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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
1 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.
2 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!
3 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
4 out of 60
Dynamics Customer Insights: 1 Hour Briefing
Slalom Consulting
+1
Applicable to:
Customer Insights
Work with an experienced and established delivery partner to see how Dynamics 365 Customer Insights can modernize your customer experiences and unlock business value for your organization.
5 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.
6 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.
7 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.
8 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.
9 out of 60
AI Insights Enablement - 2 Day Assessment
Adastra Corporation
+1
Applicable to:
Customer Insights
Make Smarter Decisions with AI-Driven Insights
10 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.
11 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.
12 out of 60
FIELDBOSS HVAC Contractor-3 hr Briefing & Demo
Rimrock Corporation
+3
Applicable to:
Business Central
Customer Service
Field Service
A detailed guided demo of FIELDBOSS HVAC Contractor Management for Microsoft Dynamics 365.
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
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
15 out of 60
Catalyst Envisioning: 1-Hour Briefing
Crm - Konsulterna i Sverige AB
+3
Applicable to:
Marketing
Sales
Customer Service
In this preparatory session, we take you through the initial steps of Microsoft Catalyst IDEA – Inspire. A first step to implement Power Platform and Dynamics 365 based solutions.
16 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.
17 out of 60
HCL Biz Apps - Contact Centre Modernisation and Optimisation - 1-hr Briefing
HCL Technologies Limited.
+2
Applicable to:
Customer Service
Customer Voice
HCL is an award-winning Microsoft partner with a proven track record for excellence in Customer Service digital transformations using technology from the Microsoft stack.
18 out of 60
AX 2009/12 to Dynamics 365 Upgr: 3-Wk Assessment
Visionet Systems, Inc
+2
Applicable to:
Finance
Customer Service
Accelerate your digital transformation with Microsoft Azure and Dynamics 365. This assessment will provide you with effort, cost, and roadmap for your Dynamics 365 journey.
19 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.
20 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.
21 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
22 out of 60
Dynamics 365 für Transport & Logistik: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Customer Service
Project Operations
Ein kostenloses Webinar für Transport- und Logistikunternehmen, die das ganze Potenzial der digitalen Transformation mit Microsoft Dynamics 365 entdecken möchten.
23 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
24 out of 60
Maturity Model Assessment for Financial Services: 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.
25 out of 60
Fly Lane - 4 Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Customer Service
Assessment of solution that helps increase deliverycapacity through Dynamics 365 Customer Service
26 out of 60
Customer Insights: 1 Day Assessment
Intergen Limited
+1
Applicable to:
Customer Insights
Microsoft Dynamics 365 Customer Insights Accelerator - 1-Day Assessment
27 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
28 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
29 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.
30 out of 60
Dynamics 365 Customer Service: 2-Hour Briefing
Altriva Solutions
+1
Applicable to:
Customer Service
Find out if Dynamics 365 Customer Service is right for your organization.
31 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.
32 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.
33 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.
34 out of 60
CRM: 1-Wk Assessment
Velosio
+1
Applicable to:
Customer Service
In just one week, the Velosio CRM Assessment identifies challenges and roadblocks with your existing CRM no matter what solution you are using.
35 out of 60
Dynamics 365 CE Customer Service: 1-Hr Briefing
Slalom Consulting
+1
Applicable to:
Customer Service
Partner with our experienced team to explore how Dynamics 365 Customer Service can revolutionize your customer service operations and deliver exceptional customer experiences.
36 out of 60
Dynamics 365 Readiness Assessment - 3 Weeks
WinWire Technologies
+3
Applicable to:
Customer Service
Project Service Automation
Power Apps
Dynamics 365 Readiness Assessment identifies opportunities to automate business processes and enables customers to build a strategic plan to modernize their business applications.
37 out of 60
Customer Service Solution: 2-Day Assessment
VNB Consulting
+1
Applicable to:
Customer Service
An evaluation of your current Customer Service processes that results in a detailed plan for Dynamics 365 for Customer Service deployment.
38 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.
39 out of 60
Customer Service Support & Remediation: 4-Wk Assessment
Rand Group, LLC
+1
Applicable to:
Customer Service
Rand Group's Customer Service Support and Remediation offering gives you a single point of contact for all Dynamics 365 Customer Service support services.
40 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.
41 out of 60
Customer Insights: 2-Hour Briefing
MAQ Software
+1
Applicable to:
Customer Insights
Get an overview of Dynamics 365 Customer Insights capabilities and explore how your customer data can be transformed to get crucial business insights
42 out of 60
Analysis of the implementation of the ERP SYSTEM - Audit (Dynamics 365 Business Central)
Sii Sp. z o.o.
+3
Applicable to:
Supply Chain Management
Business Central
Customer Service
Identification of the implementation scope of Dynamics 365 Business Central solution
43 out of 60
HCL Biz Apps - Omni channel Customer Care: 1 Hr-Briefing
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Get on the right track to providing personalized omni-channel service to your customers.
44 out of 60
Digital Transformation Assessment for Social Housing
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
For Housing Associations aiming to address pain points, this discovery workshop and value mapping exercise will deliver actionable recommendations against key metrics, with measurable efficiency gains
45 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
46 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.
47 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?
48 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.
49 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
50 out of 60
HCL Biz Apps - Change Management for Dynamics 365: 1-Hr Briefing
HCL Technologies Limited.
+2
Applicable to:
Sales
Customer Service
Create a lasting business process transformation - HCL uses a structured approach to transformational change management that is customized for each customer.
51 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr Assessment
JourneyTEAM
+3
Applicable to:
Finance
Business Central
Customer Service
FREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
52 out of 60
TTEC Digital Solution for OC Hub QuickStart: 10 Mins Agent Assessment
TTEC Digital
+1
Applicable to:
Customer Service
TTEC Digital OC Hub QuickStart offers a pre-built agent self-assessment that allows us to analyze current state and build a quick-start package for Dynamics365 Omni-Channel based on survey results.
53 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.
54 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.
55 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
56 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
57 out of 60
Dynamics 365 for Customer Service: 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Customer Service
Learn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.
58 out of 60
Copilot 1wk Activation Assessment: Dynamics 365 Customer Service
Velrada
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
Prepare your organisation for the capabilities of Copilot in Dynamics 365 Customer Service
59 out of 60
Dynamics 365 CE: 3-Week Assessment
AlphaBOLD
+3
Applicable to:
Sales
Customer Service
Customer Insights
AlphaBOLD’s specialized Dynamics 365 CE assessment is designed to navigate you through the complexities of customization and implementation.
60 out of 60
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