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Consulting services results for Financial Services
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Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:
Business Central
1 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk ImplementationPerformantaUndertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
+1
Applicable to:
Identity & Access Management
2 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
3 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
4 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
5 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
6 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
7 out of 60
Speed of Cash - Business Intelligence TrainingFresh BIBuild Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
8 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
9 out of 60
AvePoint Policies & Insights: 10-Days AssesmentsIT-Dev sp. z o.o.Assesment's outcomes:
• Enable centralized reporting on Microsoft 365 security.
• Discover potential risks and exposed content.
• Enforce policies and automatically remediate security breaches!
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
10 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies LimitedThis briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
12 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
13 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam GroupThe initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
+1
Applicable to:
Power BI apps
14 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoCSoftServe Inc.Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
+1
Applicable to:
Human Resources
15 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
16 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
17 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
18 out of 60
Power BI Embedded Portal: 1 Wk ImplementationTallanWe'll collaborate with your teams to use Microsoft Power BI Embedded features to create rich, interactive, and guided engagements where report visualizations are placed directly into your apps!
+1
Applicable to:
Power BI apps
19 out of 60
Dynamics 365 Finance 10-Wk ImplementationHSO US (AKA)Dynamics 365 Finance & Supply Chain Implementation Services
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
20 out of 60
Power BI Design Thinking 4-Weeks WorkshopSoftServe Inc.During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
+1
Applicable to:
Power BI apps
21 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
22 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:
Sales
Customer Service
23 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
+3
Applicable to:
Sales
Business Central
Customer Service
24 out of 60
Okta to Microsoft Entra ID MigrationPerformantaPerformanta's Okta to Microsoft Entra ID Application Migration service will give you a controlled, seamless and secure transition to Azure AD.
+1
Applicable to:
Identity & Access Management
25 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO Digital, LLCProve 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
26 out of 60
Bankloud: 4-wks AssesmentC-ven TechnologiesHelping banking industry to define their customers' sales life cycle automation
+1
Applicable to:
Power Apps
27 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e SistemasG&P Power Platform Implementation & Services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
28 out of 60
Automate Customer Support with Power Virtual Agents – Free Use Case ReviewiFour Technolab Private LimitedTired of repetitive support tickets? Let’s Automate It — that’s where Power Virtual Agents can make life easier.
+2
Applicable to:
Power Virtual Agents
Power Apps
29 out of 60
Secure Remote Work: 3 Days Intro and Plan WorkshopLiveRoute FZ-LLCEngagement to introduce benefits (of working from anywhere, anytime but securely for your productive workforce), assessment and establish a plan for enabling modern Secure Remote Work workplace.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
30 out of 60
Illuminate Your Data in 6 Weeks with Power BIWAi TechnologiesTo help illuminate data with Power BI in 6 weeks targeted to small and large enterprise organizations for any application that requires insights through reports and dashboards.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
31 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:
Sales
Field Service
32 out of 60
Red Canary Cloud Security AssessmentRed CanaryAssess your security posture, look for vulnerabilities and identity risks with recommendations to mitigate with a Microsoft Security Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
33 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
34 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
35 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
36 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
37 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
38 out of 60
CI/CD für Power BI: Starter - 5 Tage UmsetzungDIGITALL Nature Germany GmbHBeschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
+1
Applicable to:
Power BI apps
39 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension DataElevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
40 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI apps
41 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
42 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk AssessmentLighthouse GlobalThis assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
43 out of 60
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private LimitedIn this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
44 out of 60
Continual Development ServiceBusiness Cloud Integration LtdDedicated team to develop, manage and grow your Power Platform Estate
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
45 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:
Customer Service
46 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
+1
Applicable to:
Sales
47 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
48 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )Our solution will help you design and create Word templates for Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
49 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
50 out of 60
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
51 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
52 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
53 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoftTrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
54 out of 60
Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLCIn just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
55 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek ServicesEvaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
56 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ SoftwareStruggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
+1
Applicable to:
Power BI apps
57 out of 60
Rapid Impl BC Essential: 4-Wk ImplementationMindQuad Solutions Private LimitedA Rapid Implementation package of Business central Essential to configure & use core modules of Dynamics 365 Business central like Purchase, Sales & Accounting.
+1
Applicable to:
Business Central
58 out of 60
Viva Insight Employee Experience: 2-WK ImplementationPC SOLUTIONS PRIVATE LIMITEDViva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
59 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
60 out of 60