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Financial Services

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Показват се резултати след консултантски услуги.
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Power Platform Governance - Adoption FrameworkReal Impact Technology Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
A implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
1 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AICompusoft
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
In the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
2 out of 60
Dealer Management System 2-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
3 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
4 out of 60
Microsoft Teams Phone Planning - 5 Week AssessmentProtiviti
+2
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teams
Actionable and Comprehensive Roadmap to Get Started with Microsoft Teams Phone
5 out of 60
Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology Ltd
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Overview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
6 out of 60
Power BI Advanced 2-Day TrainingHitachi Solutions
+1
Applicable to:
power-bi product iconPower BI apps
Two full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
7 out of 60
Microsoft 365 Data oversharing report: 5-D Implementation and consultingReply
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Comprehensive Insights: Get a holistic overview of your environment and uncover overshared sites, documents, and items without the need for expensive Microsoft 365 E5 licenses.
8 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting Services
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
9 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week ImplementationProtiviti
+2
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Jump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
10 out of 60
Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.
+2
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
11 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
12 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An assessment of your reporting needs that provides a path forward to meet your business goals.
13 out of 60
Atos || Pilot program for Windows 365Atos International SAS
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
Atos Microsoft Windows 365 7 days engagement pilots hybrid work scenarios in customer environments using Windows 11, enabling the implementation of configurations and Intune policies for CloudPC.
14 out of 60
Office 365 Migration Services - ImplementationCommunication Square LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Eventsm365-sa-workplace-analytics product iconWorkplace Analytics
This 4-week implementation is structured to assist customers in smoothly transitioning to Office 365, offering comprehensive migration services and requisite training.
15 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof Solutions Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
16 out of 60
Bulletproof 365 Compliance: Managed Information Protection ServiceBulletproof Solutions Inc.
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
We can help organizations understand their risks, define the strategy and path to mitigating these risks and provide the expertise to efficiently monitor and respond when internal and external threats
17 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
18 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
19 out of 60
Microsoft 365: 3-Hour Implementationtrue org cloud
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Gain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
20 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
21 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware Technologies
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Boost Your Customer and Community Engagements With Our Power Pages Consulting offer
22 out of 60
Data & AnalyticsConcurrency, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
23 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
Struggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
24 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM Technologies
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Detail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
25 out of 60
Copliot For Analytics - Free 1 Hour Consulting WorkshopC3IT Software Solutions
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
Empower teams to harness data insights through hands-on training in Copilot for Analytics
26 out of 60
Implementation of Microsoft Copilot Studio AI AgentPresidio
+2
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agents
AI Agent provides a tailored solution that integrates Generative AI and Natural Language Understanding to automate customer service tasks and streamline workflows across digital and voice channels.
27 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
28 out of 60
Microsoft 365 Information Protection and Governance: 12 week ImplementationINFOTECHTION
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Develop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
29 out of 60
Business Dashboards: 8 Weeks ImplementationArmis, Sistemas de Informação, Lda
+1
Applicable to:
power-bi product iconPower BI apps
We’ll define your BI strategy, architect and implement all the needed infrastructure, and turn your data into comprehensive and flexible Power BI dashboards to empower decision making.
30 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
31 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT Consultants
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Central
If you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
32 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
33 out of 60
Teams Rooms 2-weeks implementationNewTech
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
34 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymind
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Garantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
35 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.A
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
36 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLC
+1
Applicable to:
power-automate product iconPower Automate
Transform your business operations, in driving digital transformations, and reimagine your business processes
37 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayon
+1
Applicable to:
m365-sa-cloud-security product iconCloud Security
Secure, easy-to-use SaaS backup for your Microsoft 365 data
38 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizapp
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
39 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Understand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
40 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
41 out of 60
Intelligent Automation and Low CodeSonata Software Ltd.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
We help businesses to harness the power of the Dynamics Power Platform to streamline operations, reduce costs, and accelerate innovation with our holistic approach.
42 out of 60
Dynamics 365 Customer Insights: 8-Wk ImplementationARBENTIA CONSULTING, S.L.
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
8-Wk implementation of Microsoft Dynamics 365 Customer Insights, tool that allows brands to store, manage, optimize and analyze the experience of all customers
43 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.
+1
Applicable to:
power-bi product iconPower BI apps
1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
44 out of 60
CollabIT - PowerPlatform Development - 4 wk ImplementationCollabIT Zrt.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Providing PowerPlatform development, implementation and consultancy services for medium and large corporations.
45 out of 60
Success Management and Sustainment ServicesInnovative-e Inc.
+2
Applicable to:
m365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Introducing Success Management and Sustainment Services - the ultimate solution to ensure the success and longevity of your business.
46 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
47 out of 60
Microsoft 365 Copilot Readiness AssessmentApplied Information Sciences
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Prepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
48 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Experience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
49 out of 60
Support and Consulting: 2-Hr AssessmentNavisiontech, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Receive up to two hours of support for Microsoft Dynamics 365 Business Central.
50 out of 60
CT - Microsoft 365 Copilot Readiness AssessmentCloud Target
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-teamwork-deployment product iconTeamwork Deployment
Assessment in Microsoft 365 environment to enable Microsoft 365 Copilot deploy
51 out of 60
Microsoft 365 Cloud Accelerator ExperienceSeer Strategic Solutions
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Microsoft 365 Cloud Accelerator Experience A hands-on introduction to Microsoft’s suite of productivity tools, customized to your organizations business, process, and people.
52 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
53 out of 60
Microsoft 365 Security AssessmentSii Sp. z o.o.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
We assess general security controls and Microsoft 365 tools, delivering tailored recommendations to enhance cybersecurity.
54 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
55 out of 60
Field Service Integration: 9-Wk ImplementationDynamic Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-field-services product iconField Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
56 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group AB
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-customer-insights product iconCustomer Insights
Nexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
57 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital Workplace
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Enhancing employee productivity with Viva Insights / Workplace Analytics
58 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr BriefingWipro Ltd
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
59 out of 60
Power BI Writeback with Power ONPeraison
+1
Applicable to:
power-bi product iconPower BI apps
Supercharge Power BI with the most advanced planning and write-back solution
60 out of 60
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