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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.
1 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
2 out of 60
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
3 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.
4 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
5 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.
6 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
7 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
8 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.
9 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.
10 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.
11 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.
12 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!
13 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.
14 out of 60
Dynamics 365 Success Plan: 1-Day Workshop
Altruas
+3
Applicable to:
Sales
Customer Service
Field Service
A workshop using the proven Altruas Implementation Methodology to help you understand what is needed for a successful CRM implementation.
15 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.
16 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
17 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
18 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.
19 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.
20 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
21 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.
22 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
23 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.
24 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.
25 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.
26 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.
27 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.
28 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.
29 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
30 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!
31 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.
32 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.
33 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!
34 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.
35 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.
36 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.
37 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
38 out of 60
Microsoft Sales Copilot: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Sales
Specialized Copilot Readiness workshop to prepare your organization for AI in Dynamics 365
39 out of 60
Direct to Consumer: 1 Week Assessment
Argano LLC
+3
Applicable to:
Marketing
Finance
Customer Service
Bridge the gap between aspiration and implementation for direct-to-consumer selling
40 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.
41 out of 60
Acceler8: 0.5-Day Workshop to discuss and plan the migration of existing Dynamics 365 Customer Engagement implementations to the cloud.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services suitable for hosting Dynamics 365 Customer Engagement.
42 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.
43 out of 60
Migration to Unified Interface: 2-Day Assessment
MAQ Software
+2
Applicable to:
Sales
Customer Service
Feeling limited by your Dynamics 365’s interface? Experience the transformative power of Unified Interface in a comprehensive 2-day assessment
44 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.
45 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
46 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.
47 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.
48 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.
49 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.
50 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.
51 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.
52 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.
53 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!
54 out of 60
cswithl2_0801
Azure Marketplace
+3
Applicable to:
Commerce
Sales
Power Apps
Consultant Services w/ L2 (Dynamics)
55 out of 60
Nexer Connected Call Center: 5-Days Workshop
Nexer Group AB
+1
Applicable to:
Customer Service
Increase first-touch resolution, automate recurring customer interactions and provide connected and personalized customer experiences to take your call center operations to the next level.
56 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.
57 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.
58 out of 60
Dynamics Omnichannel
JourneyTEAM
+1
Applicable to:
Customer Service
Integrate your channels into your existing Omnichannel environment
59 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.
60 out of 60
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