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Consulting services results for Financial Services
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Microsoft 365 Adoption as a ServiceSeer Strategic SolutionsAdoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
+3
Applicable to: Adoption & Change Management
Adoption & Change Management Teams Custom Solutions
Teams Custom Solutions Teamwork Deployment
Teamwork Deployment
1 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to: Power Automate
Power Automate
2 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 Central
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
Compliance Advisory Services Information Protection & Governance
Information Protection & Governance Insider Risk
Insider Risk
4 out of 60
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
Business Central Power BI apps
Power BI apps Power Apps
Power Apps
5 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 Management
6 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business SolutionsA rapid deployment of Dynamics 365 for Sales, with some light customization.
+1
Applicable to: Sales
Sales
7 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 Central
8 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 Management
9 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 apps
10 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 Teams
Calling for Microsoft Teams Meetings for Microsoft Teams
Meetings for Microsoft Teams Teams Custom Solutions
Teams Custom Solutions
11 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 apps
12 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 Management
Adoption & Change Management Teams Custom Solutions
Teams Custom Solutions Teamwork Deployment
Teamwork Deployment
13 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: Finance
Finance Sales
Sales Business Central
Business Central
14 out of 60
Business 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 Central
15 out of 60
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
Calling for Microsoft Teams Meetings for Microsoft Teams
Meetings for Microsoft Teams Teams Custom Solutions
Teams Custom Solutions
16 out of 60
File Share to Microsoft 365 SharePoint Online Migration: 2 Hour Planning SessionB&R Business SolutionsDuring this planning session, we will discuss your business specific needs and goals for collaboration while sharing the SharePoint Online features & capabilities, and project approaches that work.
+3
Applicable to: Adoption & Change Management
Adoption & Change Management Frontline Workers
Frontline Workers Teamwork Deployment
Teamwork Deployment
17 out of 60
Power Apps & Power Automate Online: 1-Wk WorkshopIW MentorAdvanced Power Apps & Power Automate Online Training
+1
Applicable to: Power Apps
Power Apps
18 out of 60
Power BI Reporting and Analytics: 2-Day AssessmentCrowe LLPAre you surrounded by data, but still making all of your business decision based on feelings?  Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
+1
Applicable to: Power BI apps
Power BI apps
19 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: Sales
Sales Customer Service
Customer Service Project Service Automation
Project Service Automation
20 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 Central
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 apps
22 out of 60
Microsoft 365: Strategic Roadmap development for Modern WorkplaceSeer Strategic SolutionsUnlock Your Business’s Digital Transformation Potential
+3
Applicable to: Adoption & Change Management
Adoption & Change Management Teams Custom Solutions
Teams Custom Solutions Teamwork Deployment
Teamwork Deployment
23 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelonMicrosoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
+3
Applicable to: Finance
Finance Sales
Sales Customer Service
Customer Service
24 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
Sales Customer Service
Customer Service Field Service
Field Service
25 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 Central
26 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to: Adoption & Change Management
Adoption & Change Management Cloud Security
Cloud Security Device Deployment & Management
Device Deployment & Management
27 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 apps
28 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
Calling for Microsoft Teams Meeting Rooms for Microsoft Teams
Meeting Rooms for Microsoft Teams Teamwork Deployment
Teamwork Deployment
29 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to: Marketing
Marketing Sales
Sales Customer Service
Customer Service
30 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to: Adoption & Change Management
Adoption & Change Management Information Protection & Governance
Information Protection & Governance Teamwork Deployment
Teamwork Deployment
31 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
Device Deployment & Management Identity & Access Management
Identity & Access Management Mobile Device Management
Mobile Device Management
32 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
Sales
33 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
Sales Customer Service
Customer Service
34 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: Sales
Sales Customer Service
Customer Service Project Service Automation
Project Service Automation
35 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 Analytics
36 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
Marketing Customer Insights
Customer Insights
37 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 apps
Power BI apps Power Apps
Power Apps
38 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
Finance Sales
Sales Customer Service
Customer Service
39 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
Business Central
40 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 Central
41 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 Security
Cloud Security Information Protection & Governance
Information Protection & Governance Knowledge & Insights
Knowledge & Insights
42 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 Central
43 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW MentorMove away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
+1
Applicable to: Power Apps
Power Apps
44 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 Central
Microsoft 365 E5 Shield Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack
+2
Applicable to: Cloud Security
Cloud Security Threat Protection
Threat Protection
46 out of 60
Dashboard-as-a-Service: 5-Day Implementation Using Power BITecknoworksBegin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
+1
Applicable to: Power BI apps
Power BI apps
47 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
Finance
48 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 Security
Cloud Security Identity & Access Management
Identity & Access Management Threat Protection
Threat Protection
49 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLCAre you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
+1
Applicable to: Business Central
Business Central
50 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
Sales
51 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems SupportSage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
+1
Applicable to: Business Central
Business Central
52 out of 60
Power BI QuickStart: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot Power BI solution and provides a longer-term BI roadmap.
+1
Applicable to: Power BI apps
Power BI apps
53 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 Central
54 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 Central
55 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, IncMeet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
+1
Applicable to: Business Central
Business Central
56 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: Finance
Finance Power BI apps
Power BI apps
57 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 Security
Cloud Security Mobile Device Management
Mobile Device Management Threat Protection
Threat Protection
58 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 Management
Identity & Access Management Knowledge & Insights
Knowledge & Insights Mobile Device Management
Mobile Device Management
59 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 Management
60 out of 60