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Microsoft Solutions Partner for Construction

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Construction Industry

From Fragmented Projects to Connected Construction Operations

TrellisPoint helps construction companies connect project management, field operations, and financial data using Microsoft Dynamics 365 and Power Platform, built for complex, multi-site environments.

Why Construction Companies Work With Us

The Problems We're Actually Solving

Construction projects involve more moving parts than almost any other industry. Multiple teams, sites, subcontractors, and regulators all generate data that rarely talks to each other. Here is what drives most firms to call us.

Project Management Complexity

Managing large-scale projects across multiple sites, teams, and timelines is difficult when your tools don't talk to each other. Dynamics 365 Project Operations gives construction firms one system to plan, track, and deliver projects without the spreadsheet chaos.

Cost Management and Budgeting

Cost overruns rarely announce themselves early enough to act on. Real-time job cost tracking and budget forecasting through Power BI and Dynamics 365 give your finance team the visibility to course-correct before a project blows its budget.

Regulatory Compliance and Safety

OSHA requirements and local codes don't slow down just because a project is behind schedule. TrellisPoint builds compliance tracking apps and automated safety checklists using Power Apps that keep your team audit-ready without the manual overhead.

Resource and Workforce Coordination

Getting the right people, equipment, and materials to the right site at the right time is a logistics challenge as much as a construction one. We help you manage workforce scheduling and resource allocation inside Dynamics 365 Field Service, keeping field teams and project managers in sync.

Sound familiar? Let's talk through it.

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Our Credentials

Your Trusted Microsoft Partner for Construction

Outcome-Focused Delivery

Every engagement ties to measurable results. If we can't show you the value before we start, we won't propose it.

Meet You Where You Are

Already on Procore, Sage, or Viewpoint? We integrate with what you have rather than forcing a replacement. No rip-and-replace required to get started.

Our Track Record

Proven Results That Speak for Themselves

Across manufacturing, professional services, financial services, healthcare, technology, and business services.

250+
Clients Served
300+
Biz Apps Implementations
95%
Client Retention Rate
16+
Years of Microsoft Solutions

Solution Areas

Where We Focus for Construction Firms

Construction companies that connect their project, financial, and field data with Microsoft technologies see measurable improvements in on-time delivery, cost control, and workforce coordination. Here is where we help them get there.

Plan, Execute, and Deliver Projects Without the Chaos

When projects span multiple sites, subcontractors, and months of shifting timelines, a spreadsheet is not enough. Dynamics 365 Project Operations gives construction firms a single system to plan, execute, and track every project with precision.

  • End-to-end project scheduling and milestone tracking
  • Budget forecasting and change order management
  • Subcontractor and vendor coordination in one place
  • Real-time project status visibility across all active sites
Construction site scene representing project management and building operations

Win More Work With a Smarter Bid and Pipeline Process

Construction sales runs on relationships, history, and timing. Dynamics 365 Sales gives your business development team the tools to track bids, manage client relationships, and analyze win/loss patterns that sharpen estimates over time.

  • Bid pipeline tracking and opportunity management
  • Historical win/loss analysis for more accurate estimates
  • Outlook integration for seamless client communication
  • Real-time pipeline visibility across all active opportunities
Man and woman in business attire reviewing a laptop together in a bright corridor, representing construction business development and client relationships

Keep Field Teams Connected Without the Constant Phone Tag

Field crews need information in the moment, not after a round of calls and emails. We use Dynamics 365 Field Service and Power Apps to give site teams mobile access to work orders, safety checklists, and inspection records from any device, even with limited connectivity.

  • Mobile work order and site inspection tracking
  • Safety checklist automation and incident reporting
  • Real-time job site reporting connected to project managers
  • Equipment maintenance scheduling and asset history
Field service technician on-site representing mobile workforce and connected field operations for construction teams

Get Real-Time Cost Visibility Across Every Project

Most construction firms have the data. The problem is it lives in different systems and no one fully trusts it. Power BI unifies job cost actuals, budget data, and forecast reports into dashboards your team can use from the field or the office. Pair it with Power Automate to eliminate the manual reporting work entirely.

  • Real-time job cost tracking and budget-vs-actual reporting
  • Cash flow and cost forecasting by project and portfolio
  • Automated financial alerts and exception reporting
  • Mobile-accessible dashboards for site and office teams
Close-up of hands typing on a laptop with a coffee cup nearby, representing focused financial data work and reporting for construction teams

Put AI to Work on the Problems That Cost You the Most

AI in construction is not about robots on job sites. It is about faster answers, earlier risk detection, and cutting the admin work that slows projects down. We help construction firms get real, measurable value from Microsoft Copilot and automation built on top of Dynamics 365 and Power Platform.

  • AI-assisted bid analysis and contract review
  • Predictive risk modeling for schedule and cost overruns
  • Automated compliance documentation and reporting
  • Copilot-powered insights across project and financial data
Three professionals in a modern glass-walled meeting room mid-discussion, representing strategic digital transformation planning for construction firms

Our Process

Your Journey, Your Way

Every engagement starts with a strategic Discover phase and grows beyond delivery. From there, you can move through our full Success Framework or jump in with one of our targeted Accelerators.

Click any card to expand it.

A free, two-hour strategic session to learn your goals and current technology landscape. We define what success looks like and kick off your Strategic Technology Roadmap.

Book your free 2-hour strategy session →

Route A TrellisPoint Success Framework

We evaluate your processes, data, and systems alongside stakeholders, then deliver a prioritized roadmap that balances quick wins with long-term scalability.

Architects translate the roadmap into a detailed implementation plan with system requirements, process flows, and proof-of-concepts. Design feeds Deliver, then iterates.

We build, test, and ship your solution, looping feedback back into Design. Delivery is not the end. We stay engaged post-launch with training, optimization, and adoption support.

Route B Accelerators Targeted, pre-built starting points for common scenarios.

A guided Dynamics 365 Sales rollout for fast time-to-value: opportunity management, pipeline reporting, and seller productivity.

Explore the Sales accelerator →

Get dispatch, work order management, and mobile technician workflows live quickly.

Explore the Field Service accelerator →

A unified omni-channel support experience: cases, knowledge, and routing tuned to your support model.

Explore the Customer Service accelerator →

Identify, prioritize, and activate AI use cases that move the needle. Pairs Copilot, agents, and Power Platform with a measurable ROI plan.

Explore the AI Value Engine →

We partner with you beyond delivery to drive adoption, optimization, and ongoing innovation as your business evolves. Once you're live, D365 Evolve picks up: an ongoing program where we design the integrations, automations, and customizations that matter, based on real usage.

Learn about D365 Evolve →

Route A is a sequenced process with a Design and Deliver cycle. Route B is a menu of accelerators you can pick from.

Client Stories

What Our Clients Say

Let's Talk

Ready to See What's Possible for Your Projects?

Tell us where you are and where you want to be. We will help you figure out what is worth doing and what order to do it in.

  • No sales pressure or high-pressure demos
  • We will come with questions, not a canned slide deck
  • You will leave with a clear picture of your options
  • Works whether you are on Procore, Sage, or starting fresh

Prefer to talk? Call (888) 719-0248.

 
Frequently Asked Questions

Common Questions About Microsoft and Construction

If you don't see your question here, contact us and we will walk through your specific environment.

How does TrellisPoint help construction companies with digital transformation?

TrellisPoint specializes in Microsoft Dynamics 365 and Power Platform to help construction companies connect project management, financials, and customer data. Our solutions eliminate data silos, improve forecasting, and streamline field operations, while integrating with systems like Procore, Sage, and Viewpoint.

Why should construction companies choose Microsoft Dynamics 365 over industry-specific ERP solutions?

Microsoft Dynamics 365 offers more flexibility, scalability, and AI-driven insights than most construction-specific ERPs. It connects natively with Power BI, Microsoft Copilot, and Microsoft 365 tools like Teams, SharePoint, and Outlook, making it the right foundation for companies that want to modernize without rebuilding their entire tech stack.

How does Dynamics 365 Sales improve lead tracking and project bidding?

Dynamics 365 Sales helps construction firms track bids, manage client relationships, and analyze historical win/loss data to sharpen future estimates. It integrates directly with Outlook and gives your team real-time pipeline visibility across every active opportunity.

Can Dynamics 365 handle subcontractor and vendor management?

Yes. With customized workflows in Dynamics 365, TrellisPoint can set up vendor scoring, contract tracking, and compliance monitoring to make sure subcontractors meet project deadlines and quality standards.

How can Power Platform improve field operations for construction teams?

We implement Power Apps and Power Automate to give field teams mobile tools for real-time job site reporting, safety inspections, and work order tracking, keeping site crews connected to project managers without requiring constant calls and emails.

Can Power Platform automate safety and compliance tracking?

Yes. TrellisPoint builds automated safety checklists, incident tracking apps, and compliance reporting dashboards using Power Platform to ensure projects meet OSHA requirements and local regulations, without the manual paperwork burden.

How can AI and Microsoft Copilot improve efficiency on construction projects?

Microsoft Copilot across Dynamics 365 can assist with bid analysis, contract review, and predictive cost estimations. Over time, AI models can analyze historical project data and flag schedule or budget risks before they turn into real problems.

How does TrellisPoint ensure smooth adoption of new technology in construction firms?

We focus on organizational change management from day one, providing hands-on training for project managers, finance teams, and field workers, phased rollouts that minimize disruption to active projects, and custom dashboards that turn complex data into decisions people can actually act on.