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TrellisPoint Blog

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 among its staff as there were no formal or consistent processes for using the system. It served as...

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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...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