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Technology

As the preferred Microsoft Dynamics 365 and Power Platform Service provider, TrellisPoint has the expertise to help your business grow the strategic way.

 

Dynamics 365

Microsoft Dynamics 365, a comprehensive suite of intelligent business applications designed to revolutionize the way you manage and grow your business.

 

Artificial Intelligence

Radically accelerate your productivity with AI features built directly into Microsoft tools and services.

Microsoft Co-Pilot 
copilot365

 
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Phone: 888.719.0248
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Resources
Connect with Us

Contact Form

Phone: 888.719.0248
Social: LinkedIn Icon 100x100 Twitter Icon 100x100 Facebook Icon 100x100 YouTube Icon 100x100

 

Resources
Connect with Us

Contact Form

Phone: 888.719.0248
Social: LinkedIn Icon 100x100 Twitter Icon 100x100 Facebook Icon 100x100 YouTube Icon 100x100

 

CRM Migration Services

Replace INFOR (Saleslogix) CRM with Microsoft Dynamics 365

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Are you suffering through the pains of outdated CRM technology?

We can help with your CRM Migration.

It’s absolutely unnecessary to suffer through slow speeds, limiting features, lack of connectivity, and high cost support on a daily basis. That’s why our team developed an Infor CRM Migration Tool that can migrate your existing CRM quickly and thoroughly to Microsoft Dynamics 365.

TrellisPoint’s Infor CRM Migration Tool

You can do more with Microsoft Dynamics 365

Advanced Technology

Seamless Integration

Scheduled Upgrades

Support Ecosystem

Not sure if you have the time and resources for a CRM migration?

Not only does our cost-effective solution quickly and easily migrate Infor CRM (formerly Saleslogix) to Microsoft Dynamics 365 Sales, Service, and the Power Platform, but our proven-process provides the framework for your success.

 

WORKING TOGETHER

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“TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.
Alfredo Legorreta
VP of Business Transformation | Maritz Travel

CRM MIGRATION CASE STUDY

Martiz Travel

 

Switching to Microsoft Dynamics 365 has streamlined the way approximately 200 members of Maritz Travel’s staff does business. With access to more data through a single system of truth, its sales associates can now forecast leads and manage accounts more effectively and efficiently than ever.

Business Results with D365 CRM

 

  • Greater Connectivty
  • Reliable Support
  • Seamless Upgrades
  • Process Efficiency
 

Migrate your CRM to D365

 

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