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Consulting services results for Financial Services
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Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology LtdOverview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
+1
Applicable to:
Business Central
1 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
HCLTech Biz Apps - Dynamics 365 Capital MarketsHCL America Inc_HCLTHCLTech offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications
+3
Applicable to:
Sales
Customer Service
Power BI apps
3 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
4 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
+1
Applicable to:
Power BI apps
5 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluentA comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
+1
Applicable to:
Power Apps
6 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
7 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
8 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
9 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
10 out of 60
Self Serv BI: 2-Wk AssessmentHitachi SolutionsSign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
+1
Applicable to:
Power BI apps
11 out of 60
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
12 out of 60
Power BI Reporting and Analytics: 2-Day AssessmentCrowe LLPAre you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
+1
Applicable to:
Power BI apps
13 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
14 out of 60
Integrate Dynamics & Shopify: 3-Wk ImplementationFolio3 Dynamics AX ServicesFolio3’s Shopify Connector for Microsoft Dynamics 365 Business Central allows you to easily manage your e-store by connecting it with business processes provided by the Microsoft ERP system.
+1
Applicable to:
Business Central
15 out of 60
Jump-start Dynamics 365: 1 week implementationSeepathOne stop shop for customers looking to Setup, Deploy and Support their Dynamics 365 and go live with confidence.
+2
Applicable to:
Sales
Customer Service
16 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
17 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic SolutionsThree-week Implementation and Support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
18 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic SolutionsFive-day Implementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
19 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
20 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
21 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
22 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
+1
Applicable to:
Customer Insights
23 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
24 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
25 out of 60
Migrate to Dynamics 365 Business Central: 3-Day ImplementationWebSan Solutions Inc.A service to assist you with migrating your data into Dynamics 365 Business Central.
+1
Applicable to:
Business Central
26 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
27 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
28 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
29 out of 60
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
30 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
31 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 with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
32 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day ImplementationTTEC DigitalIntegrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
+3
Applicable to:
Sales
Customer Service
Field Service
33 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
34 out of 60
KickStart CRM: 3-Day ImplementationAmaxraOur implementation service will quickly, efficiently, and cost-effectively configure and deploy Microsoft Dynamics 365 so you can start using it quickly and efficiently
+3
Applicable to:
Sales
Customer Service
Project Service Automation
35 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelonMicrosoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
+3
Applicable to:
Finance
Sales
Customer Service
36 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
37 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
38 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
39 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
40 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
41 out of 60
Power BI for Developers: 1-Day WorkshopCSG ProA full day of deep-dive training for developers focused on Power BI.
+1
Applicable to:
Power BI apps
42 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
43 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLPProactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
+2
Applicable to:
Sales
Customer Service
44 out of 60
Visual Development Config On-site: 3-Day WorkshopDynamics EdgeThis instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.
+1
Applicable to:
Sales
45 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
46 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
47 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics EdgeThis workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
+2
Applicable to:
Project Service Automation
Power BI apps
48 out of 60
Long-Term Support and Service for Microsoft Dynamics 365: 4-Wk ImplementationDyn365ProsUnlimited Microsoft Dynamics 365 support and administrative assistance. Data review, trainings, system check and discount on rates for project related services.
+1
Applicable to:
Sales
49 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
50 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
51 out of 60
Sales and CRM SmartStart: 4-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with your own data.
+1
Applicable to:
Sales
52 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
53 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:
Sales
Customer Service
Field Service
54 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
+1
Applicable to:
Business Central
55 out of 60
Financials SelfStart: 1-Hr ImplementationColumbusThis free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
+1
Applicable to:
Business Central
56 out of 60
Dynamics 365 Sales QuickStart: 1-Wk ImplementationInformation StrategiesInfoStrat helps customers quickly implement Microsoft Dynamics 365 for Sales Force Automation, using industry best practices.
+1
Applicable to:
Sales
57 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
58 out of 60
Act! CRM Migration Acct/Cont: 2-Day ImplementationMTCTwo-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
59 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
+1
Applicable to:
Sales
60 out of 60