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Consulting services results for Financial Services
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Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
Power BI Intermediate Workshop - 2 DaysTecknoworksWe’ve packed two days with insights that will change the way you work with Power BI.
+1
Applicable to:
Power BI apps
2 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 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
4 out of 60
Power BI Finance Dashboard Accelerator: 6-Wk Assessment and ImplementationPrelude Systems IncAccelerate your finance reporting with our pre-built Power BI dashboard for Profit and Loss, Gross Margin, Utilization, Budget vs Actual, and Budget Forecast.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
5 out of 60
Power BI Training - Dashboard-in-a-Day (DIAD)ONYX DATA LTDA one-day, hands-on workshop for business analysts that covers the full capabilities of Microsoft Power BI. The aim is to take users from having never used Power BI to building their own dashboards
+1
Applicable to:
Power BI apps
6 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
7 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
+2
Applicable to:
Supply Chain Management
Finance
8 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment designed for current Microsoft Dynamic GP users to determine if Microsoft Dynamics 365 Business Central is the right fit for your business.
+1
Applicable to:
Business Central
9 out of 60
Dashboard-as-a-Service: 3-Week 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
10 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
11 out of 60
Power BI Introduction Workshop - 1 DayTecknoworksWe’ve packed one day with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
12 out of 60
Field Service Integration: 9-Wk ImplementationDynamic ConsultingFully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
+2
Applicable to:
Finance
Field Service
13 out of 60
UST System Audit for Microsoft Dynamics 365 Finance and Supply Chain ManagementUSTUST delivers a comprehensive system audit of your Microsoft Dynamics 365 Finance and Supply Chain Management environment
+2
Applicable to:
Supply Chain Management
Finance
14 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys ConsultingAn interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
+3
Applicable to:
Sales
Customer Service
Power Apps
15 out of 60
Copilot Adoption ProgramManaged SolutionIntegrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
16 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
+1
Applicable to:
Power BI apps
17 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
18 out of 60
AI-Powered Contact Center and Voice TransformationBizappTired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
19 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
20 out of 60
Dynamics 365 FO Financials: 5-Day WorkshopTurnkey Tec*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
+1
Applicable to:
Finance
21 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
22 out of 60
Machine Learning & Pred. Analytics: 2-Hr BriefingBeyondsoft ConsultingAn overview of Machine Learning and Predictive Analytics and how to utilize it in your business
+1
Applicable to:
Power BI apps
23 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
24 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic ConsultingA technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
+1
Applicable to:
Finance
25 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLPProactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
+2
Applicable to:
Sales
Customer Service
26 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
+1
Applicable to:
Power BI apps
27 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
28 out of 60
Microsoft Platform Support ImplementationManaged SolutionMicrosoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
+3
Applicable to:
Device Deployment & Management
Threat Protection
Workplace Analytics
29 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoftTrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
30 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft ConsultingBuild a Proof-of-Concept with your data and see how Machine Learning can drive your business.
+1
Applicable to:
Power BI apps
31 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
32 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
33 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
+2
Applicable to:
Finance
Business Central
34 out of 60
Business Central Property Management 2-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will help you with Property Management for Microsoft Dynamics 365, Business Central
+1
Applicable to:
Business Central
35 out of 60
Frontline Worker 3-Month Pilot ProgramRightpoint Consulting, LLCPilot program for up to 1,000 users to leverage Microsoft 365 for Frontline Workers.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Mobile Device Management
36 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft ConsultingAn introduction to Microsoft Power BI and how it can unlock value for your business.
+1
Applicable to:
Power BI apps
37 out of 60
Data Driven Ready Power BI: 5-Day WorkshopAlgoritmiaProposed as Consulting Service for Spain - Descubra las ventajas de la toma de decisiones de negocio basada en datos con Power BI
+1
Applicable to:
Power BI apps
38 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk AssessmentENAVATE, LLCA 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to update your Dynamics AX solution Dynamics 365.
+1
Applicable to:
Finance
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
Cloud Security
Device Deployment & Management
40 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW MentorPowerApps Remote Support / Consulting
+1
Applicable to:
Power Apps
41 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INCFree assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
+1
Applicable to:
Power BI apps
42 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
43 out of 60
Power Apps – 4 Weeks MVPApexonAI-Powered Digital Transformation with Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
44 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
45 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
46 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
47 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
Finance
Business Central
48 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
49 out of 60
Microsoft Dynamics 365 Finance and Operations Fixed Hour Support PackageUSTUST delivers scalable, on-demand Microsoft Dynamics 365 Finance and Operations support through pre-purchased hourly packages, providing expert help exactly when you need it.
+3
Applicable to:
Finance
Power BI apps
Power Apps
50 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic ConsultingOur Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
+1
Applicable to:
Business Central
51 out of 60
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
Teams Custom Solutions
Teamwork Deployment
52 out of 60
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
Information Protection & Governance
Insider Risk
53 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
54 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
55 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
56 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
57 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
58 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
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
Frontline Workers
Teamwork Deployment
60 out of 60