Latest News
D365 Support Portal is live for TrellisPoint Customers
D365 Support Portal for TrellisPoint Customers is live!We're excited to announce our new D365 Support Portal is live and available for TrellisPoint customers to use. To request access, contact us or email your TrellisPoint Account Manager directly. Not only does the portal provide an alternative way for customers to contact TrellisPoint for CRM...
Announcing Microsoft Relationship Sales Partnership
TrellisPoint, Announces Microsoft Relationship Sales Partnership (MRS)The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we're able to further assist businesses in being more strategic about their CRM by integrating Microsoft Dynamics Sales and LinkedIn...
D365 Storage Limits
What to do if we exceed our D365 storage limits? Last month Microsoft started sending storage capacity notifications to admins when they are running out of or exceeding D365 storage limits. You might have received this notification over the past few weeks, or an email from Microsoft.TrellisPoint can help you manage D365 storage utilization and...
Recent Blogs
Bulk Editing Excel Data with Dynamics 365
Build Efficiency by Bulk Editing Excel Data using Dynamics 365 Did you know that it's quick and simple to change multiple records at once using the bulk editing option in Dynamics 365? This brief post will show you how you to use Excel Online to easily edit and change...
A Quick Overview of Microsoft Dynamics
A Quick Overview of Microsoft Dynamics There's nothing more fulfilling than seeing your business grow. To accomplish this, it's important to maintain your current client base while at the same time expanding it. Not having the right tools to do this is detrimental to...
The Impact of Finance Automation on Business
The Impact of Finance Automation on Business Everywhere we look, the world is becoming more automated. Some of that automation impacts our everyday lives, such as the driverless cars being tested by Walmart. You can find robotic gas pumps now, and as Verizon...
An Introduction to Microsoft Dynamics 365
An Introduction to Microsoft Dynamics 365 We’re all familiar with Microsoft Word, Excel, and Outlook. The Microsoft brand comes with worldwide recognition because of the adoption of such technology programs across many industries. Beyond those everyday programs,...
Top 3 Benefits of Integrating LinkedIn Sales Navigator with Microsoft Dynamics CRM
Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics 365 LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries, it provides sales professionals with an easy-to-access, easy-to-search database to identify new leads,...
The ABCs of CRM for Construction Companies
CRM for Construction Technology has improved how companies do business in every sector. The construction industry is learning the benefits of the digital era to grow its client base. Contractors are learning that it will require more than heavy equipment and listings...
Use Power Apps Portals to Add Value to Dynamics 365
Add value to Dynamics 365 with Power Apps Portals Consumers are a major driver of the self-service web portal trend.Consider these data points: The majority of global consumers now expect brands and organizations to offer a self-service portal. Nearly one-third of...
Microsoft Business Applications Summit Update
Microsoft Business Applications Summit is a digital event experience that helps Microsoft users and partners turn data into action through knowledge-sharing sessions, community connections, and expert insights into the latest innovations from Dynamics 365 and Power...
5 Reasons Your Salespeople Need Dynamics 365
D365- 5 Reasons your Salespeople Need Dynamics 365 Is your sales team empowered with a best-fit customer relationship management (CRM) system? If they’re working without one, they’re unlikely to make intelligent sales decisions and build strong, profitable...
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...
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...
D365 Support Plans: Why Outsourcing CRM Support Makes Cents
Why Outsourcing D365 Support 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...