Dynamics 365

Dynamics 365 Consultant & Trainer in Geneva

Microsoft Dynamics 365 is the natural CRM choice for organisations already invested in the Microsoft ecosystem. I train your Swiss teams in Carouge and beyond to master Sales, Customer Service and the Power Platform integration that makes Dynamics 365 truly powerful.

Why Dynamics 365 is the CRM for Microsoft-first organisations in Switzerland

For Swiss organisations running Microsoft 365, Teams and Azure, Dynamics 365 is the CRM that fits naturally into the existing technology stack. But its depth — Sales, Customer Service, Marketing, Field Service, Power Platform, Copilot — means adoption without structured training leads to expensive underuse.

I deliver training that starts with your sales process and customer journey, then maps them to Dynamics 365 modules. Your teams learn to manage pipelines, automate follow-ups, build Power BI dashboards and leverage Copilot for AI-assisted selling — all within your Swiss context.

From Geneva's international trading houses to Lausanne's pharma companies and Zurich's financial services, Dynamics 365 powers customer relationships when teams truly master it.

Dynamics 365 is your CRM, your data platform and your AI assistant: training unlocks all three.

Example training programmes

Dynamics 365 training formats

Each format is tailored to your level, your sector and your goals.

Sales

Dynamics 365 Sales

1 daySales / account managers

Pipeline management, opportunity tracking, forecasting, email integration and Copilot for Sales.

Service

Dynamics 365 Customer Service

1 dayService / support teams

Case management, SLA tracking, knowledge base, omnichannel and Copilot for Service.

Platform

Dynamics + Power Platform + Copilot

1 dayIT / power users

Power Automate flows, Power BI dashboards, custom apps and Copilot configuration.

What I can do for you in Switzerland

Beyond training, I support you across your whole project:

  • CRM audit and Dynamics 365 maturity assessment.
  • Tailor-made training for sales, service and IT teams.
  • Process automation with Power Automate and Copilot.
  • Consulting on Dynamics 365 architecture and nFADP compliance.

Who it is for

  • Sales and account management teams.
  • Customer service and support teams.
  • IT and Power Platform administrators.
  • Managers seeking CRM-driven forecasting and reporting.

Dynamics 365 training in Geneva, Lausanne and Zurich

Based in Carouge (Route des jeunes 47B, Canton of Geneva), I deliver on-site training across French-speaking Switzerland — Geneva, Lausanne, Fribourg, Neuchâtel — as well as in Zurich, Berne and Basel, on-site or via virtual classroom. Quotes available in CHF on request.

Frequently asked questions

You may be wondering…

Does Dynamics 365 integrate with Microsoft 365 and Teams?
Natively — email, calendar, Teams meetings and SharePoint documents are fully integrated, which is a major advantage for Microsoft-first organisations.
Do you cover Dynamics 365 Copilot?
Yes — Copilot for Sales and Copilot for Service are covered, including prompt strategies and AI-assisted workflows.
Is Dynamics 365 compliant with Swiss data protection law?
Microsoft offers Swiss data residency for Dynamics 365. We cover nFADP-compliant configuration during training.
Can training include our own Dynamics 365 instance?
Yes — hands-on exercises use your real CRM environment for maximum relevance.
Let's get practical

Master Dynamics 365 for your Swiss organisation

Tell me about your CRM challenges and I will design a Dynamics 365 programme for your teams.

Get in touch