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On-Prem to Online Migration: 1-Hr Assessment
Forceworks
+2
Applicable to:
Sales
Customer Service
A Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
1 out of 60
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.
2 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
3 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.
4 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.
5 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.
6 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.
7 out of 60
Dynamics 365 Customer Engagement : 1-Hr Briefing
Slalom Consulting
+1
Applicable to:
Sales
Work with an experienced and established delivery partner to see how Dynamics 365 Customer Engagement can modernize your business processes and unlock business value for your organization.
8 out of 60
Dynamics 365 for transportation & logistics: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Customer Service
Project Operations
A free briefing for transportation and logistics companies about discovering the full potential of digital transformation with Microsoft Dynamics 365 technologies.
9 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.
10 out of 60
Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-Wk
MISSION CRM
+1
Applicable to:
Sales
This service will produce two outcomes: (1) a data dictionary of every entity/table and field from your legacy data source(s); and (2) a confident scope of work for the migration effort.
11 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.
12 out of 60
Dynamics 365 for NGOs: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Project Service Automation
Project Operations
A free briefing for NGOs about using Microsoft Dynamics 365 technologies to automize processes, optimize their marketing and discover the full potential of digital transformation.
13 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.
14 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!
15 out of 60
Cloud Migration for Dynamics 365: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
16 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.
17 out of 60
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
18 out of 60
Dynamics GP to Dynamics 365 Finance & Supply Chain Migration Assessment: 3-day
enVista Enterprise Solutions, LLC (EES) - MBS
+3
Applicable to:
Supply Chain Management
Finance
Field Service
enVista conducts a 3-day assessment for GP customers wishing to migrate to Finance & Supply Chain
19 out of 60
Dynamics 365 Sales: Implementation
proMX AG
+3
Applicable to:
Marketing
Sales
Project Operations
A service for Dynamics 365 Sales to ensure a successful step by step implementation across different industries.
20 out of 60
Dynamics 365 CRM Implementation: 6-Wk Assessment
GMCS Verex
+2
Applicable to:
Sales
Customer Service
We provide customers with a solution assessment to find the best way to implement Microsoft Dynamics 365 Sales
21 out of 60
Data Migration Assessment – Cloud for Non-Profit
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Sales
Official Non-profit Common Data Model and Data Strategy Solution Assessment
22 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.
23 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.
24 out of 60
HCL Biz Apps - CRM On prem to Online - 1hr briefing
HCL Technologies Limited.
+3
Applicable to:
Finance
Sales
Customer Service
Is your organization still running their CRM systems on premises? Moving to the cloud is no small task, but it is a critical component to scaling and innovating today’s business operations
25 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
26 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
27 out of 60
Dynamics 365 Sales implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this.
28 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.
29 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!
30 out of 60
Envision your Dynamics 365: 7-tägiges Assessment
novaCapta GmbH
+1
Applicable to:
Sales
Machen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
31 out of 60
Dynamics 365 for software companies: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for software companies about using Microsoft Dynamics 365 for optimizing their own processes and discover the full potential of digital transformation.
32 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.
33 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.
34 out of 60
EQM 365 Customer Service Envisioning Offering
EQM
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
Capacita a tus agentes y supera las expectativas de tus clientes. ¡Hazte ya con una sesión de evaluación de Dynamics 365 Customer Service!
35 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.
36 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.
37 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.
38 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.
39 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
40 out of 60
CRM Adoption & Readiness: 4-Hr Assessment
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
An assessment using the proven High Performing Organization model to help you understand what is needed for a successful CRM initiative with Microsoft Dynamics 365 Sales.
41 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.
42 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.
43 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.
44 out of 60
Dynamics 365 for Sales: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Sales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
45 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.
46 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
47 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.
48 out of 60
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
49 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.
50 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
51 out of 60
Expert ISV Consulting: 1-Hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Understand the Microsoft Business Applications ISV Connect Ecosystem from an Expert.
52 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.
53 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
54 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.
55 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
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
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
58 out of 60
Upgrade to Dynamics CRM Online: 1-Wk Assessment
MCA Connect
+1
Applicable to:
Sales
A 1-week in-depth review of your Dynamics CRM on-premises deployment to assess if it is ready to upgrade to the cloud.
59 out of 60
Sales & Operations Planning: 2-Week Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives.
60 out of 60
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