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 through our AI Value Engine framework — including 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 look for 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, advisory, or staffing and uncover Customer Engagement gaps, we step in. If we uncover needs outside CE, we bring you in.
Managed Services Providers & Microsoft Advisors
MSPs, strategic Microsoft advisors, and data or AI consulting firms. They run help desk, manage networks, Wi-Fi, and cloud infrastructure, handle cybersecurity and data management, and implement M365, Azure, and core productivity apps. Their clients often need structured Customer Engagement layered onto that foundation.
ERP Advisory & Selection Firms
Firms that guide clients through ERP evaluation, selection, and implementation strategy. As they modernize the back office, they routinely uncover front-office and customer data gaps outside their scope.
Salesforce Implementation Partners
Salesforce-focused firms whose engagements surface Microsoft-aligned opportunities, or whose clients are evaluating a shift toward a unified Microsoft ecosystem for data, reporting, and AI.
Lead Generation & Marketing Agencies
Demand generation firms, SDR agencies, and CRM-adjacent marketing partners. Their clients often need a structured CRM and reporting foundation to turn pipeline activity into measurable revenue.
Financial & Business Advisors' Tech Practices
CPA firms, business consulting firms, risk and compliance advisors, and transaction advisory firms with technology practices. Their deeply embedded client relationships routinely surface business system needs.
IT Staffing & Project Delivery
IT staffing, augmentation, and project delivery firms whose clients ask for Microsoft-aligned project execution that sits outside their standard delivery model.
What Makes a Strong Fit
Influence
Your firm shapes system selection decisions inside client engagements.
Microsoft-Aligned, Not CRM-Focused
You implement or support technology that does not overlap with Dynamics 365 Customer Engagement, and you do not work in CRM.
Embedded Relationships
Managed services contracts, monthly retainers, embedded resources, or long-term advisory engagements.
Company Size
20 to 500 employees, with a sweet spot of 30 to 200. Larger firms welcome if not heavily invested in Dynamics.
Geography
U.S.-based, regional or national, with strong local relationship networks.
Client Profile
SMB to mid-market, often growth-stage or operationally complex, with CRM or ERP gaps.
Clear swim lanes. Mutual growth. Each firm owns its discipline while the client gets a cohesive, expert-led solution. We do not pursue partners who compete directly on our core offerings.
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. You stay informed throughout with transparent tracking, clear scope definition, and professional client handling. No channel conflict. No ambiguity. Our fixed-fee accelerator offers make it easy to scope and explain a first engagement to your client.
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, infrastructure, advisory, or staffing work. Each firm owns its discipline. The client experience stays cohesive.
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. Browse our accelerator offers to see what a first referral engagement typically looks like.
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
Strong architectural decisions, scalable system design, and reduced project risk on every Dynamics 365 engagement.
High Client Retention
Our clients stay because we act as long-term advisors. We protect and grow accounts, which strengthens every partnership.
Clear Industry Familiarity
Domain depth in Financial Services, Construction, Manufacturing, and IT & Tech Services. We engage in strategic business conversations, not just technical ones.
Defined Boundaries, Shared Growth
Clear service lanes and transparent engagement models. When we uncover infrastructure, ERP, or security needs, we bring the right partner in.
Let's Connect
Ready to Build a Stronger Microsoft Ecosystem Together?
If your organization specializes in infrastructure, ERP, advisory, staffing, or demand generation and needs a trusted Dynamics 365 Customer Engagement partner, we welcome the conversation.
General Sales Inquiries
Sales
