Dynamics 365
Power Platform
Azure
Microsoft Copilot & AI
Dynamics 365Power PlatformMicrosoft Copilot & AIAzureDynamics 365 Copilot Power Platform Azure
Microsoft Solutions Partner
As a Microsoft Solutions Partner, we align Dynamics 365, Copilot, and Power Platform to drive measurable revenue growth and operational control, connecting your data, processes, and governance into a unified, AI-enabled operating model.
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. Pick the one that sounds like you.
We align CRM, data, and automation into one accountable operating model.
We ensure Microsoft AI delivers impact, not noise.
We bring governance and lifecycle control to Power Platform.
We restore CRM visibility and forecasting confidence.
We drive continuous performance beyond implementation.
We design, implement, and optimize Microsoft business applications across Dynamics 365, Power Platform, and Copilot, aligning systems, data, and AI to measurable outcomes.
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.
Readiness assessments, use-case design, governance planning, and deployment, so Microsoft AI delivers productivity gains with structured oversight.
Power BI, Power Apps, and Power Automate with the governance that keeps automation scalable and secure.
The integration, data services, and hosting that power the pipelines Microsoft AI depends on.
Start with a free two-hour strategy session. We assess your goals and give you a roadmap, no commitment.
We start with the business result you are 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.
Clients Served
Across manufacturing, professional services, financial services, healthcare, technology, and business services.
A few of the organizations behind those numbers
We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company.
Erin FigerAlliance Strategist, Tackle.io
TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team.
Jeremy BilskySenior Director & General Manager, Advance Partners
TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.
Alfredo LegorretaVP of Business Transformation, Maritz
Industries
Organizations across every sector face unique operational, regulatory, and growth challenges. TrellisPoint helps companies apply Microsoft Dynamics 365, Power Platform, and AI to modernize business systems, improve visibility, and support scalable operations.
Improve production planning, supply chain visibility, and inventory management with connected Dynamics 365 and Power Platform solutions built for modern manufacturing environments.
Connect field operations, project management, and financial systems to improve forecasting, cost control, and real-time visibility across construction projects.
Modernize client onboarding, compliance processes, and relationship management with secure CRM and AI-enabled business applications.
Align sales, delivery, and subscription operations with integrated CRM and business systems designed to support scalable growth and automation.
Track utilization, forecast accurately, and manage client engagements in one system.
Whether you are 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 will respond with practical next steps tailored to your business.
Prefer to talk? Call (888) 719-0248.
Guides, blog posts, and frameworks on Copilot, Dynamics 365, Power Platform, and where Microsoft AI is producing measurable returns.
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If you do not see your question here, contact us and we will walk through your specific environment.
Not every business is ready for AI. We start by assessing your goals, operational bottlenecks, and data maturity through our AI Value Engine framework. Sometimes the best approach is to optimize processes through Power Platform automation or Dynamics 365 before introducing Copilot. If AI is not the right fit yet, we will tell you. Our focus is achieving outcomes, not pushing tools.
We run structured, outcome-driven projects. Most begin with a free two-hour strategy session to clarify business objectives, define success metrics, and identify constraints. From there, we create a fixed-scope roadmap or implementation plan. You will know exactly what is being delivered, when, and how success will be measured.
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. Once live, our D365 Evolve program keeps building what your team actually needs based on real usage. During our initial conversation we will provide a realistic timeline based on your environment, not a generic estimate.
We partner with mid-market and growth-focused organizations across industries like manufacturing, financial services, and professional services that want measurable outcomes, value structured execution, have executive buy-in, and are ready to modernize with Microsoft cloud technologies. If you are looking for a strategic partner rather than simple configuration, we are likely a good fit.
Your inquiry is not sent to a generic sales funnel. A senior team member reviews your request and arranges a strategy conversation to understand your goals and challenges. That discussion clarifies whether we can deliver measurable impact and defines next steps. It is about alignment, not pressure.