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Consulting services results for Financial Services
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Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
Business CentralPower BI appsPower Apps1 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
SalesCustomer Service2 out of 60
MCI Transition to Cloud: 2-Day WorkshopCB5 SolutionsThe Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Meetings for Microsoft Teams
Adoption & Change ManagementKnowledge & InsightsMeetings for Microsoft Teams3 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
FinanceBusiness Central
FinanceBusiness Central4 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:Sales
Field Service
SalesField Service5 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam GroupThe initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
+1
Applicable to:Power BI apps
Power BI apps6 out of 60
Support and Consulting: 2-Hr AssessmentNavisiontech, IncReceive up to two hours of support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business CentralBusiness Central Premier: 8-Wk ImplementationDynamic ConsultingOur Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
+1
Applicable to:Business Central
Business Central8 out of 60
Dynamics NAV to Business Central: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business CentralDynamics 365 for Sales: 3-Day ImplementationEncore Business SolutionsA rapid deployment of Dynamics 365 for Sales, with some light customization.
+1
Applicable to:Sales
Sales10 out of 60
Information Lifecycle Management with Microsoft PurviewBridewell Consulting LimitedOperationalise Microsoft Purview’s Data Loss Prevention (DLP) and Insider Risk Management capabilities with this expert-led engagement
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk11 out of 60
Microsoft Copilot - 2 Week Readiness AssessmentB&R Business SolutionsThe purpose of this Readiness Assessment is to assess existing Microsoft 365 environment including data governance, information protection for a successful & best practice Microsoft Copilot deployment
+1
Applicable to:Adoption & Change Management
Adoption & Change Management12 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
+1
Applicable to:Power BI apps
Power BI apps13 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLCThe is offering leverages Viva Learning, Viva Connection, and Power Platforms to provide organizations with a training and testing solution that empowers employees to learn and grow.
+3
Applicable to:Power BI apps
Power AutomatePower Apps
Power BI appsPower AutomatePower Apps14 out of 60
Finance_setup_configuration:15_Days_ImplementationDhyey Consulting Services Pvt. Ltd.Dhyey Consulting will be conducting Implementation to get you up and running Financial management by configuring Financial management module in Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central15 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology PartnersDrive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
+1
Applicable to:Adoption & Change Management
Adoption & Change Management16 out of 60
Dynamics 365 Localization: 4-Hr BriefingQualysoft Informatikai Zártkörűen Működő RészvénytársaságOur 4-Hr Briefing, we will cover all the US and Hungarian regulatory requirements and provide possible solutions for your Microsoft Dynamics 365 Enterprise Resource Planning system to fit these.
+3
Applicable to:FinanceSalesBusiness Central
FinanceSalesBusiness Central17 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
MarketingCustomer Insights18 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to:Power Automate
Power Automate19 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to:Adoption & Change ManagementInformation Protection & Governance
Teamwork Deployment
Adoption & Change ManagementInformation Protection & GovernanceTeamwork Deployment20 out of 60
Enable Windows 365 Cloud PCCofomoWith the right endpoint modernization strategy and tools, employees get a secure experience on every mobile device, tablet, or laptop they’re using, all while eliminating major management headaches.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Device Deployment & ManagementIdentity & Access ManagementMobile Device Management21 out of 60
Microsoft Teams: 5-week ImplementationWorld Wide TechnologyWWT helps customers craft and curate custom collaborative experiences within Microsoft Teams. Our methodology ensures your Microsoft Teams environment is built upon a solid and secure foundation.
+3
Applicable to:
Calling for Microsoft TeamsMeetings for Microsoft Teams
Teams Custom Solutions
Calling for Microsoft TeamsMeetings for Microsoft TeamsTeams Custom Solutions22 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:MarketingSalesCustomer Service
MarketingSalesCustomer Service23 out of 60
Microsoft 365 Cloud Accelerator ExperienceSeer Strategic SolutionsMicrosoft 365 Cloud Accelerator Experience
A hands-on introduction to Microsoft’s suite of productivity tools, customized to your organizations business, process, and people.
+3
Applicable to:Adoption & Change ManagementTeams Custom SolutionsTeamwork Deployment
Adoption & Change ManagementTeams Custom SolutionsTeamwork Deployment24 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktechIf you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
+3
Applicable to:FinanceSalesCustomer Service
FinanceSalesCustomer Service25 out of 60
Dynamics 365 Sales: 20 Week ImplementationBond Consulting ServicesPerfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
+1
Applicable to:Sales
Sales26 out of 60
Viva Goals Discovery Workshop - 1 day assessmentXRM VisionXRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
+1
Applicable to:
Workplace Analytics
Workplace Analytics27 out of 60
Dynamics 365 Sales: 2 Hours assessmentEvincible SolutionsExplore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
+3
Applicable to:MarketingSalesCustomer Service
MarketingSalesCustomer Service28 out of 60
Power Apps & Power Automate Online: 1-Wk WorkshopIW MentorAdvanced Power Apps & Power Automate Online Training
+1
Applicable to:Power Apps
Power Apps29 out of 60
Microsoft Licensing Analysis: 2 Hour ConsultationB&R Business SolutionsThe purpose of this analysis is to ensure Microsoft 365 licensing meets business goals & concerns, is being procured the best way for your business, and license guidance and support.
+1
Applicable to:Adoption & Change Management
Adoption & Change Management30 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
+2
Applicable to:Power BI appsPower Apps
Power BI appsPower Apps31 out of 60
Microsoft 365: Strategic Roadmap development for Modern WorkplaceSeer Strategic SolutionsUnlock Your Business’s Digital Transformation Potential
+3
Applicable to:Adoption & Change ManagementTeams Custom SolutionsTeamwork Deployment
Adoption & Change ManagementTeams Custom SolutionsTeamwork Deployment32 out of 60
Dynamics 365 Business Central: 3 Day AssessmentBond Consulting ServicesAn engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
+1
Applicable to:Business Central
Business Central33 out of 60
Migration to Microsoft 365: 2-Day AssessmentPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-Day Assessment & Recommendation to help you planning your migration to Microsoft Office 365
+2
Applicable to:Mobile Device ManagementTeamwork Deployment
Mobile Device ManagementTeamwork Deployment34 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility Inc.See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
+3
Applicable to:
Cloud SecurityIdentity & Access Management
Threat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection35 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLCEmpower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
+3
Applicable to:Identity & Access ManagementKnowledge & InsightsMobile Device Management
Identity & Access ManagementKnowledge & InsightsMobile Device Management36 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems Inc.We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
+3
Applicable to:Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management
Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management37 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:SalesCustomer ServiceField Service
SalesCustomer ServiceField Service38 out of 60
Dynamics 365 Business Central: 9-Wk ImplementationSyvantis Technologies, IncImplement Dynamics 365 Business Central and gain better integration with other systems while decreasing licensing costs.
+1
Applicable to:Business Central
Business Central39 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoCPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
+3
Applicable to:Calling for Microsoft Teams
Meeting Rooms for Microsoft TeamsTeamwork Deployment
Calling for Microsoft TeamsMeeting Rooms for Microsoft TeamsTeamwork Deployment40 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM StrategyAn installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
+2
Applicable to:FinancePower BI apps
FinancePower BI apps41 out of 60
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.A hands-on training workshop on Power BI for your team at your location, with your data.
+1
Applicable to:Power BI apps
Power BI apps42 out of 60
TS As a Services (TSaaS): 5-day ImplementationE-Level Cloud Services S.A. de C.V.Manage and minimize the compromise risks of modern threat information, devices, and users, having a specialist area that gives business peace of mind.
+3
Applicable to:Cloud SecurityMobile Device ManagementThreat Protection
Cloud SecurityMobile Device ManagementThreat Protection43 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
+1
Applicable to:Sales
Sales44 out of 60
Excel Migration All Entities: 4-Day ImplementationMTCThis service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
+3
Applicable to:SalesCustomer Service
Project Service Automation
SalesCustomer ServiceProject Service Automation45 out of 60
Power BI Introductory Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led introductory Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:Power BI apps
Power BI apps46 out of 60
KickStart CRM: 3-Day ImplementationAmaxraOur implementation service will quickly, efficiently, and cost-effectively configure and deploy Microsoft Dynamics 365 so you can start using it quickly and efficiently
+3
Applicable to:SalesCustomer ServiceProject Service Automation
SalesCustomer ServiceProject Service Automation47 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:Business Central
Business Central48 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorpMicrosoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
+1
Applicable to:Business Central
Business Central49 out of 60
Agile BI: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot cloud BI solution and provides a longer-term BI roadmap.
+1
Applicable to:Power BI apps
Power BI apps50 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek ServicesEvaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
+3
Applicable to:Cloud SecurityInformation Protection & GovernanceKnowledge & Insights
Cloud SecurityInformation Protection & GovernanceKnowledge & Insights51 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse SolutionsConsidering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
+1
Applicable to:Finance
Finance52 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSyvantis Technologies, IncMeet with Syvantis consultants that specialize in Microsoft Dynamics 365 Business Central to evaluate your current system and provide Business Central system design recommendations.
+1
Applicable to:Business Central
Business Central53 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics
Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics54 out of 60
PlannerInnovative-e Inc.Cloud-based collaborative project and work mgt solutions provide the fastest possible deployment time at the lowest initial investment levels. Microsoft Planner is a highly capable, flexible solution.
+3
Applicable to:Adoption & Change Management
Power Platform for TeamsTeams Custom Solutions
Adoption & Change ManagementPower Platform for TeamsTeams Custom Solutions55 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:Cloud SecurityInformation Protection & GovernanceTeamwork Deployment
Cloud SecurityInformation Protection & GovernanceTeamwork Deployment56 out of 60
Dynamics 365 Migration: 2-Wk AssessmentCeleniaA 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to migrate your Dynamics AX solution to Dynamics 365.
+1
Applicable to:Finance
Finance57 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLCNeed additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business CentralDynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:SalesCustomer Service
SalesCustomer Service59 out of 60
Analytics QuickStart: 2-Wk Proof of ConceptNihilent Inc.A rapid pilot using Advanced Analytics and Data Science to help you get a 360° view of your customers, business model, and operations.
+1
Applicable to:Power BI apps
Power BI apps60 out of 60