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Dynamics 365 Customer Insights: 2h assessment
proMX AG
+1
Applicable to:
Customer Insights
Customer Insights lets you collect and analyze customer data, create a unified customer profile and deliver personal experiences to build long-term trust.
1 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.
2 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.
3 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.
4 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.
5 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.
6 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
7 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.
8 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.
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
Dynamics 365: 2-day Discovery Session
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
This discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
11 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.
12 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.
13 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.
14 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
15 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
16 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.
17 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.
18 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.
19 out of 60
Dynamics 365 Field Service implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Sales
Field Service
Power Automate
A five-day assessment helping to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Field Service and prepare your command for this.
20 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.
21 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
22 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.
23 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.
24 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.
25 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
26 out of 60
Value and Competitive Advantage
Capgemini Group
+3
Applicable to:
Commerce
Customer Service
Customer Insights
VCA Assessment conducts analysis of value creation configuration in your business and quantification of business impact of different parts of Dynamics 365 solutions.
27 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
28 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.
29 out of 60
TCS Connected Scholars on Microsoft Dynamics 365
Tata Consultancy Services Ltd - Dynamics
+3
Applicable to:
Marketing
Customer Insights
Power Apps
Educational Institutions are looking for a transformational change. They are moving away from traditional models, seeking methods which allow anytime anywhere access to adaptive learning.
30 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.
31 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
32 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.
33 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.
34 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.
35 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
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
Alithya Dynamics 365 Customer Insights
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Customer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
38 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.
39 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.
40 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
41 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.
42 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.
43 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.
44 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.
45 out of 60
cswithl2_0801
Azure Marketplace
+3
Applicable to:
Commerce
Sales
Power Apps
Consultant Services w/ L2 (Dynamics)
46 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
47 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
48 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.
49 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.
50 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.
51 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.
52 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
53 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
54 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.
55 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
56 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.
57 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.
58 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!
59 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?
60 out of 60
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