Skip to the main content.

TrellisPoint Blog

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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its go-forward initiatives. The existing system functioned as little more than a contact rolodex, lacking...

Read More

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...

Read More

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...

Read More

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.

Read More