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Consolidate Apps on Dynamics 365: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
1 out of 28
CRM: 1-Wk Assessment
Velosio
+1
Applicable to:
Customer Service
In just one week, the Velosio CRM Assessment identifies challenges and roadblocks with your existing CRM no matter what solution you are using.
2 out of 28
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our 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 out of 28
Customer Service Solution: 2-Day Assessment
VNB Consulting
+1
Applicable to:
Customer Service
An evaluation of your current Customer Service processes that results in a detailed plan for Dynamics 365 for Customer Service deployment.
4 out of 28
Acceler8: 0.5-Day Workshop to discuss and plan the migration of existing Dynamics 365 Customer Engagement implementations to the cloud.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services suitable for hosting Dynamics 365 Customer Engagement.
5 out of 28
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
6 out of 28
CRM Adoption & Readiness: 4-Hr Assessment
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
An assessment using the proven High Performing Organization model to help you understand what is needed for a successful CRM initiative with Microsoft Dynamics 365 Sales.
7 out of 28
Minsait's Value Proposition on Dynamics 365 CE: 1 day assessment
Minsait
+3
Applicable to:
Marketing
Sales
Customer Service
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Dynamics 365 projects.
8 out of 28
Dynamics 365 Modern Service Maturity 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Customer Service
Field Service
Hitachi Solutions will support you in understanding where you currently are in your service modernization journey, and what you need to advance to the next level.
9 out of 28
Microsoft CRM Cloud Migration Assessment
Andosi
+3
Applicable to:
Sales
Customer Service
Customer Insights
Our offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
10 out of 28
TTEC Digital Solution for OC Hub QuickStart: 10 Mins Agent Assessment
TTEC Digital
+1
Applicable to:
Customer Service
TTEC Digital OC Hub QuickStart offers a pre-built agent self-assessment that allows us to analyze current state and build a quick-start package for Dynamics365 Omni-Channel based on survey results.
11 out of 28
On-Prem Dynamics to Dynamics 365: 1-Day Assessment
Altriva Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Receive an expert assessment of what it will take for your organization to migrate from an on-premises Dynamics CRM to Dynamics 365.
12 out of 28
Dynamics 365: 2-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Simplify the process of migrating to Dynamics 365 or optimizing your current environment with Quisitive’s Dynamics 365 Assessment.
13 out of 28
Fiber Suite: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Customer Service
Field Service
Fiber Suite by Arvato Systems | Analyse, Bewertung, Planung
14 out of 28
Dynamics 365 for Customer Service: 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Customer Service
Learn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.
15 out of 28
Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk Assessment
Synoptek
+3
Applicable to:
Sales
Customer Service
Field Service
Leverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.
16 out of 28
Copilot 1wk Activation Assessment: Dynamics 365 Customer Service
Velrada
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
Prepare your organisation for the capabilities of Copilot in Dynamics 365 Customer Service
17 out of 28
Dynamics 365 CE: 3-Week Assessment
AlphaBOLD
+3
Applicable to:
Sales
Customer Service
Customer Insights
AlphaBOLD’s specialized Dynamics 365 CE assessment is designed to navigate you through the complexities of customization and implementation.
18 out of 28
Dynamics 365 Health Check: 2-Wk Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement explores how to get the most value out of your Dynamics 365 Implementation
19 out of 28
Dynamics 365 for Project Service: 4-Hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
An engagement to explore how Dynamics 365 Project Service Automation can bring people, process, and technology together through a unified experience.
20 out of 28
USA Complex Financials for BC: 2-Hr Assessment
Endeavour Solutions, Inc.
+2
Applicable to:
Business Central
Customer Service
Remote Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Dynamics 365 Business Central.
21 out of 28
Dynamics 365 Online Migration: 2-Hr Assessment
Cobalt
+2
Applicable to:
Sales
Customer Service
An assessment to determine the best path for your organization to Dynamics 365 from the company that created Migration Dynamics.
22 out of 28
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
23 out of 28
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
24 out of 28
Dynamics 365 App Development: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
25 out of 28
CRM Performance Analysis: 10-Day Assessment
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This 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.
26 out of 28
Dynamics 365 Business Check: 1-Hr Assessment
Sparktech
+3
Applicable to:
Finance
Sales
Customer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
27 out of 28
Customer Service Support & Enhancement: 8-Wk Assessment
Rand Group, LLC
+1
Applicable to:
Customer Service
Rand Group's Dynamics 365 Customer Service Support and Enhancement offering goes beyond break-fix, allowing you to unlock the full potential of your system.
28 out of 28
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