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Consulting services results for Financial Services
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F&O Development Package: 10-Day ImplementationDomain 6 Inc.Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
+1
Applicable to:
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
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
3 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
4 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
5 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
6 out of 60
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
7 out of 60
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
8 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
9 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
10 out of 60
Empower your AI with Microsoft Copilot Studio's Agent.true org cloudTrue.org Cloud, in collaboration with Microsoft Copilot Studio, offers customers the tools to create powerful AI agents.
+2
Applicable to:
Power Virtual Agents
Power Apps
11 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group ABNexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
+3
Applicable to:
Customer Service
Field Service
Customer Insights
12 out of 60
PwC Sales and Marketing ReadyPricewaterhousecoopers LLPTransform front office with connected sales and marketing
+3
Applicable to:
Marketing
Sales
Customer Insights
13 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
14 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
15 out of 60
Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:
Business Central
16 out of 60
Synergy Advisor Security Engagement (Pilot) for Microsoft Copilot for SecuritySynergy 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
17 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
18 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage SquaredUnderstand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
+1
Applicable to:
Knowledge & Insights
19 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
20 out of 60
Viva Connections Go-Fast 5-week ImplementationEngage SquaredViva Connections Go-Fast is designed for organisations who already have a modern SharePoint Online intranet and want to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
21 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
22 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
23 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
24 out of 60
KK_Intune ImplementationKraft KennedyKraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
25 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:
Business Central
26 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
Microsoft Planner Discovery & DemoXRM VisionOptimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
28 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
29 out of 60
Copilot Elevate: Enterprise Grade Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Maximize potential with comprehensive, premium Copilot for Microsoft 365 solution implementation across your Enterprise.
+1
Applicable to:
Adoption & Change Management
30 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot based on your sample data provided in CSV file format.
+1
Applicable to:
Power BI apps
31 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
+1
Applicable to:
Power BI apps
32 out of 60
Power BI Training: 1-Day WorkshopEBIS SP. Z.O.O.1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
+1
Applicable to:
Power BI apps
33 out of 60
D365 Sales&Marketing+CoPilot: 10Wk ImplementationBizappServiços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
+3
Applicable to:
Marketing
Sales
Customer Insights
34 out of 60
Envisioning and pilot deployment: 8 week acceleratorCognizantKick-start your journey to a reimagined workplace with Cognizant’s Microsoft 365 Copilot Envisioning and pilot deployment.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
35 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
36 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
37 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
38 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
39 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
40 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
41 out of 60
Implementation of Microsoft Security CopilotAlfa Connections Pte LtdTo assist customers fully utilized Microsoft Security Copilot, a generative AI-powered security solution that enhances defenders’ efficiency and capabilities, improving security outcomes at scale.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
42 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
43 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
44 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz IncDrive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
+2
Applicable to:
Finance
Power BI apps
45 out of 60
Migrate Your Excel Add-in to Power BI — Free 2-Hour Modernization SessioniFour Technolab Private LimitedFree 2-hour modernization consultation where our experts will guide you through the transition path, outline the migration strategy, and highlight the business benefits of moving to a Power BI-driven
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
46 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 6-Wk ImplementationAlna Business Solutions Sp. z o.o.See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
+3
Applicable to:
Business Central
Power Automate
Power Apps
47 out of 60
Intranet powered by Microsoft VIVA 8-week ImplementationXMS TechnologiesImplement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
48 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk ImplementationOptiv Security Inc.Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
49 out of 60
Power App - App-In-A-Day WorkshopCollabPoint LLCA 1-day workshop designed to automate your most manual, revenue impacting workflow.
+1
Applicable to:
Power Apps
50 out of 60
Endpoint Management Solutions: 4-Wk ImplementationSignal Alliance Technology HoldingDiscover how Signal Alliance Consulting enables users in your organization to be productive, on any device, without compromising IT security by leveraging Microsoft Endpoint Management.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
51 out of 60
Asset Management: 10 weeks implementationSystems LtdTechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
+1
Applicable to:
Supply Chain Management
52 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
+3
Applicable to:
Cloud Security
Meetings for Microsoft Teams
Teamwork Deployment
53 out of 60
Power Apps: 6-Week WorkshopSoftServe Inc.A 36-hour workshop where you will improve your application development skills with Power Apps.
+1
Applicable to:
Power Apps
54 out of 60
Viva Insight Employee Experience: 2-WK ImplementationPC SOLUTIONS PRIVATE LIMITEDViva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
55 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
56 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
57 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
58 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
59 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
60 out of 60