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Financial Services

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HSO Dynamics 365 Sales & Service: 1 Hour DiscoveryHSO
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
HSO Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
1 out of 60
COE and Governance EstablishmentSimplyai Pty Ltd
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Apply our intelligent automation COE & governance blueprint based on our in-depth operating model experience to tailor a CoE approach that meets your long-term needs
2 out of 60
CRM BoosterCapgemini Group
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
The CRM Booster offering from Capgemini focuses on unlocking the full potential of Dynamics 365 CRM.
3 out of 60
Henson Group Copilot 30 Day Free Sandbox TrialThe Henson Group
+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
Experience the future of productivity with our 30-Day Copilot Takeoff program, which is meticulously
4 out of 60
Unlock the Power of Data Potential & AI Adoption with CrayonCrayon
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agents
Crayon’s Datawarehouse Migration to MS Fabric with Adoption Strategy Offering provides a comprehensive journey from initial assessment to full-scale adoption.
5 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloud
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Streamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
6 out of 60
Data Security EngagementSignal Alliance Technology Holding
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
As your company data expands and generative AI is being deployed rapidly, having an integrated approach that can help quickly identify, triage, and act on data security risks is super important.
7 out of 60
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data Ltd
+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
Whether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
8 out of 60
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, Sistemas de Informação, Lda
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Leverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
9 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, Lda
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Leverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
10 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Join us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
11 out of 60
Power Platform Training Bootcamp – 3-Day Hands-On Enablement ProgramiFour Technolab Private Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
In this 3-day interactive training bootcamp, iFour Technolab will help your internal teams gain practical experience with Power Apps, Power Automate, and Power BI.
12 out of 60
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
At iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
13 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Experience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
14 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Here we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
15 out of 60
Migrate Your Excel Add-in to Power BI — Free 2-Hour Modernization SessioniFour Technolab Private Limited
+3
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Appspowerpages product iconPower Pages
Free 2-hour modernization consultation where our experts will guide you through the transition path, outline the migration strategy, and highlight the business benefits of moving to a Power BI-driven
16 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
17 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Free 2-hr consulting session where we assess your current Word Add-in and build a step-by-step roadmap to modernize it for improved teamwork and integration with AI capabilities, Microsoft 365, cloud.
18 out of 60
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private Limited
+3
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Appspowerpages product iconPower Pages
In this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
19 out of 60
Power Platform Governance - Adoption FrameworkReal Impact Technology Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
A implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
20 out of 60
Compliance Overview Workshop 4 hoursCloud Essentials
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Practical introduction to Microsoft Purview Compliance Center
21 out of 60
Atos || Accessibility Advisory: 3-week Digital Accessibility Maturity AssessmentAtos International SAS
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-teamwork-deployment product iconTeamwork Deployment
Digital Accessibility Maturity Assessment as a systematic approach to workplace inclusion & guidelines compliance.
22 out of 60
Power Automate Practice 4-Wk ImplementationTech Mahindra Limited
+1
Applicable to:
powerapps product iconPower Apps
Power Automation Practice Build Up in a 4-Wk Implementation
23 out of 60
Microsoft Dynamics 365 Business Applications: 12-Wk ImplementationEnterprisecloud
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Extend the powerful platform capability of Microsoft Dynamics 365 to help you create customer experiences that revolutionise your organisation using centralised data, AI and apps that future-proof.
24 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTD
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer 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?
25 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
26 out of 60
Power BI Training: 1-Day WorkshopEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
27 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept EBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
28 out of 60
Financial Analytics: 4-Wk Proof of ConceptCanvas Intelligence
+2
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
This four-week Microsoft Power BI Proof of Concept will give you insight into your financial performance, productivity, and profitability, whether you have one, or multiple different ERP systems.
29 out of 60
CRM Rapid Deployment: 5-Day ImplementationAzuro Business Solutions
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Get your sales team up and running on Microsoft Dynamics 365 Sales.
30 out of 60
Best Practices: 1-Day AssessmentInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Get expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
31 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
A hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
32 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
This offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
33 out of 60
Power BI: 1-Wk ImplementationInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Skip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
34 out of 60
Power BI: 3-Day Proof of ConceptInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
35 out of 60
Dashboard in a Day: 1-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
This immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
36 out of 60
Migration to Power BI: 1-Day AssessmentInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
37 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.
+1
Applicable to:
dynamics-365-for-sales product iconSales
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
38 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizant
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
In a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
39 out of 60
Dynamics 365 System Admin: 2-Day WorkshopThe CRM Team
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Become a first-rate admin and drive your organisation’s objectives and targets. Empower non-technical Microsoft Dynamics 365 administrators with the tools to effectively manage your company CRM.
40 out of 60
Dynamics 365 Introduction: 3-Hr WorkshopThe CRM Team
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
This workshop is designed to help potential customers understand the full-service offerings of Microsoft Dynamics 365 and providing customers with resources to get the most out of the solution.
41 out of 60
Power BI Adoption Tracker - 1 Day AssessmentAltron Digital Business
+1
Applicable to:
power-bi product iconPower BI apps
High levels of user adoption are important to achieving maximum return on your Power BI in the cloud investment. Altron Karabina has solved the challenge of measuring user adoption for you.
42 out of 60
Power BI Embedded - 4 Week POCInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Integrate visually stunning interactive reports directly within your application or website.
43 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, Inc
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Eventsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
A meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
44 out of 60
Nexio Email Migration - 4 week ImplementationStorage Technology Services (Pty) Ltd t/a Nexio
+1
Applicable to:
m365-sa-teamwork-deployment product iconTeamwork Deployment
A Consulting Services that covers that migration of up to 250 mailboxes to Exchange Online.
45 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, Inc
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Learn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
46 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, Inc
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Understand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
47 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, Inc
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
48 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, Inc
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Discover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
49 out of 60
Teams Calling [Nexio VIC] - 1 week ImplementationStorage Technology Services (Pty) Ltd t/a Nexio
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
Integrate your Microsoft Teams subscription with our hosted telephony platform to enable Teams Calling.
50 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriPark
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
51 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
Accelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
52 out of 60
Data Automation: 1-Wk WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
53 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
An engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
54 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT Limited
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Cybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
55 out of 60
atQor Microsoft 365 Security Assessment: 3-Wk AssessmentatQor
+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
Get expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
56 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX Unicorn
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
57 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, Inc
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
Establish a clear roadmap and change management plan for your journey to a modern workplace. Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
58 out of 60
Microsoft365 Adoption Services: 10-Wk ImplementationatQor
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Change adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
59 out of 60
Viva Insights Overview: 1-hour BriefingLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Learn what Microsoft Viva Insights is, how it works. Get familiar with key features
60 out of 60
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