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Financial Services

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D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer 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
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Hands-on, interactive exploration of Copilot’s vast capabilities
2 out of 60
Microsoft Copilot Studio: Proof of ConceptAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
Accelerate AI Innovation with Microsoft Copilot Studio: Proof of Concept
3 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
4 out of 60
LG CNS Copilot Agent Design & Delivery ServiceLG CNS Co., Ltd.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
A full-cycle service that covers tailored design and seamless delivery of Copilot Studio agents.
5 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle Integration
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
With the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
6 out of 60
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
7 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz Inc
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
Drive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
8 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
9 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
10 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Helping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
11 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Boost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
12 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
13 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
14 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Learn if Microsoft Dynamics 365 Business Central is right for your business.
15 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
16 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLC
+1
Applicable to:
m365-sa-threat-protection product iconThreat Protection
The goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
17 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
18 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluent
+1
Applicable to:
powerapps product iconPower Apps
A comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
19 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
20 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of ConceptCongruentX LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Migrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
21 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI Company
+1
Applicable to:
power-bi product iconPower BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
22 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
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.
23 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.
24 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro Ltd
+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
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
25 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluent
+1
Applicable to:
powerapps product iconPower Apps
This onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
26 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An implementation package to get up and running fast and easy with Dynamics 365 for Sales.
27 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
During 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).
28 out of 60
Data Security with Microsoft Purview SolutionsBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Enhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
29 out of 60
Microsoft Copilot Studio ChatbotManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
30 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr BriefingWipro Ltd
+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
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
31 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
32 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
33 out of 60
Microsoft Copilot WorkshopManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Bring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
34 out of 60
Software health-check service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
35 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.
+2
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinance
A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
36 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
37 out of 60
Implementation of Microsoft Purview QuickStartPresidio
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
38 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDO
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Unlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
39 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
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.
40 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our solution will help you design and create Word templates for Dynamics 365.
41 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluent
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
42 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLC
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
The goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
43 out of 60
Microsoft Copilot Activation & ImplementationBDO
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insights
Become a Frontier Firm by activating and implementing Copilot and agents at work across your organization.
44 out of 60
Google to Microsoft 365 MigrationManaged Solution
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Empowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
45 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )
+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 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
46 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
47 out of 60
Performance Review Service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
48 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
49 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
The low-risk, low-stress way to know if analytics will really bring you ROI.
50 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
51 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
52 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
53 out of 60
Modernize Business ApplicationsConcurrency, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
54 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
55 out of 60
Power BI Finance Dashboard Accelerator: 6-Wk Assessment and ImplementationPrelude Systems Inc
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your finance reporting with our pre-built Power BI dashboard for Profit and Loss, Gross Margin, Utilization, Budget vs Actual, and Budget Forecast.
56 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).
57 out of 60
Power BI Training - Dashboard-in-a-Day (DIAD)ONYX DATA LTD
+1
Applicable to:
power-bi product iconPower BI apps
A one-day, hands-on workshop for business analysts that covers the full capabilities of Microsoft Power BI. The aim is to take users from having never used Power BI to building their own dashboards
58 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Microsoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
59 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDO
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Set future-proof security goals & build a roadmap to strengthen your Microsoft 365 posture with Modern SecOps on a unified platform, leveraging Zero Trust architecture and threat protection assessment
60 out of 60
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