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Sales Solution: 2-Day Assessment
VNB Consulting
+1
Applicable to:
Sales
An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment.
1 out of 60
NfP 365 Catalyst Envision : 1-Day Workshop
m-hance
+2
Applicable to:
Sales
Customer Service
Prepare your charity for a digital future with NfP 365 Catalyst; a proven and innovative approach from Microsoft
2 out of 60
Activate Digital Selling - Get CRM Right in 30 Days with Dynamics 365 Sales
CongruentX LLC
+1
Applicable to:
Sales
Is Your Business Asking Questions Your CRM Can't Answer? Activate Digital Selling in 4 Weeks with Get CRM Right. 4 Week Assessment and Proof of Concept
3 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Customer Service
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
4 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
5 out of 60
Sales OnPrem to Cloud: 10-Day Assessment
Sikich, LLP.
+1
Applicable to:
Sales
An in-depth system review which will provide a clear path for migration to the cloud from an existing on premise CRM implementation. Sized for organizations with 51 - 249 Users
6 out of 60
D365 Marketing Customer Journeys: 1-Day Workshop
BroadPoint, Inc
+1
Applicable to:
Sales
Anxious to create a personalized multi-channel customer journey that delivers the right message at the right time in the right channel to create rewarding relationships? We’ll set you up for success!
7 out of 60
Volunteer Management & Engagement 5-Day Workshop
m-hance
+1
Applicable to:
Sales
Prepare for a digital future and achieve more with effective Volunteer Management & Engagement
8 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.
9 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.
10 out of 60
Minsait's Value Proposition on Dynamics 365 CE: 1 day assessment
Minsait
+3
Applicable to:
Marketing
Sales
Customer Service
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Dynamics 365 projects.
11 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.
12 out of 60
Dynamics 365 Marketing 1 Week Workshop
SPAN d.d.
+3
Applicable to:
Marketing
Sales
Customer Insights
Implement customer loyalty with personalized communication campaigns, AI and omnichannel through Dynamics 365 Marketing workshop
13 out of 60
Dynamics 365 Setup and Demo: 1-Wk Proof of Concept
Andosi
+3
Applicable to:
Sales
Customer Service
Field Service
Interested in implementing Dynamics 365 but want to know it will work for your business and matches your vision? A proof of concept ensures the solution will meet and exceed your needs.
14 out of 60
Dynamics 365 Field Service: 5-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
15 out of 60
Dynamics 365 Reports: 1-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to rapidly build various dashboards and reports in Dynamics 365.
16 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
17 out of 60
Dynamics 365 Modern Service Maturity 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Customer Service
Field Service
Hitachi Solutions will support you in understanding where you currently are in your service modernization journey, and what you need to advance to the next level.
18 out of 60
Engineered Code Power Pages Training
Engineered Code Consulting Inc.
+3
Applicable to:
Sales
Customer Service
Power Pages
Help avoid the steep learning curve associated with Power Pages with online, self-paced course. One-year subscription includes course updates, monthly office hours, priority community forums Support.
19 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.
20 out of 60
Sales Process Review: 2-Day Assessment
InterDyn Artis
+1
Applicable to:
Sales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
21 out of 60
Dynamics 365 Customer Engagement: 3-Wk Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.
22 out of 60
Microsoft CRM Cloud Migration Assessment
Andosi
+3
Applicable to:
Sales
Customer Service
Customer Insights
Our offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
23 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Concept
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
24 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Sales
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales
25 out of 60
TTEC Digital Solution for OC Hub QuickStart: 10 Mins Agent Assessment
TTEC Digital
+1
Applicable to:
Customer Service
TTEC Digital OC Hub QuickStart offers a pre-built agent self-assessment that allows us to analyze current state and build a quick-start package for Dynamics365 Omni-Channel based on survey results.
26 out of 60
cswithl2_0801
Azure Marketplace
+3
Applicable to:
Commerce
Sales
Power Apps
Consultant Services w/ L2 (Dynamics)
27 out of 60
Migrate Dynamics On-Premise To Cloud: 2-Week Assessment
Hitachi Solutions
+3
Applicable to:
Supply Chain Management
Sales
Power Apps
Hitachi Solutions can help your organization develop a clear path to migrating your Dynamics On-premises ERP and CRM to Dynamics 365
28 out of 60
On-Prem Dynamics to Dynamics 365: 1-Day Assessment
Altriva Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Receive an expert assessment of what it will take for your organization to migrate from an on-premises Dynamics CRM to Dynamics 365.
29 out of 60
Dynamics 365 Customer Service Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Customer Service
Get the most out of Dynamics 365 Customer Service with expert consultation.
30 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.
31 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.
32 out of 60
envisiond365
Alpha Variance Solutions
+3
Applicable to:
Commerce
Finance
Customer Service
Alpha Variance Solutions will provide a comprehensive solution roadmap including; Structure, Applicability and Effectiveness Based on Best Practices, Lessons Learned and Industry Standards
33 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.
34 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
35 out of 60
Dynamics 365: 2-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Simplify the process of migrating to Dynamics 365 or optimizing your current environment with Quisitive’s Dynamics 365 Assessment.
36 out of 60
Fiber Suite: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Customer Service
Field Service
Fiber Suite by Arvato Systems | Proof of Concept
37 out of 60
Fiber Suite: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Customer Service
Field Service
Fiber Suite by Arvato Systems | Analyse, Bewertung, Planung
38 out of 60
Manufacturing & Distribution Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Manufacturing 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.
39 out of 60
Nonprofit Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Nonprofit Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
40 out of 60
Business & Professional Services Catalyst: 2-Week Workshop
RSM Product Sales LLC
+2
Applicable to:
Sales
Customer Service
RSM’s interactive Business & Professional Services Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
41 out of 60
Dynamics 365 for Customer Service: 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Customer Service
Learn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.
42 out of 60
Dynamics 365 for Sales 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Sales
Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
43 out of 60
Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk Assessment
Synoptek
+3
Applicable to:
Sales
Customer Service
Field Service
Leverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.
44 out of 60
Copilot 1wk Activation Assessment: Dynamics 365 Customer Service
Velrada
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
Prepare your organisation for the capabilities of Copilot in Dynamics 365 Customer Service
45 out of 60
Copilot 1wk Activation Assessment: Dynamics 365 Sales
Velrada
+3
Applicable to:
Sales
Power Virtual Agents
Power Apps
Prepare your organisation for the capabilities of Copilot in Dynamics 365 Sales.
46 out of 60
Masterful Migrations: 5-Hour Assessment
Boyer & Associates
+2
Applicable to:
Sales
Business Central
Is cloud right for you? We will take an in-depth look at your business to evaluate the benefits and risks of a digital transformation.
47 out of 60
Dynamics 365 CE: 3-Week Assessment
AlphaBOLD
+3
Applicable to:
Sales
Customer Service
Customer Insights
AlphaBOLD’s specialized Dynamics 365 CE assessment is designed to navigate you through the complexities of customization and implementation.
48 out of 60
Dynamics 365 Health Check: 2-Wk Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement explores how to get the most value out of your Dynamics 365 Implementation
49 out of 60
Dynamics 365 for Project Service: 4-Hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
An engagement to explore how Dynamics 365 Project Service Automation can bring people, process, and technology together through a unified experience.
50 out of 60
Dynamics CRM Upgrade Audit: 1-Wk Assessment
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Sales
An audit of your current Microsoft Dynamics CRM implementation with best-practice recommendations and an upgrade path.
51 out of 60
Dynamics 365 Marketing App: 1-Day Workshop
BroadPoint, Inc
+1
Applicable to:
Sales
Led by one of our seasoned CRM consultants, this 1-day workshop is specifically designed to help marketing managers be up and running on Dynamics 365 Marketing by the end of the business day.
52 out of 60
Business Central: 4-Hr Assessment
Leaping Frog Solutions Pvt. Ltd.
+3
Applicable to:
Finance
Sales
Business Central
FREE Join us for a Microsoft Dynamics 365 Business Central 4-Hr Assessment with Leaping Frog Solutions and receive a roadmap for project implementation.
53 out of 60
Dynamics 365 Dev/Extending: 3-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
54 out of 60
Dynamics 365 Customer Engagement: 5-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Customer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
55 out of 60
Dynamics 365 for Sales: 1 Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Power BI apps
This workshop provides sales people, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365.
56 out of 60
Dynamics 365 Field Service: 1-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Field Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
57 out of 60
USA Complex Financials for BC: 2-Hr Assessment
Endeavour Solutions, Inc.
+2
Applicable to:
Business Central
Customer Service
Remote Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Dynamics 365 Business Central.
58 out of 60
Dynamics 365 in Banking: 4-Hr Workshop
Wipfli LLP
+1
Applicable to:
Customer Service
An engagement tailored for the banking industry to explore how Dynamics 365 Customer Engagement/CRM can maximize your relationships and optimize your processes.
59 out of 60
Dynamics 365 in Manufacturing: 4-Hr Workshop
Wipfli LLP
+1
Applicable to:
Sales
An engagement tailored for the manufacturing industry to explore how Dynamics 365 can enhance your customer life cycle.
60 out of 60
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