Latest News
Customer Support Portal Login Update
What is the Customer Support Portal? The TrellisPoint Customer Support Portal enables TrellisPoint clients to enter, view, and communicate about support tickets at any time. An important update was pushed live on June 29, 2022 to update our authentication method to provide greater security and protection of client data. Here's how the change...
TrellisPoint: Ingram Micro Cloud Summit ’22 Award Winner
TrellisPoint Receives Ingram Micro Cloud Summit ’22 Solutions Partner MVP Award for Achieving Excellence in Microsoft Business Applications Ingram Micro Cloud honors the team at TrellisPoint for their ability to deliver powerful business applications and drive digital transformation using Microsoft Dynamics 365. Cleveland, Ohio — June 27,...
Ingram Micro Biz Apps Webinar
Automate Manual Processes with Microsoft Ingram Micro Biz Apps Session Overview Are you thinking about how Power Apps could help your business achieve its growth objectives? Here is one story how a custom canvas app helped our customer, Quickdraft, achieve goals of increasing productivity and eliminating manual files using Powers Apps,...
Recent Blogs
5 Power App Ideas from TrellisPoint
5 Power App Ideas from TrellisPoint This month we’re focusing on Power Apps, including the two methods of building them known as Canvas apps and Model-Driven apps. Both methods are similar in that they can be built within Microsoft’s low-code platform. However, the...
What are Canvas and Model-Driven Apps?
What are Canvas and Model-Driven Apps? Low-code development platforms allow developers and non-developers to build applications using a graphical user interface rather than traditional “coding”. In the low-code model, complex coding is removed delivering high-powered...
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...
5 Benefits of Using Microsoft’s Power Platform
5 Benefits of Using Microsoft's Power Platform Have you ever wanted an app for your business that does it all? Sounds too good to be true, right? The Microsoft Power Platform is making this dream a reality with its range of power apps. These apps offer companies...
New Microsoft Teams Reports
New Microsoft Teams Reports Twelve new administrative reports were released for Microsoft Teams in September 2022. The new reports give system administrators the ability to see how the Microsoft Teams app is utilized across the organization. These insights can be...
Developing Your Brand Narrative With CRM
Authored by Rivka Jenken Exclusively for TrellisPoint Rivka Jenken is a freelance writer and blogger specializing in tech and business topics. Rivka is particularly interested in evolving digital tech, and how these intersect with business needs and the people...
Data Analytics and Microsoft Power BI: An Informative Guide
Data Analytics and Microsoft Power BI: An Informative Guide With its outstanding record in the field of technology, Microsoft’s data analytics tool, Power BI, provides tremendous value to businesses. Since its release, it has changed the way that businesses view their...
Why Should Use Microsoft Power BI In Your Business
Why You Should Use Microsoft Power BI In Your Business Microsoft Power BI is a powerful data visualization tool offered by Microsoft within their Power Platform. Similar to other tools such as Tableau and Qlik, Power BI allows analysts, power users, and developers...
How to Change your Microsoft Teams Ringtone
How To Change Your Microsoft Teams Ringtone Is anyone ready for a new Microsoft Teams ringtone yet? With the recent growth in remote work environments and increase in virtual meetings and calls, it's easy to become tired of hearing the same sound all day. We were so...
How CRM Tools Boost Employee Engagement
Authored by Rivka Jenken Exclusively for TrellisPoint Rivka Jenken is a freelance writer and blogger specializing in tech and business topics. Rivka is particularly interested in evolving digital tech, and how these intersect with business needs and the people...
Do you know these facts about Dynamics 365?
Do you know these facts about Dynamics 365? One of our last blogs detailed the top sales features coming in Wave 2 (2022). As such, we figured it would be a good time to cover a broader topic and a few facts about the Dynamics 365 platform. As a Microsoft Gold...
Increase Sales Productivity With Microsoft Dynamics 365
Increase Sales Productivity with Dynamics 365 CRM You might have heard about Microsoft Dynamics 365. Maybe you're wondering what it does and if it impacts your sales. The answer is yes. A hot tool in the business community, Dynamics 365 is now one of the number one...
What’s Ahead in Wave 2 for D365 Sales
Authored by Penny Leaver, TrellisPointPre-Sales Solution Architect Penny is a seasoned veteran of the tech industry holding a variety of senior roles within operations, IT, and professional services departments. Her specialty is aligning technology with business...
7 Steps to a Successful CRM Implementation
7 Steps to a Successful CRM Implementation Projections show that the global CRM market will reach a size of $170 billion by 2030. CRM (customer relationship management) is a software solution many businesses use to track and manage interactions with leads and clients....
Microsoft Teams: Three Tips You Can Use Now
Microsoft Teams: Three Features You Can Use Now In our last article, Time-Saving Microsoft 365 Features, we shared a few of our favorite capabilities within Microsoft 365, one of which was setting up Quiet Hours in Microsoft Teams. In this month’s blog, we’re diving a...
TrellisPoint’s Proven Process: TPSF
TrellisPoint's Proven Process: TPSF At TrellisPoint we rely on what we refer to as “TPSF”, which stands for the TrellisPoint Success Framework. TPSF is our proven process, that was developed based upon years of experience ensuring successful CRM system deployments...
Time-Saving Microsoft 365 Features
Time-Saving Microsoft 365 Features The world of Microsoft applications has grown exponentially over the past 10 years. Odds are that you are using more than a few Microsoft apps in your daily business activities – and likely in your personal life. The most widely used...
Microsoft Dynamics 365 vs Salesforce: Is It Time to Switch?
Microsoft Dynamics 365 vs Salesforce: Is It Time to Switch? Are you a business owner looking to initiate a client relationship management (CRM) change? Then you might be considering moving away from your existing CRM software. Companies are constantly searching for...
Using Power Apps in Construction
Using Power Apps in Construction Does managing your construction company make you feel like you are running around spinning plates? You have to keep moving and spinning or everything comes crashing down! How often are you wasting time doing something based on a lack...
4 New Teams Features Added to D365
4 Microsoft Teams Features Added to Dynamics 365 Microsoft continues to improve the interoperability between it's Dynamics 365 platform and Microsoft Teams. Just this month, three new features falling under the "Context IQ" classification, were released for preview....
Choosing the Best CRM Software for Your Small Business
Choosing the Best CRM Software for Your Small Business Over 91 percent of companies with at least 10 employees use CRM software for their business. That’s why whether you’re newly implementing a CRM system, or if your current system needs an update, you’ll need to...
Your Sales Guide to CRM Best Practices
Your Sales Guide to CRM Best Practices According to research, less than 37 percent of sales reps use a CRM system to manage their sales activities. If you're one of the 63% not taking advantage of this valuable tool, you're likely missing out on some major...
Release Wave 1 Overview for D365 Users
Release Wave 1 Updates for Dynamics 365 Users Within the first release of 2022, you’ll see that Microsoft’s focus is on simplifying and streamlining data for those in sales positions. Too much data causes overwhelm and distracts from efficiency and relationship...
D365 Sales Mobile App Updates available in Release Wave 1
New Mobile App Features Available in Release Wave 1 Within the first release of 2022, you’ll see that Microsoft’s focus is on simplifying and streamlining data for those in sales positions. Too much data causes overwhelm and distracts from efficiency and relationship...
Meet our New Team Members
Meet our New Team MembersFor the past ten years, Blake has worked as a technology consultant in varying capacities, including helping clients implement products within the Microsoft Dynamics suite. As a Client Success Consultant, Blake will be helping TrellisPoint...
How to Seamlessly Transition to a New CRM Software Solution
How to Seamlessly Transition to a New CRM Software Solution A recent study revealed that approximately 65% of businesses use CRM software within their first 5 years of operation. CRM software is a staple for businesses of all sizes in the US, but finding the right CRM...
12 Reasons To Use Microsoft Dynamics 365 for Your Construction Business
12 Reasons To Use Microsoft Dynamics 365 for Your Construction Business Construction spending has been on a steady rise since 2019, where the industry saw spending at the $1.3-trillion mark! And with more projects, comes more complexity. Smart construction business...
Top 6 Benefits of CRM for Manufacturing Companies
Top 6 Benefits of CRM for Manufacturing Companies Did you know that the CRM industry is a $36 billion industry and that the manufacturing industry is one of the top five industries using CRMs to grow their business? The manufacturing industry and CRM systems haven't...
Using OneNote in Dynamics for Collaborative Note Taking
Using One Note with Dynamics 365 Microsoft Dynamics 365 integrates with many Microsoft products to create a large network of programs that can be used together to increase efficiency. One of those programs is OneNote which can be used to take notes collaboratively and...
CRM Strategies Using Dynamics 365
CRM Strategies that utilize Dynamics 365 Imagine trying to do your job without the right tools. It wouldn't be pretty, in fact, it would be down right frustrating. Your productivity and effectiveness would be impacted, and you’d spend more time doing your job than was...
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...