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Consulting services results for Financial Services
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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
1 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
2 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworksWe’ve packed four days with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
3 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLCThe goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
+1
Applicable to:
Calling for Microsoft Teams
4 out of 60
Microsoft Copilot Studio: AI Business StrategyAlfa Connections Pte LtdAn end-to-end solution designed to help organizations harness the transformative potential of artificial intelligence.
+1
Applicable to:
Power Virtual Agents
5 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluentThis hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
6 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:
Sales
Customer Service
Field Service
7 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
8 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BIOptimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
9 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
10 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology SolutionsAn implementation package to get up and running fast and easy with Dynamics 365 for Sales.
+1
Applicable to:
Sales
11 out of 60
Data Security with Microsoft Purview SolutionsBDOEnhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
12 out of 60
Microsoft Copilot Activation & ImplementationBDOBecome a Frontier Firm by activating and implementing Copilot and agents at work across your organization.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
13 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
14 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
15 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
16 out of 60
Microsoft 365 Copilot Adoption - Digital AttitudeDigital Attitude SrlImplementing an action plan to promote a conscious, polite, and sustainable use of Copilot for Microsoft 365 in the company
+1
Applicable to:
Adoption & Change Management
17 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinlyHelping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
18 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
19 out of 60
LG CNS Copilot Agent Design & Delivery ServiceLG CNS Co., Ltd.A full-cycle service that covers tailored design and seamless delivery of Copilot Studio agents.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
20 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
21 out of 60
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
22 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
23 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDOUnlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Teamwork Deployment
24 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
25 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology SolutionsAn overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
26 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
27 out of 60
Microsoft Copilot WorkshopManaged SolutionBring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
28 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
29 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
30 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BIOptimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
31 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
32 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
33 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellosAn envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
34 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )Our solution will help you design and create Word templates for Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
35 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
36 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
37 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
38 out of 60
Implementation of Microsoft Purview QuickStartPresidioEnhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
39 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworksThe low-risk, low-stress way to know if analytics will really bring you ROI.
+1
Applicable to:
Power BI apps
40 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
41 out of 60
Dashboard-as-a-Service: 2-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
42 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
43 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
44 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
45 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
46 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Business Central
47 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
48 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow CorporationMake Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
+3
Applicable to:
Sales
Customer Service
Project Service Automation
49 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
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
51 out of 60
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
52 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
53 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
54 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
55 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
56 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTCTurn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
57 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
58 out of 60
Google to Microsoft 365 MigrationManaged SolutionEmpowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
59 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
60 out of 60