Microsoft Dynamics
Smarter CRM Implementation for Revenue-Driven Teams
What We Do
Instead of managing disconnected tools, Microsoft Dynamics brings your data, workflows, and reporting together, so your teams can work from a single source of truth and make faster, more informed decisions.
From setup and data migration to automation and optimization, we tailor Dynamics to match your business processes and long-term growth goals.
Common CRM Challenges We Solve:
- Disconnected systems across departments
- Limited visibility into sales and pipeline performance
- Manual reporting and outdated data
Don’t Let Your CRM Get in Your Way
90%
of CRM projects fail to meet goals if not managed properly.
*Source: Forbes
41%
of businesses struggle to integrate with existing tools.
*Source: SugarAI
32%
of sales reps spend over an hour every day on manual data entry.
*Source: Capterra
How We Help
By Trusting Atlantic for Microsoft Dynamics Implementation, You Can…
Integration with Existing Tools
- Seamless connection with Outlook, Teams, and other Microsoft tools
- Automate workflows across Microsoft 365 apps
- Reduce friction in day-to-day sales and service tasks
Unify Business Goals
- Connect CRM with finance and operations
- Break down silos between departments
- Create a single, centralized view of customer data
Advanced Analytics & AI
- Leverage Power BI dashboards for real-time reporting
- Use predictive insights to improve forecasting accuracy
- Identify trends and opportunities faster
Don’t Take Our Word For It!
Find out why our clients choose Atlantic
With Atlantic’s help, we now open and close far more sales opportunities. We engage the customer and take swings, which were not happening before.
”
Trevor McSwainRegional Sales Manager
Their team is very responsive whenever we have a question or need support with our CRM.
”
Kate SparksDirector of Marketing
What to Expect
A successful Dynamics 365 implementation starts with understanding how your business operates today. We assess your current systems, data structure, and workflows before designing a tailored CRM environment that supports your goals.
From there, we handle configuration, integrations, data migration, and training to ensure smooth adoption across your teams.
Optimize Your CRM in 3 Easy Steps
Step 1
Understand Your Current State
We evaluate your current tools, processes, and reporting gaps to define the right CRM strategy that your team will be excited about.
Step 2
Design & Configure
We build a Dynamics 365 environment tailored to your sales, marketing, and service workflows identified in our evaluation.
Step 3
Deploy & Optimize
We implement the system, integrate your tools, and provide training and ongoing optimization support to ensure you get the most out of your Microsoft Dynamics.
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