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Dynamics 365 CRM Fit Gap: 5-Day Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
1 out of 39
Dynamics 365 for Sales: 1-Hr Briefing
InterDyn Artis
+1
Applicable to:
Sales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
2 out of 39
Sales Process Review: 2-Day Assessment
InterDyn Artis
+1
Applicable to:
Sales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
3 out of 39
HCL Biz Apps - Catalyst Envisioning Success: 1-Hour Briefing
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
We will ideate together using design-led thinking concepts, jointly defining your unique path to digital transformation and determining benchmarks for desired organizational outcomes.
4 out of 39
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.
5 out of 39
Real Estate CRM implementation: 1-Day Assessment
Dynamica Labs
+1
Applicable to:
Sales
Assessment of your current CRM, real estate industry best practices benchmarking, and a report on how Dynamics 365 can support your agency's automation.
6 out of 39
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.
7 out of 39
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
8 out of 39
Dynamics 365 Online Migration: 2-Hr Assessment
Cobalt
+2
Applicable to:
Sales
Customer Service
An assessment to determine the best path for your organization to Dynamics 365 from the company that created Migration Dynamics.
9 out of 39
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.
10 out of 39
Migration to Dynamics 365: 4-Hr Assessment
Covenant Technology Partners
+2
Applicable to:
Marketing
Sales
Move Dynamics 365 On Premises to the Cloud Starting with 4 Hour Analysis
11 out of 39
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.
12 out of 39
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.
13 out of 39
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
14 out of 39
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.
15 out of 39
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
16 out of 39
Upgrade to Dynamics CRM Online: 1-Wk Assessment
MCA Connect
+1
Applicable to:
Sales
A 1-week in-depth review of your Dynamics CRM on-premises deployment to assess if it is ready to upgrade to the cloud.
17 out of 39
Choose The Right Dynamics 365: 2-Day Assessment
FORVIS Business Technology Solutions
+3
Applicable to:
Finance
Sales
Business Central
Our team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
18 out of 39
Dynamics 365 App Development: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
19 out of 39
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.
20 out of 39
Dynamics 365 Business Check: 1-Hr Assessment
Sparktech
+3
Applicable to:
Finance
Sales
Customer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
21 out of 39
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.
22 out of 39
Dynamics 365 for software companies: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for software companies about using Microsoft Dynamics 365 for optimizing their own processes and discover the full potential of digital transformation.
23 out of 39
Dynamics 365 for IT consultancies: 2-hr briefing
proMX AG
+3
Applicable to:
Marketing
Sales
Project Service Automation
A free briefing for IT consultancies about using Microsoft Dynamics 365 for creating more efficient processes and to discover the full potential of digital transformation.
24 out of 39
Dynamics 365 for manufacturing: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for manufacturing companies about discovering the full potential of digital transformation with Microsoft Dynamics 365 technologies, the Internet of Things and Artificial Intelligence.
25 out of 39
D365 CE: Project Implementation Assessment (4) HRS
Sunrise Technologies
+1
Applicable to:
Sales
Do you have a 360 view of your customers?
26 out of 39
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
27 out of 39
Digital Transformation: 1 day Business Assessment
saglobal
+2
Applicable to:
Finance
Sales
Driving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
28 out of 39
Sales Support & Remediation: 4-Wk Support Assessment
Rand Group, LLC
+1
Applicable to:
Sales
Rand Group's Sales Support and Remediation offering gives you a single point of contact for all Dynamics 365 Sales support services.
29 out of 39
Sales Support & Enhancement: 8-Wk Support Assessment
Rand Group, LLC
+1
Applicable to:
Sales
Rand Group's Dynamics 365 Sales Support and Enhancement offering goes beyond break-fix, allowing you to unlock the full potential of your system.
30 out of 39
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
31 out of 39
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.
32 out of 39
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.
33 out of 39
Dynamics 365 Sales: 2-Hour Briefing
Altriva Solutions
+1
Applicable to:
Sales
Find out if Dynamics 365 Sales is right for your organization.
34 out of 39
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.
35 out of 39
PowerWebTraffic - 1 Hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Marketing
Commerce
Sales
See what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
36 out of 39
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
37 out of 39
Trial to CRM Success: 4 Hour Briefing
Wipfli LLP
+1
Applicable to:
Sales
Four hour briefing to help organizations determine their path to a successful Dynamics 365 Sales/CRM implementation - no cost briefing from a partner experienced at driving customer success
38 out of 39
Dynamics 365 Sales Health Check and Adoption: 4-Hour Briefing
Wipfli LLP
+1
Applicable to:
Sales
Four hour briefing to help organizations determine their path to better user adoption and business impact from their Dynamics 365 implementation - no cost briefing
39 out of 39
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