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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.

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Business team reviewing sales performance data and growth metrics using Microsoft business solutions.

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.

Disconnected Systems and Limited Visibility

Siloed systems limit insight across the business; Dynamics 365 connects data to deliver a unified, real-time view.

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.

Your Trusted Microsoft Dynamics 365 Partner

Mike Spence President of TrellisPoint

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.

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

Dynamics 365 Sales

Dynamics 365 Customer Insights

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

Dynamics 365 Customer Service

Dynamics 365 Field Service

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

Dynamics 365 Customer Insights

Dynamics 365 Project Operations

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

Dynamics 365 Supply Chain Management

Dynamics 365 Business Central

Chris Finnecy Founding Partner at TrellisPoint

Our Proven Process

We follow a time-tested, five-step framework designed to minimize risk, maximize adoption, and ensure measurable business outcomes—every time.

Discovery

Understanding Your Business Goals

Every partnership begins with understanding your “why.” We host a free, two-hour strategic assessment session to learn your goals, challenges, and current technology landscape. Together, we define what success looks like and begin crafting a roadmap that aligns business objectives with Microsoft solutions.

Decide

Building the Roadmap

In this phase, we collaborate with your stakeholders to evaluate current processes, data, and systems. The outcome is a detailed, prioritized Strategic Technology Roadmap that identifies where to focus first for the highest impact—balancing quick wins with long-term scalability.

Design

Architecting the Solution

Our solution architects and consultants turn the roadmap into a detailed implementation plan. We document system requirements, design process flows, and build proof-of-concept models to validate the vision before a single line of code is written.

Deliver

Implementing and Supporting Success

We bring your solution to life—deploying, testing, and training your team for a seamless transition. But delivery isn’t the end. We stay engaged post-launch, offering ongoing support, optimization, and user adoption strategies to ensure long-term value and continuous improvement.

Grow

Ongoing Guidance and Innovation

We partner with you beyond delivery to ensure solutions are adopted, optimized, and continuously improved. Through ongoing guidance, support, and innovation, we help your organization realize value over time and adapt as business needs evolve.

Proven ROI from Microsoft Dynamics 365

Measured across organizations of all sizes and industries using Microsoft Dynamics 365, based on independent analyst research. View the Research

$16.97
Return for Every $1 Invested (Nucleus Research)
215%
ROI Over Three Years (Forrester Total Economic Impact™ Study)
7 Months
Average Payback Period (Forrester TEI™, Dynamics 365 Sales)
See What This Could Look Like for You

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.

Manufacturing Capabilities
Manufacturing worker using a laptop beside industrial production equipment

Construction

Connect field operations, project management, and financial systems to improve forecasting, cost control, and real-time visibility across construction projects.

Construction Solutions
Construction professional reviewing plans on a laptop at an active job site

Financial Services

Modernize client onboarding, compliance processes, and relationship management with secure CRM and AI-enabled business applications.

Financial Services Solutions
Business professional presenting financial charts and performance data on screen

IT & Software

Align sales, delivery, and subscription operations with integrated CRM and business systems designed to support scalable growth and automation.

IT Services
IT professional managing server infrastructure and connected business systems

Why Organizations Choose TrellisPoint for Dynamics 365

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.

Ready to See What Dynamics 365 Could Look Like for Your Organization?

  • 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

Frequently Asked Questions About Dynamics 365

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.