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Dynamics 365: 4-Week Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Bring new power to your out-of-the-box Dynamics 365 capabilities
1 out of 60
Workshop and Assessment Copilot for Sales
Compusoft
+1
Applicable to:
Sales
One Day Free Workshop and Assessment on Copilot for Microsoft Dynamics 365 Sales designed to enhance participants' understanding of Copilot's capabilities within the application
2 out of 60
SFA CRM Architecture Planning: 3-day Workshop
Netwise S.A.
+1
Applicable to:
Sales
Together with your team, we’ll build a high-level vision of a CRM system. The vision includes architecture, a product backlog and a high-level plan for building a Sales Force Automation system.
3 out of 60
D365 Marketing Customer Journeys: 1-Day Workshop
BroadPoint, Inc
+1
Applicable to:
Sales
Anxious to create a personalized multi-channel customer journey that delivers the right message at the right time in the right channel to create rewarding relationships? We’ll set you up for success!
4 out of 60
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
5 out of 60
Dynamics 365 Field Service: free 2-h briefing
proMX AG
+1
Applicable to:
Field Service
Free two-hour briefing about how to improve field service work with Dynamics 365 Field Service.
6 out of 60
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
7 out of 60
Connected Blueprint™ : 4-Week Manufacturing Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
Connected Blueprint™ uncovers opportunities and provides a custom strategy that makes the most impact in the shortest amount of time, helping manufacturers modernize and improve business outcomes.
8 out of 60
Dynamics 365: 1 Week-Assessment
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
Our assessment overviews how Microsoft Dynamics 365 can streamline your operations and increase efficiency while identifying pain points and issues with your existing systems.
9 out of 60
Microsoft Sales Copilot: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Sales
Specialized Copilot Readiness workshop to prepare your organization for AI in Dynamics 365
10 out of 60
Field Service Discovery and Assessment by Velosio
Velosio
+2
Applicable to:
Finance
Field Service
Field Service Management by Velosio Solution Overview Velosio shines with a team of business operational and vertical experts within the clients’ C- Suit
11 out of 60
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
12 out of 60
Dynamics 365 CRM: 1-Day Workshop
JourneyTEAM
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
Respond to market trends, engage customers, and automate your business processes with Microsoft Dynamics 365 for Sales, Customer Service, Marketing, Field Service, and Project Services.
13 out of 60
FIELDBOSS HVAC Contractor-3 hr Briefing & Demo
Rimrock Corporation
+3
Applicable to:
Business Central
Customer Service
Field Service
A detailed guided demo of FIELDBOSS HVAC Contractor Management for Microsoft Dynamics 365.
14 out of 60
Dynamics 365: 2-day Discovery Session
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
This discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
15 out of 60
Microsoft Dynamics 365 Marketing: 1 Hour Briefing
Cognizant
+3
Applicable to:
Marketing
Sales
Power BI apps
Marketing Solutions envisioning, deployment and support services for Dynamics 365 Marketing
16 out of 60
CRM Maturity Action Plan: 4-Day Workshop
XRM Vision
+2
Applicable to:
Sales
Customer Service
Through workshops conducted by our CRM Specialists, we will build a portrait of your situation. We will deliver a comprehensive action plan that identifies the next steps of your business evolution.
17 out of 60
Patient eXperience in Healthcare: 4-hours briefing
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
4-hours introduction to our expertise in Patient Experience in Healthcare digital processes
18 out of 60
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.
19 out of 60
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
20 out of 60
PowerWebTraffic - 1 Hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Marketing
Commerce
Sales
See what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
21 out of 60
Dynamics 365 für Transport & Logistik: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Customer Service
Project Operations
Ein kostenloses Webinar für Transport- und Logistikunternehmen, die das ganze Potenzial der digitalen Transformation mit Microsoft Dynamics 365 entdecken möchten.
22 out of 60
Power BI Advanced Data Shaping: 1-Day Workshop
Advaiya Solutions Inc.
+3
Applicable to:
Sales
Power BI apps
Power Apps
A 1-day training session, helping business users to learn how to import data from multiple data sources into Power BI and understand Power Query M language for doing complex transformations.
23 out of 60
Dynamics 365 Marketing: Implementierung
proMX AG
+3
Applicable to:
Marketing
Sales
Project Operations
Ein Service für Dynamics 365 Marketing, um eine erfolgreiche Schritt-für-Schritt-Implementierung in verschiedenen Branchen zu gewährleisten.
24 out of 60
Life Sciences Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Life Sciences Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
25 out of 60
EQM 365 - Sales Enterprise Envisioning Offering (CRM)
EQM
+3
Applicable to:
Sales
Power BI apps
Power Apps
¿Preparado para vender más y conocer mejor a tus clientes? ¡Hazte ya con una sesión de evaluación de Dynamics 365 Sales Enterprise CRM!
26 out of 60
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.
27 out of 60
D365 CE: Project Implementation Assessment (4) HRS
Sunrise Technologies
+1
Applicable to:
Sales
Do you have a 360 view of your customers?
28 out of 60
Dynamics 365 Support Service: 2-Hr Assessment
TrellisPoint LLC
+2
Applicable to:
Sales
Customer Service
Outsourcing support and maintenance of Microsoft Dynamics 365 is perfect for businesses who want to manage their CRM system more strategically.
29 out of 60
ClickDimensions: 1-Day Assessment
Information Strategies
+2
Applicable to:
Sales
Customer Service
Evaluate how Microsoft Dynamics 365 and ClickDimensions can help you automate marketing activities such as email, events, web forms, and nurture marketing campaigns.
30 out of 60
Dynamics 365 Sales: 2-Hour Briefing
Altriva Solutions
+1
Applicable to:
Sales
Find out if Dynamics 365 Sales is right for your organization.
31 out of 60
Dynamics 365 for construction: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for construction suppliers about using Microsoft Dynamics 365 technologies for managing (complex) building projects and for discovering the full potential of digital transformation.
32 out of 60
Microsoft Dynamics 365 Customer Engagement Security Model Assessment - 5 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed current state assessment of Microsoft Dynamics 365 Customer Engagement environment security model, both on-premises and online.
33 out of 60
Sales to Billing Business Process Automation: 3-week Fit-Gap Assessment
CloudFronts Technologies
+3
Applicable to:
Sales
Customer Service
Power Automate
If you are looking to automate your entire Sales to Billing business process to gain more visibility and optimize your business operations, our experienced consultants at CloudFronts can help.
34 out of 60
Dynamics 365 CRM applications audit: See Results in Just 2-Weeks
GO-ERP
+3
Applicable to:
Marketing
Sales
Field Service
Dynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
35 out of 60
CRM Core Team Prep: 4-Hr Workshop
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Sales
A workshop to prepare your core team for an upcoming CRM initiative on Microsoft Dynamics 365, arming them with best practices and a plan.
36 out of 60
Dynamics 365 CRM Quick Start - 1 Week Assessment
LINKSOFT
+2
Applicable to:
Marketing
Sales
Our CRM Quick Start includes a rapid but thorough assessment, taking up to 40 hours to estimate the current condition of your CRM system or specific needs and requirements for a new CRM solution.
37 out of 60
HCL Biz Apps - Catalyst Envisioning Success: 1-Hour Briefing
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
We will ideate together using design-led thinking concepts, jointly defining your unique path to digital transformation and determining benchmarks for desired organizational outcomes.
38 out of 60
Technology Envisioning: 1 day Workshop
saglobal
+2
Applicable to:
Finance
Sales
Supporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
39 out of 60
Migration to Unified Interface: 2-Day Assessment
MAQ Software
+2
Applicable to:
Sales
Customer Service
Feeling limited by your Dynamics 365’s interface? Experience the transformative power of Unified Interface in a comprehensive 2-day assessment
40 out of 60
FREE Dynamics 365 for Sales: 1-day Briefing and Demo System Tailoring Service
GO-ERP
+3
Applicable to:
Marketing
Sales
Customer Service
Dynamics 365 for Sales - Briefing session - Customization and System Tailoring - Personalized Demonstration
41 out of 60
D365 365 On Premise to Cloud: 1-Hr Assessment
true org cloud
+1
Applicable to:
Sales
In depth evaluation of your current On-Premise setup to make an informed decision about your move to the online Dynamics 365.
42 out of 60
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.
43 out of 60
Elevator Contractors: 1-Day Assessment
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS Lift Elevator Contract Management for Dynamics 365.
44 out of 60
Dynamics 365 Professional Services Implementation Accelerator: 4-Wk Assessment
Business Engagement Group Sweden AB
+3
Applicable to:
Supply Chain Management
Finance
Field Service
Leverage Engage Group’s proven project methodology, infused by industry accelerators for professional services companies, and built on Microsoft Success by Design to ensure value-driven outcomes.
45 out of 60
Eviden's Business Applications Envisioning 4 Hours Workshop
Eviden International France - SAS
+3
Applicable to:
Finance
Sales
Power Apps
Jumpstart discussions with customers who face business, sales, and technical challenges with their business process.
46 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
47 out of 60
HCL Biz Apps - Dynamics 365 for Sales Capability - 1 hour Briefing
HCL Technologies Limited.
+1
Applicable to:
Sales
It’s time to embrace a new way of thinking about the sales process and client relationships!
48 out of 60
Salesforce to Dynamics 365 Migration: 1-week Assessment
Definity First
+3
Applicable to:
Sales
Customer Service
Power Automate
Migrating from Salesforce to Dynamics 365 provides seamless integration, enhanced features, and potential cost savings.
49 out of 60
Microsoft Dynamics 365 Sales: 1 Hour Briefing
Cognizant
+3
Applicable to:
Marketing
Sales
Customer Insights
Sales Solutions envisioning, deployment and support services for Dynamics 365 Sales
50 out of 60
Dynamics 365 Sales Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Sales
Increase Sales, Improve Customer Relationships, and Grow your Business with our Consulting Services
51 out of 60
Dynamics 365 Customer Engagement:5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
52 out of 60
Upgrade from Microsoft Dynamics AX to Dynamics 365: 2 Day Migration Assessment
saglobal
+3
Applicable to:
Supply Chain Management
Finance
Sales
With Microsoft Dynamics AX reaching end of support, the risks of an unsupported software can be grave. Assess if your business is ready for a move to the cloud with Microsoft Dynamics 365.
53 out of 60
Catalyst Envisioning: 1-Hour Briefing
Crm - Konsulterna i Sverige AB
+3
Applicable to:
Marketing
Sales
Customer Service
In this preparatory session, we take you through the initial steps of Microsoft Catalyst IDEA – Inspire. A first step to implement Power Platform and Dynamics 365 based solutions.
54 out of 60
Ergo Microsoft Dynamics 365 Copilot Empower for Customer Insights: 7 days Workshop
ErgoServices
+3
Applicable to:
Marketing
Sales
Customer Insights
Optimise Microsoft Dynamics 365 Copilot to deliver the most value to your organization.
55 out of 60
Post Implementation Audit
Tech One Global
+3
Applicable to:
Sales
Business Central
Customer Service
PIA is an evaluation of the project's goals and activity achievement as measured against the project plan, budget, time deadlines, quality of deliverables, and specifications.
56 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
57 out of 60
CRM for Government Contractors: 1-Day Workshop
Aligned Business Solutions, LLC
+2
Applicable to:
Sales
Power Apps
In this interactive Workshop you and your team will receive a hands on experience working with Capture 360 and Microsoft's next generation technologies to increase revenue and improve your win rates.
58 out of 60
Dynamics 365: 1 Tag Workshop | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Business Central
Customer Service
Dynamics 365 | Workshop
59 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
60 out of 60
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