TrellisPoint's Microsoft & Strategic Growth Offers

TrellisPoint is a strategic growth consulting firm and Microsoft AI Cloud Partner specializing in Microsoft Dynamics 365, Power Platform, Copilot, and Azure AI. We help growing companies align people, processes, and technology to drive measurable business outcomes, whether that means optimizing existing systems, modernizing operations, or implementing new solutions.

We do not just implement software; we help businesses turn technology into a competitive advantage. Our proven frameworks ensure that your Microsoft investments drive long-term strategic growth. Clients trust us because we provide clear roadmaps, expert execution, and ongoing guidance, not just technical deployments.

We work with growth-focused companies across many industries but we specialize in Financial Services, Construction, Information Technology, and Manufacturing. These 4 industries often struggle with disconnected systems, inefficiencies, and compliance challenges, and we help them solve these problems with Microsoft-powered solutions and Strategic Growth Consulting.

Yes. We do not just deliver projects and walk away. We provide ongoing strategic guidance, system optimization, and staff augmentation to ensure your technology investments continue to deliver value over time.

Yes. Many clients leverage our experts to fill critical gaps in technical expertise without adding headcount. Whether you need short-term project support or ongoing advisory services, we provide the right talent to keep your technology initiatives moving forward.

"Ungrowth" is the silent killer of progress. It's what happens when companies mistake stagnation for stability and fail to evolve their people, process and data strategy. At TrellisPoint, we help organizations break out of Ungrowth by ensuring their people, processes, and data continuously evolve to support long-term success.

Dynamics 365 is a suite of intelligent business applications designed to help organizations manage their operations and customer relationships more effectively. It combines ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) capabilities, along with AI-driven insights, to provide a comprehensive solution for businesses of all sizes.

• Dynamics 365 Sales: Helps manage customer relationships, track sales opportunities, and automate sales processes to drive revenue growth.
• Dynamics 365 Customer Service: Delivers exceptional customer support through case management and knowledge bases.
• Dynamics 365 Field Service: Optimizes field operations with tools for scheduling, dispatching, and tracking field service technicians.
• Dynamics 365 Finance: Streamlines financial management, including accounting, budgeting, and financial reporting.
• Dynamics 365 Supply Chain Management: Enhances supply chain operations, including inventory management, production planning, and logistics.
• Dynamics 365 Commerce: Provides a unified retail solution that connects in-store and online experiences.
• Dynamics 365 Human Resources: Manages HR functions such as employee records, benefits, and performance tracking.
• Dynamics 365 Project Operations: Facilitates project planning, tracking, and delivery, including resource management and project accounting.
• Dynamics 365 Business Central: A comprehensive ERP solution for small to medium-sized businesses, consolidating financial management, sales, supply chain, and customer service.
• Dynamics 365 Customer Insights: Uses AI-driven analytics to gain valuable insights into customer behavior and preferences.
• Dynamics 365 Customer Voice: An enterprise feedback management application that helps you collect and analyze customer feedback to improve your products and services.

• Cloud-Based & Scalable: Eliminates the need for on-prem infrastructure and grows with your business.
• AI-Driven Insights: Uses Microsoft Copilot to automate workflows and enhance decision-making.
• Seamless Integrations: Connects with Microsoft 365 (Outlook, Teams, SharePoint), Power Platform, and third-party apps.
• Enhanced Security & Compliance: Built on Microsoft's trusted cloud, with enterprise-grade security measures.
• Customization & Automation: Adapts to unique business needs with Power Platform and low-code tools.

While both are leading CRM solutions, Dynamics 365 offers:

• Lower total cost of ownership: Licensing is often more affordable than Salesforce.
• Native integration with Microsoft 365: Works seamlessly with Teams, Outlook, and Power Platform.
• Flexible deployment options: Cloud-first, but with hybrid and on-prem options available.
• Embedded AI with Copilot: Automates tasks, suggests next steps, and improves productivity.
• Unified platform: Combines CRM and ERP, while Salesforce primarily focuses on CRM.

Implementation timelines vary based on business complexity, data migration needs, and required customizations. A basic CRM deployment can take a few weeks, while a full ERP integration may take several months. TrellisPoint uses a proven implementation framework to minimize risk and accelerate time to value.

Microsoft Power Platform is a low-code development platform that helps businesses automate processes, analyze data, and build custom applications with minimal coding. It consists of four main tools:

• Power Apps: Build custom apps tailored to your business needs without heavy development.
• Power Automate: Automate repetitive tasks and workflows across different systems.
• Power BI: Turn raw data into real-time insights with interactive dashboards and reports.
• Power Pages: Create secure, scalable, and data-driven business websites with low-code development, seamlessly integrating with Microsoft Dataverse and other enterprise systems.

Power Platform is natively integrated with Dynamics 365, allowing businesses to automate workflows between CRM, ERP, and other systems; build custom apps to extend Dynamics 365 functionality; visualize and analyze CRM data using Power BI dashboards; and enable AI-driven automation with Copilot.

• Faster development cycles: Build and deploy apps in weeks, not months.
• Reduced IT dependency: Empowers business users to create solutions without heavy coding.
• Seamless integration: Works with Microsoft 365, Dynamics 365, Azure, and third-party applications.
• Enhanced automation: Eliminates manual tasks and reduces human error.
• Cost-effective: Low-code development significantly lowers application and workflow costs.

Power Platform can solve a variety of business challenges, such as: automating approvals (leave requests, expense reimbursements) with Power Automate; creating custom CRM extensions using Power Apps; building real-time sales dashboards with Power BI; making customer service better with AI-powered chatbots via Power Virtual Agents; and improving operations by connecting Power Platform with SAP, Salesforce, and other third-party systems.

Yes. Power Platform is built on Microsoft's secure cloud infrastructure and offers enterprise-grade security, compliance, and governance. Organizations can enforce role-based access control (RBAC), audit logs, and data loss prevention (DLP) policies to ensure secure and scalable deployments.

Microsoft Copilot is an AI-powered assistant that helps businesses automate tasks, generate insights, and streamline workflows across Microsoft 365, Dynamics 365, and Power Platform. It uses natural language processing (NLP) and generative AI to assist users with content creation, decision-making, and repetitive processes, all while working seamlessly within Microsoft's ecosystem.

Copilot adds functionality to Dynamics 365 and Power Platform by automating sales and customer service workflows (generates emails, follow-ups, and case summaries in Dynamics 365 Sales and Customer Service); providing AI-driven insights (suggests next best actions, forecasts sales trends, and improves decision-making); powering low-code automation (helps users build workflows in Power Automate and generate apps in Power Apps using natural language prompts); and enhancing reporting and data analysis (simplifies complex data queries and visualizations in Power BI).

Copilot helps businesses across industries by automating repetitive administrative tasks such as drafting emails, summarizing meetings, and updating CRM records; improving customer interactions with AI-generated responses in customer service platforms; enhancing data analysis by allowing users to ask natural language questions in Power BI; speeding up software development with AI-assisted low-code solutions in Power Platform; and supporting HR and finance teams with AI-driven document generation and process automation.

Yes. Microsoft Copilot follows enterprise-grade security and compliance protocols, ensuring that AI-generated content is private, secure, and aligned with your organization's governance policies. Copilot operates within Microsoft's trusted cloud infrastructure and adheres to data privacy regulations like GDPR and CCPA.

The best way to start is by identifying high-impact AI use cases in your organization. TrellisPoint's Copilot Ascend Workshop is designed to help businesses assess, plan, and integrate Copilot into their existing workflows to maximize efficiency and business value.