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Dynamics 365: 4-Week Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Bring new power to your out-of-the-box Dynamics 365 capabilities
1 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
2 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
3 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.
4 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.
5 out of 60
Connected Blueprint™ : 4-Week Manufacturing Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
Connected Blueprint™ uncovers opportunities and provides a custom strategy that makes the most impact in the shortest amount of time, helping manufacturers modernize and improve business outcomes.
6 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.
7 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
8 out of 60
FIELDBOSS HVAC Contractor-3 hr Briefing & Demo
Rimrock Corporation
+3
Applicable to:
Business Central
Customer Service
Field Service
A detailed guided demo of FIELDBOSS HVAC Contractor Management for Microsoft Dynamics 365.
9 out of 60
Dynamics 365: 2-day Discovery Session
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
This discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
10 out of 60
Microsoft Dynamics 365 Customer Service: 1 Hour Briefing
Cognizant
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Customer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
11 out of 60
Dynamics 365 CE Health Check: 2-Wk Assessment
Axazure
+1
Applicable to:
Customer Service
2 weeks (80 hours) - Evaluate your current CRM status understanding what you can get with best practices.
12 out of 60
Microsoft Dynamics 365 Marketing: 1 Hour Briefing
Cognizant
+3
Applicable to:
Marketing
Sales
Power BI apps
Marketing Solutions envisioning, deployment and support services for Dynamics 365 Marketing
13 out of 60
Government Accelerator: 2-Hour Discovery Assessment
HSO
+3
Applicable to:
Customer Service
Power Automate
Power Apps
A cloud-based platform built for Public Sector teams to streamline processes and deliver better services leveraging Microsoft Power Apps
14 out of 60
Patient eXperience in Healthcare: 4-hours briefing
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
4-hours introduction to our expertise in Patient Experience in Healthcare digital processes
15 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
16 out of 60
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
17 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.
18 out of 60
Dynamics 365 für Transport & Logistik: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Customer Service
Project Operations
Ein kostenloses Webinar für Transport- und Logistikunternehmen, die das ganze Potenzial der digitalen Transformation mit Microsoft Dynamics 365 entdecken möchten.
19 out of 60
Dynamics 365 Marketing: Implementierung
proMX AG
+3
Applicable to:
Marketing
Sales
Project Operations
Ein Service für Dynamics 365 Marketing, um eine erfolgreiche Schritt-für-Schritt-Implementierung in verschiedenen Branchen zu gewährleisten.
20 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!
21 out of 60
Microsoft Cloud for Nonprofit: 1 Hr Assessment
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about the Microsoft Cloud for Nonprofit, including Fundraising & Engagement.
22 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?
23 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.
24 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.
25 out of 60
Dynamics 365 Sales: 2-Hour Briefing
Altriva Solutions
+1
Applicable to:
Sales
Find out if Dynamics 365 Sales is right for your organization.
26 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!
27 out of 60
Dynamics 365 CE Customer Service: 1-Hr Briefing
Slalom Consulting
+1
Applicable to:
Customer Service
Partner with our experienced team to explore how Dynamics 365 Customer Service can revolutionize your customer service operations and deliver exceptional customer experiences.
28 out of 60
Dynamics 365 Readiness Assessment - 3 Weeks
WinWire Technologies
+3
Applicable to:
Customer Service
Project Service Automation
Power Apps
Dynamics 365 Readiness Assessment identifies opportunities to automate business processes and enables customers to build a strategic plan to modernize their business applications.
29 out of 60
Dynamics 365 for construction: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for construction suppliers about using Microsoft Dynamics 365 technologies for managing (complex) building projects and for discovering the full potential of digital transformation.
30 out of 60
Customer Service Support & Remediation: 4-Wk Assessment
Rand Group, LLC
+1
Applicable to:
Customer Service
Rand Group's Customer Service Support and Remediation offering gives you a single point of contact for all Dynamics 365 Customer Service support services.
31 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.
32 out of 60
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
33 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.
34 out of 60
Analysis of the implementation of the ERP SYSTEM - Audit (Dynamics 365 Business Central)
Sii Sp. z o.o.
+3
Applicable to:
Supply Chain Management
Business Central
Customer Service
Identification of the implementation scope of Dynamics 365 Business Central solution
35 out of 60
HCL Biz Apps - Catalyst Envisioning Success: 1-Hour Briefing
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
We will ideate together using design-led thinking concepts, jointly defining your unique path to digital transformation and determining benchmarks for desired organizational outcomes.
36 out of 60
Migration to Unified Interface: 2-Day Assessment
MAQ Software
+2
Applicable to:
Sales
Customer Service
Feeling limited by your Dynamics 365’s interface? Experience the transformative power of Unified Interface in a comprehensive 2-day assessment
37 out of 60
FREE Dynamics 365 for Sales: 1-day Briefing and Demo System Tailoring Service
GO-ERP
+3
Applicable to:
Marketing
Sales
Customer Service
Dynamics 365 for Sales - Briefing session - Customization and System Tailoring - Personalized Demonstration
38 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.
39 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.
40 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
41 out of 60
HCL Biz Apps - Dynamics 365 for Sales Capability - 1 hour Briefing
HCL Technologies Limited.
+1
Applicable to:
Sales
It’s time to embrace a new way of thinking about the sales process and client relationships!
42 out of 60
Salesforce to Dynamics 365 Migration: 1-week Assessment
Definity First
+3
Applicable to:
Sales
Customer Service
Power Automate
Migrating from Salesforce to Dynamics 365 provides seamless integration, enhanced features, and potential cost savings.
43 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.
44 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.
45 out of 60
HCL Biz Apps - Contact Centre Modernisation and Optimisation - 1-hr Briefing
HCL Technologies Limited.
+2
Applicable to:
Customer Service
Customer Voice
HCL is an award-winning Microsoft partner with a proven track record for excellence in Customer Service digital transformations using technology from the Microsoft stack.
46 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.
47 out of 60
Catalyst Envisioning: 1-Hour Briefing
Crm - Konsulterna i Sverige AB
+3
Applicable to:
Marketing
Sales
Customer Service
In this preparatory session, we take you through the initial steps of Microsoft Catalyst IDEA – Inspire. A first step to implement Power Platform and Dynamics 365 based solutions.
48 out of 60
Microsoft Dynamics 365 Sales: 1 Hour Briefing
Cognizant
+3
Applicable to:
Marketing
Sales
Customer Insights
Sales Solutions envisioning, deployment and support services for Dynamics 365 Sales
49 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
50 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
51 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.
52 out of 60
Expert ISV Consulting: 1-Hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Understand the Microsoft Business Applications ISV Connect Ecosystem from an Expert.
53 out of 60
Microsoft Cloud for Nonprofit Fundraising & Engagement Assessment
Wipfli LLP
+2
Applicable to:
Marketing
Sales
Microsft Cloud for Nonprofit Fundraising & Marketing: 12 Week Assessment
54 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.
55 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
56 out of 60
AX 2009/12 to Dynamics 365 Upgr: 3-Wk Assessment
Visionet Systems, Inc
+2
Applicable to:
Finance
Customer Service
Accelerate your digital transformation with Microsoft Azure and Dynamics 365. This assessment will provide you with effort, cost, and roadmap for your Dynamics 365 journey.
57 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.
58 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?
59 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.
60 out of 60
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