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Consulting services results for Financial Services
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Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.Migrate Salesforce users to Microsoft Dynamics 365
+3
Applicable to:
Sales
Customer Service
Customer Insights
1 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymindGarantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
3 out of 60
Implementation of Microsoft Copilot Studio AI AgentPresidioAI Agent provides a tailored solution that integrates Generative AI and Natural Language Understanding to automate customer service tasks and streamline workflows across digital and voice channels.
+2
Applicable to:
Power Automate
Power Virtual Agents
4 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
5 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
6 out of 60
Microsoft 365: Strategic Roadmap development for Modern WorkplaceSeer Strategic SolutionsUnlock Your Business’s Digital Transformation Potential
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
7 out of 60
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
8 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private LimitedFree 2-hr consulting session where we assess your current Word Add-in and build a step-by-step roadmap to modernize it for improved teamwork and integration with AI capabilities, Microsoft 365, cloud.
+1
Applicable to:
Workplace Analytics
9 out of 60
Microsoft 365 Copilot Adoption & Change Accelerator Program: 4-Wk ImplementationSignal Alliance Technology HoldingSignal Alliance Consulting - Microsoft 365 Copilot Adoption program is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
10 out of 60
Fabric 4-week Proof of ConceptiLink Systems, Inc.4-week Proof of Concept to test and migrate existing workload to Microsoft Fabric
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
11 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
12 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof Solutions Inc.Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
13 out of 60
Microsoft 365 Copilot Adoption - Digital AttitudeDigital Attitude SrlImplementing an action plan to promote a conscious, polite, and sustainable use of Copilot for Microsoft 365 in the company
+1
Applicable to:
Adoption & Change Management
14 out of 60
DXC Smart Working Spaces - ImplementationDXCDXC provides capabilities to simplify the deployment and management of previously complex Audio-Visual services into a simple, repeatable, and supportable consumption model.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
15 out of 60
Advisory Service for Microsoft CloudDell Technologies ServicesLeverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
16 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationHands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
17 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
18 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizappLeverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
19 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
20 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
21 out of 60
Symity Copilot for Microsoft 365 ConsultingSYMITY, part of Charterhouse Voice & Data LtdSymity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
+1
Applicable to:
Adoption & Change Management
22 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
23 out of 60
Avanade Microsoft 365 Copilot Change Enablement Accelerator 4 wk. Imp FY24Avanade, Inc.Avanade Microsoft 365 Copilot Change Enablement is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
24 out of 60
Active Directory Security on DemandComtrade System IntegrationDiscover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
25 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
26 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems SupportSage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
+1
Applicable to:
Business Central
27 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanasENCAMINA S.L.Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
28 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:
Power BI apps
29 out of 60
Hexaware Digital Contact Center and CX TransformationHexaware TechnologiesEmpowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
30 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
31 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deploymenttrue org cloudCopilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
32 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
33 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
34 out of 60
Microsoft Fabric: 4-Hour Online WorkshopCLOUD SERVICES4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
+2
Applicable to:
Power BI apps
Power Apps
35 out of 60
Accenture Bus Apps & Power Platform Consulting Svc: 8 Wk AssessmentAccentureBusiness Applications and Power Platform Consulting Workshop. Discover and identify business needs and a roadmap to reach the end goal.
+1
Applicable to:
Power Apps
36 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTechThis 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
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
37 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
38 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorpMicrosoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
+1
Applicable to:
Business Central
39 out of 60
LTIMindtree Modern Work Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
40 out of 60
Microsoft Planner Discovery & DemoXRM VisionOptimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
41 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AICompusoftIn the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:
Power Virtual Agents
42 out of 60
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
43 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
44 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of ConceptCanvizAutomate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
+1
Applicable to:
Power Apps
45 out of 60
DCCP ImplementationSonata Software Ltd.Modernize the customer service experience with Sonata’s IntelliKontact.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
46 out of 60
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
47 out of 60
LTIMindtree Business Applications PowerShift Offer for Legacy Application ModernizationLTIMindtree LimitedLTIMindtrees's PowerShift Offer helps businesses quickly & cost-effectively migrate legacy systems to Microsoft Power Platform, enabling a smooth transition to modern & scalable cloud solution
+3
Applicable to:
Power Automate
Power Apps
Power Pages
48 out of 60
AX 2009/2012 Upgrade to Dynamics 365 Finance and Operation - Supply Chain Management: 12-Week ImplementationMaison Consulting & SolutionsAccelerate your digital transformation with Microsoft Dynamics 365 F & O and SCM. On Cloud or On-Premise, we excel in both.
+2
Applicable to:
Supply Chain Management
Finance
49 out of 60
Microsoft 365: 3-Hour Implementationtrue org cloudGain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
50 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware TechnologiesBoost Your Customer and Community Engagements With Our Power Pages Consulting offer
+3
Applicable to:
Power Automate
Power Apps
Power Pages
51 out of 60
Data & AnalyticsConcurrency, Inc.We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
+1
Applicable to:
Power BI apps
52 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
53 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:
Sales
Customer Service
Field Service
54 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
55 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
56 out of 60
Tableau to Power BI Migration: 3 Week Proof of ConceptNous Infosystems Inc.Accelerate Tableau to Power BI migration at optimized costs with Nous.
+1
Applicable to:
Power BI apps
57 out of 60
Credit Review ToolProtivitiThe Credit Review Tool offers a customizable application on Power Platform & Dataverse to perform and document individual loan reviews, ensuring easy deployment, automated reporting, & client control.
+2
Applicable to:
Power Automate
Power Apps
58 out of 60
Microsoft 365 Data oversharing report: 5-D Implementation and consultingReplyComprehensive Insights: Get a holistic overview of your environment and uncover overshared sites, documents, and items without the need for expensive Microsoft 365 E5 licenses.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
59 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
Finance
Business Central
60 out of 60