Integrations to your business systems
Connect D365 to ERP, billing, marketing automation, data warehouses, and line-of-business apps so your platform stops living on an island.
Phase 2 D365 Accelerators
D365 Evolve: Now That You're Live, Build What You Actually Need.
Once your team is using D365 with Copilot, you gain real insight into what the system must do and how AI is helping. D365 Evolve is an ongoing program where TrellisPoint designs the integrations, automations, and customizations that matter, based on real usage.
The Problem
Why Customization Before Go-Live Fails
Traditional D365 projects front-load every integration, automation, and custom form before anyone has used the system. Requirements come from workshops, not usage. The result is a long build, a heavy statement of work, and a list of customizations that often miss the mark once real work starts flowing through the platform.
Scope
What Evolve Delivers
Evolve is a continuous engagement sized to your roadmap. Instead of trying to predict everything up front, we prioritize and deliver the work that will have the biggest impact right now, then repeat.
Automations for repeatable work
Power Automate flows, business process flows, and approvals that take friction out of the workflows your team runs every day.
Custom workflows, forms, and data models
Extend the out-of-the-box configuration to match how your business actually operates, informed by what your team is doing in the system.
Reporting and dashboards
Executive and operational dashboards that pull from D365 and connected systems so leadership sees one version of the truth.
Copilot extensions and AI actions
Tailor Copilot prompts, agents, and actions to your business language and processes so AI output fits your team, not a generic default.
Ongoing adoption and governance support
Release management, environment strategy, and admin enablement so your platform stays healthy as it grows.
Delivery Rhythm
How Evolve Works
Short sprints. Clear priorities. Continuous delivery. Evolve replaces the one-big-build model with a rhythm that compounds value.
Engagement model: Evolve is typically delivered as a monthly or quarterly sprint cadence sized to your roadmap. Scope is agreed sprint by sprint, so you can flex up or down as priorities shift.
1. Prioritize Based on Usage
We review real system usage, user feedback, and business priorities together, then decide what gets built next based on impact, not backlog age.
2. Sprint Delivery
Focused sprints deliver the integrations, automations, and customizations queued for the cycle, with clear acceptance criteria and demos built in.
3. Review, Learn, Repeat
Every sprint ends with a review of what landed, what it changed, and what's next. The roadmap stays current instead of going stale.
Outcomes
Why Evolve Works Better Than Phase 1 Customization
You get more of what matters and less of what doesn't. Every sprint builds on validated usage, so spend stays aligned with impact.
- Every customization is based on real user behavior and feedback, not pre-launch guesswork
- Work is delivered in focused sprints so you see value continuously, not all at once at the end
- You only build what you need, with no wasted budget on features that sounded good in a workshop
- Your platform keeps gaining momentum after go-live instead of going quiet
- Your team has a trusted partner as priorities shift and new opportunities come up
The Bridge to Deeper AI
From Evolve to the AI Value Engine
Your team is already using Copilot in their daily workflows. Your data is structured, your processes are defined, and your organization has first-hand experience with AI delivering value. That makes the transition to the AI Value Engine seamless. You're not starting from zero, you're building on a foundation that's already working.
From Evolve, most clients move through the three stages of the AI Value Engine:
- Stage 1: AI Ready ›
Make AI safe, grounded, and worth deploying.
- Stage 2: AI Process Accelerator ›
Deploy AI into a specific business process with measurable ROI.
- Stage 3: Agent Ops ›
Operate and scale AI agents with governance and oversight.
Why TrellisPoint
A Partner Built for the Long Run
TrellisPoint is a Microsoft Solutions Partner with 17+ years of Dynamics 365 implementation experience. Evolve is how we stay with clients after go-live and keep the platform earning its keep.
Outcome-based delivery
Every sprint ties to a business outcome, not just a task list. We measure progress by what changed for your team.
AI-forward by default
Copilot isn't a side project. It's woven into the integrations, automations, and agents we build inside Evolve.
Flex with your business
Scale sprint capacity up or down as priorities shift. No change orders for reprioritization, just a fresh backlog conversation.
Microsoft-first standards
Every build aligns to Microsoft's security and governance model. No workarounds, no technical debt baked into your platform.
The TrellisPoint Journey
Where Evolve Fits
Evolve is Phase 2 after any of our three D365 Accelerators. Once your team is live and working in D365 with Copilot, Evolve is how we keep building the integrations, automations, and customizations that make the platform fit your business.
- D365 Sales Accelerator ›
Get your sales team selling, not waiting.
- D365 Customer Service Accelerator ›
Resolve faster. See everything. Serve better.
- D365 Field Service Accelerator ›
Dispatch smarter. Complete faster. Bill accurately.
From Evolve, the next step for most clients is the AI Value Engine, where AI extends into specific business processes with governance, measurable ROI, and a path to Agent Ops.
Common Questions
D365 Evolve FAQ
The questions D365 leaders ask before they commit to a continuous engagement. If yours isn't here, ask your TrellisPoint advisor.
Do we have to come through a D365 Accelerator to use Evolve, or does it work on an existing D365 platform? Either. Evolve works for new go-lives and for existing D365 implementations that need a continuous partner.
Most Evolve clients come through a TrellisPoint Accelerator, but plenty don't. If you're already on D365 (Sales, Customer Service, Field Service, or any combination) and need a partner who can deliver integrations, automations, and customizations on a continuous cadence, Evolve fits. We start with a short discovery to understand your current platform state and immediate priorities, then plan the first sprint from there.
How is Evolve priced and what's the commitment? Sprint-based, monthly or quarterly cadence sized to your roadmap. Capacity flexes sprint by sprint.
Evolve is delivered in sprints, typically a monthly or quarterly cadence sized to your roadmap. Capacity is set per sprint, so you can scale up when priorities are heavy and scale down when things slow. There's no multi-year lock-in. The commitment is sprint-by-sprint, with a working agreement that gives both sides predictability without trapping you in scope you don't need.
What if our priorities shift mid-engagement? Reprioritization between sprints is standard and doesn't trigger change orders. Backlog conversations happen every cycle.
That's actually the point of the engagement model. Every sprint starts with a backlog conversation, so what gets built next is decided against the current state of your business, not a 12-month-old plan. Reprioritization between sprints doesn't trigger a change order. If something urgent comes up mid-sprint, we'll talk about whether it needs to be swapped in or queued for the next sprint.
How do you decide what we build first? Real usage data, user feedback, and business priority. Not a stale Phase 1 backlog.
The first sprint kicks off after a usage and roadmap review. We look at how your team is actually using D365, where Copilot is and isn't landing, what user friction is showing up, and where leadership sees the biggest impact opportunities. From there we sequence work by impact, not by what's been sitting in a backlog the longest.
What's not covered by Evolve? Initial D365 standup (use an Accelerator) and AI deployments into specific business processes (use the AI Value Engine).
Evolve is for ongoing customization and growth of an already-live D365 platform. It's not the right fit for an initial D365 standup, that's what the D365 Accelerators are for. It's also not the right vehicle for deploying AI agents into specific business processes with formal governance and ROI tracking, that's the AI Value Engine. Evolve sits between those two, building the platform foundation that makes the AI Value Engine effective.
When does Evolve end? It doesn't have to. Most clients run Evolve indefinitely, layering in the AI Value Engine when ready.
Evolve is built to be continuous. As long as it's delivering value, most clients keep it running as their ongoing D365 partner relationship. When you're ready to extend AI into specific business processes with measurable ROI, the AI Value Engine layers on top. Evolve doesn't go away when that happens, it keeps maintaining and growing the D365 platform that the AI Value Engine builds on.
Get Started
Ready to Keep Building After Go-Live?
Whether you've just gone live on a D365 Accelerator or you're on an existing D365 platform that needs a continuous partner, let's talk through what Evolve would look like for your team and roadmap.