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Microsoft AI Solutions for CRM and Business Systems

Align Dynamics 365, Copilot, and Power Platform to drive measurable revenue and operational control.

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Built on Partnership. Focused on What’s Holding You Back.

As Microsoft’s ecosystem becomes more AI-driven, most organizations struggle with fragmented systems, low adoption, and unclear ownership. We help you solve the operational barriers that prevent real ROI.

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Disconnected Systems and Data

We align CRM, data, and automation into one accountable operating model.

AI Without Readiness

We ensure Microsoft AI delivers impact — not noise.

Automation Without Ownership

We bring governance and lifecycle control to Power Platform.

Revenue Blind Spots

We restore CRM visibility and forecasting confidence.

Optimization Stalls

We drive continuous performance beyond implementation.

Microsoft AI Solutions Across CRM, Data, and Automation

We design, implement, and optimize Microsoft business applications across Dynamics 365, Power Platform, and Copilot — aligning systems, data, and AI to measurable outcomes.

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Dynamics 365 Implementation and Optimization

CRM strategy, implementation, integration, and lifecycle optimization across Sales, Customer Service, and Marketing. We align processes, data architecture, and reporting to improve adoption, forecasting accuracy, and revenue performance.

View Dynamics 365 Services
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Power Platform Architecture and Governance

Power BI reporting, Power Apps development, Power Automate workflows, and enterprise governance frameworks. We turn manual processes into scalable, secure automation with lifecycle control.

Explore Power Platform Solutions
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Copilot Strategy and AI Enablement

Copilot readiness assessments, use-case design, governance planning, and deployment across Dynamics 365, Microsoft 365, and Power Platform. We ensure Microsoft AI delivers productivity gains with structured oversight.

See Copilot Capabilities

Why Partner with TrellisPoint?

  • We start with the business result you’re trying to achieve — then design the right mix of Microsoft AI, automation, and data to support it.
  • Our consultants work side-by-side with your teams, bringing structure, clarity, and accountability throughout the journey.
  • As a Microsoft partner, we understand the platform — but we lead with business context, not product features.
Get Started TodayOur Process

Proven Results That Speak for Themselves

Manufacturing & Distribution · Professional Services · Financial Services · Healthcare · Technology & SaaS · Business Services 

+250
Clients Served
+300
Biz Apps Implementations
95%
Client Retention Rate
+16
Years of Microsoft Solutions

Microsoft AI Solutions, Tailored by Industry

From manufacturing to financial services, we design Dynamics 365 and Power Platform environments that address the operational, regulatory, and growth challenges unique to your sector.

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Manufacturing

Optimize production planning, supply chain visibility, and inventory control with AI-enabled Dynamics 365 solutions built for modern manufacturing operations.

Explore Manufacturing Solutions
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IT & Software

Unify sales, service delivery, and subscription management with integrated CRM and ERP systems designed for scalable growth and automation.

See IT & Software Solutions
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Financial Services

Modernize client onboarding, compliance management, and relationship intelligence with secure, AI-powered CRM and business applications.

Discover Financial Services Solutions
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Construction

Connect field operations, project accounting, and resource management with Dynamics 365 and Power Platform to improve forecasting, cost control, and real-time visibility.

View Construction Solutions
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Our Proven Process

We follow a time-tested, five-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.

Grow

Ongoing Guidance and Innovation

We partner with you beyond delivery to ensure solutions are adopted, optimized, and continuously improved. Through ongoing guidance, support, and innovation, we help your organization realize value over time and adapt as business needs evolve.

Tell Us About Your Goals

Whether you're exploring Microsoft AI, modernizing Dynamics 365, or looking to streamline operations with Power Platform, we start with outcomes—not products. Share your goals, and we’ll respond with practical next steps tailored to your business.

  • A direct conversation with a senior consultant focused on your objectives
  • Clear, outcome-driven recommendations aligned to your business priorities
  • A practical roadmap outlining scope, timeline, and next steps

Frequently asked questions

How do I know if Microsoft Copilot or AI is right for my organization?

Not every business is ready for AI. We start by assessing your goals, operational bottlenecks and data maturity. Sometimes the best approach is to optimize processes through Power Platform automation or Dynamics 365 before introducing Copilot. If AI isn’t the right fit, we’ll tell you—our focus is achieving outcomes, not pushing tools.

What does a typical TrellisPoint engagement look like?

We run structured, outcome-driven projects. Most begin with a discovery workshop to clarify business objectives, define success metrics and identify constraints. From there, we create a fixed-scope roadmap or implementation plan. You’ll know exactly what’s being delivered, when, and how success will be measured.

How long does a Dynamics 365 or Power Platform implementation take?

Timeline depends on scope and complexity. Copilot enablement or workflow optimizations can be completed in a few weeks. Full Dynamics 365 deployments usually span several months due to integrations and data migration. During our initial conversation we’ll provide a realistic timeline based on your environment—not a generic estimate.

What types of organizations does TrellisPoint work with?

We partner with mid‑market and growth‑focused organizations that want measurable outcomes, value structured execution, have executive buy‑in and are ready to modernize with Microsoft cloud technologies. If you’re looking for a strategic partner rather than simple configuration, we’re likely a good fit.

What happens after I submit the contact form?

Your inquiry isn’t sent to a generic sales funnel. A senior team member reviews your request and arranges a conversation to understand your goals and challenges. That discussion clarifies whether we can deliver measurable impact and defines next steps. It’s about alignment, not pressure.