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Consulting services results for Financial Services
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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
1 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
2 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
3 out of 60
Microsoft 365 Security: 4-hour AssessmentCatapult Systems, LLCCatapult’s Microsoft 365 Security Assessment provides an in-depth assessment of the your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
4 out of 60
Power Platform Governance WorkshopCovenant Technology Partners1-day workshop to understand Power Platform Governance
+1
Applicable to:
Power Apps
5 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
6 out of 60
Viva Connections for Modern Intranet Portals: 3-Wk ImplementationSignal Alliance Technology HoldingViva Connections Quick start is specifically for organisations who already have a modern SharePoint Online intranet to plan for and implement Viva Connections
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
7 out of 60
Defend, Protect, Secure with Microsoft Defender XDRComtrade System IntegrationTake the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
+2
Applicable to:
Cloud Security
Threat Protection
8 out of 60
HCLTech Business Email Protection: 10-Days ImplementationHCL America Inc_HCLTHCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
+1
Applicable to:
Threat Protection
9 out of 60
Hybrid Teams Meetings 1-Day WorkshopOne DiversifiedDefine customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
10 out of 60
Bizapp Automation Coach - Citizen DevelopmentBizappO Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
11 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
12 out of 60
Avanade Connected Workplace 1/2 Day BriefingAvanade, Inc.Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
13 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
14 out of 60
Power Platform: 1-Month Proof of ConceptLarcAILarcAI has done over 300 automation implementations across various industries and have acquired valuable IP that now benefits all our customers. We help your team to unpack the value automation brings
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
15 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
16 out of 60
Dashboard in a Day: 1-Day WorkshopInviso CorporationThis immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
+1
Applicable to:
Power BI apps
17 out of 60
Microsoft Dynamics 365 Business Central Sherpa: 4-Wk ImplementationJourneyTEAMDeploy Dynamics 365 Business Central with a lower implementation cost with JourneyTeam’s exclusive Sherpa Program
+1
Applicable to:
Business Central
18 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On MarsAn advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
+1
Applicable to:
Power BI apps
19 out of 60
Center of Excellence: 6-Wk ImplementationSPAN d.d.Establishing a Power Platform Center of Excellence
+2
Applicable to:
Power BI apps
Power Apps
20 out of 60
Assessment for Modernization of on-premises AX or CRMSonata Software Ltd.In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
+3
Applicable to:
Commerce
Supply Chain Management
Finance
21 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
22 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
23 out of 60
Dynamics 365 Customer Insights: 8-Wk ImplementationARBENTIA CONSULTING, S.L.8-Wk implementation of Microsoft Dynamics 365 Customer Insights, tool that allows brands to store, manage, optimize and analyze the experience of all customers
+1
Applicable to:
Customer Insights
24 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AICompusoftIn the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:
Power Virtual Agents
25 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
26 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
27 out of 60
Project Operations Envisioning Workshop: 4 weeksXRM VisionOur experts at XRM Vision to imagine and
define the future state of your business
through a Design Led Thinking Envisioning
Workshop.
+1
Applicable to:
Project Operations
28 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
29 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
30 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POCBulletproof Solutions Inc.Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
31 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
32 out of 60
Free Workshop on Copilot StudioCompusoft_Stratgyk USIn the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:
Power Virtual Agents
33 out of 60
Data to AI Strategy WorkshopArgano LLCUnify your data platform and modernize your data estate for AI-driven insights
+3
Applicable to:
Finance
Customer Insights
Power BI apps
34 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
35 out of 60
Symity Microsoft 365 Adoption & Training ServicesSYMITY, part of Charterhouse Voice & Data LtdMaximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
36 out of 60
InfoPath to Power Apps : 2Weeks AssessmentUST Global2Weeks Assessment by UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
37 out of 60
Introductory and Briefing to the Microsoft Copilots by Comtrade - 1 dayComtrade System IntegrationThis workshop is perfect for those looking for a complete guide to Microsoft Copilots (yes, all of them); You will gain all the knowledge you need to decide what Copilot is right for you and why.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
38 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
39 out of 60
MDS Microsoft 365 Copilot Extensibility WorkshopMaureen Data SystemsOur offer is a three-day workshop engagement that accelerates deriving more value from your organizational data using Microsoft 365 Copilot.
+1
Applicable to:
Adoption & Change Management
40 out of 60
Power Platform Adoption Journey AssessmentNET BRINEL SA4 steps, 2 days, 1 solution | BRINEL empowers organizations to innovate, automate, and drive efficiency using Power Platform’s low-code approach and AI capabilities.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
41 out of 60
Power BI: 1-Wk ImplementationInviso CorporationSkip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
+1
Applicable to:
Power BI apps
42 out of 60
Digital Transformation: 4-Day Proof of ConceptBillennium S.A.Agile application: 4-day Business Process Digital Transformation
+1
Applicable to:
Power Automate
43 out of 60
LTIMindtree Modern Work Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
44 out of 60
KPMG Copilot for Microsoft 365 RealizationKPMGKPMG firms can support your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
45 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
46 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
+1
Applicable to:
Sales
47 out of 60
Microsoft 365 Data oversharing report: 5-D Implementation and consultingReplyComprehensive Insights: Get a holistic overview of your environment and uncover overshared sites, documents, and items without the need for expensive Microsoft 365 E5 licenses.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
48 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
49 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
50 out of 60
Institutional client onboarding with real time KYC – 1 hour briefingHappiest Minds Technologies LimitedThis briefing session aims to focus on potential challenges during the institutional client onboarding process and highlight the unique features of the solution to address those challenges..
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
51 out of 60
APN Enterprise Reporting: 6-Wk ImplementationAPN PROMISE S.A.APN Enterprise Reporting is a solution for creating and distributing reports on a variety of business indicators to end users regardless of the data source and location of the recipient.
+1
Applicable to:
Power BI apps
52 out of 60
Dell Technologies Services for Microsoft TeamsDell Technologies ServicesDell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
53 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
54 out of 60
OnActuate Public Sector Finance Accelerator: 15-Wk ImplementationOnactuate Consulting IncA tailored service package designed to get government finance departments up and running in Microsoft Dynamics 365 Finance within 15 weeks.
+2
Applicable to:
Finance
Power BI apps
55 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
56 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
57 out of 60
Cognizant® Integrated Agents for Microsoft 365 CopilotCognizantDrive measurable business outcomes with Cognizant® Integrated Agents for Microsoft 365 Copilot tailored to your industry.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
58 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
59 out of 60
InfoPath to Power Apps : 2hrs Free WorkshopUST2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
60 out of 60