Bring Clarity and Control to Your Microsoft Business Systems
In a focused two-hour working session, we review how your Dynamics 365, Power Platform, and data environment are operating today and deliver a clear roadmap to improve performance, reduce risk, and get more value from your Microsoft investments.
- ✓ Gain clear visibility across sales, operations, and finance
- ✓ Eliminate disconnected systems and manual work
- ✓ Reduce risk before investing further in Microsoft tools
Microsoft Is Powerful. Misalignment Is Expensive.
Most organizations aren't struggling with tools; they're struggling with coordination. AI, data, security, and business applications often evolve in silos, creating friction instead of acceleration.
Tool Sprawl and Unclear Ownership
Microsoft tools evolve in silos. The result: slower adoption and eroding ROI. Misalignment can cost 1 to 5% of EBITDA, and businesses waste $30B annually on unused software.
Data Without Insight
Disconnected systems stall decisions. Teams lose 12 hours per week chasing data, and 79% of leads never convert due to broken handoffs between CRM and operations.
AI Pressure Without a Plan
AI adds urgency but without structure, it adds risk. 46% of organizations report customer impact from scattered data, and 82% make decisions using outdated information.
It Starts with a Free Strategic Assessment
Our Microsoft consulting assessment evaluates four critical areas of your environment, giving you a complete picture of where you stand and what to prioritize.
AI Readiness
Determine whether your organization is truly ready to scale Microsoft Copilot and AI, and what must be resolved first.
What we assess
- Copilot licensing alignment and entitlement gaps
- Information architecture and security posture
- Governance readiness for AI deployment
- Practical, measurable AI use cases aligned to business goals
- Opportunities for custom agents and automation via Copilot Studio
Outcome: Clarity on whether your organization is truly AI-ready and what must be addressed before scaling.
Business Systems Alignment
Identify friction points in your Dynamics 365 environment that limit revenue visibility, customer experience, or operational scale.
What we assess
- Current Dynamics 365 environment (Sales, Service, Marketing)
- Integration gaps across CRM, ERP, and Power Platform
- Pipeline visibility and service workflow efficiency
- Data flow between systems affecting reporting and customer experience
Outcome: Identification of friction points limiting revenue visibility, customer experience, or operational scale.
Modern Work and Governance
Build a clearer structure for Microsoft 365 modern work that improves productivity without adding complexity or security exposure.
What we assess
- Teams and SharePoint governance structure
- Information sprawl and permission complexity
- Adoption challenges and shadow IT risks
- Workflow inefficiencies slowing collaboration
Outcome: A clearer structure for modern work that improves productivity without increasing complexity.
Data and Forecasting Integrity
Turn fragmented reporting into decision-grade intelligence with a clear Power BI and data architecture plan.
What we assess
- Power BI model integrity and semantic consistency
- Definition alignment ("one version of the truth")
- Data source connectivity gaps
- Forecasting reliability and reporting bottlenecks
Outcome: A prioritized plan to turn fragmented reporting into decision-grade intelligence.
What You Walk Away With
This is not a surface-level conversation. It is a structured, consultant-led Microsoft consulting assessment designed to produce a documented plan you can act on immediately.
We map what you are using today across business apps, modern work, data, AI, and security, including where things are stuck.
Practical improvements you can act on quickly, plus risks to address before scaling, especially around AI and governance.
A sequenced plan tied to business outcomes: what to do now, next, and later, with success metrics you can track. Learn more about how we work together.
What Happens Next
Here is exactly what to expect after you submit the form below.
Confirmation and Fit Alignment
After you submit the form, we review your details and confirm alignment. You will receive a scheduling link to secure your two-hour session at a time that works for you.
Executive-Level Strategy Session
A senior consultant assesses your business goals, current systems, and alignment gaps across AI, data, security, and operations during a focused two-hour working session.
Your Strategic Technology Roadmap
Within a few business days, you will receive a documented roadmap outlining priorities, quick wins, risk areas, and recommended next steps tied to measurable business outcomes.
Get Clarity on Your Microsoft Business Systems
Book a guided Microsoft consulting assessment to review your current environment across Dynamics 365, Power Platform, and Microsoft 365. You will walk away with a practical roadmap to reduce tool sprawl, improve data visibility, and identify high-impact automation opportunities.
- ✓ Senior consultant, not a sales development rep
- ✓ Documented Strategic Technology Roadmap delivered within days
- ✓ No obligation to continue after the session
Prefer to talk? Call (888) 719-0248.
Common Questions About the Microsoft Consulting Assessment
If you do not see your question here, call us at (888) 719-0248 and we will walk through your specific environment.
Is this a sales call?
No. This is a structured strategy session led by a senior Microsoft Solutions Partner consultant. The purpose is to assess your current environment, identify alignment gaps, and produce a documented Strategic Technology Roadmap. If there is a mutual fit afterward, we can discuss next steps, but the session itself is diagnostic and value-focused.
Is the Microsoft consulting assessment really free?
Yes. The two-hour strategic assessment and the resulting roadmap are provided at no cost. Our goal is to demonstrate our strategic approach and determine whether a longer-term engagement makes sense for your organization.
What will we receive after the session?
Within a few business days, you will receive a documented Strategic Technology Roadmap that includes:
- Current-state alignment summary
- Immediate opportunities and risk areas
- Prioritized initiatives (Now / Next / Later)
- Recommended next-phase actions
This roadmap is yours to keep, with no obligation to continue.
What types of organizations is this best suited for?
This session is ideal for organizations that are actively using Dynamics 365, Power Platform, Azure, or Copilot, and are evaluating AI readiness, modernization initiatives, or planning transformation in the next 3 to 12 months. If you need clearer prioritization across systems and data, this session is designed for you.
How quickly can we get started?
Once you submit the form, we will confirm alignment and provide scheduling options. Most sessions are booked within 1 to 2 weeks, depending on availability.
What happens after the roadmap is delivered?
After reviewing your roadmap, you can implement internally, use it to guide vendor discussions, or engage TrellisPoint to support the Decide and implementation phases through our Dynamics 365 implementation or AI Value Engine program. There is no obligation to continue.