Dynamics 365 2-week Vision and Value Workshop

Unify teams, data, and customer experiences with Microsoft Dynamics 365 CRM modernization.

Disconnected CRM systems, siloed data, and manual processes prevent sales and customer-facing teams from delivering modern, personalized customer experiences. Many organizations remain constrained by legacy CRM platforms that cannot keep pace with today’s expectations for automation, AI-driven insights, and seamless integration across Microsoft technologies.

The Dynamics 365 Vision & Value Workshop from TrellisPoint is a focused, two-week engagement designed to help organizations modernize their CRM strategy, streamline sales operations, and unlock measurable business value. The workshop aligns stakeholders, evaluates your current CRM environment, and delivers a clear roadmap for adopting Microsoft Dynamics 365 to improve productivity, customer engagement, and ROI.

• Disconnected teams and data: Sales, marketing, and service teams work in silos, resulting in incomplete customer insights and slower decision-making.
• Outdated CRM capabilities: Legacy platforms lack modern features such as automation, AI insights, and scalable cloud architecture.
• Inefficient sales and service workflows: Manual processes consume valuable time and reduce customer-facing productivity.
• Poor user adoption: Complex interfaces and inconsistent experiences lead to frustration and low CRM usage.
• Limited integrations: CRM systems fail to integrate seamlessly with Microsoft 365, Power Platform, and other critical business applications.
• Insufficient flexibility: Inability to customize or extend the CRM to support evolving business processes.

• Current-State Assessment: Review business objectives, customer experience goals, and your existing CRM platform, including a fit-gap analysis.
• Art of the Possible with Dynamics 365: Explore how Dynamics 365 Sales and the broader Microsoft ecosystem can support current needs and future growth.
• Value & Roadmap Definition: Deliver a board-ready business case with quantified ROI, a best-practice migration approach, and a clear, phased path to value.