Artificial Intelligence Implementation Partner

At TrellisPoint, we are dedicated to helping businesses unlock the potential of artificial intelligence to drive growth, improve operations, and elevate customer experiences. From Microsoft Copilot to advanced AI solutions within Dynamics 365 and Power Platform, we bring a deep understanding of AI technology to help you navigate this evolving landscape confidently.

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant integrated across Microsoft's core products, including Dynamics 365, Microsoft 365, GitHub, and more. Fueled by modern AI and large language models, Copilot helps users tackle complex cognitive tasks effortlessly. Whether it’s writing code, automating workflows, or managing customer relationships, Microsoft Copilot is designed to make your work easier, more productive, and more creative.

Microsoft introduced Copilot with GitHub Copilot, an AI-driven programming assistant, and has since expanded it across Microsoft products like Bing AI Chat, Microsoft 365 Copilot, Dynamics 365 Copilot, and Microsoft Security Copilot. This comprehensive AI ecosystem empowers users to solve problems ranging from writing and planning to data analysis and decision-making.

Why TrellisPoint is the Best Partner for Implementing AI Solutions

Our experience working with Microsoft AI tools like Copilot allows us to provide your organization with a tailored approach. TrellisPoint helps you integrate AI seamlessly into your existing systems, maximizing productivity and efficiency while minimizing disruption. From improving your sales workflows with Sales Copilot to building intelligent apps within Power Platform, we help you realize the full potential of Microsoft’s AI technologies.

Copilot Studio: Build Your Own AI Experiences

Copilot Studio allows developers and business users to create custom AI copilots tailored to specific business needs. TrellisPoint helps you leverage Copilot Studio to design and deploy copilots that automate routine processes, assist with decision-making, and integrate seamlessly with your business applications. Whether you need a copilot for internal productivity or a customer-facing solution, TrellisPoint ensures that your custom copilots deliver measurable results.

Key Features of Copilot Studio:

• Custom Development: Build AI copilots specific to your business needs using easy-to-use tools and intuitive interfaces.

• Integration with Microsoft Products: Create copilots that work across Microsoft’s suite of products, ensuring smooth workflows and consistent user experiences.

• AI-Powered Automation: Automate repetitive tasks and provide intelligent assistance to your employees, driving efficiency and productivity.

Copilot for Sales: Revolutionizing Sales Productivity

Microsoft Sales Copilot is a powerful AI-driven assistant designed to streamline sales processes, enabling sales teams to focus on what matters most—selling. Integrated with Microsoft 365 and Teams, Sales Copilot automates data entry and provides AI-driven insights that help sales professionals engage more effectively with customers.

Key Features of Sales Copilot:

• Automated Data Capture: Reduce manual data entry, freeing up time for sales reps to connect with customers.

• AI-Driven Recommendations: Get suggestions for the next best action based on customer interactions and historical data.

• Predictive Lead Scoring: Prioritize leads based on their likelihood to convert, ensuring sales efforts are focused on high-value opportunities.

• Enhanced Collaboration: Integrated with Microsoft Teams, Sales Copilot fosters real-time communication and collaboration, making it easy to share insights and updates.

Copilot for Service: Elevating Customer Support

Copilot for Service enhances customer support by providing service teams with the tools they need to resolve issues quickly and effectively. TrellisPoint helps you implement Copilot for Service to deliver personalized support, anticipate customer needs, and create exceptional service experiences.

Key Features of Copilot for Service:

• AI-Powered Assistance: Provide service agents with real-time suggestions to resolve customer issues more efficiently.

• Unified Customer Data: Access a complete view of customer history, preferences, and past interactions, enabling personalized and informed support.

• Proactive Insights: Anticipate customer needs with predictive analytics, helping service agents take proactive measures to improve satisfaction.

• Multi-Channel Support: Seamlessly provide support across channels, from chatbots to live interactions, ensuring customers receive consistent, high-quality service.

Copilot in Dynamics 365: Empowering Intelligent Business Operations

Copilot in Dynamics 365 enhances customer experiences and optimizes business processes through AI-driven insights and automation. Whether it's managing customer relationships, optimizing field service operations, or predicting sales outcomes, Copilot integrates AI into every aspect of your business to help your team work smarter.

Core Features of Dynamics 365 Copilot:

• Intelligent Recommendations: Suggest personalized solutions based on customer data, helping your team meet customer needs effectively.

• Predictive Insights: Use AI to predict customer behavior, allowing your team to prioritize leads and opportunities more strategically.

• Actionable Analytics: Deliver real-time insights that enable your team to make informed, data-driven decisions.

AI in the Power Platform: Low-Code Development, Enhanced by AI

The Power Platform is revolutionizing how applications are built and automated, and now, with Copilot, these tools are even more powerful. TrellisPoint helps you integrate Copilot into Power Apps and Power Automate to unlock new levels of productivity, allowing your team to create applications and automate processes using natural language.

Common Use Cases for AI in the Power Platform:

• Power Apps: Quickly create custom business applications that leverage AI for tasks like data processing and customer interaction.

• Power Automate: Automate complex workflows with AI-driven recommendations and natural language commands.

AI Solutions for Key Industries

Copilot for the Construction Industry

AI-powered tools are transforming the construction industry by improving project management, resource allocation, and team collaboration. TrellisPoint helps construction companies use Dynamics 365 Copilot and Power Platform to create customized solutions that address unique industry challenges.

Examples:

• Resource Management: Use AI to allocate resources efficiently, ensuring projects stay on time and within budget.

• AI-Driven Inspections: Create inspection applications that leverage AI to identify issues and suggest remedies in real-time.

Copilot for the Manufacturing Industry

For manufacturers, AI is the key to optimizing production, enhancing quality control, and maintaining equipment. With TrellisPoint, you can harness the power of Dynamics 365 Copilot to make proactive decisions, reduce waste, and improve overall operational efficiency.

Examples:

• Predictive Maintenance: Use AI to predict when machinery will need maintenance, minimizing downtime.

• Quality Control: Automate quality checks and analyze data to identify production trends that impact quality.

Copilot for the IT Industry

In the fast-paced IT sector, staying ahead means using AI to streamline operations and provide better service. TrellisPoint integrates AI capabilities into your systems, helping IT teams automate support, manage assets, and provide superior service.

Examples:

• Automated Support: Use AI to handle routine IT support requests, freeing up your team to focus on complex issues.

• Service Metrics: Leverage Power BI with AI-driven insights to monitor service-level agreements (SLAs) and track performance.

Copilot for the Financial Services Industry

AI transforms financial services by enhancing client interactions, automating workflows, and providing actionable insights. TrellisPoint helps financial firms implement Copilot in their CRM systems, enabling smarter, more personalized customer engagements.

Examples:

• Loan Processing Automation: Use Power Automate with AI capabilities to streamline loan processing and reduce approval times.

• Customer Insights: Leverage AI in Dynamics 365 to provide a 360-degree view of customer preferences and predict their needs.

Why Choose TrellisPoint for Your AI Transformation?

At TrellisPoint, we don’t just implement AI, we help you make sense of it and put it to work in a way that drives real results. Our expertise in Microsoft Copilot and Dynamics 365 means we understand how to customize these tools for your specific needs, ensuring you get the most value out of AI.

Ready to Embrace AI with TrellisPoint?

If you are ready to explore how artificial intelligence can transform your business, TrellisPoint is here to guide you every step of the way. From AI-driven customer experiences to optimized business processes, we help you harness the full potential of Microsoft's cutting-edge technologies.