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Manufacturing & Distribution Catalyst: 1-Day WorkshopRSM Product Sales LLCRSM’s Catalyst for Manufacturing is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
1 out of 60
Government Catalyst: 1-Day WorkshopRSM Product Sales LLCRSM’s Catalyst for Government is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
2 out of 60
Life Sciences Catalyst: 1-Day WorkshopRSM Product Sales LLCRSM’s Catalyst for Life Sciences is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future.
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
3 out of 60
Business & Professional Service Catalyst: 1-Day WorkshopRSM Product Sales LLCRSM’s Catalyst for Bus. & Prof. Services is a customer engagement workshop based upon Microsoft’s Catalyst framework and RSM’s industry knowledge to help drive businesses into a more digital future
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
4 out of 60
Dynamics 365 Sales: 2 Hours assessmentEvincible SolutionsExplore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
+3
Applicable to:
Marketing
Sales
Customer Service
5 out of 60
Life Sciences Catalyst: 2-Week WorkshopRSM Product Sales LLCRSM’s interactive Life Sciences Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
6 out of 60
Systems Limited Microsoft Dynamics 365 Copilot : 4-Wk ImplementationSystems LtdRevolutionize your CRM with our 4-week implementation program, powered by Copilot in Microsoft Dynamics 365
+3
Applicable to:
Sales
Customer Service
Field Service
7 out of 60
Nonprofit Catalyst: 2-Week WorkshopRSM Product Sales LLCRSM’s interactive Nonprofit Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
8 out of 60
Business & Professional Services Catalyst: 2-Week WorkshopRSM Product Sales LLCRSM’s interactive Business & Professional Services Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
+2
Applicable to:
Sales
Customer Service
9 out of 60
Microsoft CRM Cloud Migration AssessmentAndosiOur offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
+3
Applicable to:
Sales
Customer Service
Customer Insights
10 out of 60
Dynamics 365 for Customer Service: 1-Hr AssessmentTrimaxSecureLearn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.
+1
Applicable to:
Customer Service
11 out of 60
Dynamics 365 Customer Service ConsultingIMPERIUM DYNAMICS LLCGet the most out of Dynamics 365 Customer Service with expert consultation.
+1
Applicable to:
Customer Service
12 out of 60
Dynamics 365 Customer Service as a CRM SolutionCreospark Consulting Services IncThis solution provides the essential tools you need to manage and grow your customer relationships.
+3
Applicable to:
Sales
Customer Service
Customer Insights
13 out of 60
UNITE: D365 Backup_INFINITY TECHNOLOGY SOLUTIONSSafeguard Dynamics 365 data with automated backups, encryption, and recovery. Streamline operations and compliance with our user-friendly interface. Benefit from unlimited storage and flexibility.
+3
Applicable to:
Marketing
Sales
Customer Service
14 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
15 out of 60
Digital Transformation Assessment for Social HousingINFINITY TECHNOLOGY SOLUTIONSFor Housing Associations aiming to address pain points, this discovery workshop and value mapping exercise will deliver actionable recommendations against key metrics, with measurable efficiency gains
+1
Applicable to:
Customer Service
BRIKHousing: Void Management_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Void Management_ efficiently handles void properties by monitoring them, calculating void losses, and automating key elements of the void process.
+1
Applicable to:
Customer Service
17 out of 60
BRIKHousing: Tenancy Management_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: 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.
+1
Applicable to:
Customer Service
18 out of 60
BRIKHousing: Property Sales and Shared Ownership_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Property Sales & Shared Ownership_ helps to manages the entire property purchase process end-to-end.
+1
Applicable to:
Customer Service
19 out of 60
BRIKHousing: Contractor Management_INFINITY TECHNOLOGY SOLUTIONSThe BRIKHousing: Contractor Management_ solution helps housing organisations efficiently manage their relationships with external contractors, ensuring cost-effective and timely services.
+1
Applicable to:
Customer Service
20 out of 60
BRIKHousing: Arrears Management_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Arrears Management_ helps social landlords' streamline the arrears process, leveraging the power of Microsoft Dynamics 365 for a robust solution.
+1
Applicable to:
Customer Service
21 out of 60
BRIKHousing: Core Housing Process_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Core Housing Processes_ ensures you meet your performance targets whilst improving customer care. This means resolving issues, complaints and enquiries more quickly and effectively.
+1
Applicable to:
Customer Service
22 out of 60
BRIKHousing: Compliance_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Compliance_ helps to manage all regulatory and non-regulatory compliance checks typically carried out within a Housing Organisation
+1
Applicable to:
Customer Service
23 out of 60
BRIKHousing: Rent Accounting_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: 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.
+1
Applicable to:
Customer Service
24 out of 60
BRIKHousing: Planned Maintenance_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Planned Maintenance_ delivers total control over planned maintenance works including managing contractor costs and progress metrics.
+1
Applicable to:
Customer Service
25 out of 60
BRIKHousing: Rent Setting_INFINITY TECHNOLOGY SOLUTIONSThe BRIKHousing: Rent Setting_ module simplifies the administrative overhead of the rent setting process.
+1
Applicable to:
Customer Service
26 out of 60
BRIKHousing: Repairs_INFINITY TECHNOLOGY SOLUTIONSBRIKHousing: Repairs_ is a comprehensive repairs management solution vital for every Social Housing landlord.
+1
Applicable to:
Customer Service
27 out of 60
BRIKHousing: Customer Portal_INFINITY TECHNOLOGY SOLUTIONSThe BRIKHousing: Customer Portal_ allows residents and clients to carry out various tasks via a self-service portal.
+1
Applicable to:
Customer Service
28 out of 60
Power Automate for Customer Service: 1 Month ImplementationSmartbridge, LLCRPA to Improve first contact resolution and customer satisfaction, reduce training time and costs, and strengthen customer retention
+3
Applicable to:
Customer Service
Power Automate
Power Apps
29 out of 60
UNITE: Omnichannel for Dynamics Customer ServiceINFINITY TECHNOLOGY SOLUTIONSFor Customer Service Directors seeking to boost satisfaction metrics and empower agents across platforms, Omnichannel for Dynamics Customer Service offers a bespoke, adaptable omnichannel solution.
+1
Applicable to:
Customer Service
30 out of 60
Dynamics 365: 1 Tag Workshop | Arvato SystemsArvato SystemsDynamics 365 | Workshop
+3
Applicable to:
Sales
Business Central
Customer Service
31 out of 60
TruNorth Dynamics Discovery Call for Dynamics 365TruNorth DynamicsTransform your business with TruNorth Dynamics' personalized solutions and expert guidance using Dynamics 365
+3
Applicable to:
Sales
Customer Service
Project Operations
32 out of 60
Dynamics 365 Customer Service Express - Implementación en 1 mesAW LatamSolución Express para la gestión del Servicio al Cliente
+1
Applicable to:
Customer Service
33 out of 60
Copilot 1wk Activation Assessment: Dynamics 365 Customer ServiceVelradaPrepare your organisation for the capabilities of Copilot in Dynamics 365 Customer Service
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
34 out of 60
Dynamics 365 & Power Platform ImplementionSiroccoUse intelligent insights to power digital transformation through Dynamics 365 Sales, Customer Servicde and Power Platform
+3
Applicable to:
Sales
Customer Service
Power Apps
35 out of 60
From On-premises to CloudSiroccoThis 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.
+3
Applicable to:
Marketing
Sales
Customer Service
36 out of 60
TruNorth Dynamics Support Onboarding for Power PlatformTruNorth DynamicsTruNorth Dynamics Support Onboarding ensures a smooth, efficient, and customized transition for Dynamics 365 and Power Platform support
+3
Applicable to:
Sales
Customer Service
Power Apps
37 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
38 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
+3
Applicable to:
Sales
Customer Service
Field Service
39 out of 60
Dynamics 365 Cust Serv: 1-Wk ImplementationAutomate io LLCDynamics 365 Customer Service implementation service
+1
Applicable to:
Customer Service
40 out of 60
Dynamics 365 Cust Serv: 1-Wk ImplementationThe Help Desk San Francisco Bay Area LLCDynamics 365 Customer Service implementation service.
+1
Applicable to:
Customer Service
41 out of 60
Migration to Unified Interface: 2-Day AssessmentMAQ SoftwareFeeling limited by your Dynamics 365’s interface? Experience the transformative power of Unified Interface in a comprehensive 2-day assessment
+2
Applicable to:
Sales
Customer Service
42 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide 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.
+3
Applicable to:
Finance
Sales
Customer Service
43 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn 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.
+2
Applicable to:
Sales
Customer Service
44 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest ProjectsAn integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
+2
Applicable to:
Sales
Customer Service
45 out of 60
Dynamics 365 Setup and Demo: 1-Wk Proof of ConceptAndosiInterested 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.
+3
Applicable to:
Sales
Customer Service
Field Service
46 out of 60
USA Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Remote Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Dynamics 365 Business Central.
+2
Applicable to:
Business Central
Customer Service
47 out of 60
Dynamics 365 in Banking: 4-Hr WorkshopWipfli LLPAn engagement tailored for the banking industry to explore how Dynamics 365 Customer Engagement/CRM can maximize your relationships and optimize your processes.
+1
Applicable to:
Customer Service
48 out of 60
AX 2009/12 to Dynamics 365 Upgr: 3-Wk Assessment Visionet Systems, IncAccelerate your digital transformation with Microsoft Azure and Dynamics 365. This assessment will provide you with effort, cost, and roadmap for your Dynamics 365 journey.
+2
Applicable to:
Finance
Customer Service
49 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
50 out of 60
AI-Powered CRM Roadmap: 2-Week WorkshopJourneyTEAMThis CRM Vision & Value workshop is designed to provide a clear, actionable strategy for an AI-powered sales and customer engagement transformation through modernizing your CRM to Dynamics 365.
+3
Applicable to:
Marketing
Sales
Customer Service
51 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
+3
Applicable to:
Sales
Customer Service
Field Service
52 out of 60
Sales & Service Enhanced: 9-Day ImplementationDynamic ObjectsA rapid deployment of Microsoft Dynamics 365 for Sales & Customer Service with out-of-the-box features and basic customization.
+2
Applicable to:
Sales
Customer Service
53 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
54 out of 60
Dynamics 365 CE Sales: 2-Wk ImplementationCompusoftA profound engagement that leads to a robust implementation of Dynamics 365 CE Sales module, enabling faster value realization
+2
Applicable to:
Sales
Customer Service
55 out of 60
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr AssessmentHCL Technologies Limited.HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
+3
Applicable to:
Sales
Customer Service
Power BI apps
56 out of 60
HCL Biz Apps - Omni channel Customer Care: 1 Hr-BriefingHCL Technologies Limited.Get on the right track to providing personalized omni-channel service to your customers.
+2
Applicable to:
Customer Service
Power Virtual Agents
57 out of 60
Distributor Lead System: 4-Wk ImplementationInfoGrow CorporationGo live within 30-days with a complete system for managing the distribution and follow-up tracking of leads to distributors account reps.
+4
Applicable to:
Sales
Customer Service
Field Service
Power Apps
58 out of 60
Manufacturing Process Review: 3-Day AssessmentStoneridge Software LLCA 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
Applicable to:
Finance
Sales
Business Central
Customer Service
59 out of 60
Dynamics 365 Online Migration: 2-Hr AssessmentCobaltAn assessment to determine the best path for your organization to Dynamics 365 from the company that created Migration Dynamics.
+2
Applicable to:
Sales
Customer Service
60 out of 60