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Dynamics 365 CRM, Marketing & Service Readiness Assessment – Experience DigitalExperience DigitalA free session to review your sales, marketing, and service processes. We'll assess how the Dynamics 365 suite of applications can work for you and provide clear, practical recommendations.
+3
Applicable to:
Sales
Customer Service
Customer Insights
1 out of 60
Volunteer Management & Engagement 5-Day Workshopm-hancePrepare for a digital future and achieve more with effective Volunteer Management & Engagement
+1
Applicable to:
Sales
2 out of 60
Dynamics 365: 1 Week-AssessmentDefinity FirstOur assessment overviews how Microsoft Dynamics 365 can streamline your operations and increase efficiency while identifying pain points and issues with your existing systems.
+3
Applicable to:
Sales
Power BI apps
Power Automate
3 out of 60
Dynamics 365 sales assessments 2 daysDBiz.AIAccelerate your Dynamics 365 Sales success with our 2-day expert assessment. Identify gaps, optimize processes, and receive a tailored roadmap to boost sales performance and CRM adoption.
+1
Applicable to:
Sales
4 out of 60
SFA CRM Architecture Planning: 3-day WorkshopNetwise S.A.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.
+1
Applicable to:
Sales
5 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
6 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
7 out of 60
Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk AssessmentSynoptekLeverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.
+3
Applicable to:
Sales
Customer Service
Field Service
8 out of 60
Manufacturing Process Review: 3-Day AssessmentStoneridge Software LLCA 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
Applicable to:
Finance
Sales
Business Central
Customer Service
9 out of 60
Sales to Billing Business Process Automation: 3-week Fit-Gap AssessmentCloudFronts TechnologiesIf 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.
+3
Applicable to:
Sales
Customer Service
Power Automate
10 out of 60
Engineered Code Power Pages TrainingEngineered Code Consulting Inc.Help avoid the steep learning curve associated with Power Pages with online, self-paced course. One-year subscription includes course updates, monthly office hours, priority community forums Support.
+3
Applicable to:
Sales
Customer Service
Power Pages
11 out of 60
Microsoft Dynamics CRM to Dynamics 365 Sales Migration: 2 Day Workshop and AIM AssessmentSikich LLCThis workshop is for Microsoft Dynamics CRM users who want to evaluate an upgrade to Dynamics 365 cloud CRM
+2
Applicable to:
Sales
Customer Service
12 out of 60
Dynamics 365 in Manufacturing: 4-Hr WorkshopWipfli LLPAn engagement tailored for the manufacturing industry to explore how Dynamics 365 can enhance your customer life cycle.
+1
Applicable to:
Sales
13 out of 60
Technology Envisioning: 1 day WorkshopsaglobalSupporting 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
+2
Applicable to:
Finance
Sales
14 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
15 out of 60
CRM Leadership: 4-Hr WorkshopAlithya Fullscope Solutions, Inc.A workshop focused on helping leaders of CRM initiatives on Microsoft Dynamics 365 succeed.
+1
Applicable to:
Sales
16 out of 60
Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-WkSylogist Ltd.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.
+1
Applicable to:
Sales
17 out of 60
Connected Blueprint™ : 4-Week Manufacturing AssessmentMCA ConnectConnected 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.
+3
Applicable to:
Supply Chain Management
Finance
Sales
18 out of 60
Dynamics 365 Sales: 1 Tag Workshop | Arvato SystemsArvato SystemsDynamics 365 Sales | Workshop
+1
Applicable to:
Sales
19 out of 60
D365 Marketing Customer Journeys: 1-Day WorkshopBroadPoint, IncAnxious 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!
+1
Applicable to:
Sales
20 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
21 out of 60
LTIM Business Applications Dynamics 365 CRM Transformation OfferingLTIMindtree LimitedLTIMindtree's D365 CRM Transformation offering provides solutions for managing Customer Relationships and driving business growth. Our offerings range from implementation, customization and support.
+3
Applicable to:
Sales
Customer Service
Field Service
22 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:
Finance
Sales
Customer Service
23 out of 60
Envisioning Lab workshop Unlock Dynamics 365 and AI-powered growth in just 2 hours with the Envisioning Lab from congruentX.CongruentX LLCUnlock Dynamics 365 and AI-powered growth in just 2 hours with the Envisioning Lab from congruentX.
+3
Applicable to:
Sales
Customer Service
Power Apps
24 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
25 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
26 out of 60
Fiber Suite: 1 Tag Analyse, Bewertung, Planung | Arvato SystemsArvato SystemsFiber Suite by Arvato Systems | Analyse, Bewertung, Planung
+3
Applicable to:
Sales
Customer Service
Field Service
27 out of 60
Data Migration Assessment – Cloud for NonprofitBarhead Solutions Australia Pty LtdOfficial Nonprofit Common Data Model and Data Strategy Solution Assessment
+1
Applicable to:
Sales
28 out of 60
Intelligent Sales with Microsoft 365 Copilot EvaluationAvanade, Inc.Join us for an interactive 2-week engagement. Together, we will help you understand your readiness for sales transformation and guide you on how to approach your priority initiatives for maximum value
+1
Applicable to:
Sales
29 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur 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.
+3
Applicable to:
Sales
Customer Service
Field Service
30 out of 60
Avanade Cloud ERP EvaluationAvanade, Inc.For organizations considering if Cloud ERP is right for them, this two-week engagement will help you align your approach to your business goals and accelerate the business impact of modern ERP.
+3
Applicable to:
Supply Chain Management
Finance
Sales
31 out of 60
Minsait's Value Proposition on Dynamics 365 CE: 1 day assessmentMinsaitIn this proposal, we demonstrate the differential value that Minsait offers in the implementation of Dynamics 365 projects.
+3
Applicable to:
Marketing
Sales
Customer Service
32 out of 60
Migration to Dynamics 365: 4-Hr AssessmentCovenant Technology PartnersMove Dynamics 365 On Premises to the Cloud Starting with 4 Hour Analysis
+2
Applicable to:
Marketing
Sales
33 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:
Marketing
Sales
Customer Service
34 out of 60
Envision your Dynamics 365: 7-tägiges AssessmentnovaCapta GmbHMachen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
+1
Applicable to:
Sales
35 out of 60
Microsoft Copilot for Sales: 1-Day WorkshopLong View SystemsLayer Microsoft Copilot for Sales on your Salesforce Sales Cloud to augment its capabilities.
+1
Applicable to:
Sales
36 out of 60
Sales & Operations Planning: 2-Week AssessmentMCA ConnectDuring 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.
+3
Applicable to:
Supply Chain Management
Finance
Sales
37 out of 60
Salesforce to Microsoft Dynamics 365 Migration Workshop & AssessmentSikich LLCThis workshop is for Salesforce users who want to evaluate a move to Dynamics 365 CRM
+3
Applicable to:
Marketing
Sales
Customer Service
38 out of 60
Upgrade to Dynamics CRM Online: 1-Wk AssessmentMCA ConnectA 1-week in-depth review of your Dynamics CRM on-premises deployment to assess if it is ready to upgrade to the cloud.
+1
Applicable to:
Sales
39 out of 60
Greenhouse Gas Applicability and Materiality Assessment with Microsoft Sustainability ManagerRSM Product Sales LLCWe will identify your Scope 1, 2, and 3 categories and set up a trial of Microsoft Sustainability Manager for your reporting needs
+3
Applicable to:
Sales
Customer Service
Power Apps
40 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
+2
Applicable to:
Sales
Customer Service
41 out of 60
Customer Voice JumpStart: 2-Day WorkshopDyn365ProsThe Customer Voice JumpStart service delivers the knowledge and training required to launch an effective survey program leveraging Microsoft Customer Voice and Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
42 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics EdgeThis instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
+1
Applicable to:
Sales
43 out of 60
Dynamics 365 CRM Implementation: 6-Wk AssessmentGMCS VerexWe provide customers with a solution assessment to find the best way to implement Microsoft Dynamics 365 Sales
+2
Applicable to:
Sales
Customer Service
44 out of 60
Dynamics 365: 2-week AssessmentQuisitiveSimplify the process of migrating to Dynamics 365 or optimizing your current environment with Quisitive’s Dynamics 365 Assessment.
+3
Applicable to:
Sales
Customer Service
Field Service
45 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to:
Sales
Customer Service
46 out of 60
Dynamics 365 Licensing Assurance ProgramEllipse SolutionsEnsure Compliance, Identify Cost Savings, and Optimize Your Microsoft Dynamics 365 Licensing Investment.
+3
Applicable to:
Supply Chain Management
Finance
Sales
47 out of 60
CRM for Government Contractors: 1-Day WorkshopAligned Business Solutions, LLCIn 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.
+2
Applicable to:
Sales
Power Apps
48 out of 60
Free Migration to Dynamics 365 CE: 2-Day WorkshopCapgeminiAn accelerated and industrialized approach to understand the effort required to move from a Third Party CRM to Dynamics 365 CE in a Like-to-Like migration.
+2
Applicable to:
Sales
Customer Service
49 out of 60
Root16 Level of Effort Salesforce Migration EvaluationRoot16, LLCA free consultation to show you what it will take and how to get started migrating from Salesforce to Dynamics.
+3
Applicable to:
Sales
Customer Service
Customer Insights
50 out of 60
Business Central: 4-Hr AssessmentLeaping Frog Solutions Pvt. Ltd.FREE Join us for a Microsoft Dynamics 365 Business Central 4-Hr Assessment with Leaping Frog Solutions and receive a roadmap for project implementation.
+3
Applicable to:
Finance
Sales
Business Central
51 out of 60
Ergo Microsoft Dynamics 365 Copilot Empower for Customer Insights: 7 days WorkshopErgoServicesOptimise Microsoft Dynamics 365 Copilot to deliver the most value to your organization.
+3
Applicable to:
Marketing
Sales
Customer Insights
52 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:
Sales
Customer Service
Field Service
53 out of 60
BearingPoint Diagnose Workshop Dynamics 365 SalesBearingPointWorkshop zur Optimierung Ihrer Salesprozesse mit Dynamics 365 Sales
+3
Applicable to:
Sales
Power Automate
Power Apps
54 out of 60
D365 Sales Onboarding: 1-Week WorkshopKonica Minolta IT Solutions Czech s.r.o.Shorten the internal adoption of your new CRM. The onboarding package provides initial setup and guidance for Dynamics 365 Sales to get started quickly without system customizations.
+1
Applicable to:
Sales
55 out of 60
BearingPoint Envisioning Workshop mit Fokus auf Dynamics 365 Customer EngagementBearingPointCRM-Envisioning-Workshop: Strategie, Analyse und Roadmap mit Dynamics 365 Customer Engagement
+3
Applicable to:
Marketing
Sales
Customer Service
56 out of 60
Workshops - Solve the right problem, the right waySiroccoThis workshop series is designed to help customers systematically tackle the barriers to their success. Participants will critically assess current challenges and explore options to overcome them.
+3
Applicable to:
Marketing
Sales
Field Service
57 out of 60
From On-premises to CloudSiroccoThis 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
58 out of 60
Dynamics 365 Customer Engagement: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
Adoxio Portal: 4-Wk AssessmentKPMG CanadaAdoxio 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.
+2
Applicable to:
Sales
Customer Service
60 out of 60