Latest News
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,...
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...
Recent Blogs
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...
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...