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Dynamics 365 CRM applications audit: See Results in Just 2-Weeks
GO-ERP
+3
Applicable to:
Marketing
Sales
Field Service
Dynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
1 out of 60
HCL Biz Apps - Customer Care for Utilities - 1 day assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Heightened customer expectation and siloed data leave companies scrambling to perfect the omin-channel experience.
2 out of 60
Accelerated Intelligent Order Management Adoption with PartnerLinQ: 4-Week Proof of Concept
Visionet Systems, Inc
+3
Applicable to:
Commerce
Supply Chain Management
Sales
Quick IOM POC for intelligent, rule-based order routing & fulfillment Visionet PartnerLinQ adopters for connectivity with common B2B/ B2C platforms, marketplaces, common WMS/ ERP platforms, and 3PLs
3 out of 60
Workshop and Assessment Copilot for Sales
Compusoft
+1
Applicable to:
Sales
One Day Free Workshop and Assessment on Copilot for Microsoft Dynamics 365 Sales designed to enhance participants' understanding of Copilot's capabilities within the application
4 out of 60
HCL Biz Apps - PowerProperty - 1 week assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
PowerProperty facilitates housing providers to deliver all the relevant industry-centric processes for the Front, Middle and Back office, which are not available in standard Microsoft Dynamics 365
5 out of 60
Diagnostic of Microsoft Dynamics 365 CRM Contact/Call Center for Retail: 2 weeks proof of concept
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
Dive into the world of efficient customer support and real-time interactions with Microsoft Dynamics 365 CRM Contact/Call Center.
6 out of 60
Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
7 out of 60
Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-Wk
MISSION CRM
+1
Applicable to:
Sales
This service will produce two outcomes: (1) a data dictionary of every entity/table and field from your legacy data source(s); and (2) a confident scope of work for the migration effort.
8 out of 60
Dynamics 365: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Business Central
Customer Service
Dynamics 365 | Proof of Concept
9 out of 60
Gov Contractors QuickStart: 1-Wk Proof of Concept
Information Strategies
+1
Applicable to:
Sales
The InfoStrat Dynamics 365 for Government Contractors QuickStart helps you get up and running quickly using Dynamics 365 in the Microsoft Cloud for capture management of government contracts.
10 out of 60
TTEC Digital Solution for Patient Activation: 4 Week POC
TTEC Digital
+2
Applicable to:
Marketing
Customer Insights
TTEC Digital leverages deep health & Microsoft expertise to help organizations reengage patients & grow revenue for providers.
11 out of 60
Dynamics 365 Customer Engagement:5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
12 out of 60
Upgrade from Microsoft Dynamics AX to Dynamics 365: 2 Day Migration Assessment
saglobal
+3
Applicable to:
Supply Chain Management
Finance
Sales
With Microsoft Dynamics AX reaching end of support, the risks of an unsupported software can be grave. Assess if your business is ready for a move to the cloud with Microsoft Dynamics 365.
13 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr Assessment
JourneyTEAM
+3
Applicable to:
Finance
Business Central
Customer Service
FREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
14 out of 60
PowerWebTraffic - 1 Hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Marketing
Commerce
Sales
See what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
15 out of 60
Business Apps eConnect - 1-Wk Assessment
ECLECTICS INTERNATIONAL LTD
+2
Applicable to:
Sales
Customer Service
Looking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
16 out of 60
Microsoft Dynamics 365 CE Contact Management Pilot- 4 Week POC
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide our clients with advisory and implementation of a Microsoft Dynamics CE contact management pilot solution to help organizations manage client relationships.
17 out of 60
EQM 365 - Sales Enterprise Envisioning Offering (CRM)
EQM
+3
Applicable to:
Sales
Power BI apps
Power Apps
¿Preparado para vender más y conocer mejor a tus clientes? ¡Hazte ya con una sesión de evaluación de Dynamics 365 Sales Enterprise CRM!
18 out of 60
Envision your Dynamics 365: 7-tägiges Assessment
novaCapta GmbH
+1
Applicable to:
Sales
Machen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
19 out of 60
Dynamics 365 CRM Implementation: 6-Wk Assessment
GMCS Verex
+2
Applicable to:
Sales
Customer Service
We provide customers with a solution assessment to find the best way to implement Microsoft Dynamics 365 Sales
20 out of 60
D365 CE: Project Implementation Assessment (4) HRS
Sunrise Technologies
+1
Applicable to:
Sales
Do you have a 360 view of your customers?
21 out of 60
Dynamics 365 Support Service: 2-Hr Assessment
TrellisPoint LLC
+2
Applicable to:
Sales
Customer Service
Outsourcing support and maintenance of Microsoft Dynamics 365 is perfect for businesses who want to manage their CRM system more strategically.
22 out of 60
ClickDimensions: 1-Day Assessment
Information Strategies
+2
Applicable to:
Sales
Customer Service
Evaluate how Microsoft Dynamics 365 and ClickDimensions can help you automate marketing activities such as email, events, web forms, and nurture marketing campaigns.
23 out of 60
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.
24 out of 60
EQM 365 Customer Service Envisioning Offering
EQM
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
Capacita a tus agentes y supera las expectativas de tus clientes. ¡Hazte ya con una sesión de evaluación de Dynamics 365 Customer Service!
25 out of 60
Sales to Billing Business Process Automation: 3-week Fit-Gap Assessment
CloudFronts Technologies
+3
Applicable to:
Sales
Customer Service
Power Automate
If you are looking to automate your entire Sales to Billing business process to gain more visibility and optimize your business operations, our experienced consultants at CloudFronts can help.
26 out of 60
AI Insights Enablement - 2 Day Assessment
Adastra Corporation
+1
Applicable to:
Customer Insights
Make Smarter Decisions with AI-Driven Insights
27 out of 60
Microsoft Dynamics 365 Customer Engagement Security Model Assessment - 5 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed current state assessment of Microsoft Dynamics 365 Customer Engagement environment security model, both on-premises and online.
28 out of 60
Diagnostic of Microsoft Dynamics 365 CRM customer data platform & marketing for Retail: 2 weeks proof of concept
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
Discover personalized customer experiences with Microsoft Dynamics 365 CRM Customer Data Platform & Marketing.
29 out of 60
Dynamics 365 CRM Quick Start - 1 Week Assessment
LINKSOFT
+2
Applicable to:
Marketing
Sales
Our CRM Quick Start includes a rapid but thorough assessment, taking up to 40 hours to estimate the current condition of your CRM system or specific needs and requirements for a new CRM solution.
30 out of 60
CRM Adoption & Readiness: 4-Hr Assessment
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
An assessment using the proven High Performing Organization model to help you understand what is needed for a successful CRM initiative with Microsoft Dynamics 365 Sales.
31 out of 60
Digital Transformation Assessment for Social Housing
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
For Housing Associations aiming to address pain points, this discovery workshop and value mapping exercise will deliver actionable recommendations against key metrics, with measurable efficiency gains
32 out of 60
LTIMindtree Business Applications Secure Vault - 2 Weeks PoC
LTIMindtree Limited
+1
Applicable to:
Sales
LTIMindtree's Dynamics 365 Secure Vault offer provides enhanced security of critical business records. It provides single pane to configure security for Dynamics 365 CE and SharePoint
33 out of 60
Maturity Model Assessment for Healthcare: 3 Week Assessment
JourneyTEAM
+2
Applicable to:
Marketing
Customer Service
Assess your organization’s operational maturity and create a plan to improve your business processes using technology.
34 out of 60
D365 365 On Premise to Cloud: 1-Hr Assessment
true org cloud
+1
Applicable to:
Sales
In depth evaluation of your current On-Premise setup to make an informed decision about your move to the online Dynamics 365.
35 out of 60
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
36 out of 60
Dynamics 365 for Sales: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Sales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
37 out of 60
Dynamics 365: 1 Week-Assessment
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
Our assessment overviews how Microsoft Dynamics 365 can streamline your operations and increase efficiency while identifying pain points and issues with your existing systems.
38 out of 60
Analysis of the implementation of the CRM-Audit Dynamics 365
Sii Sp. z o.o.
+2
Applicable to:
Sales
Customer Service
As part of the 10-day audit, we will prepare a list of needs for the implementation of the CRM project
39 out of 60
Choose The Right Dynamics 365: 2-Day Assessment
FORVIS Business Technology Solutions
+3
Applicable to:
Finance
Sales
Business Central
Our team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
40 out of 60
Nonprofit Data Migration 2 Day Assessment Workshop
cloudThing
+1
Applicable to:
Customer Service
The Workshop allows your charity to make an informed decision on how to best migrate your data
41 out of 60
Dynamics 365 Sales implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this.
42 out of 60
On-Prem to Online Migration: 1-Hr Assessment
Forceworks
+2
Applicable to:
Sales
Customer Service
A Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
43 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
44 out of 60
Experience 360 by TTEC Digital: 4 Week Discovery POC
TTEC Digital
+1
Applicable to:
Sales
Experience 360 is our strategic methodology designed to help you eliminate poor customer experiences.
45 out of 60
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
46 out of 60
Upgrade to Dynamics CRM Online: 1-Wk Assessment
MCA Connect
+1
Applicable to:
Sales
A 1-week in-depth review of your Dynamics CRM on-premises deployment to assess if it is ready to upgrade to the cloud.
47 out of 60
Sales & Operations Planning: 2-Week Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives.
48 out of 60
Empower Education by Minsait: 1 day Assessment
Minsait
+3
Applicable to:
Marketing
Sales
Customer Service
In this assessment, we demonstrate how to empower students, teachers and administration experience.
49 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
50 out of 60
Secure Vault - 2 Weeks PoC
LTIMindtree Limited
+1
Applicable to:
Sales
Dynamics 365 LTIMindtree Secure Vault provides enhanced security of critical business records. It provides single pane to configure security for Dynamics 365 CE and SharePoint
51 out of 60
Dynamics 365 Customer Insights: 4-Week Assessment
RSM Product Sales LLC
+1
Applicable to:
Customer Insights
Target personalized messages for improved response using Customer Insights and Azure storage. Explore customer data, design, build and activate it for use in selling, customer service and digital camp
52 out of 60
Automate Dynamics 365 Customer Service Lite 2-Wk Proof of Concept
POWER 365 SOLUTIONS LTD
+3
Applicable to:
Sales
Customer Service
Customer Voice
Jumpstart your customer service journey with the Dynamics 365 Customer Service "lite" proof of concept. Designed to give you the minimum overheads but maximum output utilising cutting edge automation.
53 out of 60
Customer 360: Customer Insights: 2Hr Assessment
Clouds On Mars
+1
Applicable to:
Customer Insights
Understand what benefits and opportunities Customer Insights can bring for your organization. Understand your readiness and what you need to do to implement
54 out of 60
Maturity Model Assessment for Financial Services: 3 Week Assessment
JourneyTEAM
+2
Applicable to:
Marketing
Customer Service
Assess your organization’s operational maturity and create a plan to improve your business processes using technology.
55 out of 60
NfP 365 Fundraising & Engagement: 2-Day Assessment
m-hance
+1
Applicable to:
Sales
Understand how you can effectively manage your supporters with NfP 365 Fundraising & Engagement and benefit from a system with scalable functionality which grows with your charity.
56 out of 60
Fly Lane - 4 Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Customer Service
Assessment of solution that helps increase deliverycapacity through Dynamics 365 Customer Service
57 out of 60
Customer Insights: 1 Day Assessment
Intergen Limited
+1
Applicable to:
Customer Insights
Microsoft Dynamics 365 Customer Insights Accelerator - 1-Day Assessment
58 out of 60
D365 Customer Insights: 3-Week Manufacturing POC
RSM Product Sales LLC
+1
Applicable to:
Customer Insights
This rapid proof of concept will activate Customer Insights and Azure storage, stage customer data for use in Customer Insights, and create customer segments and profiles for analytics and export.
59 out of 60
Dynamics 365 Sales: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Analyse, Bewertung, Planung
60 out of 60
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