• CRM on the Go

    Mobile applications for tablets and smartphones allow you to stay connected and productive wherever you are. By having access to CRM on your Windows 8 tablet, iPad or your mobile phone, you will have all the tools you need to be better prepared for client meetings and can stay up to date with client information while out of the office. You can arrive prepared for every meeting by updating your notes, accounts, leads, tasks, and contacts.

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  • CRM and Outlook Integration

  • CRM and Outlook Integration

    Enjoy the benefits of seamless integration between Dynamics CRM and Microsoft Outlook. You can now track important conversations, add new connections, and work in CRM without having to leave Outlook! Because most people are already familiar with the Outlook interface, it eliminates any steep learning curves and gets you up and running quickly!

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  • Neglected Lead Reporting

    With this feature, you can identify any leads that have not been contacted. The report displays a chart with the a number of neglected leads broken down by sales rep. You can easily drill into the chart and see the full list of leads a specific sales rep is responsible for, when the lead was created, the lead source, and more.

  • Process Guidance

    With guided processes, your sales reps will never have to guess what to do next. They will always know exactly where they are in the process and have a set of requirements that need to be finished before moving on to the next stage. The Process Editor allows you to be flexible and stay agile in an evolving market by letting you define processes that make sense for your business.

  • Process Guidance

  • Streamlined Navigation

  • Streamlined Navigation

    Dynamics CRM has been redesigned with productivity in mind. A new streamlined navigation drops down from the top of the screen making more room for customer data. This new user experience provides information in a clean and user-friendly way all in just one screen. It eliminates any pop ups and you no longer need to switch to multiple screens making your work day more productive.

  • Simplified Data Entry

    Your people are busy. They’re working multiple opportunities, entering new contacts and accounts all the time. To make data entry easier, Microsoft Dynamics CRM has introduced Quick Create – an optimized experience that lets users easily create new contacts, leads, opportunities, activities, etc.

  • Quick Create

  • Inline Editing

  • Inline Editing

    With inline editable grids, you can quickly add and edit account information, product details (such as price, quantity, discount), and product line items to Opportunities, Quotes, Orders, and Invoices directly on the form. There’s no need to switch screens.

  • Stakeholders

    Now, you can track key stakeholders for your deals helping you to better understand who the decision makers are, their role, and how they affect your deal.

  • Stakeholders

  • Yammer

  • Increase Collaboration with Yammer

    Yammer is a social networking tool for businesses. By using a news feed, similar to the ones used in popular social networking sites, your staff can easily have conversations, share information and content to help each other get their job done. It’s fast, easy, and eliminates lengthy chains of emails.

  • Microsoft Partner Network


    Microsoft Dynamics is sold and implemented through the Global Partner Network. Atum is a certified Microsoft Partner delivering local knowledge, industry-specific expertise, and add-on solutions customized to meet your unique business needs. We’ll get you up and running quickly and easily.

    Contact Us for more information. We’d love to help!