Featured Blogs
7 Signs it’s Time to Upgrade your Old CRM System
7 Signs it's Time to Upgrade your Outdated CRM System Like people, companies often have a natural aversion to change. After all, the stakes are high in today’s rapidly evolving business landscape, with new technologies and trends creating new opportunities for...
Highlights from Microsoft Release Wave 2
Highlights from Microsoft Release Wave 2 At a high-level, Dynamics 365 Release Wave 2 gives us the opportunity to adapt and succeed. With more than 500 new abilities, you can connect with the Power Platform to enable individuals to create apps and business processes....
Power Apps: Microsoft’s Low Code Development Platform
Power Apps: Microsoft's Low Code Development Platform Low-code development platforms, like Power Apps, have become a focal point for IT leaders. Many organizations have resource constraints when it comes to application development in addition to large project...
Why Hiring a Partner for CRM Support Makes Cents
Why Outsourcing CRM Maintenance Makes Cents We all know that CRM systems are a wonderful asset to your company’s operations. They help you stay connected to customers, streamline processes, and improve profitability. Many businesses struggle with ongoing support and...
Microsoft Dynamics 365 versus Salesforce
Microsoft Dynamics 365 vs. Salesforce Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We thought it would be beneficial to share an analysis of both systems, comparing five key...
The Truth about Migrating from Salesforce
The Truth about Migrating from Salesforce We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce, we realized...
The Impact of Data Science on Customer Engagement
The Impact of Data Science on Customer Engagement Regardless of the industry, today’s businesses are dealing with an increasingly digital customer base. The current global health crisis has led to the growth of e-Commerce purchases around the world, with eMarketer...
Top 5 New Features in Dynamics 365 for Customer Service
Top 5 New Features in Dynamics 365 Customer Service Over the past few weeks, many new updates were made available in Dynamics 365 Customer Service for Release Wave 1. We’ve picked a few that we think will have the biggest impact on your business to highlight in this...
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The New TrellisPoint.com
We've Been Busy Improving Our Website! We took the end of 2020 and the beginning of 2021 to do some clean-up to our website to better serve our audience. Today, we are excited to relaunch TrellisPoint.com. We had three main objectives for the redesign: Announce our...
Project Service Automation Update
Project Service Automation (PSA) Key Dates Although Microsoft will stop selling new Project Service Automation licenses on October 1, 2020, you have ample time to plan the transition to the new Project Operations app. For CSPs – PSA software will remain operational...
CRM Support Packages Now Available!
Dynamics 365 Support Plans are Now Available! We've recently launched a support offering that allows our Customers and other businesses using Dynamics 365 for Sales, Customer Service, Field Service along with custom Power Platform built application, to contract with...
Return to Work Safely with Microsoft’s Power App
Return to work plans began immediately after many states announced reopening in May, while other businesses have postponed return to work dates into 2021 while they establish COVID-19 safety protocols. To assist organizations with these initiatives, Microsoft has...
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