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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.
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.
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 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.
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.
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.
Schedule a Free AssessmentRecognized expertise as a Microsoft Solutions Partner across Dynamics 365, Power Platform, and Microsoft Copilot.
Hands-on experience implementing Dynamics 365 Project Operations and Field Service in complex environments where project scope, costs, and timelines shift constantly.
Every engagement ties to measurable results. If we can't show you the value before we start, we won't propose it.
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.
Solution Areas
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.
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.
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.
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.
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.
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.
We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company.
Erin FigerAlliance Strategist, Tackle.io
TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team.
Jeremy BilskySenior Director & General Manager, Advance Partners
TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.
Alfredo LegorretaVP of Business Transformation, Maritz
White papers, blog posts, and guides on how construction companies are connecting systems, improving cost visibility, and putting Microsoft AI to work on real project challenges.
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If you don't see your question here, contact us and we will walk through your specific environment.
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.
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.
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.
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.
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.
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.
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.
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.
