Disconnected Systems and Limited Visibility
Siloed systems limit insight across the business; Dynamics 365 connects data to deliver a unified, real-time view.
Microsoft Dynamics 365 Partner
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.
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.
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
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
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
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
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
Our Proven Process
We follow a time-tested, four-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.
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)
Dynamics 365 Industry Solutions
TrellisPoint applies Microsoft Dynamics 365 across industries, tailoring the platform to support unique operational, customer, and regulatory needs.
Construction
Improve project visibility, manage budgets, and keep schedules on track with connected ERP and CRM capabilities.
Manufacturing
Gain real-time visibility across operations and supply chain to improve efficiency and production planning.
IT & Technology Services
Unify systems, improve collaboration, and scale operations with an integrated business platform.
Financial Services
Enable data-driven decisions and personalized customer experiences with a unified view of customer data.
The Total Economic Impact™ of Migrating to Microsoft Dynamics 365 Business Central
Based on interviews with organizations that migrated to Business Central, this report examines the financial, operational, and productivity benefits achieved through modern cloud ERP—along with insights into payback period, ROI, and cost reductions.
Why Partner with TrellisPoint
We don’t just implement Dynamics 365—we help organizations use it to drive meaningful business transformation.
- Experience supporting complex, cross-functional business systems
- Microsoft Dynamics 365 Partner with proven platform expertise
- Trusted advisor from strategy through implementation and optimization
- Strong focus on outcomes, adoption, and ROI
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.
