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TrellisPoint Marketing

Advisor and client consulting at a desk in an office reviewing Microsoft Licensing

Understanding Microsoft Dynamics 365 Licensing

Puzzles. They can be a fun and healthy challenge – unless that puzzle surfaces when your Enterprise or SMB company’s expensive licensing agreements and bottom line are at stake.

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Unveiling the Exciting 2023 Release Wave 2 Plans for Microsoft Dynamics 365 and Power Platform

Microsoft's 2023 release wave 2 plans for Dynamics 365 and Microsoft Power Platform are set to introduce a myriad of new features. These updates,...

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Next Generation AI in Power BI

Discover the Next Generation of AI For Microsoft Power BI

Microsoft has recently introduced two new AI-based features that will revolutionize the way users interact with Power BI. These features are known as...

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Microsoft Dynamics 365 Sales SMS Texting

Send Text Messages Directly from Microsoft Dynamics 365

In today's fast-paced business environment, it's more important than ever to be able to communicate with customers quickly and efficiently. One way...

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Power BI and Power Platform Updates from Microsoft Build 2023

News from Microsoft Build 2023: Power BI and Power Platform Updates

Microsoft Build 2023 brought with it a wealth of exciting new updates for developers and businesses alike. But perhaps some of the most anticipated...

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Upgrade to D365 Sales Premium

Why Upgrade from Dynamics 365 Sales Enterprise to Premium

As businesses grow, they require more sophisticated tools to help them manage their operations. In the case of sales teams, Dynamics 365 Enterprise...

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Litigation Management Inc Dynamics 365 Case Study

The Challenge Like many organizations, LMI began with a basic on-premise CRM system. However, as the company grew, it struggled with utilization...

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Case Study | Construction

The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...

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TrellisPoint’s App for Commercial Lenders

Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions.

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