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Salesforce to Dynamics 365: 4-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Migrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack, additional functionalities, and often times lower licensing costs.
1 out of 29
Dynamics 365 Implementation: 4-Wk Business Value Assessment
Tietoevry
+3
Applicable to:
Supply Chain Management
Finance
Field Service
Introductory meeting to establish a business case by connecting desired business outcomes to product opportunities.
2 out of 29
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
3 out of 29
Experiencing Dynamics 365 Commerce: 6 Wk Workshop
HCL Technologies Limited.
+3
Applicable to:
Commerce
Supply Chain Management
Sales
A rapid deployment with focus on enabling commerce feature for adopters Dynamics 365 Commerce, to help them experience connected commerce via ecommerce, call center and POS.
4 out of 29
NP Ecommerce Management: 2-HR Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to manage their ecommerce from Microsoft Dynamics 365 Business Central
5 out of 29
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
6 out of 29
Healthcare Data Interoperability: 4 Wks Workshop
HCL Technologies Limited.
+3
Applicable to:
Customer Service
Field Service
Customer Insights
HCL Data Interoperability utilizes the trusted and integrated capabilities of Microsoft Cloud for Healthcare, enhancing collaboration, data driven decision-making, and operational efficiencies.
7 out of 29
NP Finance Advanced: 5-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Advanced education enabling experienced users to handle financial setup.
8 out of 29
Microsoft Cloud for Nonprofit Fundraising & Engagement Assessment
Wipfli LLP
+2
Applicable to:
Marketing
Sales
Microsft Cloud for Nonprofit Fundraising & Marketing: 12 Week Assessment
9 out of 29
Analysis of the implementation of the CRM-Audit Dynamics 365
Sii Sp. z o.o.
+2
Applicable to:
Sales
Customer Service
As part of the 10-day audit, we will prepare a list of needs for the implementation of the CRM project
10 out of 29
NP Membership Starter: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to serve customers with NP Membership
11 out of 29
FUNDamentals BC for Nonprofit:1-Day Assessment
Boyer & Associates
+1
Applicable to:
Business Central
See how FUNDamentals powered by Microsoft Dynamics 365 Business Central can streamline Fund Accounting and improve efficiency. Plus, get a complete requirements document and process gap analysis.
12 out of 29
Fundraising to Finance Assessment
Serenic Software Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Evaluate Sylogist’s fundraising to finance solution based on the Microsoft Cloud for Nonprofit with our free assessment offering.
13 out of 29
NP Retail Advanced: 4-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Advanced education enabling in depth operations with NP Retail.
14 out of 29
NP Warehouse Starter: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to understand and navigate NP Warehouse Management (WMS).
15 out of 29
Empower your people with our 2-day accessibility assessment for inclusive digital experiences
m-hance
+3
Applicable to:
Sales
Customer Service
Power Apps
Our 2-day accessibility assessment workshop is designed to review your Microsoft Dynamics 365 and/or Power Platform solutions, as well as the accessibility requirements you have within your business
16 out of 29
NP Retail Discount Coupons: 4-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Education in dynamic retail discount coupons.
17 out of 29
NP Loyalty: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Education in loyalty points and member clubs for retail.
18 out of 29
NP Retail Starter: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to serve customers with NP Retail & POS.
19 out of 29
NP Retail Finance Starter: 2-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to handle accounting and financial aspects of NP Retail & POS.
20 out of 29
NP Retail Print Templates Starter: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to customize retail printouts to receipts and label printers.
21 out of 29
Not for Profit Catalyst 1 day workshop
cloudThing
+3
Applicable to:
Marketing
Business Central
Customer Service
Enabling Business Transformation through Catalyst
22 out of 29
Connected Field Service: 1-Day Envisioning Wkshop
HSO
+1
Applicable to:
Field Service
Envision improvement opportunities with Dynamics 365 Field Service by experiencing high-level demonstrations of the Microsoft solution landscape combined with insight into high-value use-cases.
23 out of 29
NP Ticketing Starter: 3-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to serve customers with NP Ticking.
24 out of 29
Microsoft Cloud for Nonprofit: 1 Hr Assessment
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about the Microsoft Cloud for Nonprofit, including Fundraising & Engagement.
25 out of 29
Business Applications Discovery NonProfits: 2-Wk Assessment
ProServeIT
+3
Applicable to:
Marketing
Business Central
Human Resources
A business applications discovery will identify your app requirements to connect your entire organization for efficiency, collaboration, improved donor experience, & volunteer engagement.
26 out of 29
NP Retail Price Management: 4-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Advanced education in Retail and POS price and discount management.
27 out of 29
Fundraising and Engagement Consultation: 1-Hr Assessement
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about Dynamics 365, Fundraising & Engagement, and the Nonprofit Accelerator.
28 out of 29
NP Finance Starter: 4-Hr Workshop
NaviPartner
+1
Applicable to:
Business Central
Basic education enabling new users to handle everyday financial tasks.
29 out of 29