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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.
1 out of 60
Dynamics 365 Professional Services Implementation Accelerator: 4-Wk Assessment
Business Engagement Group Sweden AB
+3
Applicable to:
Supply Chain Management
Finance
Field Service
Leverage Engage Group’s proven project methodology, infused by industry accelerators for professional services companies, and built on Microsoft Success by Design to ensure value-driven outcomes.
2 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.
3 out of 60
Dynamics 365 Sales Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Sales
Increase Sales, Improve Customer Relationships, and Grow your Business with our Consulting Services
4 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.
5 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.
6 out of 60
Catalyst Envision and Innovation: 2-Day Workshop
Axazure
+1
Applicable to:
Sales
How do you envision the future state of your organization? Build your transformation strategy with Microsoft Catalyst, a proven and powerful approach to innovation and discover Dynamics 365 Sales.
7 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.
8 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?
9 out of 60
Sales Copilot for Salesforce: Training
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Sales
Training for use of Microsoft Sales Copilot with Salesforce
10 out of 60
Catalyst Envision - 6 weeks Workshop & Design
W-IT SpA
+1
Applicable to:
Sales
The accompaniment by phases is a structured work for the development of internal knowledge of any organization. With Microsoft Catalyst, support and growth is assured.
11 out of 60
Retail & Consumer Goods Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Retail & Consumer Goods Catalyst workshop helps companies build, plan, and execute business transformation strategies with a proven, innovative approach.
12 out of 60
Life Sciences Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Life Sciences Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
13 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!
14 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.
15 out of 60
Envisioning Retail Transformation 2 weeks workshop
HCL Technologies Limited.
+3
Applicable to:
Commerce
Supply Chain Management
Sales
Looking to engage your customers through an omnichannel shopping experience, or drive value from data, and build a resilient supply chain model then consider Microsoft Cloud for Retail.
16 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
17 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?
18 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.
19 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.
20 out of 60
Customer Voice JumpStart: 2-Day Workshop
Dyn365Pros
+3
Applicable to:
Sales
Customer Service
Field Service
The Customer Voice JumpStart service delivers the knowledge and training required to launch an effective survey program leveraging Microsoft Customer Voice and Dynamics 365.
21 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.
22 out of 60
Volunteer Management Envisioning 2-Week Workshop
Wipfli LLP
+1
Applicable to:
Sales
Turbocharge your volunteer strategy with this ideation workshop - discover, imagine, and design a transformational approach to enabling your volunteer workforce
23 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.
24 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.
25 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.
26 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.
27 out of 60
Field Service: 3-Day Roadmap Workshop
Rand Group, LLC
+1
Applicable to:
Field Service
3-day workshop using the Microsoft Catalyst methodology to build your field service operations roadmap
28 out of 60
Marketing Automation Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
29 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.
30 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.
31 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.
32 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.
33 out of 60
Dynamics GP to Dynamics 365 Finance & Supply Chain Migration Assessment: 3-day
enVista Enterprise Solutions, LLC (EES) - MBS
+3
Applicable to:
Supply Chain Management
Finance
Field Service
enVista conducts a 3-day assessment for GP customers wishing to migrate to Finance & Supply Chain
34 out of 60
Elevator Contractors: 1-Day Assessment
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS Lift Elevator Contract Management for Dynamics 365.
35 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
36 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.
37 out of 60
Dynamics 365 Field Service Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Field Service
Transform Operations, Enhance Customer Experience, and Empower Field Service Excellence
38 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.
39 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.
40 out of 60
Post Implementation Audit
Tech One Global
+3
Applicable to:
Sales
Business Central
Customer Service
PIA is an evaluation of the project's goals and activity achievement as measured against the project plan, budget, time deadlines, quality of deliverables, and specifications.
41 out of 60
Dynamics 365 Sales/Sale App : 1-Day Workshop
Dynamics Edge
+3
Applicable to:
Finance
Sales
Customer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
42 out of 60
Dynamics 365 Success Plan: 1-Day Workshop
Altruas
+3
Applicable to:
Sales
Customer Service
Field Service
A workshop using the proven Altruas Implementation Methodology to help you understand what is needed for a successful CRM implementation.
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
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.
45 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.
46 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.
47 out of 60
FSM Mobility 2-day Workshop | 8 weeks consultation and Implementation
LTIMindtree Limited
+1
Applicable to:
Field Service
LTIMindtree’s FSM Mobility Solution, built on Microsoft Dynamics 365 Field Service Mobile Application, is a modular service offering designed to boost field technicians’ productivity.
48 out of 60
Enable Always on Customer Service: 1-day Workshop
true org cloud
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
1 Day Workshop to help you Learn, Assess, Configure, & Enable Your Always on Service by connecting Customer / Field / Virtual Agents to take your customer experience from Omnichannel to Always On.
49 out of 60
Retail & Consumer Goods Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Retail & Consumer Goods is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
50 out of 60
Food & Beverage Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Food & Beverage is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
51 out of 60
Nonprofit Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Nonprofit is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
52 out of 60
Government Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Government is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
53 out of 60
Life Sciences Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Life Sciences is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
54 out of 60
Business Applications Discovery Manufacturing: 2-Wk Assessment
ProServeIT
+3
Applicable to:
Supply Chain Management
Finance
Field Service
A business applications discovery will identify your app requirements & build your case for adopting apps to connect your entire enterprise for efficiency, QC, data management & customer experience.
55 out of 60
Business & Professional Service Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Bus. & Prof. Services is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future
56 out of 60
Dynamics 365: 5-tägiger Workshop
novaCapta GmbH
+1
Applicable to:
Sales
Tauchen Sie mit uns ab in die Möglichkeiten für Ihr CRM-System mit Dynamics 365. Innerhalb des Workshops zeigen wir Ihnen, warum Dynamics 365 die ideale Wahl für Ihr Unternehmen ist.
57 out of 60
Fiber Suite: 1 Tag Workshop | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Customer Service
Field Service
Fiber Suite by Arvato Systems | Workshop
58 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.
59 out of 60
Microsoft Dynamics - Connect and power your CRM data: 14-tägiger Workshop
novaCapta GmbH
+1
Applicable to:
Sales
Verbinden, integrieren und automatisieren Sie Ihre Vertriebsdaten in einem individuellen Dashboard mit Microsoft Dynamics 365 Sales.
60 out of 60
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