TrellisPoint LLC

TrellisPoint LLC, established in 2009, is a Microsoft Solutions Partner specializing in Dynamics 365 business applications. The company focuses on implementing, integrating, and optimizing Microsoft Dynamics 365 Customer Engagement solutions, leveraging decades of experience with Microsoft, Salesforce.com, and Infor CRM (formerly Saleslogix) to deliver superior outcomes for businesses. TrellisPoint's services encompass CRM strategy, implementation, integration, and lifecycle optimization across Sales, Customer Service, and Marketing. They align processes, data architecture, and reporting to improve adoption, forecasting accuracy, and revenue performance. Additionally, TrellisPoint offers Power Platform services, including Power BI reporting, Power Apps development, Power Automate workflows, and enterprise governance frameworks, transforming manual processes into scalable, secure automation with lifecycle control. The company also provides Copilot strategy and AI enablement, ensuring Microsoft AI delivers productivity gains with structured oversight. TrellisPoint serves various industries, including Manufacturing, Construction, Financial Services, and IT & Software, helping organizations modernize business systems, improve visibility, and support scalable operations. Their approach involves understanding business goals, building strategic roadmaps, designing tailored solutions, implementing and supporting success, and providing ongoing guidance and innovation to ensure long-term value and continuous improvement.