Dynamics 365 Tailored Demo: 2-hour Workshop

See Microsoft Dynamics 365 and Copilot in action with a tailored, scenario-based CRM demo.

Get hands-on experience with a curated demo designed specifically for your organization, showcasing Microsoft Dynamics 365 and Microsoft Copilot in the business scenario of your choice. This two-hour session is ideal for executive sponsors, business leaders, and delivery teams who want to visualize how Dynamics 365 can support real-world sales, service, or customer engagement workflows.

Often delivered as a follow-up to a Dynamics 365 Vision & Value Workshop, this tailored demo brings your future CRM environment to life. You’ll see a “day in the life” experience for key personas, demonstrating how AI-powered insights, automation, and connected data can improve productivity and customer experience.

Experience the value of a connected, AI-powered business with Dynamics 365.

With deep solution and industry expertise, TrellisPoint helps organizations leverage Microsoft Dynamics 365, Copilot, and the Power Platform to drive meaningful business outcomes. We align the demo to your existing systems, data model, and priorities—highlighting where AI, automation, and integration can deliver immediate and long-term value from your Microsoft investments.

• Role-based “day in the life” scenarios for sales, service, or leadership personas
• How Microsoft Copilot enhances productivity with AI-driven insights and recommendations
• Connected data across Dynamics 365, Microsoft 365, and Power Platform
• Modern CRM user experience designed for adoption and efficiency

• Disconnected teams and data: Siloed systems limit visibility into customer relationships.
• Limited AI and automation: Legacy CRMs lack Copilot-style intelligence and insights.
• Inefficient workflows: Manual processes reduce time spent with customers.
• Poor user experience: Complex interfaces hinder adoption and productivity.
• Integration gaps: CRM systems fail to connect seamlessly with Microsoft tools.
• Inflexible platforms: Difficulty adapting CRM to evolving business needs.