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Financial Services

अपने ग्राहकों के लिए विश्वसनीय भागीदार बनें और प्रतिस्पर्धियों से अपने वित्तीय संस्थान को अलग बनाएँ. उन वित्तीय सेवाओं के प्रस्तावों का अन्वेषण करें जो आपको उन्नतिशील तकनीक के साथ नया मान बनाने में सहायता करते हैं.
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वित्तीय सेवाएँ के लिए परामर्श सेवाएँ परिणाम

परामर्श सेवाएँ में परिणाम दिखाना/दिखा रहे हैं.
देखें ऐप्स में संबंधित परिणाम या उद्योग क्लाउड्स में संबंधित परिणाम.
Dynamics 365 Portals: 6-Week ImplementationMTC
+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 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
1 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallan
+1
Applicable to:
power-bi product iconPower BI apps
An introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
2 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.
3 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.
4 out of 60
Goldmine Migration All Ent: 8-Day ImplementationMTC
+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
This service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
5 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
6 out of 60
Dynamics 365 Customization: 7-Day ImplementationMTC
+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
Dynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
7 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Create a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
8 out of 60
Machine Learning & Pred. Analytics: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An overview of Machine Learning and Predictive Analytics and how to utilize it in your business
9 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
10 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.
11 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLP
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Proactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
12 out of 60
AI-Powered Contact Center and Voice TransformationBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-voice product iconCustomer Voicepower-virtual-agents product iconPower Virtual Agents
Tired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
13 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
14 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
15 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.
16 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
17 out of 60
Microsoft Platform Support ImplementationManaged Solution
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-threat-protection product iconThreat Protectionm365-sa-workplace-analytics product iconWorkplace Analytics
Microsoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
18 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTC
+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
This service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
19 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Build a Proof-of-Concept with your data and see how Machine Learning can drive your business.
20 out of 60
Power BI FastStart: 6-Wk WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Marquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
21 out of 60
QuickStarter Package: 2-Wk ImplementationPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
An implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
22 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.
23 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.
24 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
25 out of 60
Frontline Worker 3-Month Pilot ProgramRightpoint Consulting, LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Pilot program for up to 1,000 users to leverage Microsoft 365 for Frontline Workers.
26 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
27 out of 60
Next Generation Meeting Hub - 3day ImplementationMint Management Technologies
+1
Applicable to:
powerapps product iconPower Apps
Meeting Management
28 out of 60
Microsoft Dynamics 365 Finance and Operations Fixed Hour Support PackageUST
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI appspowerapps product iconPower Apps
UST delivers scalable, on-demand Microsoft Dynamics 365 Finance and Operations support through pre-purchased hourly packages, providing expert help exactly when you need it.
29 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Power BI Flight School is hands-on training designed exclusively for the business user.
30 out of 60
Custom Power BI Visualization: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this engagement, work with Tallan to design and build a custom Power BI Custom Visualization to fit your business needs, and give you the competitive advantage.
31 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLC
+1
Applicable to:
power-automate product iconPower Automate
Standardize, Optimize, and Automate Business Processes
32 out of 60
Modern Workplace AssessmentHTG
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
This assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
33 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
34 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to update your Dynamics AX solution Dynamics 365.
35 out of 60
Dynamics 365 Training: 4-Day Proof of ConceptProsoft Systems Intl
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Empower your Dynamics 365 customization team to build a proof of concept application.
36 out of 60
Viva Readiness Review: 1-Week AssessmentCircle T Industries Pty Ltd
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Discover how Microsoft Viva can fit into your organization with a review of your Microsoft 365 Investment and Utilisation.
37 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW Mentor
+1
Applicable to:
powerapps product iconPower Apps
PowerApps Remote Support / Consulting
38 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTC
+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
Learn how to rapidly build various dashboards and reports in Dynamics 365.
39 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk ImpEncore Business Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Move from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
40 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INC
+1
Applicable to:
power-bi product iconPower BI apps
Free assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
41 out of 60
Integration with Web app: 8-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Integrate your Web Application with Microsoft Dynamics 365 Business Central ERP System and Streamline your business
42 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
43 out of 60
Power Apps – 4 Weeks MVPApexon
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
AI-Powered Digital Transformation with Power Platform
44 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
45 out of 60
Sales and CRM SmartStart: 4-Day ImplementationColumbus
+1
Applicable to:
dynamics-365-for-sales product iconSales
Get Dynamics 365 for Sales up and running quickly with your own data.
46 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL Company
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
PowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
47 out of 60
Dynamics GP to Dynamics 365 Business Central: 10 Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our rapid migration package helps clients migrate from Microsoft Dynamics GP to Dynamics 365 Business Central in 8-12 weeks with a proven successful plan and powerful deliverables.
48 out of 60
Power BI Embedded Portal: 1 Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
We'll collaborate with your teams to use Microsoft Power BI Embedded features to create rich, interactive, and guided engagements where report visualizations are placed directly into your apps!
49 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
50 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLP
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Eliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
51 out of 60
Financial Reporting: 2-Day ImplementationLogan Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Logan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
52 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.
53 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de Net
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Workshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
54 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting Services
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
55 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse Solutions
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
One of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
56 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-field-services product iconField 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.
57 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Discover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
58 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.
59 out of 60
MCI Transition to Cloud: 2-Day WorkshopCB5 Solutions
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
The Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
60 out of 60
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