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Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Consulting services results for Financial Services
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Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our 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.
1 out of 60
Business Productivity: 3 days assessment
Three Systems s.r.o.
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Teamwork Deployment
BUSINESS & SECURITY ADVISORY goal is to identify suitable scenarios for the use of modern technologies for communication, collaboration, information sharing, teamwork, key processes and applications.
2 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks Assessment
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
3 out of 60
Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
Enhance your security posture with Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
4 out of 60
Bus Central + Data Migration: 12-Wk Implementation
TrimaxSecure
+1
Applicable to:
Business Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
5 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free Consultation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Teams Rooms Systems.
6 out of 60
Introduction to Power BI: 2-Hr Briefing
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
7 out of 60
MDS AI + Copilot Technical Advisory Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
8 out of 60
Teams Room Systems: Implement in 1 Week
Magenium Solutions, LLC
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
As more and more organizations look to enable the hybrid workplace, are you conference rooms ready to work with remote employees? Our deployment services can handle any room size small to large.
9 out of 60
Advanced eDiscovery : 10-Wks Implementation
Wipro Ltd
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
10 out of 60
Threat Protection: 5-Week Workshop
BlueVoyant
+2
Applicable to:
Cloud Security
Threat Protection
An executive deep dive into security strategy, tailored to your organization.
11 out of 60
Dynamics 365 for Marketing - 1-Day Briefing
Reply
+1
Applicable to:
Marketing
1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
12 out of 60
CI/CD für Power BI: Starter - 5 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen 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.
13 out of 60
Power BI: 3-Day Proof of Concept
Inviso Corporation
+1
Applicable to:
Power BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
14 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
15 out of 60
Optimización de procesos con Power Apps: Prueba de concepto - 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimice sus procesos usando Power Apps. Revise y ejecute junto a expertos una prueba de concepto basada en sus necesidades.
16 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
17 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Launch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
18 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
19 out of 60
Services for Teams Calling and Meetings
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Consulting Services for Teams are designed to help you reimagine how you deliver team and project collaboration to the workforce.
20 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-Wks
Wipro Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Wipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
21 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
22 out of 60
Sii Copilot programme
Sii Sp. z o.o.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
23 out of 60
Digital Selling Exp. for FS 6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
24 out of 60
Migration to Microsoft 365: 2-Day Assessment
Preeminent Solutions, Inc.
+2
Applicable to:
Mobile Device Management
Teamwork Deployment
Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-Day Assessment & Recommendation to help you planning your migration to Microsoft Office 365
25 out of 60
Beyondsoft Power BI: 4-Day Proof of Concept
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
Harness the power of Microsoft Power BI for your business
26 out of 60
Contextual Experiences with Viva: 2 Wks Assessment
TCS - Digital Workplace
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
27 out of 60
Migrate InfoPath to Power Apps: 1-Hr Assessment
Insight
+1
Applicable to:
Power Apps
Power Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
28 out of 60
Cybersecurity Advisory Microsoft 365 1-wk Workshop
NTT Limited
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
29 out of 60
D365 BC Financials Package: 8-Wk Implementation
Alta Vista Technology
+1
Applicable to:
Business Central
In our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
30 out of 60
DCCP 3-days Assessment
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize Customer Service Experience with Sonata’s IntelliKontact Digital Contact Center Platform
31 out of 60
Defend, Protect, Secure with Microsoft Defender XDR
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Take the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
32 out of 60
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
33 out of 60
Power Platform 5 days Proof of Concept
SPAN d.d.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
We help your business and IT analysts understand the value of Power Apps and how to implement it within your existing business processes by delivering single use case for your specific needs.
34 out of 60
CIS Config and Security: 2-Week Assessment
BBH Solutions
This assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
35 out of 60
Discover Your Data: 3-Day Assessment
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
36 out of 60
Phone System 1h Engagement
NewTech
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
This engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
37 out of 60
Secure Enclave: 12-Week Implementation
KTL Solutions
+1
Applicable to:
Adoption & Change Management
KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
38 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
39 out of 60
Teams Rooms 2-weeks implementation
NewTech
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
40 out of 60
Microsoft Teams Meeting Room - Service A
Alfa Connections Pte Ltd
+1
Applicable to:
Meeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
41 out of 60
Viva Engage Launch: 12-Wk Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Microsoft 365 Live Events
The Viva Engage launch engagement is designed to support organisations who want to launch Viva Engage into their organisation to foster a connected and inclusive workplace culture.
42 out of 60
Viva Goals Launch:12-Wk Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
The Viva Goals launch engagement is designed to support organisations who want to launch Viva Goals into their organisation and create a purpose-driven culture.
43 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
44 out of 60
Copilot for Microsoft 365 Adoption Accelerator
Presidio
+1
Applicable to:
Adoption & Change Management
Align goals and measure success with a Copilot with a Microsoft 365 Adoption Accelerator from Presidio.
45 out of 60
Microsoft 365 Security Assessment - 4wk Assessment
Protiviti
+1
Applicable to:
Cloud Security
Effective Analysis of CIS & NIST Benchmarking, Active Directory to Azure and Microsoft 365 Configurations
46 out of 60
Dynamics GP to Business Central: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Business Central
A 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.
47 out of 60
Microsoft 365 E5 Cyber Range 2 Week Implementation
KAMIND IT, Inc
+2
Applicable to:
Cloud Security
Threat Protection
KAMIND's cybersecurity immersive learning deployment utilizing Project Ares Cyber Range for Microsoft 365 Security Suites.
48 out of 60
Advanced Employee Insights Consulting and Advisory - 1 Month - Implementation
TCS - Digital Workplace
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
Our services engagement are designed with a comprehensive approach to cater business-specific needs, the technical and data analysis requirements of Microsoft Viva Insights.
49 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POC
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
50 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."
One Diversified
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
51 out of 60
Business Central - 10 Weeks - Implementation
AccTech Systems (Pty) Ltd
+1
Applicable to:
Business Central
4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
52 out of 60
Transition to Microsoft 365: 6-mth Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Our Change & Adoption team will work to understand the impact of the change and develop a strategy that supports a seamless transition to set you up for adoption of Microsoft 365
53 out of 60
Microsoft 365 Administration: 1Week Implementation
OPAL BUSINESS SOLUTIONS LLC
+1
Applicable to:
Workplace Analytics
Opal Business Solutions can administer, implement, and support Microsoft 365 for your entire company.
54 out of 60
Microsoft Compliance Workshop: 3-Day Workshop
World Wide Technology
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
55 out of 60
Business Process Review: 2 hour Pre-Assessment
saglobal
+1
Applicable to:
Power Apps
Tailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
56 out of 60
Jumpstart Productivity With Teams: 3 Day POC
Slalom Consulting
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
57 out of 60
Extensions/Deployment (AX) : 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
58 out of 60
IN - Crayon's SharePoint Assessment Service
Crayon
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
Crayon's SharePoint Assessment enhances architecture, performance, security, usability, and migration readiness, delivering expert insights for optimization.
59 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
60 out of 60
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