Microsoft Dynamics 365 Implementation Service

Are you looking to improve sales performance, enhance customer service, optimize operations, or unify data?

Clearly defining goals ensures that your implementation delivers measurable ROI.

Dynamics 365 should not operate in a silo, it should integrate with ERP, marketing automation, finance, and third-party applications.

Power Platform expands functionality with Power BI for analytics, Power Apps for custom apps, Power pages for data driven webpages and Power Automate for workflow automation.

Implementing role-based security, audit logs, and compliance frameworks ensures your data is protected and accessible only to the right people.

Success depends on user engagement.

TrellisPoint provides structured training and change management strategies to ensure adoption at all levels.

The timeline varies based on the complexity of your business processes, data migration needs, and level of customization required. A straightforward implementation can take a few months, while larger enterprise projects may take six months or longer. Our approach focuses on delivering value quickly with an agile, phased rollout strategy.

Common challenges include:

• Lack of clear business objectives – We address this by defining the "business why" before starting.
• Data migration complexities – Our proven frameworks ensure a smooth, secure transition.
• User adoption – We incorporate training, change management, and best practices to drive engagement.
• Integration with existing systems – We ensure Dynamics 365 works seamlessly with ERP, third-party tools, and industry-specific applications.

Yes. We specialize in Salesforce-to-Dynamics 365 migrations as well as on-premises-to-cloud transitions. Our migration engine ensures minimal disruption, secure data transfer, and proper mapping of accounts, contacts, and historical records.

• Big Bang: The entire system goes live at once, requiring extensive upfront planning and higher risk.
• Iterative Rollout (Preferred): We implement in phases, starting with high-impact areas, ensuring quick wins and reducing business disruption.

We generally recommend an iterative approach, as it allows for adjustments, user feedback, and faster value realization.

Costs depend on several factors, including:

• Number of users and required licenses
• Customizations and integrations
• Data migration complexity
• Training and support needs

We provide transparent pricing and work to optimize your licensing strategy to avoid unnecessary costs.

Our full implementation services cover:

• Business process mapping & optimization
• Data migration & cleansing
• Custom configuration & integrations
• User training & change management
• Security & compliance setup
• Post-launch support & optimization

Yes. Dynamics 365 is designed to integrate with Microsoft applications (Teams, Outlook, Power BI, Azure AI) as well as third-party systems like SAP, Oracle, Salesforce, Hubspot and custom-built software. We ensure seamless data flow across your business.

Adoption is key to ROI. We focus on:

• Early user involvement – Engaging key stakeholders from the start.
• Training & enablement – Hands-on workshops and self-service learning.
• User-friendly customization – Ensuring dashboards and workflows fit your team's needs.
• Ongoing support – Dedicated experts to guide post-launch success.

We provide ongoing support and optimization services through:

• Flexible support plans – Pay-as-you-go, prepaid blocks, or ongoing agreements.
• Strategic reviews – Helping you continuously improve your CRM.
• New feature enablement – Keeping you up to date with Microsoft’s latest innovations.

The best way to begin is with our Strategic Growth Workshop. This engagement help assess your needs, define success criteria, and create a roadmap for a successful Dynamics 365 implementation.

Want to learn more? Simply contact us and we'll help however we can. Let’s talk.