Latest News
D365 Support Portal is live for TrellisPoint Customers
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. Not only does the portal provide an alternative way for customers to contact TrellisPoint for CRM...
Announcing Microsoft Relationship Sales Partnership
TrellisPoint, Announces Microsoft Relationship Sales Partnership (MRS)The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we're able to further assist businesses in being more strategic about their CRM by integrating Microsoft Dynamics Sales and LinkedIn...
D365 Storage Limits
What to do if we exceed our D365 storage limits? Last month Microsoft started sending storage capacity notifications to admins when they are running out of or exceeding D365 storage limits. You might have received this notification over the past few weeks, or an email from Microsoft.TrellisPoint can help you manage D365 storage utilization and...
Recent Blogs
Microsoft Business Applications Summit Update
Microsoft Business Applications Summit is a digital event experience that helps Microsoft users and partners turn data into action through knowledge-sharing sessions, community connections, and expert insights into the latest innovations from Dynamics 365 and Power...
5 Reasons Your Salespeople Need Dynamics 365
D365- 5 Reasons your Salespeople Need Dynamics 365 Is your sales team empowered with a best-fit customer relationship management (CRM) system? If they’re working without one, they’re unlikely to make intelligent sales decisions and build strong, profitable...
7 Signs it’s Time to Upgrade your Old CRM System
7 Signs it's Time to Upgrade your Outdated CRM System Like people, companies often have a natural aversion to change. After all, the stakes are high in today’s rapidly evolving business landscape, with new technologies and trends creating new opportunities for...
Highlights from Microsoft Release Wave 2
Highlights from Microsoft Release Wave 2 At a high-level, Dynamics 365 Release Wave 2 gives us the opportunity to adapt and succeed. With more than 500 new abilities, you can connect with the Power Platform to enable individuals to create apps and business processes....
Power Apps: Microsoft’s Low Code Development Platform
Power Apps: Microsoft's Low Code Development Platform Low-code development platforms, like Power Apps, have become a focal point for IT leaders. Many organizations have resource constraints when it comes to application development in addition to large project...
Return to Work Safely with Microsoft’s Power App
Return to work plans began immediately after many states announced reopening in May, while other businesses have postponed return to work dates into 2021 while they establish COVID-19 safety protocols. To assist organizations with these initiatives, Microsoft has...
D365 Support Plans: Why Outsourcing CRM Support Makes Cents
Why Outsourcing D365 Support Makes Cents We all know that CRM systems are a wonderful asset to your company’s operations. They help you stay connected to customers, streamline processes, and improve profitability. Many businesses struggle with ongoing support and...
Microsoft Dynamics 365 versus Salesforce
Microsoft Dynamics 365 vs. Salesforce Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We thought it would be beneficial to share an analysis of both systems, comparing five key...
The Truth about Migrating from Salesforce
The Truth about Migrating from Salesforce We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce, we realized...
The Impact of Data Science on Customer Engagement
The Impact of Data Science on Customer Engagement Regardless of the industry, today’s businesses are dealing with an increasingly digital customer base. The current global health crisis has led to the growth of e-Commerce purchases around the world, with eMarketer...
Top 5 New Features in Dynamics 365 for Customer Service
Top 5 New Features in Dynamics 365 Customer Service Over the past few weeks, many new updates were made available in Dynamics 365 Customer Service for Release Wave 1. We’ve picked a few that we think will have the biggest impact on your business to highlight in this...
Release Wave 1 for Microsoft Dynamics 365 Sales Users
What's New in D365 Release Wave 1 An important licensing update, several user experience enhancements, and AI-driven forecasting capabilities round out the contents of Release Wave 1 for Dynamics 365 for Sales. As Microsoft begins to roll out Release Wave 1 updates to...
5 Benefits of Credit Review Automation
5 Benefits of Credit Review Automation While it seems a bit obvious to talk about the benefits of credit review automation, there are still many banks that haven’t adequately invested in the right technology to support their credit teams. In many cases, systems exist...
Optimizing the Commercial Lending Process for Community Banks
Optimizing the Commercial Lending Process for Banks Commercial lending operations are core to generating revenue for many community banks. Relationship officers are often at the helm of commercial operations as trusted advisors who design solutions to meet a client’s...
4 Reasons to Migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365
Saleslogix - 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs? Or perhaps...
How CRM Systems Can Benefit Commercial Banks
How CRM Systems Can Benefit Commercial Banks While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront of digital transformation in the banking industry, we shouldn’t forget about the tangible benefits that...
Build PowerApps for Dynamics 365 without Coding Expertise
Build PowerApps for Dynamics 365 without Coding Expertise Did you know you can build your own custom line of business applications to extend the capabilities of Microsoft Dynamics 365 solutions—including Dynamics 365 for Sales, Service, Field Service, Marketing, and...
Dynamics 365 for Field Service: Offer Your Customers a Harmonious Service Experience
Dynamics 365 for Field Service: Offer Your Customers a Harmonious Service Experience Microsoft Dynamics 365 for Field Service is transforming the way in which organizations manage their representatives in the field and, more importantly, offer customers a harmonious...