Frequently asked questions

FAQ

What does the Ambit Group do?

The Ambit Group supports companies and organizations in digitizing and optimizing their business processes using the Microsoft Business Applications Platform. It offers consulting, implementation, and operation of Dynamics 365 CRM and ERP, the Power Platform, Microsoft 365, and Azure – from standard solutions to customized digitalization projects.
Its range of services spans from process analysis and design to system implementation, data integration, automation, and training. The goal is to sustainably enhance customers’ competitiveness and measurably advance their digital transformation.

About us!

 

Where does the Ambit Group operate?

The Ambit Group operates in Switzerland at its Wallisellen (HQ) and Winterthur offices. In addition, we have other branches in Germany, Austria, Romania, and Singapore.

View our addresses.

 

What is the USP of the Ambit Group?

The Ambit Group’s USP (Unique Selling Proposition) lies in its specialized combination of consulting expertise, industry know-how, end-to-end services, and deep implementation experience on the technology level, all based on the Microsoft Business Applications platform – with a clear focus on medium-sized enterprises.

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What was the Ambit Group’s revenue last year?

>24 Million

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How many employees does the Ambit Group have?

The Ambit Group employs around 100 people worldwide.

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What are the Ambit Group’s core competencies?

The Ambit Group’s core competencies lie in the digital transformation of medium-sized companies and organizations – focusing on CRM, ERP, and process/business solutions based on Microsoft Dynamics 365 and the Power Platform.

Our services.

 

What awards has the Ambit Group received?

  • Microsoft Partner of the Year 2023 in the Business Applications – Dynamics 365 category
  • Member of the Microsoft Inner Circle for Business Applications 2024/2025
  • Member of the Microsoft Inner Circle for Business Applications 2025/2026
  • Great Place to Work certification – 96% of employees say Ambit is a great employer
  • Kununu Top Company – with a 100% recommendation rate, Ambit ranks among the top 5% of employers in the DACH region

About us!

 

Which companies is the Ambit Group involved in?

  • Novalytica AG– brings together a team of highly qualified data specialists, providing consulting and implementation for data utilization, analytics, and AI solutions Newspost.
  • Ambit IQ – a startup fully focused on radically agile Power Platform projects, supporting companies in process digitalization Newspost.

 

Which industries does the Ambit Group serve?

Ambit operates in the following industries: manufacturing (with a focus on one-off production, series production, process manufacturing), technical wholesale, sports & entertainment, non-profit, associations, tourism, education, and services.

Our industries.

 

How does Ambit support CRM and ERP implementations?

Ambit guides companies and organizations through all process phases – from inception to implementation and ongoing operations – using a structured and proven methodology. We bring consulting expertise, best practices, and deep industry and/or process knowledge. We advise on processes, architecture, interfaces, migrations, and implementation within the respective applications and their integrations.

Our services.

Which Microsoft technologies does Ambit use for CRM and ERP?

Essentially, these are Microsoft Dynamics 365 applications, Power Platform and Azure

Products and Solutions.

What does a typical CRM project with Ambit look like?

A typical CRM project at Ambit follows four phases:

  1. Discover – We understand the customer and their starting point, clarifying the “WHAT” of the project, with a focus on processes and content.
  2. Design – The blueprint of the future solution is created, including elements such as architecture, interfaces, migration, and data models.
  3. Engage – The jointly developed solution is implemented in agile sprints.
  4. Empower – In the final phase, the solution is tested integratively, end users are trained, and the go-live is prepared.

After go-live, the solution moves into ongoing operations, and depending on needs, further subprojects and optimization phases may follow.

 

 

A CRM project with Ambit begins with a clear vision: we understand the requirements and translate them into a future-ready solution for marketing, sales, service, and field service. With agile methodology, transparency, and genuine partnership, we create lasting value from the very first workshop through to go-live.

– Mathieu Schmidhauser, Head of Business Unit CSX

Dynamics 365 CRM

What does a typical ERP project with Ambit look like?

We bring not only methodological expertise and system knowledge, but also take responsibility – for budgets, timelines, and results. In complex organizations, we keep the big picture in mind, make decisions when it matters most, and deliver when it counts. While others are still maneuvering in the group stage, we’re already in the quarter-finals – with the goal clearly in sight: a clean, stable, and sustainable go-live.

 

 

"ERP implementations are not IT projects. They are a turning point. Done right, they rebuild a company’s future from the inside out. It’s the Champions League of change. That’s exactly where we feel at home."

– Andreas Huber, Head of Business Unit Wholesale

Dynamics 365 ERP 

How do I start a project using Ambit?

In a brief, no-obligation initial consultation, we’ll discuss your requirements, whether they relate to AI, CRM, ERP or custom digitalisation. We’ll then analyse your current situation in a one-day workshop and define specific next steps, on the basis of which we’ll work together to implement your solution.

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CRM, Microsoft 365, Azure

Christian Schipp

Chief Business Development Officer

ERP

Andreas Pascutto

Head of Sales ERP

Artificial Intelligence

Kai Fuchs

Lead AI Consultant and Co-Founder, Ambit IQ

 

What technologies does the Ambit Group use?

The Ambit Group utilises all the tools available on the Microsoft platform for business applications. These essentially include all Microsoft Dynamics 365 applications for CRM and ERP (excluding Business Central), the entire Power Platform and Azure Services. These are supplemented by additional web technologies and specific native, integrable solutions (add-ons).

Products and solutions.

 

Which Microsoft Solution Areas does the Ambit Group cover?

  • Business Applications – for Sales, Finance, and Supply Chain
  • Data & AI Azure
  • Digital & App Innovation Azure

Products and solutions.

 

What is the Microsoft Power Platform?

For the Ambit Group, the Microsoft Power Platform is a key building block for supporting customers well beyond standard CRM and ERP processes.

It enables the rapid and cost-efficient digitization of individual business processes – using low-code/no-code approaches that directly involve business departments. Through seamless integration with Dynamics 365, Microsoft 365, and Azure, we create scalable, connected solutions that link data, processes, and people.

For our customers, this means greater agility, faster innovation, and measurable efficiency gains.

The Power Platform is therefore a major driver of innovation and a competitive advantage in the Ambit Group’s digitalization strategy for its end customers.

 

What does Ambit mean by XRM or “Customer Digitalization”?

In XRM, the “X” stands for “anything” or “anything relationship management” – meaning an extension of the classic CRM (Customer Relationship Management) to a flexible platform approach that can map not only customer relationships but practically any kind of relationships and processes. Ambit uses XRM as an extension of Microsoft Dynamics 365 CRM to create customized, industry-specific solutions that go beyond traditional customer management.

Our services.

 

How does Ambit support the digitalization of individual business models (XRM)?

With our Custom Digitalization offering, we enable the custom development of software for specific process areas using the Power Platform and Dynamics 365 framework. This reduces customer dependency, leverages no-code & low-code development, and provides a freely scalable platform. As a result, development times are significantly reduced.

Our services.

 

Does Ambit also offer support and further development?

Yes. If you would like to arrange a free consultation, you are welcome to book an appointment for CRM, ERP or Custom Digitalization.

 

What sets Ambit apart from other Microsoft partners?

As an independent company, Ambit is a peer-level partner for customers, taking on solution and implementation responsibility based on shared values. In addition, personal support, quick response times, and modern working methods clearly set Ambit apart from other Microsoft providers.

About us.

 

What references does the Ambit Group have?

In its specific industries, the Ambit Group serves many well-known medium-sized companies and organizations. We are happy to present these in a personal conversation 

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What does Ambit’s ‘AI-first’ approach mean for CRM and ERP?

For Ambit, ‘AI-first’ means taking the potential of artificial intelligence into account right from the outset when designing business processes and solutions. Together with our clients, we assess which tasks AI can support or take over, and where human experience, decision-making and approvals remain essential.

The starting point is the specific business benefit: for example, less administrative work, faster processing or more readily available information. In doing so, we take into account data quality, cost-effectiveness and the needs of staff. In this way, AI becomes a targeted component of the CRM and ERP solution.

 

How does Ambit support the use of Copilot in Microsoft Dynamics 365?

Ambit has Copilot expertise across the Dynamics 365 applications. We help organisations select, set up and integrate suitable AI functions into their day-to-day operations – from marketing, sales, customer service and field service to finance and supply chain management.

This includes assessing potential use cases, reviewing data and authorisation requirements, and training users. The specific features that can be used depend on the relevant application, licensing and regional availability.

Our AI division.

 

Is Ambit developing its own AI agents using Microsoft Copilot Studio?

Yes. Using Microsoft Copilot Studio, Ambit develops AI agents that can make corporate knowledge accessible and carry out tasks within business processes. To do this, we connect the agents to the necessary data sources and applications.

Possible areas of application include answering internal queries, providing support with customer enquiries, or preparing and executing defined process steps in CRM and ERP systems. Together, we determine which tasks an agent is permitted to carry out independently and when employees should review, decide or take over.

Our AI division.

 

What role does the Power Platform play in Ambit’s AI solutions?

The Microsoft Power Platform connects business applications, data and automation. Ambit uses it to integrate AI directly into day-to-day workflows.

For example, incoming enquiries can be analysed using AI, relevant information can be displayed in a Power App, and subsequent processing or approval steps can be triggered using Power Automate. Copilot Studio complements these solutions with AI agents. This creates end-to-end workflows that connect Dynamics 365 and other systems.

Our AI division.

 

What does Ambit IQ offer in the field of bespoke AI solutions?

With Ambit IQ, Ambit delivers bespoke AI solutions based on platforms such as Microsoft Foundry (formerly Azure AI Foundry). These are deployed when company-specific requirements call for targeted extensions beyond existing standard functions.

Possible use cases include the extraction of corporate knowledge, complex quotation processes, donation matching, the analysis and processing of documents, or specialised AI assistants and agents. The solutions are integrated with the relevant data and business processes. The architecture, model selection and integration are tailored to the specific use case.

Ambit IQ.

 

When is it appropriate to use Dynamics 365 Copilot, Copilot Studio or a bespoke AI solution?

The right solution depends on the task and the requirements:

  • Copilot in Dynamics 365: Where available AI features within the existing CRM or ERP application meet your needs.
  • Copilot Studio and Power Platform: When custom AI agents, additional data sources or automated workflows spanning multiple applications are required.
  • Ambit IQ with Microsoft Foundry: When specific requirements for AI functions, processing, integration or technical control call for a bespoke solution.

Ambit assesses these options together with the client. Often, the most suitable overall solution is achieved through a combination of these approaches.

 

How do you get started on an AI project with Ambit?

An AI project begins with a specific business problem and a clear objective. Together, we identify and prioritise suitable use cases based on their benefits, feasibility and effort involved.

For a selected use case, we review data, system integrations and access permissions, and define measurable success criteria. We then test the solution in a manageable pilot project. The results form the basis for further expansion. From the outset, we take into account the quality of the AI results, responsibilities, ongoing costs and the roll-out to staff.

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