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Consulting services results for Financial Services
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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
1 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension DataElevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
2 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.Migrate Salesforce users to Microsoft Dynamics 365
+3
Applicable to:
Sales
Customer Service
Customer Insights
3 out of 60
MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data SystemsThe MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance
and support to customers specific goals of Microsoft 365 Copilot.
+1
Applicable to:
Knowledge & Insights
4 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecureTailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
+3
Applicable to:
Marketing
Sales
Customer Service
5 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
6 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
7 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
8 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecureLaunch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
+1
Applicable to:
Business Central
9 out of 60
Synergy Advisors - Microsoft 365 Copilot - Business Transformation - E-mmersionSynergy Advisors LLCDiscover the Future of Productivity with Our Microsoft 365 Copilot E-mmersion Experience!
+1
Applicable to:
Adoption & Change Management
10 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi IndonesiaWe help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
11 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
12 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
13 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage SquaredEquipping your organisation to implement modern information management across your Microsoft 365 environment
+1
Applicable to:
Knowledge & Insights
14 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizappLeverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
15 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
16 out of 60
OSS Copilot MarketingOnSolution ServicesThis workshop shows how to deployment and Adoption Copilot to Marketing
+1
Applicable to:
Adoption & Change Management
17 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLCSynergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
18 out of 60
Copilot workshopSaxon Global Inc.The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
19 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
20 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
21 out of 60
CustomerServices: 2-Month Implementação + CopilotBizappEm 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
22 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
23 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage SquaredA monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
+1
Applicable to:
Knowledge & Insights
24 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizappBoost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
+3
Applicable to:
Sales
Customer Service
Power Automate
25 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
26 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
27 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationHands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
28 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPLA free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
29 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
Kainos AI Shared MailboxKainosWe help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
+1
Applicable to:
Power Apps
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
32 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic SolutionsThree-week Implementation and Support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
33 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P LtdIdentify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
34 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
35 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
36 out of 60
Financial Consolidation & Reporting - FINCONAtna TechnologiesEmpower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
+3
Applicable to:
Finance
Business Central
Power BI apps
37 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic SolutionsFive-day Implementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
38 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
39 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics EdgeThis instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
+1
Applicable to:
Finance
40 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
41 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
42 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
43 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
+1
Applicable to:
Customer Insights
44 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:
Adoption & Change Management
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
46 out of 60
From On-premises to CloudSiroccoThis assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
+3
Applicable to:
Marketing
Sales
Customer Service
47 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
48 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:
Power BI apps
49 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:
Power BI apps
50 out of 60
Power Platform: 1-Hr BriefingBJSS LimitedAn opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
51 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Dynamics NAV but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
Speed of Cash - Business Intelligence TrainingFresh BIBuild Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
53 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
54 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
55 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDOEnhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
56 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
57 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis ComputerEl objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
+1
Applicable to:
Adoption & Change Management
58 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
59 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
60 out of 60