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Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
1 out of 60
Dynamics 365 CE Health Check: 2-Wk Assessment
Axazure
+1
Applicable to:
Customer Service
2 weeks (80 hours) - Evaluate your current CRM status understanding what you can get with best practices.
2 out of 60
Assessment for Modernization of on-premises AX or CRM
Sonata Software Ltd.
+3
Applicable to:
Commerce
Supply Chain Management
Finance
In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
3 out of 60
Intelligent Customer Experiences with Azure Synapse and Dynamics 365 Customer Insights: 8 week POC
Cognizant
+1
Applicable to:
Customer Insights
Truly understand your customers needs and preferences to deliver intelligent customer experiences.
4 out of 60
Warehouse Assessment for Manufacturing & Distribution: 3-Week Assessment
RSM Product Sales LLC
+2
Applicable to:
Supply Chain Management
Finance
RSM’s Warehouse Assessment evaluates the existing warehouse operations of our clients and identifies a future vision and strategic roadmap for the organization to reduce costs and achieve their goals.
5 out of 60
D365 Project Recovery: 2Wk Assessment
Axapta Masters
+3
Applicable to:
Commerce
Supply Chain Management
Finance
D365 Project Recovery Assessment by Axapta Masters
6 out of 60
CRM for Government Contractors: 1-Day Assessment
Information Strategies
+1
Applicable to:
Sales
An engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
7 out of 60
Global Template for Dynamics 365: 5-Month Assessment
Calsoft Systems
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Calsoft proven global template ensures successful Dynamics 365 rollouts and enhances standardization by incorporating superior practices from global subsidiaries.
8 out of 60
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
9 out of 60
Maturity Model Assessment for Healthcare: 3 Week Assessment
JourneyTEAM
+2
Applicable to:
Marketing
Customer Service
Assess your organization’s operational maturity and create a plan to improve your business processes using technology.
10 out of 60
TCS Connected Scholars on Microsoft Dynamics 365
Tata Consultancy Services Ltd - Dynamics
+3
Applicable to:
Marketing
Customer Insights
Power Apps
Educational Institutions are looking for a transformational change. They are moving away from traditional models, seeking methods which allow anytime anywhere access to adaptive learning.
11 out of 60
Power Platform Discovery: 2-hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Power BI apps
Power Apps
An engagement to explore how Microsoft Power Apps can be utilized for your business application and cloud strategy
12 out of 60
Fit-gap analysis: 5-Wk Assessment
KORUS Consulting Group LLC
+2
Applicable to:
Supply Chain Management
Finance
Fit-gap analysis for effective roll-out of Microsoft Dynamics 365 for Finance and Operations
13 out of 60
Connected Blueprint™ for Field Service
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Field Service
With Connected Blueprint™ for Field Service, you’ll get a customized strategy that makes the most impact in the shortest amount of time, optimizing your service operations.
14 out of 60
Sales and Marketing: 5-Day Proof of Concept
saglobal
+2
Applicable to:
Marketing
Sales
Design a mock up solution using your data and industry best practices, to show you how to enhance your customer experience and marketing activities.
15 out of 60
Asesoramiento y Soporte en Globalization Latam
AW Latam
+1
Applicable to:
Finance
Desarrollo de soluciones de Localización para LATAM de la mano de Microsoft
16 out of 60
Dynamics 365 Finance & Supply Chain Roadmap 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Supply Chain Management
Finance
Our engagement supports your organization to document your current ERP system and business processes to develop your implementation roadmap for successful transition to Dynamics 365.
17 out of 60
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.
18 out of 60
HCL Biz Apps - PowerProperty - 1 week assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
PowerProperty facilitates housing providers to deliver all the relevant industry-centric processes for the Front, Middle and Back office, which are not available in standard Microsoft Dynamics 365
19 out of 60
Dynamics 365 Modern Service Maturity 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Customer Service
Field Service
Hitachi Solutions will support you in understanding where you currently are in your service modernization journey, and what you need to advance to the next level.
20 out of 60
Microsoft Cloud for Retail: 2-Day Comprehensive Assessment
Synoptek
+1
Applicable to:
Finance
Do you want to elevate the shopping experience of your customers? Synoptek recommends one of the best-suited retail solutions and implementation paths with the 2-day free Retail Assessment.
21 out of 60
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
22 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to update your Dynamics AX solution Dynamics 365.
23 out of 60
Cegeka Power Apps Offering
CEGEKA s.p.a
+3
Applicable to:
Marketing
Sales
Power Apps
Find out how to drive the success of your organization through a digital transformation process leverage on the Power Platform and Dynamics 365 Customer Engagement
24 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
25 out of 60
Dynamics 365: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Business Central
Customer Service
Dynamics 365 | Proof of Concept
26 out of 60
HVAC 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 HVAC Contractor Management for Dynamics 365.
27 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
28 out of 60
Manufacturing Process Review: 3-Day Assessment
Stoneridge Software LLC
+4
Applicable to:
Finance
Sales
Business Central
Customer Service
A review between your leaders and our consultants of manufacturing-related business processes resulting in an actionable game plan, budget, and timeline of your next ERP implementation.
29 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
30 out of 60
Dynamics 365 Licensing Management: 1-Wk Assessment
Columbus US
+1
Applicable to:
Finance
Columbus is providing a licensing audit to give an accurate view of actuals vs current license counts.
31 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.
32 out of 60
Microsoft Dynamics 365 Customer Engagement and Microsoft Teams Digital Collaboration Pilot - 4 Week POC
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
Provide clients with advisory and implementation of a unified digital workplace for collaboration using the Microsoft Teams integration with Microsoft Dynamics 365 Customer Engagement applications.
33 out of 60
Velosio Digital NEXT Roadmap-Assessment-3 MO.
Velosio
+3
Applicable to:
Finance
Business Central
Power BI apps
The Velosio Digital NEXT Roadmap is a strategic envisioning and planning program, designed to work with you to assess your current application ecosystem and deliver a digital & business transformation
34 out of 60
Customer Insights 2 week POC
MAQ Software
+1
Applicable to:
Customer Insights
Explore how Microsoft Dynamics 365 Customer Insights platform can improve your visibility into the customer data with a 2 week Proof of Concept
35 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
36 out of 60
LTIMindtree Business Applications Secure Vault - 2 Weeks PoC
LTIMindtree Limited
+1
Applicable to:
Sales
LTIMindtree's Dynamics 365 Secure Vault offer provides enhanced security of critical business records. It provides single pane to configure security for Dynamics 365 CE and SharePoint
37 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
38 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.
39 out of 60
Custom Portal for Manufacturing: 4-Week Assessment
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
RSM's custom portal assessment delivers solutions for a manufacturing-oriented custom portal, enabling superior customization to meet distinct industry needs, beyond standard offerings' scope.
40 out of 60
Microsoft Dynamics 365 Finance & Supply Chain Security Assessment and SoD Policy Development - 8 Week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Finance
Develop and maintain an integral and conflict-free security design of the Microsoft Dynamics 365 Finance & Supply Chain environment.
41 out of 60
Microsoft Dynamics 365 Finance and Supply Chain Management : 2-Wk Solution Discovery
Folio3 Software Inc.,
+2
Applicable to:
Supply Chain Management
Finance
Unlock the power of your organization with our Solution Discovery for Microsoft Dynamics 365 Finance and Supply Chain Management!
42 out of 60
Project Manufacturing: 3-Wk Proof of Concept
Clients First Business Solutions
+1
Applicable to:
Finance
A trial engagement using your data and industry best practices to show you how to streamline your project manufacturing operations.
43 out of 60
Adoxio Portal: 4-Wk Assessment
KPMG Adoxio
+2
Applicable to:
Sales
Customer Service
Adoxio is offering a new Portal Assessment service to assist customers in making informed decisions on their path forward when Microsoft ends support of Adxstudio Portals version 7 in August 2018.
44 out of 60
Dealer Management System 2-Day Assessment
ETG
+1
Applicable to:
Finance
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.
45 out of 60
Sales Solution: 2-Day Assessment
VNB Consulting
+1
Applicable to:
Sales
An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment.
46 out of 60
HCL Biz Apps - Customer Care for Utilities - 1 day assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Heightened customer expectation and siloed data leave companies scrambling to perfect the omin-channel experience.
47 out of 60
Accelerated Intelligent Order Management Adoption with PartnerLinQ: 4-Week Proof of Concept
Visionet Systems, Inc
+3
Applicable to:
Commerce
Supply Chain Management
Sales
Quick IOM POC for intelligent, rule-based order routing & fulfillment Visionet PartnerLinQ adopters for connectivity with common B2B/ B2C platforms, marketplaces, common WMS/ ERP platforms, and 3PLs
48 out of 60
Dynamics 365 F&O: 4-Wk Design Assessment
DMR DANIŞMANLIK YAZ. VE EĞT HİZM. SAN TİC LTD. ŞTİ
+2
Applicable to:
Supply Chain Management
Finance
Assessment to evaluate your current Microsoft Dynamics AX or Dynamics 365 deployment to validate if it meets your business requirements or not.
49 out of 60
Nonprofit Data Migration 2 Day Assessment Workshop
cloudThing
+1
Applicable to:
Customer Service
The Workshop allows your charity to make an informed decision on how to best migrate your data
50 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.
51 out of 60
Dynamics 365 FSCM: 4-Hr Assessment
Sunrise Technologies
+2
Applicable to:
Supply Chain Management
Finance
Is Dynamics 365 right for me? Dynamics 365 Finance and Supply Chain Management Best Fit Assessment 1-4 Hours FREE
52 out of 60
Dynamics AX to Dynamics 365 Migration Assessment
Dynamics Beyond, LLC
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Assessment workshop to help transform your Dynamics AX solution to Dynamics 365
53 out of 60
Experience 360 by TTEC Digital: 4 Week Discovery POC
TTEC Digital
+1
Applicable to:
Sales
Experience 360 is our strategic methodology designed to help you eliminate poor customer experiences.
54 out of 60
Commerce with Dynamics: 2 days Assessment
Reply
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Assessment for Commerce with Microsoft Dynamics
55 out of 60
Digital Transformation Assessment for Social Housing
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
For Housing Associations aiming to address pain points, this discovery workshop and value mapping exercise will deliver actionable recommendations against key metrics, with measurable efficiency gains
56 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.
57 out of 60
Finance, SCM and Commerce:3-Wk Prf. of Concept
Parge Yazilim Danismanlik Tic.A.S.
+3
Applicable to:
Commerce
Supply Chain Management
Finance
3-week POC for Finance, Supply Chain Management and e-Commerce
58 out of 60
Regulate: 0.5-Day Workshop to discuss core areas for consideration of a new Regulatory solution using Codec's Regulate for Cloud Accelerator.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services
59 out of 60
Choose The Right Dynamics 365: 2-Day Assessment
FORVIS Business Technology Solutions
+3
Applicable to:
Finance
Sales
Business Central
Our team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
60 out of 60
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