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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.
1 out of 60
Dynamics 365 Sales as a CRM Solution
Creospark Consulting Services Inc
+3
Applicable to:
Sales
Customer Service
Customer Insights
This solution provides the essential tools you need to manage and grow your customer relationships.
2 out of 60
Dynamics 365 Customer Service as a CRM Solution
Creospark Consulting Services Inc
+3
Applicable to:
Sales
Customer Service
Customer Insights
This solution provides the essential tools you need to manage and grow your customer relationships.
3 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Sales
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales
4 out of 60
BRIKHousing: Tenancy Management_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Tenancy Management_ effectively and efficiently allows you to manage all tenancy management processes from the initial application, through to ending the tenancy when notice is given.
5 out of 60
BRIKHousing: Contractor Management_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
The BRIKHousing: Contractor Management_ solution helps housing organisations efficiently manage their relationships with external contractors, ensuring cost-effective and timely services.
6 out of 60
BRIKHousing: Arrears Management_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Arrears Management_ helps social landlords' streamline the arrears process, leveraging the power of Microsoft Dynamics 365 for a robust solution.
7 out of 60
BRIKHousing: Core Housing Process_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Core Housing Processes_ ensures you meet your performance targets whilst improving customer care. This means resolving issues, complaints and enquiries more quickly and effectively.
8 out of 60
BRIKHousing: Compliance_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Compliance_ helps to manage all regulatory and non-regulatory compliance checks typically carried out within a Housing Organisation
9 out of 60
BRIKHousing: Rent Accounting_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Rent Accounting_ manages the complex task of recording and monitoring all credits and debits against a tenant or leaseholder rent account as well as all Sub Accounts.
10 out of 60
BRIKHousing: Planned Maintenance_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Planned Maintenance_ delivers total control over planned maintenance works including managing contractor costs and progress metrics.
11 out of 60
BRIKHousing: Repairs_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
BRIKHousing: Repairs_ is a comprehensive repairs management solution vital for every Social Housing landlord.
12 out of 60
BRIKHousing: Customer Portal_
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
The BRIKHousing: Customer Portal_ allows residents and clients to carry out various tasks via a self-service portal.
13 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
14 out of 60
Hands-on Workshop Projektmanagement
ALFAPEOPLE
+3
Applicable to:
Supply Chain Management
Finance
Sales
In unserem zweitägigen Workshop erhalten Sie praxisnahe Einblicke in Projekt- und Changemanagement für nachhaltigen Projekterfolg, besonders bei ERP-Projekten.
15 out of 60
Masterful Migrations: 5-Hour Assessment
Boyer & Associates
+2
Applicable to:
Sales
Business Central
Is cloud right for you? We will take an in-depth look at your business to evaluate the benefits and risks of a digital transformation.
16 out of 60
Focused Fundraising
Boyer & Associates
+1
Applicable to:
Sales
This packaged implementation gets you started quickly with the fundraising capabilities available within Microsoft’s business applications.
17 out of 60
Dynamics 365 & Power Platform Implemention
Sirocco
+3
Applicable to:
Sales
Customer Service
Power Apps
Use intelligent insights to power digital transformation through Dynamics 365 Sales, Customer Servicde and Power Platform
18 out of 60
From On-premises to Cloud
Sirocco
+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.
19 out of 60
LTIM Business Applications Dynamics 365 CRM Transformation Offering
LTIMindtree Limited
+3
Applicable to:
Sales
Customer Service
Field Service
LTIMindtree's D365 CRM Transformation offering provides solutions for managing Customer Relationships and driving business growth. Our offerings range from implementation, customization and support.
20 out of 60
License optimization assessment for Dynamics 365
Advaiya Solutions Inc.
+3
Applicable to:
Finance
Sales
Business Central
A detailed optimization assessment for Dynamics 365 licenses: User profile and license mapping
21 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
22 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.
23 out of 60
Dynamics 365 Marketing: 5-Day Implementation
BroadPoint, Inc
+1
Applicable to:
Sales
Led by one of our seasoned CRM consultants, this 5-day implementation is specifically focused on quickly getting you and running on the core capabilities of Dynamics 365 Marketing.
24 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.
25 out of 60
D365 Marketing Customer Journeys: 1-Day Workshop
BroadPoint, Inc
+1
Applicable to:
Sales
Anxious to create a personalized multi-channel customer journey that delivers the right message at the right time in the right channel to create rewarding relationships? We’ll set you up for success!
26 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Concept
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
27 out of 60
XRM® Contact Center: 2-Wk Implementation
E-Consulting
+1
Applicable to:
Sales
Pre-configured solution based on Microsoft Dynamics 365 Customer Engagement for omni-channel customer service.
28 out of 60
Dynamics 365 Cust Serv: 1-Wk Implementation
Automate io LLC
+1
Applicable to:
Customer Service
Dynamics 365 Customer Service implementation service
29 out of 60
Free Migration to Dynamics 365 CE: 2-Day Workshop
Capgemini
+2
Applicable to:
Sales
Customer Service
An accelerated and industrialized approach to understand the effort required to move from a Third Party CRM to Dynamics 365 CE in a Like-to-Like migration.
30 out of 60
Dynamics 365 Cust Serv: 1-Wk Implementation
The Help Desk San Francisco Bay Area LLC
+1
Applicable to:
Customer Service
Dynamics 365 Customer Service implementation service.
31 out of 60
Dynamics 365/AX Support: 4-Week Implementation
Folio3 Software Inc.,
+3
Applicable to:
Finance
Sales
Business Central
Get seamless support, fast issue resolution, optimization of existing processes and maintenance of critical Business Applications, 24/7, with Folio3’s Global Support Services.
32 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.
33 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.
34 out of 60
Dynamics 365 Marketing App: 4-Week Implementation
TrimaxSecure
+3
Applicable to:
Marketing
Sales
Customer Service
Tailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
35 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
36 out of 60
Dynamics 365 Dev/Extending: 3-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
37 out of 60
Dynamics 365 Sales/Sale App : 1-Day Workshop
Dynamics Edge
+3
Applicable to:
Finance
Sales
Customer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
38 out of 60
Dynamics 365 Customer Engagement: 5-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Customer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
39 out of 60
Dynamics 365 for Sales: 1 Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Power BI apps
This workshop provides sales people, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365.
40 out of 60
Dynamics 365 Field Service: 1-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Field Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
41 out of 60
Kaizala Scalable Incidents: 3-Wk Implementation
Best Projects
+2
Applicable to:
Sales
Customer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
42 out of 60
Dynamics 365 Setup and Demo: 1-Wk Proof of Concept
Andosi
+3
Applicable to:
Sales
Customer Service
Field Service
Interested in implementing Dynamics 365 but want to know it will work for your business and matches your vision? A proof of concept ensures the solution will meet and exceed your needs.
43 out of 60
USA Complex Financials for BC: 2-Hr Assessment
Endeavour Solutions, Inc.
+2
Applicable to:
Business Central
Customer Service
Remote Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Dynamics 365 Business Central.
44 out of 60
Power BI Advanced Data Shaping: 1-Day Workshop
Advaiya Solutions Inc.
+3
Applicable to:
Sales
Power BI apps
Power Apps
A 1-day training session, helping business users to learn how to import data from multiple data sources into Power BI and understand Power Query M language for doing complex transformations.
45 out of 60
Dynamics 365 for Education: 1-Hr Briefing
true org cloud
+3
Applicable to:
Customer Service
Power BI apps
Power Apps
Free setup, demo, training and migration for Dynamics 365 for Education. True.org Cloud provides an implementation of Dynamics 365 as a fully customizable software for education institutions.
46 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.
47 out of 60
CRM Maturity Action Plan: 4-Day Workshop
XRM Vision
+2
Applicable to:
Sales
Customer Service
Through workshops conducted by our CRM Specialists, we will build a portrait of your situation. We will deliver a comprehensive action plan that identifies the next steps of your business evolution.
48 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
49 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.
50 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.
51 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
52 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.
53 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.
54 out of 60
Data Replication Service: 1-Hr Briefing
Wipro Ltd
+1
Applicable to:
Sales
Make informed decisions to enhance your customer's experience with our Data Replication Services for Microsoft Dynamics 365 Customer Engagement.
55 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.
56 out of 60
Quick Start for Sales Team: 5-Day Implementation
XRM Vision
+1
Applicable to:
Sales
Creating and implementing a Microsoft Dynamics 365 for Sales Solution, in just five days, to elevate your Sales Team’s processes.
57 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
58 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.
59 out of 60
Cloud Migration for Dynamics 365: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project 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.
60 out of 60
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