Disconnected Systems and Data
We align CRM, data, and automation into one accountable operating model.
Microsoft Solutions Partner
Microsoft AI Solutions for CRM and Business Systems
As a Microsoft Solutions Partner, we align Dynamics 365, Copilot, and Power Platform to drive measurable revenue growth and operational control, connecting your data, processes, and governance into a unified, AI-enabled operating model.
Built on Partnership
Focused on What's Holding You Back
As Microsoft's ecosystem becomes more AI-driven, most organizations struggle with fragmented systems, low adoption, and unclear ownership. We help you solve the operational barriers that prevent real ROI.
AI Without Readiness
We ensure Microsoft AI delivers impact, not noise.
Automation Without Ownership
We bring governance and lifecycle control to Power Platform.
Revenue Blind Spots
We restore CRM visibility and forecasting confidence.
Optimization Stalls
We drive continuous performance beyond implementation.
Our Track Record
Proven Results That Speak for Themselves
Across manufacturing, professional services, financial services, healthcare, technology, and business services.
250+
Clients Served
300+
Biz Apps Implementations
95%
Client Retention Rate
16+
Years of Microsoft Solutions
Microsoft Consulting Services
Microsoft AI Solutions Across CRM, Data, and Automation
We design, implement, and optimize Microsoft business applications across Dynamics 365, Power Platform, and Copilot, aligning systems, data, and AI to measurable outcomes.
Dynamics 365 Implementation and Optimization
CRM strategy, implementation, integration, and lifecycle optimization across Sales, Customer Service, and Marketing. We align processes, data architecture, and reporting to improve adoption, forecasting accuracy, and revenue performance.
Power Platform Architecture and Governance
Power BI reporting, Power Apps development, Power Automate workflows, and enterprise governance frameworks. We turn manual processes into scalable, secure automation with lifecycle control.
Copilot Strategy and AI Enablement
Copilot readiness assessments, use-case design, governance planning, and deployment across Dynamics 365, Microsoft 365, and Power Platform. We ensure Microsoft AI delivers productivity gains with structured oversight.
Azure Cloud and Data Services
The cloud infrastructure that connects your business systems and powers the data pipelines Microsoft AI depends on. We implement Azure integration, data services, and application hosting as part of a unified Microsoft platform, not as a standalone cloud practice.
Why TrellisPoint
Built on Partnership. Focused on Your Goals.
We start with the business result you are trying to achieve, then design the right mix of Microsoft AI, automation, and data to support it. Our consultants work side-by-side with your teams, bringing structure, clarity, and accountability throughout the journey. As a Microsoft partner, we understand the platform, but we lead with business context, not product features.
Outcomes Over Product Demos
We start with business outcomes, not which Microsoft SKU we can sell.
A three-stage framework that keeps AI projects from stalling after the pilot.
Senior Consultants, Not Junior Resources
The person scoping your project is the person delivering it.
Client Stories
What Our Clients Say
"TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes."
"We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company."
"TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team."
See How We Support Different Industries
Organizations across every sector face unique operational, regulatory, and growth challenges. TrellisPoint helps companies apply Microsoft Dynamics 365, Power Platform, and AI to modernize business systems, improve visibility, and support scalable operations.
Manufacturing
Improve production planning, supply chain visibility, and inventory management with connected Dynamics 365 and Power Platform solutions built for modern manufacturing environments.
- Production planning and real-time inventory visibility
- Supply chain integration and operational reporting
- AI-assisted forecasting and decision support
Construction
Connect field operations, project management, and financial systems to improve forecasting, cost control, and real-time visibility across construction projects.
- Project cost tracking and budget forecasting
- Field-to-office data integration and reporting
- Document management and workflow automation
Financial Services
Modernize client onboarding, compliance processes, and relationship management with secure CRM and AI-enabled business applications.
- Client onboarding and relationship management
- Compliance workflow automation and audit trails
- AI-assisted case handling and decision support
IT & Software
Align sales, delivery, and subscription operations with integrated CRM and business systems designed to support scalable growth and automation.
- CRM and sales pipeline management
- Subscription and renewal workflow automation
- Internal operations and knowledge management with AI
Resources
Insights from our Microsoft practice
Guides, blog posts, and frameworks on Copilot, Dynamics 365, Power Platform, and where Microsoft AI is producing measurable returns.
Guide
Welcome to Microsoft in 2026
What is new across Microsoft's AI-first platform this year. Copilot, Dynamics, data, security, and modern work changes.
Guide
The Ultimate Guide to Microsoft Copilot and Dynamics 365
When Copilot adds real value to Dynamics 365, how to scope a rollout, and what governance to put in place first.
Blog
5 Ways Microsoft Copilot Drives Real Revenue Growth in 2026
Where Copilot is generating measurable revenue impact across sales, service, and operations teams.
Blog
Maximizing ROI with Dynamics 365 in Banking
A Forrester TEI-style analysis of Dynamics 365 returns in banking and the levers that move the ROI number.
Latest from the Blog
Recent posts on Microsoft AI and business applications
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Start Here
Tell Us About Your Goals
Whether you are exploring Microsoft AI, modernizing Dynamics 365, or looking to streamline operations with Power Platform, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your business.
- ✓ A direct conversation with a senior consultant focused on your objectives
- ✓ Clear, outcome-driven recommendations aligned to your business priorities
- ✓ A practical roadmap outlining scope, timeline, and next steps
Prefer to talk? Call (888) 719-0248.
Frequently Asked Questions
Common Questions About Microsoft AI and Our Services
If you do not see your question here, contact us and we will walk through your specific environment.
How do I know if Microsoft Copilot or AI is right for my organization?
Not every business is ready for AI. We start by assessing your goals, operational bottlenecks, and data maturity. Sometimes the best approach is to optimize processes through Power Platform automation or Dynamics 365 before introducing Copilot. If AI is not the right fit yet, we will tell you. Our focus is achieving outcomes, not pushing tools.
What does a typical TrellisPoint engagement look like?
We run structured, outcome-driven projects. Most begin with a discovery workshop to clarify business objectives, define success metrics, and identify constraints. From there, we create a fixed-scope roadmap or implementation plan. You will know exactly what is being delivered, when, and how success will be measured.
How long does a Dynamics 365 or Power Platform implementation take?
Timeline depends on scope and complexity. Copilot enablement or workflow optimizations can be completed in a few weeks. Full Dynamics 365 deployments usually span several months due to integrations and data migration. During our initial conversation we will provide a realistic timeline based on your environment, not a generic estimate.
What types of organizations does TrellisPoint work with?
We partner with mid-market and growth-focused organizations that want measurable outcomes, value structured execution, have executive buy-in, and are ready to modernize with Microsoft cloud technologies. If you are looking for a strategic partner rather than simple configuration, we are likely a good fit.
What happens after I submit the contact form?
Your inquiry is not sent to a generic sales funnel. A senior team member reviews your request and arranges a conversation to understand your goals and challenges. That discussion clarifies whether we can deliver measurable impact and defines next steps. It is about alignment, not pressure.