users, skills transfer, change management in each country.
Microsoft certified partner
This certification guarantees our clients a high level of technical expertise, a thorough mastery of Dynamics 365 solutions (ERP, CRM, Power Platform) and an implementation in line with Microsoft best practices.
Choosing a Microsoft ERP integrator partner means ensuring a reliable, scalable deployment aligned with international standards while benefiting from our local proximity in French-speaking Switzerland.
An approach based on change management
To ensure the adoption of your ERP, we involve your teams from the beginning of the project, provide appropriate training and post-deployment support.
Recognized sector expertise
Wholesale trade, logistics, transport, production, medical, financial services. We understand your professions and your regulatory constraints.
An end-to-end support
Audit of your needs
ERP configuration
Development of custom-made modules
Training of your teams
Support and evolutions
