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...
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...
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...
Recent Blogs
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Saleslogix - 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs?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...
How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide
How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide Microsoft Dynamics 365 already includes a built-in dashboarding feature with acceptable charts, lists and basic drill-down capabilities. By default, the Dashboards page will be the...
CRM Migration: Move Your old CRM System to Dynamics 365 on the Microsoft Cloud, Part 2
Move Your old CRM System to Dynamics 365 on the Microsoft Cloud, Part 2 In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the Data Migration itself. The data migration can be the most difficult...
Creating Leads in Dynamics 365 Using Microsoft Flow
Creating Leads in Dynamics 365 Using Microsoft Flow Microsoft Flow is a tool that can create automated processes across many applications such as Twitter, SharePoint, Outlook and Dynamics 365. It can help automate processes in ways not possible before in previous...
3 Dynamics 365 Features Every Salesperson Should Know
3 Dynamics 365 Features Every Salesperson Should Know Once the sales team is using Dynamics 365, trying to learn all the features can be overwhelming. Taking time to learn a few key features can result in significant productivity increases. Here are three time-saving...
Calculating Upcoming Dates in Dynamics 365
Calculating Upcoming Dates in Dynamics 365 A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to show that you value your customers go a long way to retain loyalty. This is...
The Power of Auditing in Dynamics 365
The Power of Auditing in Dynamics 365 In complex CRM systems, tracking down the source of record changes can be difficult. Workflows, plugins, business rules, and scripts can change field values without user intervention. I was recently troubleshooting a Dynamics 365...
Dependent Option Sets Updated for Dynamics 365
Dependent Option Sets Updated for Dynamics 365 Option sets in CRM are an easy way to ensure clean data. Limiting end user choices tends to streamline business processes and ensure uniform data entry. It is possible to extend the advantage of option sets in Dynamics...
Migrate Your Old CRM System to Dynamics 365 on the Microsoft Cloud
CRM Migration: Part 1 Having an up to date CRM system is part of the foundation of a growing business. It allows an organization to grow and adapt to changes in their customers and industry. Businesses with an outdated system can feel irreversibly tied to it. They may...
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...
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...
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...