Unify Your Systems and Data With Microsoft Dynamics 365
At TrellisPoint, we specialize in delivering integration solutions that connect your systems, tools, and platforms, creating a cohesive technology environment that supports your business goals. Whether you need to connect CRM, ERP, marketing platforms, or collaboration tools, our team has the expertise to build tailored solutions that help you leverage your technology investments effectively.
Connect the Platforms Your Business Runs On
CRM & ERP Integration
For businesses looking to connect CRM systems like Dynamics 365 or Salesforce with their ERP platforms such as SAP, Oracle, or NetSuite, TrellisPoint offers solutions that unify your sales, financial, and operations data.
Marketing Automation & CRM Integration
We integrate leading marketing platforms like HubSpot, Marketo, or Pardot with D365 to connect your marketing and sales teams, so lead management, campaign performance, and customer engagement data are all in one place.
Collaboration & Communication Tools Integration
TrellisPoint integrates tools like Microsoft Teams, Slack, and Outlook to enable effective team collaboration, file sharing, and project management across your organization.
eCommerce & CRM Integration
For clients in retail industries, connecting eCommerce platforms like Shopify, Magento, or WooCommerce to Dynamics 365 allows for better management of product inventory, order fulfillment, and customer interactions.
Finance & Accounting Systems Integration
For businesses utilizing financial management tools like Sage, QuickBooks, or Great Plains, we ensure that your financial data is synchronized with your CRM, enabling more accurate forecasting and financial reporting.
Document Management System Integration
Managing documents is easier with integrations to platforms like DocuSign and Adobe Sign. By connecting these tools with your CRM, you can manage approvals, signatures, and document storage within one platform.
More Ways We Connect Your Systems
Additional Integration Services We Offer
Human Resource & IT Service Management Integration
We connect HR platforms such as Workday and ADP with Dynamics 365 to support automated onboarding, employee data management, and compliance tracking.
- Automated onboarding and employee data management
- IT service management tools like ServiceNow and Freshdesk connected alongside your HR data
Customer Data Platform (CDP) Integration
For companies looking to gain deeper insights into customer behavior, we integrate CDPs like Segment or Tealium with Dynamics 365 Customer Insights.
- Aggregates and enriches customer data from multiple sources
- Gives sales and marketing one unified view of customer behavior
AI & Analytics Integration
We integrate advanced analytics and AI platforms like Azure AI Studio and Power BI to provide deeper insights and enhanced automation capabilities across your systems.
- Deeper insights across every connected system
- Enhanced automation capabilities powered by AI
eSignature & Contract Management Integration
We offer integrations for platforms like DocuSign, PandaDoc, and HelloSign to facilitate electronic signatures and contract management within your CRM and document management systems.
- Electronic signatures handled directly inside your CRM workflow
- Contract management connected to your document management system
Customer Engagement Tools Integration
We help connect customer engagement tools like LinkedIn Sales Navigator, Hootsuite, and Sprout Social with Dynamics 365 Sales and Customer Service.
- LinkedIn Sales Navigator, Hootsuite, and Sprout Social connected to D365
- One comprehensive view of every customer interaction
Telephone & Communication System Integration
We integrate platforms like RingCentral, Twilio, and Five9 with your CRM, providing call tracking, automated logging, and click-to-dial functionality.
- Call tracking and automated logging inside your CRM
- Click-to-dial functionality built into your customer management systems
Integration Experience Across Your Industry
Every industry integrates its systems differently. Explore how we approach it in yours.
Manufacturing Industry
Connecting shop-floor, inventory, and financial systems into one Microsoft-based view of the business.
Learn MoreConstruction Industry
Integrating project management, estimating, and accounting tools so job data stays current across teams.
Learn MoreFinancial Services Industry
Bringing client, compliance, and reporting systems together without disrupting regulated workflows.
Learn MoreIT Industry
Aligning service management, ticketing, and CRM platforms so client-facing IT teams work from one source of truth.
Learn More
Built on Partnership. Focused on Your Goals.
We start with the systems you already run and the outcome you're trying to reach, then design the integration path that gets you there without disrupting the business along the way.
Ready to Connect Your Systems and Drive Business Growth?
TrellisPoint's integration services help you connect the systems and platforms that power your business, eliminating data silos and creating a more connected, efficient organization.
- ✓ CRM, ERP, marketing, and collaboration tools connected into one system
- ✓ Secure integration protocols that protect your data in transit and at rest
- ✓ A realistic timeline and milestones set before work begins
Go Deeper on Systems Integration
A few more reads from our Learn Center on connecting your Microsoft systems.
Our Most Recent Posts
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Systems Integrations With TrellisPoint FAQ
What types of systems can TrellisPoint integrate with Microsoft Dynamics 365?
TrellisPoint can integrate Microsoft Dynamics 365 with various CRM, ERP, finance, HR, and collaboration platforms, including Salesforce, SAP, Oracle, Workday, ADP, and Microsoft Office 365 applications such as Outlook, Teams, and SharePoint. We also work with marketing platforms like HubSpot, Marketo, and Pardot, as well as telephony systems like RingCentral and Twilio. If you don't see what you'd like integrated on that list just reach out and we'll let you know if we can do it.
What industries does TrellisPoint have experience in?
TrellisPoint has a strong track record of delivering integration solutions across industries such as Financial Services, Manufacturing, Construction, Information Technology, and Professional Services among many others. Our team tailors each integration to meet the unique requirements of the industry, ensuring the best fit for your business needs.
What are the benefits of integrating our CRM and ERP systems?
Integrating your CRM and ERP systems, such as Dynamics 365 and SAP, provides a unified view of your sales, financials, and operations data. This connectivity reduces manual data entry, enhances reporting accuracy, and enables better decision-making across your business.
How long does a typical integration project take?
The duration of an integration project varies based on the complexity of the systems involved and the scope of the project. Simple integrations can take a few weeks, while more complex, multi-system integrations may require several months. TrellisPoint works closely with clients to establish realistic timelines and milestones to ensure on-time delivery.
Can TrellisPoint help us integrate AI and analytics tools into our existing systems?
Yes, TrellisPoint can integrate advanced AI and analytics tools such as Azure AI, Power BI, and Copilot Studio into your existing systems. These integrations allow you to leverage predictive analytics, automate data processes, and gain deeper insights from your business data.
What is required on our end to begin an integration project?
To get started, TrellisPoint will work with your team to assess your current systems and define the requirements for the integration. This typically involves providing access to the systems being integrated, clarifying data mapping, and identifying key stakeholders for the project.
How does TrellisPoint ensure data security during an integration?
Data security is a top priority at TrellisPoint. We use industry best practices and secure integration protocols to protect your data during transit and storage. Our team follows strict compliance guidelines, ensuring that all data is handled safely and adheres to regulatory standards.
What are some common challenges with integrating multiple systems?
Common challenges include data inconsistencies, differences in system architectures, and the need for custom workflows. TrellisPoint addresses these challenges by conducting a thorough system analysis, identifying potential issues in advance, and using best practices to build solutions that overcome these obstacles.
How do I get started with an integration project?
Simply reach out to TrellisPoint to schedule an initial consultation. We'll discuss your business needs, current systems, and goals to develop a custom integration plan that aligns with your objectives. Contact us today to get started!