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D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
1 out of 60
Inventory Optimization
Lingaro
+1
Applicable to:
Power BI apps
Inventory optimization is a critical element in managing company assets. On the one hand, inventory can be treated as a cost to reduce as other expenses.
2 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
3 out of 60
Manufacturing Process Review: 3-Day Assessment
Stoneridge Software LLC
+4
Applicable to:
Finance
Sales
Business Central
Customer Service
A review between your leaders and our consultants of manufacturing-related business processes resulting in an actionable game plan, budget, and timeline of your next ERP implementation.
4 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.
5 out of 60
Automated Testing: 2 Week Assessment
Columbus Global
+2
Applicable to:
Supply Chain Management
Finance
Learn how to reduce risk, lower costs and boost productivity with automated testing of Dynamics 365. Sign up for our 2-week assessment.
6 out of 60
Supply Chain Emissions Calculator
Armanino LLP
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
Efficiently calculate scope 3 supply chain emissions in accordance with the Greenhouse Gas Protocol
7 out of 60
Microsoft Dynamics 365 Finance & Supply Chain Security - 4 Week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Finance
Develop and maintain an integral and conflict-free security design of the Microsoft Dynamics 365 Finance & Supply Chain environment.
8 out of 60
LTIMindtree Business Applications Upgrade and Cloud Migration Roadmap for Success for AX, GP, NAV and SL Installations – 4 Weeks Assessment
LTIMindtree Limited
+2
Applicable to:
Finance
Project Operations
This is a free upgrade and cloud migration assessment for legacy on-premise installations.
9 out of 60
Dynamics 365 Finance & Supply Chain Roadmap 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Supply Chain Management
Finance
Our engagement supports your organization to document your current ERP system and business processes to develop your implementation roadmap for successful transition to Dynamics 365.
10 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.
11 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.
12 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.
13 out of 60
Invoice Processing with IDP
LarcAI
+3
Applicable to:
Finance
Power Automate
Power Apps
LarcAI has extensive knowledge on Accounts Payable or Invoice processing with Intelligent automation tools.
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
AI Readiness & Analytics Health Check - Silver
Wipfli LLP
+1
Applicable to:
Power BI apps
Review your Power BI environment to assess whether you are ready to take full advantage of Copilot and the next generation of AI/Microsoft Copilot
16 out of 60
Getting Started with Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
17 out of 60
Dynamics 365 Upgrade Assessment - 4 week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Finance
An in-depth review of your Dynamics AX AX-2009 / AX-2012 Environment to Prepare for an Upgrade to Dynamics 365 Finance & Operations
18 out of 60
Dynamics 365 Finance & Supply Chain Management Health Check: 4-Wk Assessment
Avantiico
+2
Applicable to:
Supply Chain Management
Finance
Diagnose current challenges and provide a detailed get-well plan for a given Dynamics 365 area such a P2P, General Ledger, Reporting, Project Management & Accounting etc.
19 out of 60
Power BI Tune Up
Onex Group
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Experience a new level of excellence for Power BI reports with the expertise of ONEX.GROUP. Empower your data platform with eye-catching reports that deliver business value and engage your audience.
20 out of 60
Power BI Interactive Infographics: 1-Hr Assessment
Enlighten Designs Ltd
+1
Applicable to:
Power BI apps
We'll set you on the path to understanding the future of storytelling through beautifully powerful infographics.
21 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
22 out of 60
Migration to Fabric: 1-Day Assessment
Pomerol Partners Ltd
+1
Applicable to:
Power BI apps
Our accelerator package to quickly and efficiently migrate your data platform to Fabric and Power BI
23 out of 60
AI Readiness & Analytics Health Check - Gold
Wipfli LLP
+1
Applicable to:
Power BI apps
Review your Power BI environment to assess whether you are ready to take full advantage of Copilot and the next generation of AI/Microsoft Copilot, including a review of one Power BI solution
24 out of 60
ESG Operating Model - 3 Week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Power BI apps
Understand your company's ESG data collection to help mature your ESP program and ensure the most value from Microsoft Sustainability Manager.
25 out of 60
ESG Reporting Processes - 8 Week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Power BI apps
Understand your company's current ESG reporting processes to maximize the benefits you gain from Microsoft Sustainability Manager.
26 out of 60
Dynamics 365 Upgrade from Dynamics AX 2009/2012: 2 Day Assessment
Synoptek
+1
Applicable to:
Finance
2-day Dynamics 365 Upgrade Assessment that covers first two stages of upgrade: evaluation and analysis, as well as provide a personalized upgrade roadmap.
27 out of 60
Business Value Assessment: 2-Week MVP Project Plan and Roadmap
Schneider Downs
+3
Applicable to:
Business Central
Power BI apps
Power Automate
Build a business case including guiding implementation principles to help you determine whether Dynamics 365 Business Central is the right investment for your business.
28 out of 60
Power BI Performance Improvement: 1-Day Assessment
MAQ Software
+1
Applicable to:
Power BI apps
Want to maximize your Power BI investment? Experience transformative improvements with our 1-day performance assessment
29 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.
30 out of 60
Dynamics 365 Solution Assessment - 4-Wk Assessment
Tietoevry
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
Catalyst engagement to tailor a solution roadmap for how the customer organization will achieve digital transformation goals.
31 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!
32 out of 60
Power BI Web Development: 1-Day Assessment
Pomerol Partners Ltd
+1
Applicable to:
Power BI apps
Web development service to build world class client facing data presentation websites, apps and products.
33 out of 60
Exploring Power Platform: Assessing Business Needs
IT ASSIST SERVICES SRL
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
The purpose of the one-hour introductory meeting is to evaluate whether the Power Platform is a suitable solution for addressing the specific business needs of the customer.
34 out of 60
Commerce with Dynamics: 2 days Assessment
Reply
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Assessment for Commerce with Microsoft Dynamics
35 out of 60
Stock allocation: 2-Hr Assessment
Reply
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Cluster Reply, thanks to its experiences in the Retail Industry, can help retailers to improve the effectiveness of their sales across all major channels, through the Stock Allocation Management .
36 out of 60
HVAC Contractors: 1-Day Assessment
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS HVAC Contractor Management for Dynamics 365.
37 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
38 out of 60
Integrate e-Comm & Dynamics 365: 1-Day Assessment
Korcomptenz Inc
+2
Applicable to:
Finance
Business Central
Automate your order processing efficiency by integrating e-commerce site with Dynamics 365 F&O or Dynamics 365 BC
39 out of 60
Dynamics 365: 4-Week Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Bring new power to your out-of-the-box Dynamics 365 capabilities
40 out of 60
Upgrade Dynamics AX: 2-Wk Assessment
MCA Connect
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to assess if it is ready to upgrade to the cloud.
41 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.
42 out of 60
EQM 365 Supply Chain Management Envisioning Assesment SCM
EQM
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
¿Preparado para transformar la cadena de suministros? ¡Hazte ya con una sesión de evaluación!
43 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.
44 out of 60
Port Visualization Digital Twin: 1-Hr Assessment
Enlighten Designs Ltd
+1
Applicable to:
Power BI apps
Display your data in a new dimension with a digital twin and powerful data storytelling through Power BI
45 out of 60
Velosio Organizational Change Management Assessment for Microsoft Dynamics 365 Applications-2 WK
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a Change Management Assessment, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
46 out of 60
Access App Modernization: 20-hours of analysis and design
Eide Bailly LLP
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Analysis and design of a migration of an existing Access application's functionality into a modern Power Platform-based solution.
47 out of 60
Power BI Performance - File Audit: 12 hrs
Data Bear
+1
Applicable to:
Power BI apps
To identify areas for performance improvement, this audit evaluates one Power BI desktop file for best practices in query building, DAX measures (KPIs), data modelling and report design.
48 out of 60
Dynamics 365 Business Central 2 Hours Assessment
Evincible Solutions
+3
Applicable to:
Business Central
Power BI apps
Power Apps
Explore how Dynamics 365 Business Central can be beneficial for your business.
49 out of 60
AgriERP Solution Discovery: 2 WK Assessment
Folio3 Software Inc.,
+1
Applicable to:
Finance
Get your Agri-Business evaluated by Dynamics 365 Certified experts & Consultants having 15+ years of experience. Their insights and solutions proposed will help you make the right decision.
50 out of 60
Cost Optimization Check-In
Navara Group B.V.
+1
Applicable to:
Power BI apps
Azure Cost Optimization Analyse 30-minute check-in
51 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.
52 out of 60
Best Practices: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
Get expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
53 out of 60
ESG Data Requirements - 8 Week Assessment
Protiviti
+2
Applicable to:
Supply Chain Management
Power BI apps
Understand your company's data to help you construct Microsoft Sustainability Manager based on your ESG narrative.
54 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!
55 out of 60
Microsoft Power Platform Assessment
Saxon Global Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
56 out of 60
ERP Omnichannel: 3-day Readiness Check Assessment
SPH AG
+3
Applicable to:
Commerce
Supply Chain Management
Finance
As a result of the Omnichannel Readiness Check, you will receive a concept with an assessment and recommendation on possible steps to build up omnichannel processes.
57 out of 60
Power Platform Automation - Business Analysis & Use Case Briefing: 2-Wk Assessment
NETWORG
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
In the 2-week Power Platform Automation assessment, we aim to enhance your business processes by leveraging the capabilities of Power Platform for efficiency and automation.
58 out of 60
Microsoft Cloud for Retail: 2-Day Comprehensive Assessment
Synoptek
+1
Applicable to:
Finance
Do you want to elevate the shopping experience of your customers? Synoptek recommends one of the best-suited retail solutions and implementation paths with the 2-day free Retail Assessment.
59 out of 60
Dynamics 365 ERP: 4-hour Envisioning Assessment
Synoptek
+1
Applicable to:
Finance
Leverage Synoptek’s certified Dynamics 365 experts to identify the next steps for your ERP implementation or upgrade.
60 out of 60
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