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AI-Powered Business Systems with Microsoft Copilot

Align Microsoft Copilot, Dynamics 365, and Power Platform to automate work, uncover insights, and transform how your teams operate. TrellisPoint helps organizations implement AI responsibly, strategically, and with measurable business outcomes.

Talk With an ExpertLearn More
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Why Organizations Are Adopting Microsoft Copilot

Artificial intelligence can dramatically improve productivity and decision-making—but only when it’s embedded into everyday tools. Microsoft Copilot brings AI directly into business workflows across Microsoft 365 and Dynamics 365.

Manual Work That Slows Teams Down

Administrative tasks like meeting notes, emails, and CRM updates consume valuable time. Copilot automates routine work so teams can focus on higher-value activities.

Business Data That’s Hard to Use

Organizations collect large amounts of data but struggle to extract insights. Copilot analyzes information across systems to surface recommendations and trends.

Too Much Information, Not Enough Insight

Employees often spend time searching for answers across multiple tools. Copilot delivers contextual insights and assistance directly within the applications teams already use.

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Your Trusted Microsoft AI Implementation Partner

Microsoft Platform Specialists

Deep expertise across Dynamics 365, Power Platform, and Microsoft Copilot solutions.

AI Strategy and Implementation

We help organizations identify high-impact AI opportunities and implement solutions that deliver results.

Business Process Alignment

AI solutions are designed to support real workflows, not just introduce new technology.

Secure and Responsible AI

We implement Copilot and AI capabilities with governance, security, and compliance in mind.

Integrated Business Systems

AI solutions are connected to CRM, operations, and collaboration tools across the Microsoft ecosystem.

Long-Term Optimization and Support

We continue refining and expanding AI capabilities as your organization grows.

Core Microsoft Copilot Capabilities

Microsoft Copilot embeds generative AI into CRM, collaboration, and operations, while TrellisPoint implements Copilot solutions that automate work, generate insights, and improve decisions across the Microsoft ecosystem.

Copilot Studio | Build Custom AI Agents

Design and deploy custom AI copilots tailored to your organization’s processes, employees, and customers. Copilot Studio allows you to create intelligent agents that automate workflows, answer questions, and interact with business systems.

  • Build AI copilots for internal teams or customer-facing experiences

  • Integrate AI agents with Dynamics 365, Microsoft 365, and Power Platform

  • Automate processes and provide real-time guidance to employees

Explore Copilot Studio

Copilot for Sales | AI-Powered Sales Productivity

Copilot for Sales helps sales teams spend less time on administrative tasks and more time engaging with customers. Integrated with Microsoft 365 and Dynamics 365, it delivers AI-driven insights, meeting summaries, and next-best-action recommendations.

  • AI-generated meeting summaries and follow-ups

  • Automated CRM updates and opportunity insights

  • Next-best-action recommendations for deals

Learn About Copilot for Sales

Copilot for Service | Intelligent Customer Support

Description:
Copilot for Service equips support teams with AI-powered assistance that improves case resolution speed and customer satisfaction by providing real-time insights and recommended responses.

  • AI-assisted case resolution and service guidance

  • Knowledge article generation and recommendations

  • Improved response times and service quality

Learn About Copilot for Service

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Our Process

Our Proven Process

We follow a time-tested, five-step framework designed to minimize risk, maximize adoption, and ensure measurable business outcomes—every time.

1
 
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.
2
 
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.
3
 
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.
4
 
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.
5
 
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.

Proven ROI from Microsoft 365 Copilot

Measured across small and mid-sized organizations using Microsoft 365 Copilot, based on independent Forrester Total Economic Impact™ research. Download the report >

353%
Up to Three-Year ROI (Forrester Total Economic Impact™ Study)
$955K
Up to Net Present Value(Composite 200-Employee Organization)
25%
Faster Onboarding (New Hire Ramp Acceleration)

See How We Support Different 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.

Manufacturing

Improve production planning, supply chain visibility, and inventory management with connected Dynamics 365 and Power Platform solutions built for modern manufacturing environments.

  • Production planning and real-time inventory visibility
  • Supply chain integration and operational reporting
  • AI-assisted forecasting and decision support
Manufacturing Capabilities Share Your Goals
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Construction

Connect field operations, project management, and financial systems to improve forecasting, cost control, and real-time visibility across construction projects.

  • Project cost tracking and budget forecasting
  • Field-to-office data integration and reporting
  • Document management and workflow automation
Construction Solutions Share Your Goals
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Financial Services

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

  • Client onboarding and relationship management
  • Compliance workflow automation and audit trails
  • AI-assisted case handling and decision support
Financial Services Solutions Share Your Goals
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IT & Software

Align sales, delivery, and subscription operations with integrated CRM and business systems designed to support scalable growth and automation.

  • CRM and sales pipeline management
  • Subscription and renewal workflow automation
  • Internal operations and knowledge management with AI
IT Services Share Your Goals
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White Paper

The Ultimate Guide to Microsoft Copilot and Dynamics 365

From AI assistant to autonomous agent — how Microsoft Copilot and Dynamics 365 have evolved, what's changed in 2025–2026, and what your organization needs to know to keep up.

Why Organizations Choose TrellisPoint for Microsoft Copilot

Copilot Across the Microsoft Ecosystem

We implement Copilot across Microsoft 365, Dynamics 365, and Power Platform to bring AI directly into the tools your teams use every day.

Microsoft AI and Data Expertise

As a Microsoft Solutions Partner, we ensure Copilot is deployed with the right data, security, and system architecture to deliver reliable AI insights.

Strategy Through Adoption and Optimization

We help organizations identify the right AI use cases, implement Copilot effectively, and continuously optimize how teams use AI to improve productivity and decision-making.

Ready to See What Microsoft Copilot Could Look Like for Your Organization?

  • A practical conversation about where AI can create real value in your business
  • Guidance on where Copilot fits—and where it may not
  • Real-world insight based on similar organizations implementing Microsoft AI solutions

Frequently asked questions

How do we know if our organization is ready for AI or Copilot?

AI success depends on your data quality, systems architecture, and business processes. TrellisPoint helps assess your readiness and identify practical starting points that deliver immediate value.

What Microsoft AI tools should we start with?

Most organizations begin with Microsoft 365 Copilot or Dynamics 365 Copilot. From there, custom copilots and AI-driven automation can be implemented using Power Platform.

Can AI work with our existing CRM or ERP systems?

Yes. Microsoft Copilot and Power Platform can integrate with Dynamics 365 and many third-party systems to enhance workflows and generate insights from your existing data.

How long does AI implementation take?

Initial AI capabilities can often be deployed in weeks, while broader AI transformation initiatives typically unfold over several phases.

What makes TrellisPoint different from other AI partners?

We focus on aligning AI with business outcomes. Our team specializes in Microsoft technologies and helps organizations implement AI solutions that deliver measurable operational improvements.