Dynamics 365 CRM

Start increasing sales and strengthening customer relationships.

Your Business Needs Microsoft

We’ve been implementing CRM solutions for over 20 years and that’s the exact reason we chose to exclusively partner with Microsoft. We know first-hand that all CRMs are not created equally and it’s our job to provide our customers with the best technology in the industry.

Not only does Microsoft Dynamics 365 offer businesses cutting edge software to improve sales, strengthen customer connections, and optimize operations, it also provides a significant advantage over other systems: interoperability with the full suite of Microsoft business applications right out-of -the-box.

It’s a natural choice for CRM — especially if you’re already using Microsoft 365.

Dynamics 365 is one of the market’s leading solutions for salesforce automation, marketing, and customer service.

Advanced Technology

  • Vast out-of-the-box capabilities for sales, marketing, and customer service users
  • Single-Sign-On, simplifying administration and access
  • Reduction in IT overhead for organizations not already using a SAAS solution

Seamless Integration

  • Outlook for email tracking, contact resolution, and activity management
  • SharePoint for documents and attachments
  • OneNote to add dedicated notebooks
  • OneDrive for shared private documents
  • PowerBI for advanced reporting and dashboards
  • Insights for automatic data gathering from the web
  • Yammer for real-time chat and collaboration
  • Flow for automated processes between Dynamics 365 and other services

Easy Upgrades

  • Easy to configure and customize
  • Regular updates that include the latest features at no additional cost
  • Upgrades maintain the integrity of existing customizations
  • Single instance Web and Mobile client updates

Support Ecosystem

  • Extensive online community and support
  • Free web-based documentation
  • Large network of partners and add-on solutions available in App Store
  • Option to add-on TrellisPoint Concierge


Dynamics 365 Customer Engagement Business Applications

Our specialty includes business applications within Dynamics 365 that provide sales, service, and marketing features. We have extensive experience using Microsoft’s Power Platform to develop stand-alone web and mobile applications for our customers.

“TrellisPoint was very effective in providing us the best recommendations on the type of Microsoft licenses we could get, and then with implementation. Microsoft was the right choice for our business.”

Alfredo Legorreta | VP of Business Transformation | Maritz Travel

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