TrellisPoint's Microsoft & Strategic Growth Offers

Copilot Ascend Workshop

Identify transformative use cases for Microsoft Copilot in just 2 hours.

Generative AI is reshaping the way businesses operate, but knowing where and how to implement it is the key to unlocking real value. Copilot Ascend is a focused, 1:1 strategy session designed to help your organization identify high-impact Copilot use cases that drive productivity, streamline operations, and accelerate revenue growth.

What You Will Walk Away With:
- Tailored Copilot integration strategies aligned with your business needs
- AI-driven insights to enhance decision-making and optimize customer journeys
- Actionable steps to reduce administrative burdens and operational costs
- A structured roadmap for implementing Copilot across your organization
- Hands-on demonstrations of Copilot’s most powerful features in action

This session is built for technology leaders who want to move beyond AI hype and start seeing real, measurable impact.

Schedule your Copilot Ascend Workshop today and take the next step toward AI-driven transformation by clicking here.

Strategic Growth Workshop

The Strategic Growth Workshop is a proven, no-cost, 2-hour session designed to align your most urgent business priorities with the right technology investments. Through a structured approach, we will help you identify high-impact initiatives, eliminate inefficiencies, and build a clear, prioritized roadmap for success.

Key Focus Areas:
- AI Readiness – Is your data ready for AI-driven transformation?
- Breaking Down Silos – Unify fragmented systems and data.
- Copilot Adoption – Maximize AI-powered productivity.
- Service Modernization – Improve operations and customer experience.
- Revenue Acceleration – Drive sales efficiency and impact.
- Migrations – Move from on-prem or Salesforce to Dynamics 365.
- Cost Reduction & Technical Debt – Optimize IT spending.

What You Will Walk Away With:
- Your Business Why – A clearly defined business case for technology investments.
- Identified Outcomes – Measurable goals tied to strategic initiatives.
- Technology Roadmap – A prioritized plan for execution.
- High Urgency/High Impact Analysis – A focused strategy to drive results fast.

This is not about technology for technology’s sake. It is about using the right solutions, in the right way, at the right time to align people, processes and data.

Book your Strategic Growth Workshop today and take the first step toward smarter technology decisions by clicking here.

CRM Effectiveness Snapshot

Your CRM should be working for you, not against you. This quick assessment cuts through the noise and tells you exactly where your CRM system stands. Decide whether to refine what you have or move on to something better.

Why Take This Snapshot?
- Fast & Precise: Get a high-level view of how well your CRM is performing in minutes.
- Actionable Insights: Find out if optimizing your current system makes sense or if it is time for a switch.

Your business runs on decisions. Make this one count. Click here to take the CRM Effectiveness Snapshot now.

Dynamics 365 Tailored Demo

See Dynamics 365 and Copilot in action in a demo built around your business needs.

This curated, 2-hour demo is designed specifically for your key stakeholders, showcasing how Dynamics 365 and Microsoft Copilot can transform your business in the scenario of your choice.

What to Expect:
- Immersive Experience – Walk through a real-world use case tailored to your industry and business challenges.
- Stakeholder Alignment – Demonstrate how a connected CRM environment can eliminate silos, automate workflows, and improve customer engagement.
- Hands-On Exploration – See how AI-powered tools like Copilot drive productivity, improve decision-making, and create a better user experience.

Why This Matters:
Many organizations struggle with disconnected teams, outdated systems, and inefficient workflows that slow down growth. This tailored demo will give your stakeholders a clear vision of what a modern, AI-powered CRM can do, from raising workforce productivity to improving the customer experience.

If you are considering a CRM upgrade, this is your chance to see the difference before making the move.

Book your Dynamics 365 Tailored Demo today by clicking here.

Migrate Salesforce to Dynamics: 1-Week Implementation

Lower costs. Reduce risk. Make the switch quickly.

Salesforce is expensive, and if you are paying for features you do not use, it might be time to move to a more cost-effective, AI-powered solution like Microsoft Dynamics 365.

With TrellisPoint’s exclusive migration engine, we provide a low-risk, high-speed transition that securely migrates up to 100,000 Accounts, Contacts, and related users from Salesforce to Dynamics 365 in just one week.

Why TrellisPoint?
- Streamlined Data Mapping – Pre-configured mappings reduce manual work and speed up migration
- Custom Data Matching – Ensures precise transfer by mapping key fields and custom structures
- Data Cleansing & Optimization – Remove outdated records and build better automation from day one

How It Works:
Day 1: Assessment & Data Collection – Gather system details, assess data, and audit users
Days 2-4: Cloud Deployment – Set up Dynamics 365, import users, and perform data migration
Day 5: Review & Launch – Validate data, finalize setup, and provide a quick Dynamics 365 overview

Ready to make the switch? Our migration process is fast, secure, and cost-effective, ensuring a seamless transition to Dynamics 365 without disrupting your business.

Ask us about how we accommodate migrations that are over 100,000 Accounts, Contacts, and related users. We do it all the time.

Let’s get started. Schedule your migration today by clicking here.

Low-Code Needs Assessment for Salesforce

Love Salesforce again with help from Low Code. If inefficiencies are slowing you down, it is time to streamline, automate, and optimize with Power Platform and Microsoft Copilot.

In this focused, 2-hour session, we will identify bottlenecks, missed opportunities, and automation gaps, then show you how low-code solutions can make Salesforce work harder for your business. This is not theory, it is a hands-on, practical deep dive into how Power Platform can reduce manual work, improve collaboration, and give you real-time insights that drive growth.

What You Will Walk Away With:
- A clear, actionable plan to improve Salesforce with low-code automation
- Best practices for connecting and automating your everyday processes
- A roadmap for turning Salesforce into a true business driver

Salesforce is powerful, but Power Platform makes it smarter. Let’s unlock its full potential. Click here to sign up.

Power Platform Low-Code Needs Assessment

The right solution is not just about technology, it is about strategy. In this focused, 2-hour engagement, we will identify inefficiencies in your business and show you how Power Platform and AI can streamline workflows, automate processes, and connect people, processes, and data in smarter ways.

This is a hands-on, practical deep dive into how low-code automation with Power Apps, Power Automate, Power Pages, and Copilot can drive real business outcomes.

What You Will Walk Away With:
- A clear, actionable roadmap tailored to your business needs
- Best practices for using low-code and AI to optimize your processes
- A blueprint for how automation can reduce risk, accelerate projects, and drive collaboration

Get to the right solution faster. Let’s build AI-powered solutions that actually move your business forward. Click here to get started.

Low-Code Vision & Value Engagement

Speed up innovation. Eliminate bottlenecks. Build smarter, faster.

This three-phase engagement helps you chart a clear path for low-code modernization using Power Platform and AI. We will assess your current landscape, explore opportunities for automation and application modernization, and create a roadmap for turning vision into value with Power Apps, Power Pages, Power Automate, Copilot, and more.

What You Will Gain:
- A strategic roadmap for low-code adoption and governance
- A deep dive into AI-driven automation and customized copilots
- A prioritized action plan to accelerate digital transformation

Whether you need to modernize applications, improve core systems like SAP or Salesforce, or leverage AI for hyperautomation, this engagement will help you turn low-code into a competitive advantage.

Let’s move from possibilities to execution. Click here to get started.

Dynamics 365 On-Prem to Cloud Migration

Still running Dynamics 365 on-premises? It is costing you more than you think. High maintenance costs, limited scalability, and outdated features are holding your business back. Migrating to Dynamics 365 Online unlocks continuous innovation, better security, and lower costs, without the headaches of on-prem maintenance.

With TrellisPoint’s exclusive migration engine, we can migrate up to 100,000 Accounts, Contacts, and related users to the cloud in as little as one week, with minimal disruption and less than half the cost of migrating to a competing platform.

Why Migrate to Dynamics 365 Online?
- Always Up-to-Date – Get the latest Microsoft innovations without downtime.
- Scalability & Flexibility – Expand as your business grows, no extra hardware required.
- Lower Costs – Eliminate maintenance expenses and reduce IT overhead.
- Enterprise-Grade Security – Stay compliant with Microsoft’s best-in-class security protocols.

We handle the migration from start to finish, including assessment, data mapping, secure transfer, testing, and post-go-live support, so you can focus on running your business.

Upgrade to Dynamics 365 Online. Faster. Smarter. Cost-Effective. Get started now by clicking here.

Dynamics 365 2-week Vision and Value Workshop

Build the case. Clarify the path. Align your teams.

If your current CRM is slowing your business down, it is time to assess whether it is still the right fit. Disconnected teams, outdated technology, and rigid workflows create inefficiencies that cost time, money, and missed opportunities.

This two-week engagement will help you evaluate where you are today, where you need to go, and how Dynamics 365 can get you there. You will leave with a Board-ready business case, a clear migration plan, and a transparent path to ROI.

What We Will Cover:
- Assessment – Align business goals with future-state priorities and identify CRM gaps.
- Art of the Possible – Explore how Dynamics 365 can unify your teams and data while supporting long-term growth.
- Strategic Roadmap – A clear, structured plan for implementation, including quantified ROI and best practices.

Your CRM should drive customer relationships, not create obstacles. In two weeks, we will help you build the case, align your teams, and lay out a clear path to transformation.

Sign up for the Vision & Value Workshop and take the next step toward a smarter CRM strategy by clicking here.

Support for Dynamics 365, Power Platform & Copilot: 2-HR Assessment

Problems do not wait. Neither should your business. If your Dynamics 365, Power Platform, or Copilot support is not performing at its best, it is time for a targeted assessment to figure out why.

In just two hours, we will pinpoint inefficiencies, identify risks, and map out a clear path forward, whether it is refining your processes, optimizing automation, or eliminating the roadblocks standing in your way, we can help.

And when the work is done you choose your level of support:
- Pay-as-You-Go – Get expert help, exactly when you need it.
- Prepaid Blocks – Smart, flexible support for recurring needs.
- Ongoing Support Agreement – A long-term partnership to keep your business moving forward.

Book your 2-hour assessment today by clicking here.