Finding the right resource to maintain your CRM system isn’t easy.
That’s why we’ll do it for you!
We offer a variety of CRM Administration packages
designed to ensure your Dynamics 365 CRM is running smoothly
24/7/365 with zero headaches!
Why consider CRM Administration with TrellisPoint?
Microsoft Expertise A fully certified Microsoft team awaits
Save Time Requests are scheduled within 2 business hours
Improve Adoption Up-to-date systems lead to happy users
The Problem with Traditional Solutions
Hiring a full time resource typically doesn’t cover all the skills you need and on-demand support leaves you paying higher rates.
Manage your CRM strategically.
Jeremy Bilsky, Advance Partners, Senior Director & General Manager
“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 – anything from system tweaks, troubleshooting, training, documentation, etc. They have made it their business to understand what we do.”
Ad-hoc requests for new fields, workflows, views and dashboards
Training and documentation for D365 CE application and processes
In-depth analysis and resolution of issues when classified as a defect
Maintain integrations with related applications and customizations
And Many Others
Packages can be tailored to include tasks such monitoring CRM data usage, managing Dynamics 365 version updates, managing email integration tools and workflows, and running system jobs on a regular basis.