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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.
1 out of 60
Dynamics 365 CE Security Assessment: 2-Weeks
KMicro Tech, Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Is your Dynamics 365 secure? KMicro's Dynamics 365 security assessment uncovers vulnerabilities to protect your sensitive data and ensure compliance.
2 out of 60
Infosys Copilot for Sales Implementation Factory 2-week assessment
Infosys Limited
+3
Applicable to:
Finance
Sales
Customer Service
We will help clients drive better experience for sellers and focus on key metrics of business, like Win rate, Run rate, Time-to-close rate, Pipeline velocity, Pipeline coverage, Customer satisfaction.
3 out of 60
Connected Schools Solution: 3 Week Fit-Gap Assessment
PWC SERVICES AU
+3
Applicable to:
Finance
Customer Service
Power Apps
3 Week Fit-Gap Assessment of the schools technology ecosystem and requirements to determine the applicability of the Connected Schools Solution and estimate the cost and timeline of implementation.
4 out of 60
Capgemini Microsoft Digital Customer Experience (CX): 4 Wk Assessment
Capgemini Group
+3
Applicable to:
Marketing
Sales
Customer Service
Transform customer experiences across the lifecycle of sales, service, marketing and commerce through truly immersive experiences and the power of data for personalized and real time experiences.
5 out of 60
Dynamics 365 Cost Calculator: 1-Day Assessment
Information Strategies
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Calculating costs for a Dynamics 365 implementation can be confusing. Our calculator provides a starting point for budget analysis and to help categorize the Dynamics 365 apps that you need.
6 out of 60
Infosys Microsoft Dynamics 365 Copilot Consulting
Infosys Limited
+3
Applicable to:
Marketing
Sales
Customer Service
Infosys’ 3-step starter program is a consulting framework developed to enable clients in their transformative journey to leverage Dynamics 365 Copilot in existing organizational processes & workflows.
7 out of 60
Regulate: 0.5-Day Workshop to discuss core areas for consideration of a new Regulatory solution using Codec's Regulate for Cloud Accelerator.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services
8 out of 60
TCS Services for Microsoft Digital Contact Center : 3 week Assessment
Tata Consultancy Services Ltd - Dynamics
+3
Applicable to:
Customer Service
Customer Insights
Power Virtual Agents
A brief assessment to assess the digital transformation of the contact center for a superior customer experience
9 out of 60
24/7 Global Managed Services - 1 Day Assessment
HSO
+3
Applicable to:
Supply Chain Management
Finance
Sales
HSO’s 24/7 Global Managed Services for Azure and Microsoft Dynamics 365 can help proactively support your business critical applications.
10 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.
11 out of 60
Salesforce to Dynamics 365: 4-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Migrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack, additional functionalities, and often times lower licensing costs.
12 out of 60
EY Customer Experience Accelerator Assessment: 4 weeks
EY Global
+3
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Create seamless, omnichannel experiences to meet rising expectations
13 out of 60
Dynamics 365 for Medical Devices: 2-Hr Assessment
Turnkey Tec
+3
Applicable to:
Finance
Sales
Business Central
Receive a summary of findings and high-level cost estimate of your requirements for implementing Microsoft Dynamics 365 for your medical device manufacturing organization.
14 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
15 out of 60
Grants Manager Plus: 1-Day Assessment
Information Strategies
+3
Applicable to:
Finance
Sales
Customer Service
Evaluate the Grants Manager solution that simplifies the grants process from initial solicitation through review, scoring, award, payment processing and post award reporting.
16 out of 60
Maturity Model Assessment for Equipment Manufacturing: 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.
17 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.
18 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.
19 out of 60
Dynamics 365 Security Audit: 2-Day Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Curious about the state of your Dynamics 365 security? In just two days, our assessment can reveal vulnerabilities, strengthen your defenses, and prepare your business against threats.
20 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.
21 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?
22 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.
23 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.
24 out of 60
Intelligent Business Applications
Cognizant
+3
Applicable to:
Sales
Customer Service
Power Apps
Agile and efficient cloud platform that automates, integrates, and enhances business goals visibility. It protects data and fosters innovation.
25 out of 60
Consolidate Apps on Dynamics 365: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
26 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.
27 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
28 out of 60
Microsoft Dynamics 365 CRM Roadmap - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed discovery of the organizational readiness for a CRM implementation and the recommended roadmap to achieve the business objectives.
29 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.
30 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
31 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
32 out of 60
Manufacturing Process Review: 3-Day Assessment
Stoneridge Software LLC
+4
Applicable to:
Finance
Sales
Business Central
Customer Service
A review between your leaders and our consultants of manufacturing-related business processes resulting in an actionable game plan, budget, and timeline of your next ERP implementation.
33 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.
34 out of 60
Data Migration Assessment – Cloud for Non-Profit
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Sales
Official Non-profit Common Data Model and Data Strategy Solution Assessment
35 out of 60
Nonprofit Data Migration 2 Day Assessment Workshop
cloudThing
+1
Applicable to:
Customer Service
The Workshop allows your charity to make an informed decision on how to best migrate your data
36 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.
37 out of 60
Empower your people with our 2-day accessibility assessment for inclusive digital experiences
m-hance
+3
Applicable to:
Sales
Customer Service
Power Apps
Our 2-day accessibility assessment workshop is designed to review your Microsoft Dynamics 365 and/or Power Platform solutions, as well as the accessibility requirements you have within your business
38 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.
39 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.
40 out of 60
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
41 out of 60
Power Platform Discovery: 2-hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Power BI apps
Power Apps
An engagement to explore how Microsoft Power Apps can be utilized for your business application and cloud strategy
42 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
43 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr Assessment
WebSan Solutions Inc.
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
44 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.
45 out of 60
Accelerate Revenue Generation with Dynamics 365 Sales 3-Wk Assessment
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Insights
Power your sales team with an integrated CRM system that maximizes the potential of Dynamics 365 and Microsoft technologies for your business.
46 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
47 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
48 out of 60
D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
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
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.
51 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!
52 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.
53 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
54 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.
55 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.
56 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
57 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.
58 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.
59 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.
60 out of 60
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