More structure and efficiency with Dynamics 365


Swisscontact helps people in developing and emerging countries to acquire skills and knowledge to lift themselves out of poverty. The company introduces a structured pipeline and project process and benefits from a central data repository and bundled communication.

Our solution

  • The solution combines Dynamics 365 (CRM), SharePoint Online and Microsoft Teams
  • Structured pipeline and project process in and between systems with
    Automated authorization assignment depending on project location
  • Approval processes with email notifications ensure compliance with corporate guidelines
  • Unified document management and automatic synchronization
    between the different systems
  • Project spaces are automatically created in the process sequence with a defined folder structure and the data transfer from the obtained
    opportunity ensured
  • The chat function enables bundled communication within
    of the entire opportunity and project process

How Swisscontact benefits from Dynamics 365, SharePoint and Teams

  • Increasing efficiency in the pipeline and project process
  • Reduction of costs through digitization of complex process structures
  • Increased transparency in communication and project progress through
    structured process flows
  • Improved controlling of current project opportunities and projects already underway
  • Reduced Microsoft licensing costs due to non-profit status

“The Online Consulting AG team supported us in an extremely professional, reliable and imaginative manner in establishing a globally uniform, cloud-based and semi-automated project approval and administration process. The cooperation with Online was characterised by mutual trust and transparent communication. Online’s consultants understand their professional and technical craft very well and work both cleanly and thoughtfully. Their methodological and technical competence helped us a lot to fully exploit the potential of Dynamics 365. We look forward to further cooperation with Online and can highly recommend them!”

Adrian Stauffer

Head of Corporate Controlling Swisscontact

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