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Infosys Copilot for Sales Implementation Factory 2-week assessmentInfosys LimitedWe will help clients drive better experience for sellers and focus on key metrics of business, like Win rate, Run rate, Time-to-close rate, Pipeline velocity, Pipeline coverage, Customer satisfaction.
+3
Applicable to:
Finance
Sales
Customer Service
1 out of 60
Dynamics 365 Sales implementation: 1 Week AssessmentOntargIT 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.
+3
Applicable to:
Marketing
Sales
Customer Insights
2 out of 60
Accelerate Revenue Generation with Dynamics 365 Sales 3-Wk AssessmentHitachi SolutionsPower your sales team with an integrated CRM system that maximizes the potential of Dynamics 365 and Microsoft technologies for your business.
+3
Applicable to:
Marketing
Sales
Customer Insights
3 out of 60
Dynamics 365 2-week Vision and Value WorkshopTrellisPoint LLC A 2-week engagement designed to help your organization build a compelling business case and gain a clearer understanding of resource needs, timelines, and outcomes for transitioning to Dynamics 365
+3
Applicable to:
Sales
Power BI apps
Power Automate
4 out of 60
Sales Solution: 2-Day AssessmentVNB Consulting An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment.
+1
Applicable to:
Sales
5 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
6 out of 60
AI Envisioning WorkshopArgano LLCDelivers clear, tangible value by turning AI ambition into an actionable, strategically aligned roadmap
+3
Applicable to:
Supply Chain Management
Sales
Power Virtual Agents
7 out of 60
Intelligent Business ApplicationsCognizantAgile and efficient cloud platform that automates, integrates, and enhances business goals visibility. It protects data and fosters innovation.
+3
Applicable to:
Sales
Customer Service
Power Apps
8 out of 60
Microsoft 365 Copilot Evaluation: 1-2 Hours (Free)Eide Bailly LLPA technology consultant will hold a remote evaluation session with you and will provide a high-level review and demonstration of Microsoft 365 Copilot capabilities.
+3
Applicable to:
Sales
Power Automate
Power Virtual Agents
9 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
10 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales
+1
Applicable to:
Sales
11 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
12 out of 60
mhance Nonprofit Core: 2-Day Assessmentm-hanceUnderstand how you can effectively manage your supporters with NfP 365 Fundraising & Engagement and benefit from a system with scalable functionality which grows with your charity.
+1
Applicable to:
Sales
13 out of 60
Salesforce to Dynamics 365 Migration: 1-week AssessmentDefinity FirstMigrating from Salesforce to Dynamics 365 provides seamless integration, enhanced features, and potential cost savings.
+3
Applicable to:
Sales
Customer Service
Power Automate
14 out of 60
Grants Manager Plus: 1-Day AssessmentInformation StrategiesEvaluate the Grants Manager solution that simplifies the grants process from initial solicitation through review, scoring, award, payment processing and post award reporting.
+3
Applicable to:
Finance
Sales
Customer Service
15 out of 60
Dynamics 365 CRM applications audit: See Results in Just 2-WeeksGO-ERPDynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
+3
Applicable to:
Marketing
Sales
Field Service
16 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
17 out of 60
CRM for Government Contractors: 1-Day AssessmentInformation StrategiesAn engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
+1
Applicable to:
Sales
18 out of 60
Customer Experience: 2 day workshopABRACustomer Journey Mapping workshop designed to improve and shape your customer experience initiatives
+3
Applicable to:
Sales
Customer Service
Field Service
19 out of 60
Dynamics 365: 2-week AssessmentCatapult Systems, LLCCatapult simplifies your migration to Dynamics 365 or optimization of a current environment by developing a custom roadmap to ensure that your environment is healthy, productive, and yielding ROI.
+3
Applicable to:
Sales
Customer Service
Field Service
20 out of 60
Dynamics 365 for Sales 1-Hr AssessmentTrimaxSecureTest drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
+1
Applicable to:
Sales
21 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow CorporationMake Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
+3
Applicable to:
Sales
Customer Service
Project Service Automation
22 out of 60
Dynamics 365 CRM Quick Start - 1 Week AssessmentLINKSOFT 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.
+2
Applicable to:
Marketing
Sales
23 out of 60
Sales Copilot for Salesforce: TrainingenVista Enterprise Solutions, LLC (EES) - MBSTraining for use of Microsoft Sales Copilot with Salesforce
+1
Applicable to:
Sales
24 out of 60
Velosio Organizational Change Management Assessment for Microsoft Dynamics 365 Applications-2 WKVelosioVelosio offers a Change Management Assessment, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
+3
Applicable to:
Finance
Sales
Business Central
25 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
+2
Applicable to:
Sales
Customer Service
26 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
27 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
28 out of 60
Copilot 1wk Activation Assessment: Dynamics 365 SalesVelradaPrepare your organisation for the capabilities of Copilot in Dynamics 365 Sales.
+3
Applicable to:
Sales
Power Virtual Agents
Power Apps
29 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTCLearn how to rapidly build various dashboards and reports in Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
30 out of 60
NfP 365 Catalyst Envision : 1-Day WorkshopmhancePrepare your charity for a digital future with NfP 365 Catalyst; a proven and innovative approach from Microsoft
+2
Applicable to:
Sales
Customer Service
31 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
32 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:
Sales
Customer Service
Field Service
33 out of 60
Choose The Right Dynamics 365: 2-Day AssessmentFORVIS Business Technology SolutionsOur team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
+3
Applicable to:
Finance
Sales
Business Central
34 out of 60
Microsoft Cloud for Nonprofit: 1 Hr AssessmentHeller Consulting, Inc.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.
+1
Applicable to:
Sales
35 out of 60
Analysis of the implementation of the CRM-Audit Dynamics 365Sii Sp. z o.o.As part of the 10-day audit, we will prepare a list of needs for the implementation of the CRM project
+2
Applicable to:
Sales
Customer Service
36 out of 60
Dynamics 365 Field Service implementation: 1 Week AssessmentOntargIT A five-day assessment helping to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Field Service and prepare your command for this.
+3
Applicable to:
Sales
Field Service
Power Automate
37 out of 60
Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week AssessmentProtivitiThis 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.
+3
Applicable to:
Marketing
Sales
Customer Service
38 out of 60
Dynamics 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:
Sales
Customer Service
39 out of 60
Copilot for Sales Accelerator: 2-Day WorkshopBoyer & AssociatesEmpower your sales team to do more by harnessing Microsoft Copilot to enhance sales processes, automate tasks, and boost productivity.
+1
Applicable to:
Sales
40 out of 60
PowerWebTraffic - AssessmentHCL America Inc_HCLTSee what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
+3
Applicable to:
Marketing
Commerce
Sales
41 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
42 out of 60
HCLTech Biz Apps - PowerPropertyHCL America Inc_HCLTPowerProperty 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
+3
Applicable to:
Sales
Customer Service
Field Service
43 out of 60
ClickDimensions: 1-Day AssessmentInformation StrategiesEvaluate how Microsoft Dynamics 365 and ClickDimensions can help you automate marketing activities such as email, events, web forms, and nurture marketing campaigns.
+2
Applicable to:
Sales
Customer Service
44 out of 60
Support for Dynamics 365, Power Platform & Copilot: 2-HR AssessmentTrellisPoint LLC Strengthen & Support Your Microsoft Dynamics 365, Power Platform, & Copilot Solutions with Tailored Support Offerings.
+3
Applicable to:
Sales
Power BI apps
Power Apps
45 out of 60
Dynamics 365: 2-day Discovery SessionDefinity FirstThis discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
+3
Applicable to:
Sales
Power BI apps
Power Automate
46 out of 60
Microsoft Dynamics 365 Copilot: Tailored 4-Week ImplementationConfiz LimitedKickstart your AI journey with a focused 4-week engagement to implement Copilot for Dynamics 365, aimed at integrating AI capabilities into your core service operations.
+3
Applicable to:
Sales
Customer Service
Customer Insights
47 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )Our solution will help you design and create Word templates for Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
48 out of 60
Dynamics 365 for Medical Devices: 2-Hr AssessmentTurnkey TecReceive a summary of findings and high-level cost estimate of your requirements for implementing Microsoft Dynamics 365 for your medical device manufacturing organization.
+3
Applicable to:
Finance
Sales
Business Central
49 out of 60
EQM 365 - Sales Enterprise Envisioning Offering (CRM)EQM¿Preparado para vender más y conocer mejor a tus clientes? ¡Hazte ya con una sesión de evaluación de Dynamics 365 Sales Enterprise CRM!
+3
Applicable to:
Sales
Power BI apps
Power Apps
50 out of 60
Eviden's Business Applications Envisioning 4 Hours WorkshopEviden International France - SASJumpstart discussions with customers who face business, sales, and technical challenges with their business process.
+3
Applicable to:
Finance
Sales
Power Apps
51 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Sales
52 out of 60
Cegeka Power Apps OfferingCEGEKA s.p.aFind out how to drive the success of your organization through a digital transformation process leverage on the Power Platform and Dynamics 365 Customer Engagement
+3
Applicable to:
Marketing
Sales
Power Apps
53 out of 60
Velosio Organizational Change Management Consultation-1.5 HRVelosioVelosio offers a free 90-minute Change Management Consultation service, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
+3
Applicable to:
Finance
Sales
Business Central
54 out of 60
Fundraising to Finance AssessmentSylogist Ltd.Evaluate Sylogist’s fundraising to finance solution based on the Microsoft Cloud for Nonprofit with our free assessment offering.
+3
Applicable to:
Sales
Business Central
Power Apps
55 out of 60
Dynamics 365 Sales: 1 Tag Analyse, Bewertung, Planung | Arvato SystemsArvato SystemsDynamics 365 Sales | Analyse, Bewertung, Planung
+1
Applicable to:
Sales
56 out of 60
Dynamics 365 Customer Engagement: 3-Wk AssessmentE-ConsultingHigh-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.
+1
Applicable to:
Sales
57 out of 60
Dynamics 365 Sales Assessment - 5 DaysDBiz.AIThe Dynamics 365 Sales Assessment - 5 Days offer is designed to help organizations evaluate their current sales processes and identify opportunities for digital transformation using Microsoft Dynamics
+1
Applicable to:
Sales
58 out of 60
Dynamics 365 CRM Fit Gap: 5-Day AssessmentE-ConsultingHigh-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
+1
Applicable to:
Sales
59 out of 60
Fundraising and Engagement Consultation: 1-Hr AssessementHeller Consulting, Inc.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.
+1
Applicable to:
Sales
60 out of 60