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Consulting services results for Financial Services
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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
1 out of 60
Microsoft Security Copilot POV & Adoption PlanBDOProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
2 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
3 out of 60
CoE Install and Configuration: 1 Day WorkshopFidelity Factory Inc.The installation and configuration of the Power Platform Center of Excellence Starter Kit in your environment
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
4 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
5 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
6 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
7 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:
Teamwork Deployment
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
9 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
10 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+2
Applicable to:
Power Automate
Power Apps
11 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
12 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
13 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
14 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
15 out of 60
Customer Experience Management: 8 hours Workshopdiva-e NEXT GmbHDiva-e NEXT GmbH helps you to develop an understanding of the trends in the field of customer experience and omni-channel management to align your goals successfully in your company.
+1
Applicable to:
Marketing
16 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
17 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
18 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
19 out of 60
Teams App: 1-Hour BriefingB&R Business SolutionsB & R can help you to leverage the strength and flexibility of Microsoft Teams, combined with infinitely scalable Azure services to create a solution custom suited to YOUR business.
+1
Applicable to:
Teams Custom Solutions
20 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
21 out of 60
CX Vision with 365 Mrkt.: 4 hours Workshopdiva-e NEXT GmbHDiva-e NEXT GmbH supports you to capture the vision for providing action and data driven experience.
+1
Applicable to:
Marketing
22 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
23 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
24 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
25 out of 60
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
26 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
27 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
28 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDOSet future-proof security goals & build a roadmap to strengthen your Microsoft 365 posture with Modern SecOps on a unified platform, leveraging Zero Trust architecture and threat protection assessment
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Threat Protection
29 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
30 out of 60
Microsoft Compliance Workshop: 3-Day WorkshopWorld Wide TechnologyWWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
31 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
32 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
33 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
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
35 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
36 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
37 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:
Power Automate
38 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
39 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
40 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
41 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
42 out of 60
Power BI Training - Dashboard-in-a-Day (DIAD)ONYX DATA LTDA one-day, hands-on workshop for business analysts that covers the full capabilities of Microsoft Power BI. The aim is to take users from having never used Power BI to building their own dashboards
+1
Applicable to:
Power BI apps
43 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
44 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
45 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
46 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
47 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
48 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
49 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
50 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
51 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
52 out of 60
Power BI FastStart: 6-Wk WorkshopMarquam GroupMarquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
+1
Applicable to:
Power BI apps
53 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
54 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
55 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
56 out of 60
Modern Workplace AssessmentHTGThis assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
57 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
+1
Applicable to:
Power BI apps
58 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
59 out of 60
Next Generation Meeting Hub - 3day ImplementationMint Management TechnologiesMeeting Management
+1
Applicable to:
Power Apps
60 out of 60