Disconnected Systems and Limited Visibility
Siloed systems limit insight across the business. Dynamics 365 connects data to deliver a unified, real-time view.
Microsoft Dynamics 365
AI-Enabled CRM and ERP Built on Microsoft Dynamics 365
TrellisPoint is a Microsoft Dynamics 365 partner helping organizations unify sales, service, finance, supply chain, and operations on a single intelligent platform—so teams can work smarter, faster, and with greater visibility.
Why Dynamics 365
Why Organizations Choose Dynamics 365
As organizations grow, disconnected systems slow teams down. Microsoft Dynamics 365 unifies ERP and CRM into one intelligent platform to improve visibility, efficiency, and decision-making.
Manual Processes That Slow Teams Down
Manual and disconnected workflows reduce efficiency. Dynamics 365 automates processes to improve productivity and accuracy.
Platforms That Don’t Scale with Growth
Legacy systems limit flexibility. Dynamics 365 scales as business needs evolve.
Proven Results
Proven ROI from Microsoft Dynamics 365
Measured across organizations of all sizes and industries using Microsoft Dynamics 365, based on independent analyst research.
$16.97
Return for Every $1 Invested
Nucleus Research
Nucleus Research
215%
ROI Over Three Years
Forrester Total Economic Impact™ Study
Forrester Total Economic Impact™ Study
7 Months
Average Payback Period
Forrester TEI™, Dynamics 365 Sales
Forrester TEI™, Dynamics 365 Sales
Your Trusted Partner
Your Trusted Microsoft Dynamics 365 Partner
TrellisPoint brings deep platform expertise, real-world implementation experience, and a focus on long-term adoption to every Dynamics 365 engagement.
Deep Dynamics 365 Expertise
Our team specializes in the full Dynamics 365 platform, including sales, service, finance, operations, and customer engagement.
Microsoft Partner Alignment
As a Microsoft partner, we follow best practices and platform standards to deliver secure, scalable Dynamics 365 solutions.
Business-Driven Implementations
We align Dynamics 365 capabilities to real business processes—ensuring the platform supports how your organization actually operates.
Thoughtful Configuration & Customization
We configure and extend Dynamics 365 where needed, without over-customizing or compromising long-term flexibility.
Integration Across the Microsoft Ecosystem
Dynamics 365 integrates seamlessly with Microsoft 365, Power BI, Azure, and other tools your teams already use.
Focus on Adoption & Long-Term Value
Beyond implementation, we help organizations drive user adoption and maximize ongoing value from Dynamics 365.
Solution Areas
Core Dynamics 365 Solution Areas
Explore the core Dynamics 365 applications that help organizations connect data, streamline operations, and drive growth.
Sales & Customer Engagement
Dynamics 365 Sales and Customer Insights give teams AI-driven insights, unified customer data, and tools to engage customers more effectively at every stage of the journey.
Key Outcomes
- ✓ Improved sales productivity
- ✓ Better pipeline visibility
- ✓ More personalized customer engagement
Customer Service & Field Operations
Dynamics 365 Customer Service and Field Service provide a unified view of customers, intelligent case management, and tools to resolve issues quickly—whether remotely or in the field.
Key Outcomes
- ✓ Faster issue resolution
- ✓ Improved customer satisfaction and retention
- ✓ More efficient service operations
Marketing, Projects & Workforce Management
With Dynamics 365 Marketing, Project Operations, and Human Resources, organizations can run targeted campaigns, manage projects profitably, and support their workforce more effectively.
Key Outcomes
- ✓ More effective marketing campaigns
- ✓ Better project execution and profitability
- ✓ Improved employee engagement and onboarding
Finance, Supply Chain & Operations
Dynamics 365 Finance, Supply Chain Management, and Business Central help organizations manage budgets, optimize inventory, and streamline operations with real-time financial and operational insight.
Key Outcomes
- ✓ Improved financial visibility and control
- ✓ Reduced operational costs
- ✓ More resilient and efficient operations
Dynamics 365 Finance → Supply Chain Management → Business Central →
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 Dynamics 365
Most Microsoft partners can stand up a Dynamics 365 instance. Fewer can connect that work to measurable business outcomes across your entire operation.
Cross-Functional Systems Expertise
We align sales, service, marketing, and operations within Dynamics 365 to eliminate silos and create a single source of truth across your business.
Proven Microsoft Platform Expertise
As a Microsoft Solutions Partner, we design scalable Dynamics 365 environments that leverage the full Microsoft ecosystem, including Power Platform and Copilot.
Strategy Through Optimization
We help define outcomes, implement the right solution, and continuously optimize your system to ensure long-term business value.
Resources
Insights from our Dynamics 365 practice
Practical guides, blog posts, and analysis on Dynamics 365 implementation, ROI, and industry-specific use cases.
White Paper
Driving Intelligent Manufacturing with Microsoft Technologies
How manufacturers can connect systems, data, operations, and AI to improve resilience, efficiency, and decision-making on the Microsoft platform.
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.
Latest from the Blog
Recent posts on Dynamics 365
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Start Here
Talk With a Dynamics 365 Specialist About Your Goals
Whether you are evaluating Dynamics 365 for the first time or looking to optimize an existing deployment, we start with your goals, not the product demo.
- ✓ A practical discussion about your goals, challenges, and priorities
- ✓ Guidance on where Dynamics 365 fits—and where it may not
- ✓ Real-world insight based on similar organizations and use cases
Prefer to talk? Call (888) 719-0248.
Frequently Asked Questions
Frequently Asked Questions About Dynamics 365
If you do not see your question here, contact us and we will walk through your specific environment.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a cloud-based business platform that combines CRM and ERP capabilities into a single, integrated system. It helps organizations connect sales, customer service, finance, supply chain, and operations using shared data, AI-driven insights, and automation.
Is Dynamics 365 an ERP or a CRM?
Dynamics 365 is both. It includes CRM applications such as Sales, Customer Service, and Customer Insights, as well as ERP applications like Finance, Supply Chain Management, and Business Central. Organizations can use only what they need or scale across the full platform over time.
How long does a Dynamics 365 implementation take?
Implementation timelines vary based on scope, complexity, and business readiness. Smaller CRM-focused implementations can take a few months, while larger ERP or multi-workload deployments may take longer. A structured assessment helps define the right timeline and approach.
Can Dynamics 365 integrate with other Microsoft tools?
Yes. Dynamics 365 integrates natively with Microsoft 365, Power Platform (Power BI, Power Apps, Power Automate), and Azure. This allows organizations to extend functionality, automate processes, and gain deeper insights without relying on disconnected systems.
Is Dynamics 365 suitable for my industry?
Dynamics 365 is used across industries including manufacturing, construction, financial services, technology, and professional services. The platform is highly configurable, allowing it to be tailored to industry-specific processes, regulatory requirements, and reporting needs.
Why work with a Microsoft Dynamics 365 partner like TrellisPoint?
A partner helps ensure Dynamics 365 is implemented in a way that aligns technology with real business processes. TrellisPoint brings platform expertise, industry experience, and a focus on adoption and ROI—helping organizations realize value beyond just going live.