Dynamics 365 Support Services: 4-Wk Implementation

TrellisPoint LLC

TrellisPoint’s CRM administration support and maintenance packages offer businesses a simple and cost-effective way to outsource support for their Dynamics 365 system.

Outsourcing support and maintenance of Microsoft Dynamics 365 is ideal for businesses that want to manage their CRM more strategically. Proper maintenance of your Dynamics 365 solution requires a myriad of skills, from troubleshooting, to training, adjusting configurations, and maintaining integrations. It’s often difficult to find the right resource internally or hire outside to cover all of these critical functions. TrellisPoint's team of Microsoft Certified Functional Consultants and Developers have the expertise to help you.

CRM Administration packages are designed to keep your Microsoft Dynamics 365 solution running smoothly, improve utilization, and provide direct access to our support team.

Services Include

  • Address functional and process issues
  • Troubleshoot all level 1, 2, and 3 issues
  • Develop training guides and documentation requests
  • Perform administrative functions including user management and security administration
  • Develop reports and dashboards
  • Business process support
  • Configuration changes
  • Monitor CRM data usage to stay within limits
  • Schedule Dynamics 365 CRM version updates
  • Manage email integration tools - Outlook App and Outlook Desktop clients
  • Manage workflows and other processes to ensure that they are running as expected
  • Develop and run system jobs on a regular basis to manage data usage


  • Acknowledgement of support requests within 2 hours
  • Priority scheduling
  • Access to a team of Microsoft Dynamics 365 experts
  • Efficient process to diagnose and resolve issues
  • Answers to product related questions
  • Maintain updated client development environment (within client's Microsoft 365 tenant)
  • Regular status reporting
  • Assigned Account Manager

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