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TrellisPoint Blog

Maritz Global Events Dynamics 365 Case Study

The Challenge After restructuring the company’s business management process, Maritz Travel leadership realized they had different CRM requirements than when they had first implemented a CRM solution for their organization. Their existing 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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...

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Project Service Automation Update

Project Service Automation (PSA) Key Dates Although Microsoft will stop selling new Project Service Automation licenses on October 1, 2020, you have...

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CRM Support Packages Now Available!

Dynamics 365 CRM Support Plans are Now Available! We’ve recently launched CRM Support Packagess offering that allows our Customers and other...

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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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