Manual Work That Slows Teams Down
Administrative tasks like meeting notes, emails, and CRM updates consume valuable time. Copilot automates routine work so teams can focus on higher-value activities.
Microsoft Copilot
AI-Powered Business Systems with Microsoft Copilot
Align Microsoft Copilot, Dynamics 365, and Power Platform to automate work, uncover insights, and transform how your teams operate. TrellisPoint helps organizations implement AI responsibly, strategically, and with measurable business outcomes.
Why Copilot
Why Organizations Are Adopting Microsoft Copilot
Artificial intelligence can dramatically improve productivity and decision-making—but only when it is embedded into everyday tools. Microsoft Copilot brings AI directly into business workflows across Microsoft 365 and Dynamics 365.
Business Data That’s Hard to Use
Organizations collect large amounts of data but struggle to extract insights. Copilot analyzes information across systems to surface recommendations and trends.
Too Much Information, Not Enough Insight
Employees often spend time searching for answers across multiple tools. Copilot delivers contextual insights and assistance directly within the applications teams already use.
Proven Results
Proven ROI from Microsoft 365 Copilot
Measured across small and mid-sized organizations using Microsoft 365 Copilot, based on independent analyst research.
353%
Up to Three-Year ROI
Forrester Total Economic Impact™ Study
Forrester Total Economic Impact™ Study
$955K
Up to Net Present Value
Composite 200-Employee Organization
Composite 200-Employee Organization
25%
Faster Onboarding
New Hire Ramp Acceleration
New Hire Ramp Acceleration
Your Trusted Partner
Your Trusted Microsoft AI Implementation Partner
TrellisPoint brings deep Microsoft platform expertise and a focus on business outcomes to every Copilot engagement—so AI investments deliver real, measurable value.
Microsoft Platform Specialists
Deep expertise across Dynamics 365, Power Platform, and Microsoft Copilot solutions.
AI Strategy and Implementation
We help organizations identify high-impact AI opportunities and implement solutions that deliver results.
Business Process Alignment
AI solutions are designed to support real workflows, not just introduce new technology for its own sake.
Secure and Responsible AI
We implement Copilot and AI capabilities with governance, security, and compliance built in from the start.
Integrated Business Systems
AI solutions are connected to CRM, operations, and collaboration tools across the Microsoft ecosystem.
Long-Term Optimization and Support
We continue refining and expanding AI capabilities as your organization grows and its needs evolve.
Capabilities
Core Microsoft Copilot Capabilities
Microsoft Copilot embeds generative AI into CRM, collaboration, and operations. TrellisPoint implements Copilot solutions that automate work, generate insights, and improve decisions across the Microsoft ecosystem.
Copilot Studio
Design and deploy custom AI copilots tailored to your organization’s processes, employees, and customers. Copilot Studio allows you to create intelligent agents that automate workflows, answer questions, and interact with business systems.
Key Outcomes
- ✓ AI copilots for internal teams or customer-facing experiences
- ✓ AI agents integrated with Dynamics 365, Microsoft 365, and Power Platform
- ✓ Automated processes with real-time guidance for employees
Copilot for Sales
Copilot for Sales helps sales teams spend less time on administrative tasks and more time engaging with customers. Integrated with Microsoft 365 and Dynamics 365, it delivers AI-driven insights, meeting summaries, and next-best-action recommendations.
Key Outcomes
- ✓ AI-generated meeting summaries and follow-ups
- ✓ Automated CRM updates and opportunity insights
- ✓ Next-best-action recommendations for deals
Copilot for Service
Copilot for Service equips support teams with AI-powered assistance that improves case resolution speed and customer satisfaction by providing real-time insights and recommended responses.
Key Outcomes
- ✓ AI-assisted case resolution and service guidance
- ✓ Knowledge article generation and recommendations
- ✓ Improved response times and service quality
Industries
See How We Support Different Industries
Organizations across every sector face unique operational, regulatory, and growth challenges. TrellisPoint helps companies apply Microsoft Dynamics 365, Power Platform, and AI to modernize business systems, improve visibility, and support scalable operations.
Manufacturing
Improve production planning, supply chain visibility, and inventory management with connected Dynamics 365 and Power Platform solutions built for modern manufacturing environments.
- Production planning and real-time inventory visibility
- Supply chain integration and operational reporting
- AI-assisted forecasting and decision support
Construction
Connect field operations, project management, and financial systems to improve forecasting, cost control, and real-time visibility across construction projects.
- Project cost tracking and budget forecasting
- Field-to-office data integration and reporting
- Document management and workflow automation
Financial Services
Modernize client onboarding, compliance processes, and relationship management with secure CRM and AI-enabled business applications.
- Client onboarding and relationship management
- Compliance workflow automation and audit trails
- AI-assisted case handling and decision support
IT & Software
Align sales, delivery, and subscription operations with integrated CRM and business systems designed to support scalable growth and automation.
- CRM and sales pipeline management
- Subscription and renewal workflow automation
- Internal operations and knowledge management with AI
Why TrellisPoint
Why Organizations Choose TrellisPoint for Microsoft Copilot
Most partners can deploy a Copilot license. Fewer can connect AI to the business processes, data architecture, and adoption strategy that make it actually useful.
Copilot Across the Microsoft Ecosystem
We implement Copilot across Microsoft 365, Dynamics 365, and Power Platform to bring AI directly into the tools your teams use every day.
Microsoft AI and Data Expertise
As a Microsoft Solutions Partner, we ensure Copilot is deployed with the right data, security, and system architecture to deliver reliable AI insights.
Strategy Through Adoption and Optimization
We help organizations identify the right AI use cases, implement Copilot effectively, and continuously optimize how teams use AI to improve productivity and decision-making.
Resources
Insights from our Microsoft AI practice
Practical guides, blog posts, and analysis on Microsoft Copilot implementation, AI strategy, and business outcomes.
White Paper
The Ultimate Guide to Microsoft Copilot and Dynamics 365 (2026 Edition)
From AI assistant to autonomous agent. A full 2026-edition breakdown of how Copilot has evolved across every major Dynamics 365 app and what your organization needs to know to keep up.
White Paper
The Agentic Shift in Electronics: Where AI and Copilot Earn Their Keep
Where AI and Microsoft Copilot are actually producing returns for electronics firms in 2026—six use cases, Forrester ROI data, and a four-phase sequence to get there.
Latest from the Blog
Recent posts on Microsoft Copilot and AI
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Start Here
Talk With a Microsoft Copilot Specialist About Your Goals
Whether you are exploring AI for the first time or looking to expand Copilot across your organization, we start with your goals, not the product demo.
- ✓ A practical conversation about where AI can create real value in your business
- ✓ Guidance on where Copilot fits—and where it may not
- ✓ Real-world insight based on similar organizations implementing Microsoft AI solutions
Prefer to talk? Call (888) 719-0248.
Frequently Asked Questions
Frequently Asked Questions About Microsoft Copilot
If you do not see your question here, contact us and we will walk through your specific environment.
How do we know if our organization is ready for AI or Copilot?
AI success depends on your data quality, systems architecture, and business processes. TrellisPoint helps assess your readiness and identify practical starting points that deliver immediate value without requiring a full transformation first.
What Microsoft AI tools should we start with?
Most organizations begin with Microsoft 365 Copilot or Dynamics 365 Copilot, which embed AI directly into tools teams already use. From there, custom copilots and AI-driven automation can be implemented using Copilot Studio and Power Platform to address more specific business processes.
Can AI work with our existing CRM or ERP systems?
Yes. Microsoft Copilot and Power Platform can integrate with Dynamics 365 and many third-party systems to enhance workflows and generate insights from your existing data. The depth of integration depends on your current architecture and data quality.
How long does an AI implementation take?
Initial AI capabilities can often be deployed in weeks, while broader AI transformation initiatives typically unfold over several phases. A scoped assessment helps define the right starting point and a realistic roadmap for your organization.
What makes TrellisPoint different from other AI partners?
We focus on aligning AI with business outcomes, not just technology deployment. Our team specializes in Microsoft technologies and helps organizations implement AI solutions that deliver measurable operational improvements—with the governance and adoption work to back it up.