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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.
1 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.
2 out of 60
Microsoft Dynamics CRM to Dynamics 365 Sales Migration: 2 Day Workshop and AIM Assessment
Sikich, LLP.
+2
Applicable to:
Sales
Customer Service
This workshop is for Microsoft Dynamics CRM users who want to evaluate an upgrade to Dynamics 365 cloud CRM
3 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
4 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.
5 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
6 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.
7 out of 60
CRM Core Team Prep: 4-Hr Workshop
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Sales
A workshop to prepare your core team for an upcoming CRM initiative on Microsoft Dynamics 365, arming them with best practices and a plan.
8 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
9 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.
10 out of 60
Healthcare Data Interoperability: 4 Wks Workshop
HCL Technologies Limited.
+3
Applicable to:
Customer Service
Field Service
Customer Insights
HCL Data Interoperability utilizes the trusted and integrated capabilities of Microsoft Cloud for Healthcare, enhancing collaboration, data driven decision-making, and operational efficiencies.
11 out of 60
Dynamics 365 CRM applications audit: See Results in Just 2-Weeks
GO-ERP
+3
Applicable to:
Marketing
Sales
Field Service
Dynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
12 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
13 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.
14 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.
15 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.
16 out of 60
Infosys Dynamics365 Sales: 1-Day Workshop
Infosys Limited
+1
Applicable to:
Sales
Find and build stronger relationships. Improve productivity and performance. Get a single view of customers.
17 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.
18 out of 60
Customer Experience: 2 day workshop
Prodware Israel LTD
+3
Applicable to:
Sales
Customer Service
Field Service
Customer Journey Mapping workshop designed to improve and shape your customer experience initiatives
19 out of 60
CRM Accelerator for Sales: 5-Day Workshop
XRM Vision
+1
Applicable to:
Sales
Enhance your CRM usage to unleash your full sales potential.
20 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.
21 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.
22 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
23 out of 60
Velosio Organizational Change Management Assessment for Microsoft Dynamics 365 Applications-2 WK
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a Change Management Assessment, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
24 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.
25 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
26 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.
27 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.
28 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.
29 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.
30 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.
31 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.
32 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.
33 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.
34 out of 60
CRM for Government Contractors: 1-Day Workshop
Aligned Business Solutions, LLC
+2
Applicable to:
Sales
Power Apps
In this interactive Workshop you and your team will receive a hands on experience working with Capture 360 and Microsoft's next generation technologies to increase revenue and improve your win rates.
35 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
36 out of 60
cswithl2_0801
Azure Marketplace
+3
Applicable to:
Commerce
Sales
Power Apps
Consultant Services w/ L2 (Dynamics)
37 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!
38 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.
39 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.
40 out of 60
CRM for Government Contractors: 1-Day Assessment
Information Strategies
+1
Applicable to:
Sales
An engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
41 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.
42 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.
43 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.
44 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.
45 out of 60
Connected Blueprint™ : 4-Week Manufacturing Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
Connected Blueprint™ uncovers opportunities and provides a custom strategy that makes the most impact in the shortest amount of time, helping manufacturers modernize and improve business outcomes.
46 out of 60
Maturity Model Assessment for Healthcare: 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.
47 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
48 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
49 out of 60
HCL Biz Apps - PowerProperty - 1 week assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
PowerProperty facilitates housing providers to deliver all the relevant industry-centric processes for the Front, Middle and Back office, which are not available in standard Microsoft Dynamics 365
50 out of 60
8 STEPS: 4 Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+3
Applicable to:
Marketing
Supply Chain Management
Sales
Initial analysis and implementation planning framework for your strategic projects that eliminates risks and increases probability of successful implementation that returns profit.
51 out of 60
D365 Sales Onboarding: 1-Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+1
Applicable to:
Sales
Shorten the internal adoption of your new CRM. The onboarding package provides initial setup and guidance for Dynamics 365 Sales to get started quickly without system customizations.
52 out of 60
Dynamics Omnichannel
JourneyTEAM
+1
Applicable to:
Customer Service
Integrate your channels into your existing Omnichannel environment
53 out of 60
Microsoft Cloud for Nonprofit: 1 Hr Assessment
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about the Microsoft Cloud for Nonprofit, including Fundraising & Engagement.
54 out of 60
Fundraising to Finance Assessment
Serenic Software Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Evaluate Sylogist’s fundraising to finance solution based on the Microsoft Cloud for Nonprofit with our free assessment offering.
55 out of 60
Sales OnPrem to Cloud: 1-Wk 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 less than 50 users.
56 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.
57 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
58 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.
59 out of 60
Contact Center Modernization: 3 day assessment
Argano LLC
+3
Applicable to:
Sales
Customer Service
Field Service
Develop the right strategy to optimize your contact center operations
60 out of 60
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