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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
1 out of 60
Dynamics 365 in Nonprofits: 4-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement tailored for the Nonprofit industry to explore how Dynamics 365 can maximize your relationships and optimize your processes.
2 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.
3 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!
4 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
5 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.
6 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.
7 out of 60
Dynamics 365 Support Service: 2-Hr Assessment
TrellisPoint LLC
+2
Applicable to:
Sales
Customer Service
Outsourcing support and maintenance of Microsoft Dynamics 365 is perfect for businesses who want to manage their CRM system more strategically.
8 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.
9 out of 60
Sales to Billing Business Process Automation: 3-week Fit-Gap Assessment
CloudFronts Technologies
+3
Applicable to:
Sales
Customer Service
Power Automate
If you are looking to automate your entire Sales to Billing business process to gain more visibility and optimize your business operations, our experienced consultants at CloudFronts can help.
10 out of 60
Dynamics Migration: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
11 out of 60
Dynamics 365: 2-week Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
Catapult simplifies your migration to Dynamics 365 or optimization of a current environment by developing a custom roadmap to ensure that your environment is healthy, productive, and yielding ROI.
12 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.
13 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.
14 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.
15 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
16 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
17 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
18 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?
19 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.
20 out of 60
AI Insights Enablement - 2 Day Assessment
Adastra Corporation
+1
Applicable to:
Customer Insights
Make Smarter Decisions with AI-Driven Insights
21 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.
22 out of 60
Dynamics 365 Customer Engagement: 3-Wk Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.
23 out of 60
Microsoft CRM Cloud Migration Assessment
Andosi
+3
Applicable to:
Sales
Customer Service
Customer Insights
Our offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
24 out of 60
Customer Insights: 1 Day Assessment
Intergen Limited
+1
Applicable to:
Customer Insights
Microsoft Dynamics 365 Customer Insights Accelerator - 1-Day Assessment
25 out of 60
Customer 360: Customer Insights: 2Hr Assessment
Clouds On Mars
+1
Applicable to:
Customer Insights
Understand what benefits and opportunities Customer Insights can bring for your organization. Understand your readiness and what you need to do to implement
26 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.
27 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.
28 out of 60
Dynamics 365 Sales: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Analyse, Bewertung, Planung
29 out of 60
Dynamics 365 Customer Insights: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+2
Applicable to:
Marketing
Customer Insights
Dynamics 365 Customer Insights | Analyse, Bewertung, Planung
30 out of 60
Envision your Dynamics 365: 7-tägiges Assessment
novaCapta GmbH
+1
Applicable to:
Sales
Machen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
31 out of 60
Dynamics 365 Customer Insights: 4-Week Assessment
RSM Product Sales LLC
+1
Applicable to:
Customer Insights
Target personalized messages for improved response using Customer Insights and Azure storage. Explore customer data, design, build and activate it for use in selling, customer service and digital camp
32 out of 60
Dynamics 365 for Sales 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Sales
Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
33 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.
34 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.
35 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.
36 out of 60
Dynamics 365 Sales implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this.
37 out of 60
Loyalty Suite: Loyalty Health Check | Arvato Systems
Arvato Systems
+3
Applicable to:
Customer Insights
Power Automate
Power Apps
Loyalty Health Check | Assessment
38 out of 60
Dynamics 365 Health Check: 2-Wk Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement explores how to get the most value out of your Dynamics 365 Implementation
39 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.
40 out of 60
Business Central: 4-Hr Assessment
Leaping Frog Solutions Pvt. Ltd.
+3
Applicable to:
Finance
Sales
Business Central
FREE Join us for a Microsoft Dynamics 365 Business Central 4-Hr Assessment with Leaping Frog Solutions and receive a roadmap for project implementation.
41 out of 60
Migration to Dynamics 365: 3-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
42 out of 60
Dynamics 365 Customer Engagement:5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
43 out of 60
Sales Process Review: 2-Day Assessment
InterDyn Artis
+1
Applicable to:
Sales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
44 out of 60
Real Estate CRM implementation: 1-Day Assessment
Dynamica Labs
+1
Applicable to:
Sales
Assessment of your current CRM, real estate industry best practices benchmarking, and a report on how Dynamics 365 can support your agency's automation.
45 out of 60
Dynamics 365 Online Migration: 2-Hr Assessment
Cobalt
+2
Applicable to:
Sales
Customer Service
An assessment to determine the best path for your organization to Dynamics 365 from the company that created Migration Dynamics.
46 out of 60
Migration to Dynamics 365: 4-Hr Assessment
Covenant Technology Partners
+2
Applicable to:
Marketing
Sales
Move Dynamics 365 On Premises to the Cloud Starting with 4 Hour Analysis
47 out of 60
Adoxio Portal: 4-Wk Assessment
KPMG Adoxio
+2
Applicable to:
Sales
Customer Service
Adoxio is offering a new Portal Assessment service to assist customers in making informed decisions on their path forward when Microsoft ends support of Adxstudio Portals version 7 in August 2018.
48 out of 60
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
49 out of 60
Dynamics 365 App Development: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
50 out of 60
CRM Performance Analysis: 10-Day Assessment
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
51 out of 60
Dynamics 365 Business Check: 1-Hr Assessment
Sparktech
+3
Applicable to:
Finance
Sales
Customer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
52 out of 60
Digital Transformation: 1 day Business Assessment
saglobal
+2
Applicable to:
Finance
Sales
Driving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
53 out of 60
Sales Support & Remediation: 4-Wk Support Assessment
Rand Group, LLC
+1
Applicable to:
Sales
Rand Group's Sales Support and Remediation offering gives you a single point of contact for all Dynamics 365 Sales support services.
54 out of 60
Sales Support & Enhancement: 8-Wk Support Assessment
Rand Group, LLC
+1
Applicable to:
Sales
Rand Group's Dynamics 365 Sales Support and Enhancement offering goes beyond break-fix, allowing you to unlock the full potential of your system.
55 out of 60
Solution Assessment - CRM for Manufacturing
9altitudes
+3
Applicable to:
Sales
Customer Service
Field Service
Define a detailed Roadmap for your Customer Engagement Platform. This Assessment will result in a Solution Architecture, Timeline, Budget and Project Approach for your Manufacturing company.
56 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.
57 out of 60
On-Prem Dynamics to Dynamics 365: 1-Day Assessment
Altriva Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Receive an expert assessment of what it will take for your organization to migrate from an on-premises Dynamics CRM to Dynamics 365.
58 out of 60
Dynamics 365 CRM Implementation: 6-Wk Assessment
GMCS Verex
+2
Applicable to:
Sales
Customer Service
We provide customers with a solution assessment to find the best way to implement Microsoft Dynamics 365 Sales
59 out of 60
Fundraising and Engagement Consultation: 1-Hr Assessement
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 Dynamics 365, Fundraising & Engagement, and the Nonprofit Accelerator.
60 out of 60
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