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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.

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Automate Manual Processes with Microsoft

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...

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SalesLogix Migration: What you Need to Know.

SalesLogix Migration: What you Need to Know.

Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System...

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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...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