17+ Years ofTrellisPoint helps IT organizations simplify complex infrastructures, strengthen security, and deliver better services using Microsoft Dynamics 365, Power Platform, and AI.
IT teams today are expected to do more with less while managing infrastructure complexity, security threats, and rising service expectations. Most are doing it with systems and processes that were never designed for this level of demand. Here's what we hear most.
Integrating and maintaining a sprawl of platforms, applications, and legacy systems drains IT resources. Dynamics 365 and Power Platform give IT teams a unified environment to consolidate operations, reduce complexity, and keep systems running smoothly.
Protecting sensitive systems and client data from evolving threats is non-negotiable. TrellisPoint implements Microsoft security solutions that safeguard your network, enforce governance policies, and help you demonstrate compliance to auditors and regulators.
Clients expect fast, consistent service. When your team is buried in tickets, manual handoffs, and fragmented tools, that standard is hard to hit. Dynamics 365 Customer Service and Copilot help IT teams resolve issues faster and deliver a better experience every time.
Sound familiar? Let's talk through it.
Schedule a Free AssessmentRecognized expertise as a Microsoft Solutions Partner across Dynamics 365, Power Platform, and Microsoft Copilot.
Every engagement is built with data governance, access controls, and compliance considerations from day one. We understand that IT organizations can't afford to bolt security on after the fact.
Every project ties to measurable results. If we can't show you the value in operational efficiency, service quality, or cost reduction, we won't propose it.
Already running parts of Microsoft? We'll build on it. Still running legacy systems? We can work with that too. No rip-and-replace required to get started.
Solution Areas
IT organizations that modernize service management, automate workflows, and unify their data consistently improve team productivity, reduce security exposure, and deliver better outcomes for the business. Here's where we help.
Managing a mix of disconnected platforms and legacy systems creates operational drag and increases risk. We implement Dynamics 365 and Power Platform to consolidate your IT environment, giving your team a single source of truth across systems, users, and service requests.
Cyber threats don't slow down, and neither do regulatory requirements. We help IT teams implement Microsoft security capabilities and governance frameworks to safeguard sensitive data, monitor usage patterns, manage shadow IT, and meet compliance standards including GDPR, HIPAA, and SOC 2.
Clients expect fast, consistent support. When your team is managing tickets across disconnected tools, that standard is hard to maintain. Dynamics 365 Customer Service and Copilot for Service give your team the full context of every issue, AI-powered suggestions, and the routing logic to close tickets faster.
IT projects fail when visibility breaks down. Dynamics 365 Project Operations gives your team a single platform to plan, execute, and monitor engagements, keeping projects aligned with client expectations and business goals from kickoff through delivery.
IT teams spend too much time on tasks that shouldn't require human judgment: ticket triage, report generation, data reconciliation, and routine client communications. Power Automate, Power Apps, and Copilot Studio cut through the manual work so your team can focus on higher-value problems.
Deploying new tools without addressing the processes and people around them is how digital transformation projects stall. TrellisPoint pairs Microsoft technology implementations with strategic consulting services designed to make change stick.
Successful technology adoption requires your team to be prepared for change, not just trained on new software. TrellisPoint's OCM services align your workforce with new strategies, reduce resistance, and support continuous improvement so your organization realizes the full value of every implementation.
Inefficient processes don't disappear when you add new software. We analyze your existing IT workflows, identify bottlenecks and redundancies, and implement optimized processes that align with your strategic goals. The result is greater operational efficiency without the overhead of a full transformation project.
Staying competitive in IT means continually advancing your capabilities. We help IT organizations integrate AI, cloud computing, and modern application development into their operations in a way that's scalable and aligned to business objectives. Transformation that's built to last, not just launched.
White papers, case studies, and insights on how IT organizations are modernizing operations, strengthening security, and using AI with Microsoft technologies.
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Tell us where you're at and where you want to be. We'll help you figure out what's worth doing and what order to do it in.
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TrellisPoint specializes in Microsoft Dynamics 365, Power Platform, and AI-driven Copilot solutions to help IT leaders modernize business applications, improve data governance, automate workflows, and strengthen security posture. We work directly with IT teams to eliminate technical debt, reduce shadow IT, and ensure enterprise-wide technology adoption delivers measurable results.
Dynamics 365 offers scalability, native security, and AI-driven insights that integrate directly with Microsoft 365, Azure, and Power Platform. For IT organizations managing complex ecosystems, this means end-to-end process automation, centralized data management, and advanced analytics without requiring a separate platform for each function.
The most common issues we hear from IT teams are data silos and integration complexity, shadow IT and ungoverned SaaS sprawl, compliance and security obligations that keep growing, resource and skills constraints, and the pressure to balance innovation with risk management. TrellisPoint helps IT organizations address all of these by consolidating systems on the Microsoft platform, automating governance, and building the internal capabilities to sustain adoption long-term.
We implement automated compliance tracking, audit logs, and risk assessment workflows within Dynamics 365 and Power Platform to support GDPR, HIPAA, SOC 2, and other regulatory frameworks. The goal is replacing manual compliance checks with automated processes that surface issues before they become audit findings.
Yes. We modernize on-premises applications, automate data migration, and implement cloud-based architectures to help IT teams transition to Dynamics 365 and Microsoft's cloud ecosystem. We work incrementally where possible so you're not forced into a full cutover before your team is ready.
Power Apps enables IT teams to rapidly develop low-code and no-code applications, letting business users self-serve while IT maintains governance over data and security. TrellisPoint helps IT teams set up the governance frameworks, enforce policies, and scale automation without opening the door to ungoverned app sprawl.
Yes. We implement data governance policies, data quality frameworks, and centralized master data management strategies using Microsoft Purview and Power BI. A well-governed data foundation improves reporting accuracy, simplifies audits, and reduces the risk of decisions being made on stale or conflicting data.
We provide cloud cost optimization, infrastructure monitoring, and workload automation using Azure, Power Platform, and Dynamics 365. The goal is making sure IT teams are getting full value from their Microsoft investment, not paying for capacity that isn't being used effectively.
We provide role-based training tailored to IT admins, developers, and business users, build governance frameworks to prevent sprawl as adoption grows, and create custom adoption dashboards so IT leadership can track usage and system performance over time. Technology only delivers value when people use it the right way, and that requires more than a go-live.
