Fragmented Microsoft Stack
CRM, ERP, Power Platform, and Copilot installed in silos. Data does not flow between them, reporting requires manual exports, and AI cannot see the full picture.
Microsoft Solutions Partner
Microsoft Consulting Services from a Microsoft Solutions Partner
TrellisPoint is a Microsoft Solutions Partner for Business Applications with 17+ years of experience implementing and optimizing Dynamics 365, Power Platform, Copilot, and Azure for mid-market and growth-focused organizations across the United States.
Why a Solutions Partner
Microsoft is broad. The execution is where most organizations get stuck.
Most mid-market teams already own Dynamics 365, Power Platform, or Microsoft 365 Copilot licenses. The gap is rarely the technology. It is the strategy, governance, and delivery muscle to turn those licenses into measurable outcomes.
AI Without Governance
Copilot licenses purchased and rolled out without a clear use-case, adoption, or oversight plan. The capability exists but no one can prove it is producing value.
Implementations That Stall
Multi-year projects with constantly shifting scope, drained budget, and no production deliverables. The team is fatigued before the system is even live.
Our Track Record
17 years of Microsoft outcomes, measured in production work
Since 2009, TrellisPoint has helped mid-market organizations across the United States turn Microsoft investments into measurable results. The numbers below reflect our cumulative delivery work, not marketing rounding.
250+
Clients Served
300+
Business Apps Implementations
95%
Client Retention Rate
17+
Years of Microsoft Solutions
What Is a Microsoft Solutions Partner?
The credential, what it means, and why it matters for your project
A Microsoft Solutions Partner is a consulting firm Microsoft has certified to deliver solutions in one of six designation areas. It replaced the older Gold and Silver Partner program in 2022, and partners are re-evaluated by Microsoft every year against three categories.
Microsoft-vetted
Authorized by Microsoft to deliver in a specific cloud area, not self-claimed.
Six designation areas
Business Apps, Modern Work, Security, Infrastructure, Data & AI, Digital & App Innovation.
Performance scored
Active revenue and growth in the relevant Microsoft cloud workload.
Certified consultants
A required minimum bench of role-based Microsoft Certifications.
Customer success
Documented production deployments with measured usage and adoption.
Re-evaluated annually
Designations are not one-time achievements. Microsoft scores partners every year.
Our Designation
Solutions Partner for Business Applications
TrellisPoint holds Microsoft's Solutions Partner for Business Applications designation. That designation requires a firm to demonstrate performance, certified skilling, and customer success across the full Dynamics 365 and Power Platform stack. It is the credential most relevant when you are evaluating a partner for CRM, ERP, low-code application development, business intelligence, or process automation work.
Performance
Active, verifiable revenue across Dynamics 365 Sales, Customer Service, Customer Insights, Field Service, Project Operations, Business Central, and the broader Power Platform stack.
Skilling
A certified consultant bench in Dynamics 365, Power Platform, and Azure fundamentals. Our delivery team carries the role-based Microsoft Certifications required to architect and configure the products we sell and implement.
Customer Success
Documented production deployments, active usage, and adoption metrics. Our 95% client retention rate and 300+ implementation history reflect what Microsoft measures inside the Solutions Partner scoring model.
Beyond the badge: A designation tells you a partner is qualified. It does not tell you how they work, how they price, or whether they will be honest about whether a project should happen.
Microsoft Consulting Services
What we actually deliver as a Microsoft Solutions Partner
Our Microsoft consulting services map to the four product pillars that drive most mid-market projects. Each pillar covers strategy, implementation, optimization, and ongoing support. We work across them together rather than treating them as separate motions.
Dynamics 365 Implementation and Optimization
CRM and ERP strategy, implementation, integration, and lifecycle optimization across Dynamics 365 Sales, Customer Service, Customer Insights, Field Service, Project Operations, Business Central, and Customer Voice. We align processes, data architecture, and reporting so adoption, forecasting accuracy, and revenue performance actually improve.
Typical Buyer
Sales, service, or operations leaders modernizing legacy CRM (Salesforce, Infor / Saleslogix, on-prem D365) or replacing disconnected point tools.
Power Platform Architecture and Governance
Power BI reporting, Power Apps development, Power Automate workflows, Power Pages portals, and enterprise governance frameworks. We turn manual processes into scalable, secure automation with lifecycle control, so your low-code estate does not become tomorrow's technical debt.
Typical Buyer
IT and operations leaders who already have Power Platform licenses and need structure, governance, and an architecture that can scale beyond citizen developer experiments.
Microsoft Copilot and AI Enablement
Copilot readiness assessments, use-case design, governance planning, and deployment across Microsoft 365 Copilot, Copilot Studio, Copilot for Sales, and Copilot for Service. Delivered through our AI Value Engine, a structured framework that moves organizations from AI Ready, to AI Process Accelerator, to ongoing Agent Ops.
Typical Buyer
Executives who have approved Copilot licensing but need a defensible plan for adoption, governance, and ROI measurement before scaling.
Azure Cloud Consulting
Azure platform services that extend the value of business applications: integration, secure data movement, application hosting, infrastructure modernization, and the data and AI services that Copilot and Dynamics 365 depend on. We cover Azure as a partner of the Microsoft business apps stack, not as a generalist hyperscaler practice.
Typical Buyer
Leaders modernizing on-prem systems or building the Azure data and integration layer their Dynamics 365 or Power Platform deployments require.
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
What distinguishes us from other Microsoft consulting firms
Most Microsoft partners can stand up a Dynamics 365 instance or run a Copilot pilot. Fewer can connect those decisions to measurable business outcomes and stay engaged long enough to prove they paid off. Here is how we work.
Outcomes Over Product Demos
We start with business outcomes, not which Microsoft SKU we can sell.
A three-stage framework that keeps AI projects from stalling after the pilot.
Senior Consultants, Not Junior Resources
The person scoping your project is the person delivering it.
Cross-Solution Capability
One team across CRM, automation, AI, and Azure, not three vendors handing off.
Transparent Pricing and Scope
Fixed-scope engagements with clear deliverables before you sign.
Built to Stay Engaged
95% client retention reflects how we work post go-live.
Resources
Insights from our Microsoft consulting practice
Buyer-focused guides, blog posts, and frameworks on Copilot, Dynamics 365, and where Microsoft AI is producing measurable returns.
Guide
Welcome to Microsoft in 2026
What is new across Microsoft's AI-first platform this year. Copilot, Dynamics, data, security, and modern work changes.
Guide
The Ultimate Guide to Microsoft Copilot and Dynamics 365
When Copilot adds real value to Dynamics 365, how to scope a rollout, and what governance to put in place first.
Blog
5 Ways Microsoft Copilot Drives Real Revenue Growth in 2026
Where Copilot is generating measurable revenue impact across sales, service, and operations teams.
Analysis
Maximizing ROI with Dynamics 365 in Banking
A Forrester TEI-style analysis of Dynamics 365 returns in banking, and the levers that move the ROI number.
Start Here
Talk With a Microsoft Solutions Partner About Your Goals
Whether you are evaluating Dynamics 365, planning a Copilot rollout, or modernizing your Azure footprint, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your environment.
- ✓ A direct conversation with a senior consultant focused on your objectives
- ✓ Clear, outcome-driven recommendations aligned to your business priorities
- ✓ A practical roadmap outlining scope, timeline, and next steps
Prefer to talk? Call (888) 719-0248.
Frequently Asked Questions
Common Questions About Working With a Microsoft Solutions Partner
If you do not see your question here, contact us and we will walk through your specific environment.
What is a Microsoft Solutions Partner?
A Microsoft Solutions Partner is a consulting and technology firm that Microsoft has certified to deliver solutions in one or more of its six designation areas: Business Applications, Modern Work, Security, Infrastructure (Azure), Data & AI (Azure), and Digital & App Innovation (Azure). The program replaced the older Microsoft Gold Partner program in 2022. To earn a designation, a firm must meet ongoing performance, skilling, and customer success requirements, evaluated annually by Microsoft.
Is TrellisPoint a Microsoft Solutions Partner?
Yes. TrellisPoint holds the Microsoft Solutions Partner for Business Applications designation, covering Dynamics 365 and Power Platform. We also operate as a Microsoft Cloud AI Partner with active capabilities in Microsoft Copilot and Azure AI. Founded in 2009, we have shipped 300+ Microsoft business applications implementations for clients across the United States.
What is the difference between a Microsoft Solutions Partner and a Microsoft Gold Partner?
Microsoft Solutions Partner replaced Microsoft Gold Partner and Silver Partner in October 2022. The new program is organized around six cloud-aligned designation areas instead of dozens of product competencies, and partners are evaluated annually on performance, skilling, and customer success metrics tied to active Microsoft cloud workloads. If a firm still markets itself as a Gold Partner today, the credential is outdated.
What Microsoft consulting services does TrellisPoint provide?
TrellisPoint provides Microsoft consulting services across four pillars: Dynamics 365 implementation and optimization (Sales, Customer Service, Customer Insights, Field Service, Project Operations, Business Central), Power Platform architecture and governance (Power BI, Power Apps, Power Automate, Power Pages), Microsoft Copilot and AI enablement (delivered through our AI Value Engine framework), and Azure cloud consulting for integration, data, and infrastructure modernization. We also handle Microsoft licensing, migrations from Salesforce or Infor/Saleslogix, and ongoing managed support plans.
How long does a Dynamics 365 or Power Platform implementation take?
Timeline depends on scope and complexity. Copilot enablement, focused Power Platform builds, or workflow optimizations are typically a few weeks. A full Dynamics 365 deployment usually spans several months when integrations and data migration are involved. During our initial Discovery conversation we provide a realistic timeline based on your environment rather than a generic estimate. We do not run multi-year implementations with no deliverables in the first phase.
How do I know if Microsoft Copilot or AI is right for my organization?
Not every business is ready for AI. We start by assessing your goals, operational bottlenecks, and data maturity through our AI Value Engine framework. Sometimes the better first move is to optimize processes through Power Platform automation or clean up Dynamics 365 data before introducing Copilot. If AI is not the right fit yet, we will tell you. Our focus is achieving outcomes, not pushing tools.
How does working with TrellisPoint compare to buying Microsoft licenses or services direct from Microsoft?
Microsoft sells the products. A Microsoft Solutions Partner like TrellisPoint scopes, implements, optimizes, and supports them, with a single point of contact across licensing, services, and escalation. You get implementation expertise, configured business processes, training, and partner-of-record support. We can also handle Microsoft licensing on your behalf with right-sizing reviews at every renewal.