Dynamics 365
We help your business grow by designing and improving Dynamics 365 solutions that connect your people, processes, and data for better efficiency and results.
Strategic Growth Consulting with Microsoft Technologies
We help businesses align people, process, and technology to achieve measurable growth with Microsoft Cloud solutions.
Built on Partnership. Driven by Results.
Unification
We connect teams, systems, and data through integrated Microsoft solutions that drive alignment and efficiency.
Growth
Our approach turns technology investments into measurable business outcomes—supporting long-term scalability and innovation.
Support
We don’t walk away after go-live. Our experts stay engaged to ensure adoption, optimization, and ongoing success.
Migration Expertise
We’ve guided countless organizations through smooth transitions from Salesforce, Saleslogix, and other legacy systems.
People-Focused
Technology only works when people do. We prioritize collaboration, training, and user adoption at every stage.
Empowering Growth Through Microsoft Technologies
Our expertise spans the core pillars of Microsoft’s intelligent business solutions—Dynamics 365, Power Platform, and Copilot. From implementation to innovation, we help organizations connect data, automate processes, and unlock new levels of productivity.
Power Platform
We help teams quickly transform manual tasks into efficient, data-driven solutions using Power BI, Power Apps, and Automate workflows.
Copilot
We help you use Microsoft Copilot in Dynamics 365, Power Platform, and Microsoft 365 to boost productivity, make better decisions, and drive faster results.
Why Partner with TrellisPoint?
- We focus on strategy and people, not just technology.
- We partner with organizations that want to use technology as a competitive advantage, not a cost center.
- Our proven success frameworks deliver implementations faster and more cost-effectively than traditional approaches.
Proven Results That Speak for Themselves
Real outcomes from our long-term client partnerships.
+250
Clients Served
+300
Biz Apps Implementations
95%
Client Retention Rate
+16
Years of Microsoft Solutions
Industry Specific Solutions
We understand your industry’s unique challenges—and how to solve them.
Manufacturing
We help manufacturers streamline operations, modernize supply chains, and improve decision-making with connected Microsoft solutions.
Construction
Empower field and office teams with real-time data visibility, streamlined project tracking, and better cost control.
Financial Services
Modernize your client experience and compliance management with secure, data-driven business applications.
IT & Software
Accelerate growth and improve service delivery with connected systems that drive scalability and customer success.
Our Proven Process
We follow a time-tested, four-step framework designed to minimize risk, maximize adoption, and ensure measurable business outcomes—every time.
Discovery
Understanding Your Business Goals
Every partnership begins with understanding your “why.” We host a free, two-hour strategic assessment session to learn your goals, challenges, and current technology landscape. Together, we define what success looks like and begin crafting a roadmap that aligns business objectives with Microsoft solutions.
Decide
Building the Roadmap
In this phase, we collaborate with your stakeholders to evaluate current processes, data, and systems. The outcome is a detailed, prioritized Strategic Technology Roadmap that identifies where to focus first for the highest impact—balancing quick wins with long-term scalability.
Design
Architecting the Solution
Our solution architects and consultants turn the roadmap into a detailed implementation plan. We document system requirements, design process flows, and build proof-of-concept models to validate the vision before a single line of code is written.
Deliver
Implementing and Supporting Success
We bring your solution to life—deploying, testing, and training your team for a seamless transition.But delivery isn’t the end. We stay engaged post-launch, offering ongoing support, optimization, and user adoption strategies to ensure long-term value and continuous improvement.
New to TrellisPoint?
Download our Welcome Guide to see how we help teams align people, process, and data for measurable growth.
Explore Our Strategic Growth Workshops
Transform insight into action through hands-on, expert-led sessions designed to align your people, process, and technology.
ERP Envisioning Workshop
Discover how to modernize your operations and unify business systems through a guided ERP strategy session with TrellisPoint’s Microsoft experts.
Accelerate ERP Transformation
- Clarity on your current ERP maturity and growth opportunities
- A roadmap to modernize finance, operations, and reporting
- Insights on cloud migration, integrations, and best practices
- Proven guidance to reduce implementation time and cost
Copilot Ascend Workshop
Identify transformative use cases for Microsoft Copilot in this personalized 2-hour session designed to help your team accelerate innovation and productivity through AI.
Unlock the Full Potential of Microsoft Copilot
- Customized Copilot integration strategies for your business
- Clear understanding of how Copilot enhances decision-making
- Real-world use cases that improve customer journeys
- Actionable insights to reduce admin burden and increase ROI
- A roadmap to deploy Copilot-driven solutions across your org
Dynamics 365 Tailored Demo
See what a connected business truly looks like in a curated, scenario-based demo for your key stakeholders—powered by Dynamics 365 and Microsoft Copilot.
Experience Dynamics 365 + Copilot in Action
- A guided, hands-on experience tailored to your business needs
- Persona-based “day in the life” demonstrations for your teams
- A clear path to unify sales, service, and data with Dynamics 365
- Identification of CRM improvement opportunities and ROI drivers
- Next-step guidance from TrellisPoint solution architects