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Implementation of Microsoft Dynamics CRM

Process automation, better work organization, and full control over sales and customer service – all in one system.

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What challenges do companies face before implementing a CRM?

  • Scattered customer data
  • Lack of consistent sales processes
  • No insight into the effectiveness of marketing activities
  • Slow response time to customer inquiries
  • Difficulty scaling service and sales

Why should you implement Microsoft Dynamics 365 in your company?

Key CRM benefits:
  • Full control over sales
  • Automation of repetitive tasks
  • Real-time data access
  • Integration with other tools
  • Improved customer service
  • The result? Higher sales, greater efficiency, and better team performance

Boost sales and streamline customer service with Microsoft Dynamics 365 CRM

At Atteli, every Microsoft product implementation is tailored to the unique needs of each business, taking into account industry diversity, locations, offered products and services, KPIs, future goals, and other key factors.
Microsoft Dynamics 365 is a comprehensive platform that offers a wide range of solutions for businesses. To support sales, customer service, and marketing processes, Microsoft has developed several modules, including: Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Customer Insights.

Sales

Common challenges:
  • Lack of visibility into the pipeline and customer history
  • Sales activities without strategy or data
  • Difficulty in forecasting results
  • Manual tasks and lack of automation
Atteli solution

Solution

Dynamics 365 Sales
  • Sales process automation
  • Intelligent forecasting
  • Integrated communication tools
  • Sales pipeline management
  • Sales outcome predictions

Customer Service

Common challenges:
  • Customers have to repeat their issues
  • Employees lack full context
  • Long response times
  • Poor service quality
Atteli solution

Solution

Dynamics 365 Customer Service
  • Top-level customer service
  • Support across various communication channels
  • Issue tracking
  • Personalization
  • Service quality monitoring

Marketing

Common challenges:
  • Scattered customer data
  • Difficulty creating consistent campaigns
  • Lack of insight into what works
  • Lack of personalization
Atteli solution

Solution

Dynamics 365 Customer Insights
  • Understanding and analyzing your customers
  • Providing personalized services
  • Multichannel communication
  • Customer overview from multiple systems
  • B2B marketing automation

Discover our implementations

Esri Polska

CRM system implementation. Utilizing Power BI reporting and automating report generation.
See Case Study

Laris Hotels Group

Streamlining the data collection and reporting process to improve efficiency.
See Case Study

Strefa Energi

An advanced CRM system to streamline the meeting scheduling and customer service processes.
See Case Study

We have been working with Polish clients on CRM implementations since 2013.

  • We have a team of certified Microsoft consultants.
  • We are a Microsoft Solutions Partner – specializing in Business Applications.
Looking for a local Polish partner who understands the market and its specifics? See why it’s worth implementing Microsoft Dynamics 365 in your company.
Meet Us

What does a CRM implementation look like?

Consultation and analysis

We identify your company’s needs and define goals.

Solution
design

We tailor the CRM to your business processes.

Implementation, configuration

We integrate the system and train your team.

Testing and optimization

We ensure everything works perfectly.

Support and development

We assist in the system’s growth and adapt it to changing needs.

Training in the Atteli Methodology

Knowledge Transfer to the Client We pass on knowledge and skills related to system administration directly to the client.

Adaptive training We tailor training to the individual needs of employees, taking into account job-specific requirements.

Support and communication We ensure continuous access to phone and online support, ongoing updates on project goals, and regular communication about new system features.

Evaluating effectiveness We monitor and assess training effectiveness based on participant feedback and adjust the training program accordingly.
Atteli CRM

Security included

Full commitment We carry out every implementation with complete dedication, taking responsibility for every detail of the process.

Intensive support (Hypercare) During the critical implementation phase, our Hypercare service provides intensive support—resolving issues, offering guidance, and optimizing performance.

Dedicated support services Our dedicated support services ensure smooth system operation, minimize downtime, and let you focus on your core business activities.

Our Team’s Knowledge and Certifications

Our certified experts possess advanced knowledge of Microsoft products and strong management skills. Their specialized expertise and certifications are key to delivering the highest quality services to our clients:
Prince 2
IPMA Certification Level D, DIMAQ Professional

APMG International Agile Change Agent, AgileBA, AgilePM, Change Management

Microsoft
Dynamics 365 Sales Functional Consultant, Dynamics 365 Customer Service Functional Consultant, Dynamics 365 Field Service Functional Consultant, Dynamics 365 Marketing Functional Consultant, Power Platform Functional Consultant

Ready to improve your sales and customer service?

Don’t lose customers due to lack of automation! Implement Dynamics 365 and boost your team’s efficiency.
See how CRM can help your business.