AI & Dynamics 365 From Implementation to Future Trends E-Book

Find out how Microsoft’s Copilots for Business and Dynamics 365 are reshaping the future of how businesses operate!

Date Released: 4/3/24

TrellisPoint's Release Wave Review Service

TrellisPoint's "Release Wave Review" service helps companies with Microsoft Dynamics 365 applications understand the implications of Microsoft's Release Waves! This service is for the April 2024 Microsoft Release Wave specifically.

Release Date: 3/12/24

The Ultimate Guide to 
Microsoft Copilots & Dynamics 365

Explore this e-book to see how Copilots and 
Dynamics 365 work together to empower every role and business unit to achieve more.

Date Released: 2/19/24

On Point: Tools For Growth

Each month Mike Spence will be publishing a newsletter that's focused on helping you maximize the value you get from Microsoft Dynamics, Power Platform, and Artificial Intelligence.

Biz Tech Matters

Each month Peter Katz will be publishing a newsletter that explores business and technology as well as Microsoft insights and emerging tech trends.

Maritz Global Events & TrellisPoint Case Study

Infor/Saleslogix CRM to Dynamics 365 Online.

After restructuring the company’s business management process, Maritz Travel leadership realized they had different CRM requirements than when they had first implemented a CRM solution for their organization. Their existing CRM system had limited functionality to meet their evolving needs, particularly in sales forecasting functionality. To read the full case study click this card.

Litigation Management Inc & TrellisPoint Case Study

On premise CRM system to Dynamics 365.

Like many organizations, LMI began with a basic on-premise CRM system. However, as the company grew, it struggled with utilization among its staff as there were no formal or consistent processes for using the system. It served as little more than a contact rolodex, with data input unfit for analytical purposes. To read the full case study click this card.