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Consulting services results for Financial Services
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Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
1 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
2 out of 60
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloudGet help with the set up and migration of Dynamics 365 for Sales
+1
Applicable to:
Sales
3 out of 60
Frontline Worker Pilot (Medium – Large)Covenant Technology PartnersFrontline Worker Proof of Concept for Medium to Large Organizations - 4-week pilot
+2
Applicable to:
Adoption & Change Management
Frontline Workers
4 out of 60
Copilot Security Assessment: 4-Wk AssessmentManaged SolutionUnlock the full potential of AI with a comprehensive Microsoft Copilot Security Assessment, fully integrated with Microsoft 365
+3
Applicable to:
Cloud Security
Device Deployment & Management
Knowledge & Insights
5 out of 60
Dynamics SL to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics SL investment to the cloud by taking advantage of discount pricing for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
6 out of 60
Abacode Data Governance and Protection of Sensitive Data Implementation Powered by Microsoft 365Abacode Inc.Assess data gaps and implement remediation actions to prevent sensitive data leaks leveraging Microsoft 365 stack.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
7 out of 60
Power Platform: 1-Day ImplementationatQorPower Platform Consulting and implementation services in your use case by Bitscape team
+2
Applicable to:
Power BI apps
Power Apps
8 out of 60
Sales in a Box: 3-Wk ImplementationC Centric Solutions Pvt LtdTurbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
+1
Applicable to:
Sales
9 out of 60
Experience the Dynamics 365 Business Central: 1-Hr Assessmenttrue org cloudIntegrate finance, sales, service, and operations seamlessly using a solution relied upon by more than 30,000 small and medium-sized businesses.
+1
Applicable to:
Business Central
10 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot based on your sample data provided in CSV file format.
+1
Applicable to:
Power BI apps
11 out of 60
Microsoft Viva Goals PilotCovenant Technology PartnersMicrosoft Viva Goals (Employee Experience) Proof of Concept: Create a roadmap for adoption, 4 weeks
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
12 out of 60
iT1's Security AssessmentIt1 Source LLCImprove your security awareness and be prepared to defend against common security threats with Microsoft 365 Security Tools
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
13 out of 60
Microsoft Viva Insights WorkshopCovenant Technology PartnersMicrosoft 365 Viva Insights Workshop: Bring together communications and insights! 8-hour workshop
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
14 out of 60
Intelligent Data Unification Assessment with FabricArgano LLCAccelerate your path to AI-ready data with a strategic, actionable roadmap
+3
Applicable to:
Finance
Customer Insights
Power BI apps
15 out of 60
MicroAge ManageWise for Microsoft 365 CopilotMicroAgeMicrosoft 365 Copilot Readiness and Optimization Assessment to provide an integrated plan for implementation and risk analysis including Circle of Excellence user training.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
16 out of 60
Dynamics 365 Custom Development: 1-Day AssessmentTechminds GroupContact us for a free evaluation and estimated pricing for Microsoft Dynamics 365 customization.
+1
Applicable to:
Business Central
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
18 out of 60
Accelerate Innovation with Low-Code AI App Development Using Microsoft Copilot & Power Platform – 3-Week AssessmentCompQsoft IncAccelerate innovation by building AI-powered apps faster with Microsoft Copilot and Power Platform.
+2
Applicable to:
Power Automate
Power Apps
19 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLCAn engagement that provides an introduction to the data modeling capabilities in Power BI.
+1
Applicable to:
Power BI apps
20 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot ImplementationInnova Solutions Inc.We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
+1
Applicable to:
Adoption & Change Management
21 out of 60
Secure Identity AssessmentManaged SolutionManaged Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
+1
Applicable to:
Compliance Advisory Services
22 out of 60
Dynamics 365 Business Central WorkshopCovenant Technology PartnersNeeds Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
+1
Applicable to:
Business Central
23 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
24 out of 60
Migrate to Power BIDataFactZDataFactZ - 12 Week Power BI Migration Consulting Package
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
25 out of 60
KK Copilot AdvisoryKraft KennedyKraft Kennedy will lead a series of roadmap sessions to increase customer confidence with AI and then help plan a Microsoft Copilot for Microsoft 365 Proof of Concept
+1
Applicable to:
Adoption & Change Management
26 out of 60
Cloud Endpoint Management: 2-Hour BriefingRavanty Tech Consulting, Inc.Envision the power of Microsoft’s Modern Cloud Endpoint Management and Security with Microsoft Intune
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
27 out of 60
Microsoft 365 Copilot Readiness for Financial ServicesGadellNet Consulting Services LLCOur multi-phase engagement will ensure your team rolls out Copilot for Microsoft 365 securely and efficiently.
+2
Applicable to:
Teams Custom Solutions
Teamwork Deployment
28 out of 60
Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood AssociatesUnlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.
+2
Applicable to:
Business Central
Power BI apps
29 out of 60
Intelligent Data Unification Pilot for FabricArgano LLCAccelerate insight-driven decisions with a secure, scalable analytics foundation for AI
+3
Applicable to:
Supply Chain Management
Customer Insights
Power BI apps
30 out of 60
Microsoft 365 E5 Shield Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack
+2
Applicable to:
Cloud Security
Threat Protection
31 out of 60
Low Code Governance & Strategy - COEApplied Information SciencesAccelerate secure Power Platform adoption with a tailored governance strategy, CoE framework, and community enablement—built on Microsoft best practices and enhanced by real-world expertise.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
32 out of 60
Copilot and AI Readiness AssessmentCloudServusRun an AI Readiness Assessment to pinpoint gaps using Copilot adoption; align next steps to Copilot & Agents at Work.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
33 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
34 out of 60
Business Central Currency: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your Multicurrency readiness in Microsoft Dynamics 365 Business Central, interview you and show an example of currencies, exchange rates, and automating their update.
+1
Applicable to:
Business Central
35 out of 60
CEM Dynamics 365 Upgrade: 3-Day AssessmentCEM Business Solutions IncAre you using Microsoft Dynamics AX? Are you considering a Microsoft Dynamics 365 Upgrade? This 3-day assessment will quantify the time, effort, and cost required to make the move.
+1
Applicable to:
Finance
36 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
37 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot using direct connection to a single customer data source.
+1
Applicable to:
Power BI apps
38 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:
Finance
39 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
40 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth CorporationAn engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
41 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse SolutionsConsidering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
+1
Applicable to:
Finance
42 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
43 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:
Power BI apps
44 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam GroupPower BI Flight School is hands-on training designed exclusively for the business user.
+1
Applicable to:
Power BI apps
45 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
46 out of 60
Dynamics 365 Quick Start: 10-Day ImplementationJibe Cloud ServicesThis engagement is designed to get you up and running with Dynamics 365 for Sales quickly and inexpensively.
+2
Applicable to:
Sales
Customer Service
47 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
48 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam GroupDiscover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
+1
Applicable to:
Power BI apps
Power Apps Scoping: 1-Wk WorkshopFractal AnalyticsAn engagement that delivers a project plan for solving your complex problems with Power Apps.
+1
Applicable to:
Power Apps
50 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
51 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTCDynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
+3
Applicable to:
Sales
Customer Service
Field Service
52 out of 60
Agile BI: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot cloud BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
53 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLPA training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
54 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
55 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
56 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:
Power BI apps
57 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoCPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
58 out of 60
Microsoft 365 E5 KAM-Fort Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack, CMMC pre-assessment option and the optional addition of Into The Breach Project Ares Cyber Range training.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
59 out of 60
Vision & Value: Microsoft Dynamics 365 Solution Design WorkshopsEnterprisecloudTransform Your Business with Vision and Value: Solution Design for Dynamics 365 Implementations
+3
Applicable to:
Marketing
Sales
Customer Service
60 out of 60