FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide TechnologyThis offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
1 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:
Business Central
2 out of 60
Calling with Microsoft Teams: 5 weeks ImplementationVERIZON COMMUNICATIONS INC.A bundle of Verizon network SBCaaS and service components priced in a per seat package that enables global calling from Microsoft Teams.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
3 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
4 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology SolutionsMerge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
+1
Applicable to:
Business Central
5 out of 60
Modernize Business Apps: 4-Week ImplementationEnlighten Designs LtdModernize your business apps and reduce your workplace administration
+1
Applicable to:
Power Apps
6 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
+1
Applicable to:
Power BI apps
7 out of 60
Process Mining: Discovery & Design WorkshopCognizantUnlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
+1
Applicable to:
Power Automate
8 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam GroupDiscover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
+1
Applicable to:
Power BI apps
Hexaware Digital Contact Center and CX TransformationHexaware TechnologiesEmpowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
10 out of 60
Digital Workplace Strategy: 2/12-Wk AssessmentEngage SquaredA 3-level programme designed to define your digital workplace and employee experience strategy
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
11 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
12 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam GroupThe System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
+1
Applicable to:
Power BI apps
13 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
14 out of 60
Accelerator of FS Cloud -6 week implementationCapgemini GroupWe help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
+1
Applicable to:
Power Apps
15 out of 60
HR AgentAlfa Connections Pte LtdThe HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
+1
Applicable to:
Adoption & Change Management
16 out of 60
Publicis Sapient Loan AcceleratorPublicis.Sapient USAPublicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
17 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
18 out of 60
Rapid Application Modernization Program: 10 Wk POCCognizantRapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
19 out of 60
Power Platform App in a Day WorkshopCovenant Technology Partners1-day workshop for client to understand/build a Power App
+1
Applicable to:
Power Apps
20 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix GlobalUser Adoption Jumpstart for Copilot for Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
21 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloudDeliver Seamless, AI-Powered Customer Support with Dynamics 365
Transform Customer Service with Microsoft Omnichannel Contact Centre
Transform Customer Service with Microsoft Omnichannel Contac
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
22 out of 60
Integration with Web app: 8-Day ImplementationCynoteck Technology SolutionsIntegrate your Web Application with Microsoft Dynamics 365 Business Central ERP System and Streamline your business
+1
Applicable to:
Business Central
23 out of 60
Self Serv BI: 2-Wk AssessmentHitachi SolutionsSign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
+1
Applicable to:
Power BI apps
24 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
Finance
Business Central
25 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems IncAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
26 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
27 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVisionFind out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
+1
Applicable to:
Finance
28 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
29 out of 60
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
30 out of 60
Microsoft 365 Copilot: Organizational DeploymentCognizantTransform how you work with Cognizant's Microsoft 365 Copilot Organizational Deployment
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
31 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24Avanade, Inc.Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
32 out of 60
OPS Hub - Customer Portal SolutionIntelegain TechnologiesA solution for customers to track item availability, dispatches and place order realtime
+1
Applicable to:
Business Central
33 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallanIn this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
+1
Applicable to:
Power BI apps
34 out of 60
Wolkvox - Microsoft Teams: implementación 10 díasELECTRICOS Y COMUNICACIONES ELECTROCOM S A SDemostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Microsoft 365 Live Events
35 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey TecReceive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
+3
Applicable to:
Sales
Customer Service
Field Service
37 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business SolutionsDuring this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
38 out of 60
Copilot For Microsoft 365 Readiness AssessmentTHREATSCAPE LIMITEDThreatscape’s Copilot for Microsoft 365 Readiness Assessment (CRA) service can help you understand, and begin to address, the risks of Copilot for Microsoft 365 adoption.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
39 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage SquaredThe SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
+1
Applicable to:
Knowledge & Insights
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
41 out of 60
Teams LOB Application and Power PlatformDell Technologies ServicesDell Technologies Consulting Services offers a variety of services for teams including onboarding, adoption & change management, calling and meetings, business applications with Power Platform.
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
42 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:
Cloud Security
43 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam GroupPower BI Flight School is hands-on training designed exclusively for the business user.
+1
Applicable to:
Power BI apps
44 out of 60
Dynamics 365 Sales - Implementación en 3 mesesAW LatamDesde AW Artware te ayudamos a optimizar los procesos de venta de tu empresa implementando en 3 meses la mejor solución para tu equipo de ventas
+1
Applicable to:
Sales
45 out of 60
Synergy Advisors Security Engagement (Pilot) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
46 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
47 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
48 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
49 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT ConsultantsIf you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
+2
Applicable to:
Sales
Business Central
50 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+2
Applicable to:
Adoption & Change Management
Frontline Workers
51 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTechThis engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
52 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:
Customer Service
53 out of 60
Modernize your Applications with Microsoft 365 Power Apps: 2 weeks implementationArmis, Sistemas de Informação, LdaDesign a business process of your choice and build a basic Power App as a working solution that you can use to automate your process and showcase it within your organization.
+1
Applicable to:
Power Apps
54 out of 60
TCS Cloud Operations for Digital Workplace: 1 Month - ImplementationTCS - Digital WorkplaceComprehensive support for enterprises enhances Microsoft suite management, focusing on productivity and cost-efficient security with a skilled support framework.
+3
Applicable to:
Adoption & Change Management
Teamwork Deployment
Workplace Analytics
55 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
56 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
57 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
+3
Applicable to:
Sales
Customer Service
Field Service
58 out of 60
Jobs and Project Costing: 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
59 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
60 out of 60