FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
1 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital WorkplaceAddresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
2 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
3 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
4 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
Microsoft Endpoint Management (Intune): 8 Week ImplementationSIMPLICITY IT INC.Our 8 week Intune Implementation is designed to help customers with Microsoft 365 Business Premium or Enterprise E3 or E5 to fully utilize Intune that is INCLUDED in the licensing
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
6 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
7 out of 60
Microsoft 365 OnDemand - 2 Week ImplementationProtivitiMicrosoft 365 On Demand Support - providing you with dedicated experts to support and maintain your Microsoft 365 environment
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
8 out of 60
RPA Training and Hack a Thon: 2 Day WorkshopFidelity Factory Inc.Training session for Robotic Process Automation combined with a half day hack a thon to apply learnings
+1
Applicable to:
Power Automate
9 out of 60
'Veni,vidi,vici' Package: 10-Day Proof of ConceptEBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Microsoft Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
10 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:
Power Apps
11 out of 60
Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Business Central.
+1
Applicable to:
Business Central
12 out of 60
Microsoft 365 Security Device Protection 1 Day Workshop - CanadaCDWAs more and more users become mobile and are using a wider variety of devices, applications and documents need to keep up.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Threat Protection
13 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
14 out of 60
Power BI Factory: 2-Wk Proof of ConceptOptimus Information Inc.Leverage Microsoft Power BI Dashboards and Interactive Reports as a Business Analytics tool with Optimus Information.
+1
Applicable to:
Power BI apps
15 out of 60
Microsoft Dynamics 365 Business Central Self-Guided: 1-Wk Implementation360 Visibility Inc.Our Microsoft Dynamics 365 Business Central Quick Start Class is perfect for organizations that need assistance with getting up and running quickly with Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
16 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
+1
Applicable to:
Power BI apps
17 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
18 out of 60
FREE Business Central: 1-Hr Migration & AssessmentTEXOFREE Microsoft Business Central: 1-Hr Assessment.
+4
Applicable to:
Finance
Business Central
Power BI apps
Power Apps
19 out of 60
Microsoft 365 Security Identity Protection 1 Day Workshop- CanadaCDWIdentity is the cornerstone of limiting access to data, apps and resources. It is becomingly increasingly important to be able to manage your access quickly and accurately.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
20 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM StrategyAn installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
+2
Applicable to:
Finance
Power BI apps
21 out of 60
Microsoft 365 Security 1 Day Workshop- CanadaCDWSecurity is at the forefront of every organization’s concerns. A lack of security poses a real threat to your business.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
22 out of 60
Microsoft 365 CISO Security1 Day Workshop - CanadaCDWThe Microsoft 365 CISO security 1 day workshop focuses on learning your organization’s unique needs and develops a strategic plan based on approaches recommended by Microsoft experts.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Information Protection & Governance
23 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
24 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. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
25 out of 60
Business Central Distribution: 8-Wk ImplementationTEXOBusiness Central Distribution: 8-Wk Implementation
+2
Applicable to:
Business Central
Power Automate
26 out of 60
Createch Onboarding: 10-Hr ImplementationCreatechCreatech’s Onboarding Express package is a time and cost-effective engagement that leads to a basic installation of Dynamics 365 for Financials.
+2
Applicable to:
Finance
Business Central
27 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business SolutionsA rapid deployment of Dynamics 365 for Sales, with some light customization.
+1
Applicable to:
Sales
28 out of 60
Dynamics – Case Management: 4 Hour AssessmentITK Consulting IncNo cost assessment by 3-5 ITK consultants to identify areas for improved automation and collaboration of your company's case, program, service, work order, or grant management process.
+3
Applicable to:
Sales
Customer Service
Power Apps
29 out of 60
Low Code & Intelligent Automation - 2 Wk Discovery/AssesementKainosHolistic analysis of business areas to identify actionable opportunities to deliver savings and efficiencies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
30 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
31 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
32 out of 60
Moderately Complex Financials: 8-Wk ImplementationEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability, and completeness of your 8wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
33 out of 60
Building new lob Applications: 2-Wk ImplementationReliance InfosystemsWe build and support organization in building Line of Business Applications using Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
34 out of 60
Microsoft Power BI MigrationActinvisionEtude de migration vers Microsoft Power BI (alignement, audit, POC, Analyse et projection).
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
35 out of 60
Sirrus Startup - 1 week ImplementationChrisons Co. LtdIn this consolidated, highly optimized package, we give you a little bit of everything and a whole lot of just what you need to launch your business the right way.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
36 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosolIntegrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
+1
Applicable to:
Identity & Access Management
37 out of 60
Customer Engagement Envisioning Workshop : 4 weeksXRM VisionOur experts at XRM Vision with you to imagine and define the future state of your business through a Design Thinking Workshop focussed on Microsoft CE (Sales, Marketing and Customer Service)
+3
Applicable to:
Marketing
Sales
Customer Service
38 out of 60
Enterprise Deployment In a Box for Microsoft CopilotCloudshiftCopilot in a Box is a comprehensive, tailored solution designed to seamlessly integrate the Copilot AI assistant into your enterprise environment.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
39 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
40 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
41 out of 60
Custom Dashboard-in-a-Day Training: 1-Day WorkshopDell Technologies ServicesA Dashboard-in-a-Day training workshop customized to meet your needs.
+1
Applicable to:
Power BI apps
42 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
43 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:
Sales
44 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
45 out of 60
Data & AI Roadmap: 1-Day WorkshopOptimus Information Inc.Achieve your business results by creating actionable intelligence from your data with Optimus Information.
+1
Applicable to:
Power BI apps
46 out of 60
PowerApps and Flow Readiness: 2-Hr AssessmentFidelity Factory Inc.We will guide you through a PowerApps and Microsoft Flow readiness assessment during this session. During the session we will gather information about your current state and what your targets are.
+1
Applicable to:
Power Apps
47 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.In one hour, we can determine if Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
48 out of 60
App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to:
Power Apps
49 out of 60
Bell Calling for Microsoft Teams Phone MobileBell CanadaBell Calling for Microsoft Teams Phone Mobile is an innovative mobile-first solution that integrates mobile numbers with Teams, enabling seamless calling and collaboration.
+1
Applicable to:
Calling for Microsoft Teams
50 out of 60
We Do The Work Package: 1-Wk ImplementationWebSan Solutions Inc.A service that allows you to relax and let us handle everything in implementing Dynamics 365 Business Central.
+1
Applicable to:
Business Central
51 out of 60
Dynamics 365 F&SC Call Center: 4-wk ImplementationETG GlobalWe are providing technical and functional support, and proactive customer service. Customer Support to solve immediate user needs to keep your users productive.
+1
Applicable to:
Finance
52 out of 60
Power Platform Essentials Training: 1-Day WorkshopFidelity Factory Inc.A one-day training event for your team on how to design, build, and deploy Microsoft PowerApps Canvas Apps and Microsoft Flow Automations.
+1
Applicable to:
Power Apps
53 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
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
55 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
56 out of 60
Jobs and Project Costing – 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
57 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
58 out of 60
Collaboration with AICofomoSimplify your AI journey with our Collaboration service. From design to training, we guide your business to maximize the benefits of this innovative technology.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Information Protection & Governance
59 out of 60
Modernisation de l'expérience employé avec Microsoft Viva Connections.Les Solutions VictrixPavez la voie vers l’environnement de travail numérique unifié que méritent vos employés tout en accédant enfin au niveau supérieur de la communication interne ciblée.
+1
Applicable to:
Knowledge & Insights
60 out of 60