Latest News

TrellisPoint Announces Gold Partner Certification

Dynamics 365 Consulting Firm, TrellisPoint, Announces Gold Partner Certification with Microsoft CLEVELAND--(May 24, 2021)-- TrellisPoint, a leading provider of Microsoft Dynamics 365 CRM (Customer Relationship Management) solutions with locations in Cleveland and Cincinnati, announced today that they have achieved Microsoft’s Gold Partner...

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The New TrellisPoint.com

We've Been Busy Improving Our Website! We took the end of 2020 and the beginning of 2021 to do some clean-up to our website to better serve our audience. Today, we are excited to relaunch TrellisPoint.com. We had three main objectives for the redesign: Announce our new vision Illustrate why Customers are choosing TrellisPoint Educate the market...

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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 ample time to plan the transition to the new Project Operations app. For CSPs – PSA software will remain operational and licenses can be renewed through October 1, 2022.For EAs – PSA software will...

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Recent Blogs

Enrich your CRM Data with Excel

Enrich your CRM Data with Excel

Update Dynamics 365 for Sales data with Microsoft Excel Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)  using Excel. Modifications can be made if the record being updated has not been modified between your change and the...

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3 Marketing Automation Mistakes to Avoid

3 Marketing Automation Mistakes to Avoid

Three Marketing Automation Mistakes to Avoid CRM Marketing automation tools are all the rage these days.  As organizations become more digitally focused, you may feel like you are being left behind if you don’t have a cutting-edge Marketing Automation tool.  Don’t get...

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How Do I Get Sales to use our CRM?

How Do I Get Sales to use our CRM?

Getting Sales to use your CRM: What you need to know After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself : How do I get my sales team to...

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