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Dynamics Migration: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
1 out of 60
Dynamics 365: 2-week Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
Catapult simplifies your migration to Dynamics 365 or optimization of a current environment by developing a custom roadmap to ensure that your environment is healthy, productive, and yielding ROI.
2 out of 60
Upgrade Dynamics AX: 2-Wk Assessment
MCA Connect
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to assess if it is ready to upgrade to the cloud.
3 out of 60
Operations Development: 3-Day Workshop
MCA Connect
+1
Applicable to:
Finance
A 3-day in-depth training course on developing application extensions in Dynamics 365 for Operations, Enterprise Edition.
4 out of 60
Dynamics 365 finance and operations Chinese local requiremnt: 4 hours introduction
厦门一维天地信息技术有限公司
+2
Applicable to:
Supply Chain Management
Finance
Introduction of Chinese local requirement of implementing Dynamics 365 Finance and Operations in China
5 out of 60
Dynamics 365 for Talent Fit/Gap: 2-Hr Assessment
Elevate HR Inc.
+1
Applicable to:
Finance
Explore how Microsoft Dynamics 365 for Talent can revitalize your employees’ day-to-day experience and elevate recruiting, onboarding, performance development, compensation, benefits, and more.
6 out of 60
F&O Support & Remediation: 4-Wk Support Assessment
Rand Group, LLC
+2
Applicable to:
Supply Chain Management
Finance
Rand Group's Finance and Operations Support and Remediation offering gives you a single point of contact for all F&O support services.
7 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
8 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.
9 out of 60
Master Planning: 1-Day Workshop
Dynamic Consulting
+1
Applicable to:
Finance
A one-day, classroom-style workshop for using and fine-tuning the Dynamics 365 or Dynamics AX master planning module.
10 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
11 out of 60
Transportation Processes Assessment: 4-Hr Workshop
Industry Consulting Service
+2
Applicable to:
Supply Chain Management
Finance
Expert analysis and assessment of transportation processes set-up in your Dynamics AX / 365FO environment, identification of key pain points, recommendations and directions for improving efficiency.
12 out of 60
Check up empresarial y desarrollo de estrategias digitales: 12 hrs Taller interactivo.
INDEP BUSINESS PARTNER, S.A DE C.V.
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Identifica los problemas, prioriza soluciones de impacto y traza tu objetivo.
13 out of 60
Retail & Commerce: 5Hr Workshop
Axxon Consulting S.A.
+2
Applicable to:
Commerce
Finance
Dynamics 365 Retail & Commerce delivers a complete omnichannel solution that unifies back-office, in-store, call center and e-commerce experiences.
14 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.
15 out of 60
Dynamics 365 Sales: 1 Tag Workshop | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Workshop
16 out of 60
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.
17 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.
18 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.
19 out of 60
Microsoft Cloud for Retail: 2-Day Comprehensive Assessment
Synoptek
+1
Applicable to:
Finance
Do you want to elevate the shopping experience of your customers? Synoptek recommends one of the best-suited retail solutions and implementation paths with the 2-day free Retail Assessment.
20 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
21 out of 60
Upgrade to D365 Finance: 10 Day Assessment
Unify Dots Corporation
+2
Applicable to:
Supply Chain Management
Finance
Assessment to review your Microsoft Dynamics AX deployment to upgrade to Microsoft Dynamics 365 Finance ERP in the Cloud
22 out of 60
Catalyst: Efficient Vendor Management: 2-Day Workshop
Columbus Global
+2
Applicable to:
Supply Chain Management
Finance
Improve your Supply Chain visibilitywith intelligent vendor management
23 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?
24 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.
25 out of 60
Velosio Digital NEXT Roadmap-Assessment-3 MO.
Velosio
+3
Applicable to:
Finance
Business Central
Power BI apps
The Velosio Digital NEXT Roadmap is a strategic envisioning and planning program, designed to work with you to assess your current application ecosystem and deliver a digital & business transformation
26 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.
27 out of 60
Activate Digital Selling: 4 hour virtual workshop
saglobal
+2
Applicable to:
Sales
Power Apps
Digital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
28 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.
29 out of 60
Infosys Dynamics365 Customer Service: 1-Day Wrkshp
Infosys Limited
+1
Applicable to:
Customer Service
Deliver positive customer experiences faster by optimizing resources and reducing operational costs.
30 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
31 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.
32 out of 60
Connected Field Service: 1-Day Envisioning Wkshop
HSO
+1
Applicable to:
Field Service
Envision improvement opportunities with Dynamics 365 Field Service by experiencing high-level demonstrations of the Microsoft solution landscape combined with insight into high-value use-cases.
33 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.
34 out of 60
CRM for Manufacturing - 2H Workshop
9altitudes
+3
Applicable to:
Sales
Customer Service
Field Service
Ideate together with 9altitudes' experts a Customer Engagement platform for your Manufacturing company. We will envision you a future-proof business solution based on Industry Best Practices.
35 out of 60
Dynamics 365 ERP: 4-hour Envisioning Assessment
Synoptek
+1
Applicable to:
Finance
Leverage Synoptek’s certified Dynamics 365 experts to identify the next steps for your ERP implementation or upgrade.
36 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.
37 out of 60
Not for Profit Catalyst 1 day workshop
cloudThing
+3
Applicable to:
Marketing
Business Central
Customer Service
Enabling Business Transformation through Catalyst
38 out of 60
Automate Asset Management: 3-Wk Assessment
Sonata Software Ltd.
+1
Applicable to:
Finance
Automate moving from Microsoft ISV add-on EAM solution to the standard 'Asset Management Add-in' for Microsoft Dynamics 365 Supply Chain Management.
39 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
40 out of 60
Procurement Controls Catalyst for Life Sciences—Pharma: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This workshop is designed to help business leaders unlock the potential of their business by providing actionable solutions to move their organization forward, utilizing Microsoft's Catalyst program.
41 out of 60
Catalyst: Effective Master Data Management Strategy: 2-Day Workshop
Columbus Global
+2
Applicable to:
Supply Chain Management
Finance
Improve decision-making processes in your organization by creating effective Master Data Management Strategy
42 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.
43 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
44 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.
45 out of 60
Velosio Organizational Change Management Consultation-1.5 HR
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a free 90-minute Change Management Consultation service, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
46 out of 60
Nonprofit Accelerator Volunteer Mgmt 2-wk Workshop
Wipfli LLP
+3
Applicable to:
Marketing
Field Service
Power Apps
Explore how Microsoft's Volunteer Management application can be implemented and extended to meet the needs of your stakeholders and volunteer community
47 out of 60
Dynamics 365 ERP: Dynamics GP 2-Hr Assessment
SHEA Capital Corporation
+2
Applicable to:
Finance
Business Central
Let our specialists at SHEA Global determine what the best approach to a cloud strategy is for you as an organization, currently running Microsoft Dynamics GP (Great Plains).
48 out of 60
Dynamics 365 CRM: 1-Day Workshop
JourneyTEAM
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
Respond to market trends, engage customers, and automate your business processes with Microsoft Dynamics 365 for Sales, Customer Service, Marketing, Field Service, and Project Services.
49 out of 60
Dynamics 365 Finance Catalyst Assessment
Nexer Enterprise Applications Limited
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
Accelerate your business with Microsoft Dynamics 365 Finance. With this short assessment, Nexer will unlock the value and potential in Microsoft Dynamics 365 Finance.
50 out of 60
Field Service for Home Health: 3-Wk Workshop
Hitachi Solutions
+3
Applicable to:
Customer Service
Field Service
Power Apps
Hitachi Solutions’ Home Health Workshop results in a value-based directional roadmap with defined priorities to move towards a modernized home health experience for patients and providers.
51 out of 60
Pre-Configured ERP Catalyst for Life Sciences—Pharma: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This complimentary workshop is designed to help manufacturers and product owners of all sizes to envision and build a plan to achieve their business transformation goals.
52 out of 60
Manage Financial Risk - 4 hour Workshop
saglobal
+1
Applicable to:
Finance
Dynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
53 out of 60
Dynamics 365 Finance and Operations (ERP): 1-Day Assessment
Bitscape
+2
Applicable to:
Supply Chain Management
Finance
Harness Bitscape's expertise to assess your D365 ERP (Finance and Operations) journey better, upgrade or new implementation, we provide the right advice
54 out of 60
Custom Portal for Manufacturing: 4-Week Assessment
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
RSM's custom portal assessment delivers solutions for a manufacturing-oriented custom portal, enabling superior customization to meet distinct industry needs, beyond standard offerings' scope.
55 out of 60
Dealer Management System 2-Day Assessment
ETG
+1
Applicable to:
Finance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
56 out of 60
HVAC 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 HVAC Contractor Management for Dynamics 365.
57 out of 60
Dynamics 365 Customer Service: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+2
Applicable to:
Customer Service
Field Service
Dynamics 365 Customer Service | Analyse, Bewertung, Planung
58 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.
59 out of 60
Microsoft Dynamics GP to Dynamics 365 Migration: 2 Day Workshop and AIM Assessment
Sikich, LLP.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
This workshop is for Microsoft Dynamics GP users who want to evaluate an upgrade to Dynamics 365 cloud ERP
60 out of 60
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