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Consulting services results for Financial Services
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Assessment for Modernization of on-premises AX or CRMSonata Software Ltd.In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
+3
Applicable to:
Commerce
Supply Chain Management
Finance
1 out of 60
Modern Experience - Dynamics 365 Sales, Marketing, & ServicesSonata Software Ltd.Transform Your Customer Experience with Sonata’s Modern Experience Solutions using Dynamics 365 Sales, Marketing, & Services.
+3
Applicable to:
Marketing
Sales
Customer Service
2 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
3 out of 60
Modernize Business ApplicationsConcurrency, Inc.Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
4 out of 60
Microsoft 365 Security: 4-hour AssessmentCatapult Systems, LLCCatapult’s Microsoft 365 Security Assessment provides an in-depth assessment of the your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
5 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
6 out of 60
Microsoft Copilot Studio ChatbotManaged SolutionTransform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
7 out of 60
Power Platform Governance WorkshopCovenant Technology Partners1-day workshop to understand Power Platform Governance
+1
Applicable to:
Power Apps
8 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
9 out of 60
Avanade Microsoft Security Service Edge Quick StartAvanade, Inc.Microsoft’s new Security Service Edge (SSE) capability empowers organizations on their Zero Trust journey though unique in the market integration with Microsoft Entra.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
10 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to:
Workplace Analytics
11 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
12 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
13 out of 60
Viva Connections for Modern Intranet Portals: 3-Wk ImplementationSignal Alliance Technology HoldingViva Connections Quick start is specifically for organisations who already have a modern SharePoint Online intranet to plan for and implement Viva Connections
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
14 out of 60
teams_premium_AI_readiness_workshopOne DiversifiedElevate your capabilities in planning, deploying, securing, utilizing, and governing Teams Premium in the enterprise.
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
16 out of 60
Microsoft 365 Security AssessmentSii Sp. z o.o.We assess general security controls and Microsoft 365 tools, delivering tailored recommendations to enhance cybersecurity.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
17 out of 60
Design Sprint :4 -Day WorkshopBillennium S.A.The offer is a 4-day workshop during which you define the need and solution in the operator of a Microsoft Power Platform
+2
Applicable to:
Power Automate
Power Apps
18 out of 60
IGA Roadmap - 4 Weeks AssessmentArmis, Sistemas de Informação, LdaDevelop an outcome-based, design-led IGA strategy to secure access to your resources with Microsoft identity governance solutions
+1
Applicable to:
Identity & Access Management
19 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
20 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
21 out of 60
Microsoft Entra Cloud Permissions Risk Check: 15-Days WorkshopWipro LtdWipro's Entra cloud permission workshop to help enterprises rapidly enable the service with Azure, and multi-cloud providers to discover privilege permission risks associated with identities
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
22 out of 60
MDS Microsoft 365 Copilot Extensibility WorkshopMaureen Data SystemsOur offer is a three-day workshop engagement that accelerates deriving more value from your organizational data using Microsoft 365 Copilot.
+1
Applicable to:
Adoption & Change Management
23 out of 60
Sii Copilot programmeSii Sp. z o.o.Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
24 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-WksWipro LtdWipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
25 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 Automate
Power Apps
26 out of 60
Dynamics 365 Customer Insights: 8-Wk ImplementationARBENTIA CONSULTING, S.L.8-Wk implementation of Microsoft Dynamics 365 Customer Insights, tool that allows brands to store, manage, optimize and analyze the experience of all customers
+1
Applicable to:
Customer Insights
27 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizappBoost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
28 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecureLaunch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
+1
Applicable to:
Business Central
29 out of 60
Business Central - 10 Weeks - Implementation4Sight Holdings4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
+1
Applicable to:
Business Central
30 out of 60
Dell Technologies Services for Microsoft TeamsDell Technologies ServicesDell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
31 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
32 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
33 out of 60
Center of Excellence: 6-Wk ImplementationSPAN d.d.Establishing a Power Platform Center of Excellence
+2
Applicable to:
Power BI apps
Power Apps
34 out of 60
Introductory and Briefing to the Microsoft Copilots by Comtrade - 1 dayComtrade System IntegrationThis workshop is perfect for those looking for a complete guide to Microsoft Copilots (yes, all of them); You will gain all the knowledge you need to decide what Copilot is right for you and why.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
35 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
36 out of 60
LTIMindtree Modern Work Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
37 out of 60
Defend, Protect, Secure with Microsoft Defender XDRComtrade System IntegrationTake the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
+2
Applicable to:
Cloud Security
Threat Protection
38 out of 60
Goldmine Migration All Ent: 8-Day ImplementationMTCThis service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
39 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
40 out of 60
Step forward with Sii support and Copilot for Microsoft 365 featuresSii Sp. z o.o.A comprehensive solution for your business needs with trusted Microsoft Partner. Together, let's revolutionize your daily processes with the power of Copilot and expert IT support and best practises.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
41 out of 60
APN Enterprise Reporting: 6-Wk ImplementationAPN PROMISE S.A.APN Enterprise Reporting is a solution for creating and distributing reports on a variety of business indicators to end users regardless of the data source and location of the recipient.
+1
Applicable to:
Power BI apps
42 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo SoftwareThe Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
43 out of 60
LTIMindtree Business Applications Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:
Sales
44 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwovenUsing this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
+1
Applicable to:
Power Apps
45 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
46 out of 60
Cut Costs on Your Microsoft 365 Licensestrue org cloudReduce Expenses by Optimizing Microsoft 365 Licenses and IT Infrastructure
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
47 out of 60
Synergy Advisor POC-in-a-box for Microsoft Security CopilotSynergy Advisors LLCEnhance your security posture with Synergy Advisors POC-in-a-box for Microsoft Security Copilot
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
48 out of 60
Dynamics 365 Customization: 7-Day ImplementationMTCDynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
49 out of 60
Implementation of Microsoft Copilot Studio AI AgentPresidioAI Agent provides a tailored solution that integrates Generative AI and Natural Language Understanding to automate customer service tasks and streamline workflows across digital and voice channels.
+2
Applicable to:
Power Automate
Power Virtual Agents
50 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
+1
Applicable to:
Power BI apps
51 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
52 out of 60
TCS' Copilot for Microsoft 365 Extensibility - 4 Weeks - ImplementationTCS - Digital WorkplaceAdapting Copilot for Microsoft 365 to your evolving business needs, fostering continuous innovation, enhancing productivity gains, and improving your competitive advantage
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teamwork Deployment
53 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
+2
Applicable to:
Sales
Customer Service
54 out of 60
Vision & Value: Microsoft Dynamics 365 Solution Design WorkshopsEnterprisecloudTransform Your Business with Vision and Value: Solution Design for Dynamics 365 Implementations
+3
Applicable to:
Marketing
Sales
Customer Service
55 out of 60
InfoPath to Power Apps : 2Weeks AssessmentUST2Weeks Assessment by UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
56 out of 60
Collaboration & Productivity Change Management Consulting Services: 4 Weeks ImplementationArmis, Sistemas de Informação, LdaOur Adoption and Change Management program is designed to increase employee adoption and maximise the benefits of implementing Office 365.
+1
Applicable to:
Adoption & Change Management
57 out of 60
Symity Microsoft 365 Adoption & Training ServicesSYMITY, part of Charterhouse Voice & Data LtdMaximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
58 out of 60
InfoPath to Power Apps : 2hrs Free WorkshopUST2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
59 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecureLaunch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
60 out of 60