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TrellisPoint Blog

D365 Sales (6)

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...

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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...

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SalesLogix Migration: What you Need to Know.

SalesLogix Migration: What you Need to Know.

Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System...

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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...

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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...

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