Regular Insight
We surface what is working, what is not, and what is coming so you always know where your environment stands.
Support Plans for Dynamics 365, Power Platform, and Copilot
Stop letting unresolved tickets slow your team down. TrellisPoint offers ad-hoc and subscription-based support built specifically for Dynamics 365, Power Platform, and Copilot, so you get the right level of help exactly when you need it.
How TrellisPoint Supports You
Flexible Plans, Consistent Excellence
Every organization has unique support needs. That is why we offer two paths: Pay As You Go for occasional, ad-hoc help, and a CGI Subscription Plan with five tiers that scale from steady-state coverage to fully embedded advisory. Whichever path fits today, you get the same standard of expertise.
All Support Plans Include the Following
- Troubleshooting and Issue Resolution
- Functional and Process Support
- User Management and License Administration
- Business Process Support
- Usage Monitoring
- Reports and Dashboards
Find the Right Fit for Your Organization
Below is a full breakdown of what is included in each support tier and how the billing and service terms differ.
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| Feature / Tier | Essential Entry / Steady State | Foundation Consistent Improvement | Growth Proactive Optimization | Innovation Innovation & AI | Enterprise / Elite Embedded Partnership |
|---|---|---|---|---|---|
| Pricing | |||||
| Monthly Price | $1,500 | $3,500 | $7,500 | $14,400 | $25,000+ |
| Core Support | |||||
| Break/Fix Support | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Improvement Requests / Month | 2 | 4 | 6 | 8 | Roadmap-Based |
| License Management | |||||
| Usage Health Reporting | Quarterly Snapshot | Monthly Scorecard | Monthly Scorecard | Monthly + Trends | Executive KPI View |
| Support Model | Shared Queue | Named Specialist | Dedicated Team Lead | Priority Scheduling | Embedded Advisory |
| Strategic Engagement | |||||
| Strategic Consulting | – | – | Quarterly / Monthly | Quarterly Roadmaps | Exec Strategy |
| Admin / Security Reviews | – | – | Quarterly | Quarterly (Enhanced) | Executive-Level |
| Training & Adoption | – | – | Light Enablement | Dedicated Program | Custom Programs |
| Advanced | |||||
| AI / Automation Ops | – | – | – | Included | Advanced / Custom |
| Onsite / Exec Sessions | – | – | – | – | Up to 2 / Year |
Terms & Options
Month-to-Month 30-day termination notice
12-Month Commitment 5% discount, annual review
24–36 Month Commitment Locked-in rate, long-term roadmap partnership
Not sure which plan fits? Let's talk.
The Right Plan for Where You Are
Each option is built for a different stage of growth and a different level of need. Here is how each path works in practice across real industries.
Ad-hoc support with no monthly commitment. Built for organizations with smaller IT teams or one-off needs that come up occasionally. You are billed at $250/hour ($225/hour for license customers) only when you use it, with no minimums and no contract.
Industry Scenarios
A small construction company occasionally runs into issues with Dynamics 365 for project tracking. They need troubleshooting and light training but do not have dedicated IT staff. Pay As You Go gives them access to expert help when something breaks, without committing to a monthly fee.
A manufacturing firm with basic IT resources needs occasional help managing user accounts and security administration in Dynamics 365. They use Pay As You Go to keep their environment secure and functional, calling on TrellisPoint only when an issue surfaces.
A small credit union uses Dynamics 365 to manage member relationships and a handful of compliance workflows. They run into the occasional permission issue or report tweak but do not need ongoing engagement. Pay As You Go gives them access to a Microsoft expert when something breaks, with no monthly fee tying them down.
A small software company uses Dynamics 365 Sales for pipeline management. Their team has strong technical skills but limited D365-specific experience. When they hit a configuration problem they cannot solve themselves, Pay As You Go lets them tap TrellisPoint hourly without committing to a subscription they would not fully use.
For organizations that want predictable monthly support and an ongoing partnership. Five tiers scale from steady-state break/fix coverage at Essential up through embedded executive advisory at Enterprise/Elite. Pick the tier that matches your stage today and step up as your needs grow.
Industry Scenarios
A national construction firm running multiple concurrent Dynamics 365 projects subscribes at the Innovation tier. They get monthly strategic consulting, a dedicated training program, AI and automation work, and quarterly roadmap workshops. Priority scheduling plus a dedicated team lead keeps their environment moving without bottlenecks.
A large manufacturing operation with a sophisticated IT department subscribes at Enterprise/Elite for embedded advisory support. Executive-level admin reviews, custom AI and automation programs, and up to two onsite executive engagements per year keep the partnership tightly aligned with long-term strategy.
A regional bank with an in-house IT team subscribes at the Growth tier. They get six improvement requests per month, quarterly admin and security reviews, light enablement training, and a dedicated team lead. The Growth tier supplements their internal team for routine maintenance and more complex challenges without disrupting core operations.
A growing software company subscribes at the Foundation tier to keep their Dynamics 365 environment improving steadily. Four improvement requests per month, a named specialist who knows their setup, and a monthly usage scorecard give them consistent forward motion without the overhead of a fully dedicated engagement.
The Value Roadmap
The Value Roadmap is how we turn ambition into action. It keeps your goals front and center, brings order to complexity, and transforms technology into a catalyst for continuous progress.
Deliberate Prioritization
We rank initiatives by impact, not noise, so your team's effort lands where it actually moves the business forward.
Proactive Guidance
We get ahead of change instead of reacting to it, unlocking new opportunities as they emerge.
Leave your lengthy support backlog to us.
Configuration
Tackle system setup, customizations, and integrations so your Dynamics 365, Power Platform, and Copilot environment works exactly the way your business needs it to.
Admin Tasks
Handle the day-to-day administrative work that keeps your platform running smoothly, from user management and security roles to workflow updates and routine maintenance.
Diagnostics
Identify and resolve issues fast with targeted troubleshooting across your Dynamics 365 and Power Platform solutions, before small problems become big ones.
Training
Get your team up to speed with hands-on guidance tailored to your specific setup, so users can work confidently and get the most out of your Microsoft investment.
Ready to find the right support plan for your team?
Contact us to talk through your needs and we will match you with the tier that makes the most sense.
Frequently Asked Questions
Common Questions About Our Support Plans
If you do not see your question here, contact us and we will walk through your specific situation.
What is the difference between Pay As You Go and a CGI Subscription Plan?
Pay As You Go is hourly, ad-hoc support with no commitment, billed at $250 per hour ($225 per hour for license customers). A CGI Subscription Plan is a monthly subscription with five tiers that include unlimited break/fix support, a set number of improvement requests, and ongoing strategic engagement. Pay As You Go fits occasional needs. A Subscription fits an ongoing partnership.
What does every CGI Subscription tier include?
Every tier includes unlimited break/fix support, license management, usage health reporting, and a set number of improvement requests per month. The depth of strategic engagement, training, and advanced services scales as you move up tiers, from Essential at the entry level to Enterprise/Elite for embedded advisory partnership.
What counts as an improvement request, and what happens if I exceed my monthly limit?
An improvement request is any net-new configuration change, enhancement, automation, or feature work. Anything beyond fixing what is already broken counts as an improvement. Each tier includes 2, 4, 6, or 8 requests per month, or roadmap-based scoping at Enterprise/Elite. Overage hours are billed at your tier's hourly rate, which ranges from $225 down to $185 depending on tier.
Can I change tiers after I sign up?
Yes. You can upgrade to a higher tier at any point during your contract, and the change typically takes effect the following billing cycle. Downgrades are handled at renewal. We work with you to keep the tier matched to where your needs actually are.
What is not included in a subscription?
Net-new Dynamics 365 module implementations, large-scale integrations or migrations, full business process re-engineering projects, and onsite support or training (unless you are at Enterprise/Elite) are scoped separately as projects. Your subscription covers ongoing support, improvement, and strategic guidance, not net-new builds.
What are my commitment options?
You can choose month-to-month with a 30-day termination notice, a 12-month commitment with a 5% discount and annual review, or a 24 to 36 month commitment with a locked-in rate and long-term roadmap partnership. Longer commitments lower your effective rate.
Which Microsoft products do you support?
We support Microsoft Dynamics 365 (all modules), Power Platform, and Copilot. If your environment includes additional Microsoft services that interact with these products, we can address those on a case-by-case basis.
How do I know which tier is right for my organization?
It comes down to volume and depth of need. If you only run into occasional issues, Pay As You Go fits. If you want predictable monthly support and an investment that scales with your team's complexity, the subscription tiers map to clear stages from steady-state coverage at Essential through embedded executive partnership at Enterprise/Elite. We are happy to walk through your environment and recommend a fit.