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Financial Services

Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
Más información >

Servicios de consultoría resultados para Servicios financieros

Mostrando resultados en servicios de consultoría
Vista resultados relacionados en aplicaciones o resultados relacionados en nubes del sector.
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
1 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
2 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our solution will help you design and create Word templates for Dynamics 365.
3 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
4 out of 60
Microsoft Copilot Activation & ImplementationBDO
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insights
Become a Frontier Firm by activating and implementing Copilot and agents at work across your organization.
5 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An implementation package to get up and running fast and easy with Dynamics 365 for Sales.
6 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidio
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Align goals and measure success with a Copilot Adoption Accelerator from Presidio.
7 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Prove the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
8 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Learn if Microsoft Dynamics 365 Business Central is right for your business.
9 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
10 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer 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.
11 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
12 out of 60
Software health-check service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
13 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of ConceptCongruentX LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Migrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
14 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
15 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDO
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Unlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
16 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
17 out of 60
Microsoft Copilot WorkshopManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Bring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
18 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro Ltd
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
19 out of 60
Performance Review Service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
20 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
The low-risk, low-stress way to know if analytics will really bring you ROI.
21 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
22 out of 60
Microsoft Copilot Studio: AI Business StrategyAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
An end-to-end solution designed to help organizations harness the transformative potential of artificial intelligence.
23 out of 60
Field Service Integration: 9-Wk ImplementationDynamic Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-field-services product iconField Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
24 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
25 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLC
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
The goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
26 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed two days with insights that will change the way you work with Power BI.
27 out of 60
Power BI Introduction Workshop - 1 DayTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed one day with insights that will change the way you work with Microsoft Power BI.
28 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
29 out of 60
Data Security with Microsoft Purview SolutionsBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Enhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
30 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDO
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Set future-proof security goals & build a roadmap to strengthen your Microsoft 365 posture with Modern SecOps on a unified platform, leveraging Zero Trust architecture and threat protection assessment
31 out of 60
Dashboard-as-a-Service: 3-Week Implementation Using Power BITecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
32 out of 60
Google to Microsoft 365 MigrationManaged Solution
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Empowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
33 out of 60
Implementation of Microsoft Purview QuickStartPresidio
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
34 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Microsoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
35 out of 60
Dynamics 365 FO Financials: 5-Day WorkshopTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
36 out of 60
LG CNS Copilot Agent Design & Delivery ServiceLG CNS Co., Ltd.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
A full-cycle service that covers tailored design and seamless delivery of Copilot Studio agents.
37 out of 60
Microsoft 365 Copilot Adoption - Digital AttitudeDigital Attitude Srl
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Implementing an action plan to promote a conscious, polite, and sustainable use of Copilot for Microsoft 365 in the company
38 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
39 out of 60
Business Central Property Management 2-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will help you with Property Management for Microsoft Dynamics 365, Business Central
40 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
41 out of 60
Microsoft 365 Copilot: 4-Hour Hands-On WorkshopCloud 9 Infosystems, Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Microsoft 365 Copilot: 4-Hour Hands-On Workshop helps you to identify high-impact use cases, and build a clear, actionable roadmap for secure and scalable AI Adoption.
42 out of 60
Dashboard-as-a-Service: 2-Day Implementation Using Power BITecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
43 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
44 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
45 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
46 out of 60
People Analytics Reporting: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
Retaining Top Talent with Big Data using Microsoft Power BI.
47 out of 60
Power BI Training - Dashboard-in-a-Day (DIAD)ONYX DATA LTD
+1
Applicable to:
power-bi product iconPower BI apps
A one-day, hands-on workshop for business analysts that covers the full capabilities of Microsoft Power BI. The aim is to take users from having never used Power BI to building their own dashboards
48 out of 60
Power BI Finance Dashboard Accelerator: 6-Wk Assessment and ImplementationPrelude Systems Inc
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your finance reporting with our pre-built Power BI dashboard for Profit and Loss, Gross Margin, Utilization, Budget vs Actual, and Budget Forecast.
49 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
50 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
51 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
52 out of 60
Data Driven Ready Power BI: 5-Day WorkshopAlgoritmia
+1
Applicable to:
power-bi product iconPower BI apps
Proposed as Consulting Service for Spain - Descubra las ventajas de la toma de decisiones de negocio basada en datos con Power BI
53 out of 60
Business Central Premier: 8-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
54 out of 60
Copilot Adoption ProgramManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Integrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
55 out of 60
FORTÉ's Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLC
+2
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-compliance-advisory-services product iconCompliance Advisory Services
In just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
56 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW Mentor
+1
Applicable to:
powerapps product iconPower Apps
PowerApps Remote Support / Consulting
57 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM Vision
+1
Applicable to:
powerapps product iconPower Apps
Starting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
58 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoft
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
TrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
59 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Logan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
60 out of 60
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