Dynamics 365 Customer Engagement
We implement and optimize Dynamics 365 Sales, Customer Service, Field Service, Project Operations, and Customer Insights — designing CRM architectures built for scalability and clean data.
Partner Program
Partner With TrellisPoint
TrellisPoint partners with Microsoft-focused firms to deliver high-impact Dynamics 365 Customer Engagement solutions, advanced analytics, and AI enablement — while creating measurable revenue opportunities for both organizations.
Our Focus
We Specialize in the Microsoft Front Office
TrellisPoint is a Microsoft-focused consultancy with deep specialization in Dynamics 365 Customer Engagement, Power BI, and AI/Copilot enablement. We design, implement, and optimize Customer Engagement solutions that align sales, service, and operations around structured processes and clean data.
We don't dabble — we build structured, scalable systems that drive operational maturity. That depth of focus is what makes us a reliable partner rather than a generalist competitor.
Power BI & Analytics
We extend Customer Engagement with executive dashboards, forecasting models, KPI visibility, and cross-system data modeling across CE, ERP, and external platforms.
AI & Copilot Enablement
We enable responsible AI adoption within Microsoft environments — Copilot inside Dynamics 365, sales productivity automation, AI-driven insights, and data-informed decision support.
Depth Over Breadth
Our focus is specifically on Microsoft Customer Engagement — not broad "everything Microsoft" generalism. That focus results in stronger architecture, cleaner data models, scalable implementations, and reduced project risk for every engagement we deliver.
Partner Fit
Who We Partner With
We are actively building a Microsoft-aligned partner ecosystem around our Customer Engagement expertise. We seek B2B firms whose specialization complements ours — so we can refer confidently into each other's lanes without service overlap.
If you lead with infrastructure, ERP, or business process advisory and uncover Customer Engagement gaps — we step in. If we uncover needs outside CE — we bring you in.
Modern Work
SharePoint, OneDrive, Teams Voice, and collaboration architecture specialists working with clients who need structured customer lifecycle management alongside their M365 stack.
Security & Compliance
Security partners whose clients surface service management inefficiencies or lack structured CRM processes supporting their compliance workflows.
ERP Solutions
Business Central, F&O, or third-party ERP partners working with clients who lack structured front-office systems connected to their back-office data.
Azure Infrastructure
Azure consultants uncovering front-office data fragmentation or clients who need CE system foundations before advanced cloud data strategies can succeed.
Advanced Analytics
Analytics firms that need a clean Customer Engagement system foundation before advanced modeling or reporting work can deliver accurate, actionable results.
EOS / Business Process Consulting
EOS implementers and sales process consultants diagnosing process breakdowns who need a trusted CRM and CE partner to execute the technical side of the fix.
Clear swim lanes. Mutual growth. Our goal is expansion without overlap — each firm owns its discipline while the client gets a cohesive, expert-led solution.
How We Work Together
Partnership Models
We keep it simple. Two models cover most partner relationships, and we're open to defining the right structure for your firm's situation.
Referral Partnership
You introduce qualified opportunities. We scope, close, and deliver with transparent tracking, clear scope definition, and professional client handling throughout. No channel conflict. No ambiguity. Ideal for firms seeking monetization without delivery involvement.
Contractor / Co-Delivery Model
Two paths: you bring us in as a subcontractor for CE, Power BI, or Copilot work under your umbrella — or we lead a CE engagement and bring you in as the specialist for ERP, Security, Azure, or Modern Work. Each firm owns its discipline. The client experience stays cohesive. This model builds long-term strategic alignment beyond referrals.
Our Engagement Process
We prioritize low friction and clear expectations: introductory alignment call → define engagement model → NDA + basic agreement → joint opportunity planning → transparent execution and communication throughout. Designed for clarity and speed.
Why TrellisPoint
What Partners Gain Working With Us
When a partner refers or co-delivers with TrellisPoint, they're attaching their name to an outcome. Our retention record and delivery standards are what protect that reputation.
Deep CE Specialization
We specialize specifically in Microsoft Customer Engagement. That focus produces strong architectural decisions, scalable system design, clean data foundations, and reduced project risk on every engagement.
High Client Retention
Our clients stay because we invest deeply in understanding their operations, deliver thoroughly on immediate objectives, and act as long-term advisors — not short-term implementers. We protect and grow accounts, which strengthens every partnership.
Clear Industry Familiarity
We bring domain familiarity in Financial Services, Construction, Manufacturing, and IT & Technology Services — allowing us to move beyond technical implementation and engage in strategic business conversations.
Defined Boundaries, Shared Growth
We operate with clear service boundaries and transparent engagement models. When partners uncover Customer Engagement needs, we step in. When we uncover infrastructure, ERP, or security needs, we bring the right partner in. No stepping on toes.
Let's Connect
Ready to Build a Stronger Microsoft Ecosystem Together?
If your organization specializes in infrastructure, ERP, analytics, security, or business process — and needs a trusted Dynamics 365 Customer Engagement partner — we welcome the conversation.
General Sales Inquiries
Business Development
