TrellisPoint

While we take the work we do incredibly seriously, you can tell by the beginning and end of this video, we don't always take ourselves so seriously. We liked this video so much that we decided to display it prominently on our homepage! The goal of this video is to share what makes TrellisPoint different. We're different because we focus on strategy and people! We work with organizations that want a trusted partner to help them leverage technology as a key differentiator instead of a cost center. With our time-tested, proprietary success frameworks we're able to complete Microsoft and strategic growth implementations with less cost and in less time than others. Thank you to Andrew Ford, Mike Spence and Peter Katz for doing such a great job of explaining what makes TrellisPoint different and WHY companies should partner with us! Follow TrellisPoint to keep up with all the latest content covering Microsoft & strategic growth! #TrellisPoint #Microsoft #StrategicGrowth

As Brad so eloquently put it, "...you might wanna come party with the cool kids". Great work to the entire team at TrellisPoint that put in the hard work to deliver for our clients and prospects day in and day out! #Microsoft #Dynamics365 #Demo

The price of Microsoft Power BI licenses is going up 20-40% on April 1, 2025. Here are two strategies to mitigate the increase. Even if your current subscription renews after the April 1, 2025 start date, you can buy a new one or three year subscription before April 1, 2025 to keep today's price for the length of the term you choose. If you buy or intend to buy M365 and O365 E5 licenses, you can also protect against the increased cost. Both licenses include Power BI and no price increase has been announced on either. So if you already have either or these types or purchase them before April 1, 2025, the price you pay for Power BI will not increase. #PowerBI #Microsoft #PowerPlatform

For decades, CRM user interfaces have remained largely unchanged. Consisting of manual data entry, static forms, and workflows. Today, advancements like AI and natural language processing are driving a transformation that could usher in a future that could make CRMs more intuitive and possibly even invisible. Our latest blog gets into: - The possibility of a shift toward invisible CRMs, where natural language replaces forms and menus. - How Microsoft D365 Copilot is laying the foundation for AI-driven workflows. - The productivity potential of features like natural language queries and AI-generated account summaries. - A future of zero-click CRM, where AI automates data entry entirely. This evolution isn’t just about technology, it’s about empowering teams to focus on strategy and relationships instead of routine tasks. Read the full article: https://lnkd.in/epquMUKw #CRM #Microsoft #Copilot

It’s Microsoft Ignite time! #MSIgnite

Microsoft Power Pages simplifies the way businesses create secure, data-driven websites. With its low-code platform, it enables organizations to build professional, scalable websites without the need for extensive coding expertise. By integrating with tools like Dynamics 365, Power BI, and Dataverse, Power Pages becomes an extremely powerful solution. Our latest article dives into how Power Pages can help businesses achieve more with less effort. It covers the platform’s standout features, practical use cases across industries, and flexible pricing options that grow with your needs. From customer portals to internal collaboration sites, Power Pages offers a solution designed to meet today’s business challenges. Read the full article to see how Microsoft Power Pages is reshaping what’s possible in website development: https://lnkd.in/em9SB56K #PowerPages #PowerPlatform #Microsoft

Disconnected teams, outdated workflows, and limited customization options can slow growth and disrupt customer relationships. It’s time for a CRM that evolves with your business. TrellisPoint’s Dynamics 365 2 week Vision and Value Workshop is here to guide you! This engagement is designed to help your organization: - Assess CRM fit: We’ll dive into your current system, identifying gaps that hinder productivity and collaboration. - Explore the art of the possible: See how Dynamics 365 can unify your teams and data, streamline workflows, and elevate your customer experience. - Build a plan to move forward: Get a Board-ready business case with a clear ROI, resource requirements, timelines, and outcomes. Imagine a CRM that empowers your team to focus on customers, not cumbersome processes. Let’s map out your journey to Dynamics 365! https://lnkd.in/eFfWiZ7a #CRM #Dynamics365 #Microsoft #BusinessGrowth

Painlessly migrate from Salesforce to Dynamics 365 Microsoft Dynamics 365. TrellisPoint’s exclusive migration engine provides a low-risk option for organizations seeking to lower technology costs by quickly migrating from pricey Salesforce subscriptions to a budget-friendly Dynamics 365 plan. Here’s how: Assessment & Data Collection – Provide an assessment web meeting, gather Salesforce system details, collect sample data for Account & Contact fields, and audit the Salesforce database for current, retired, and deleted users. Cloud Deployment – Deploy a Microsoft Dynamics 365 Cloud environment, import historical Salesforce users, assign licenses and security roles, and perform data migration using TrellisPoint’s Migration Engine. Review & Launch – Joint review of migrated data and a 1-hour Dynamics 365 interface overview. Key Benefits: Optimized Data Mapping: TrellisPoint’s migration engine utilizes extensive pre-configured data mappings to reduce manual processes and cut migration time. Custom Data Matching: We ensure precise data transfer by matching and creating new custom fields to guarantee all data is moved accurately. Custom Data Cleansing: We work with you to cleanse outdated data, improve functionality, and create automated workflows tailored to your business processes. With TrellisPoint’s Migration Engine, the process is seamless, low-risk, and cost-effective. Ready to make the switch? https://lnkd.in/dsn2mHyx #Salesforce #Microsoft #Dynamics365 #CRM #Migration

A global leader in cybersecurity faced an overwhelming challenge, a sprawling CRM landscape with 12 separate Salesforce environments and a heavily customized Dynamics 365 Sales setup, brought on by over 20 mergers and acquisitions. Complexity was spiraling out of control, and Salesforce licensing costs were piling up fast. They needed a migration partner who could do more than just move data, they needed a strategic transformation. Enter TrellisPoint. TrellisPoint led the migration from Salesforce to Microsoft Dynamics 365 Sales, combining advanced data migration, customizations, and seamless integrations. We didn't just move data, we helped rethink the CRM approach from the ground up, aligning it with best practices and the Success by Design framework. The impact? - Over $4 million saved on Salesforce licensing within a year. - A scalable, efficient Dynamics 365 environment that’s built for the future. - Enhanced alignment across the organization—leveraging Dynamics 365 - Sales, Power Platform, and more to support growth and innovation. https://lnkd.in/ehYh-eFr #CaseStudy #Salesforce #Dynamics365 #Migration

Why does it seem like everyone is talking about D365 Customer Insights all of a sudden? Microsoft is transforming marketing and customer engagement by bringing together powerful real-time marketing capabilities, data-driven insights, and AI automation in one unified platform. Imagine eliminating the complexity of disconnected tools and giving your teams the power to connect with customers exactly when it matters most. With Copilot integrated, marketers can set up sophisticated customer journeys in seconds using simple commands, and on top of that Dynamics 365 Customer Insights seamlessly integrates with Dynamics 365 Sales, aligning both teams for success. It’s not just a tool, it’s a game changer for growth. Read more about what’s changing, and why everyone is talking about it: https://lnkd.in/e8sPiJqQ