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Global Template for Dynamics 365: 5-Month Assessment
Calsoft Systems
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Calsoft proven global template ensures successful Dynamics 365 rollouts and enhances standardization by incorporating superior practices from global subsidiaries.
1 out of 60
Performance Audit & Benchmarking: 6-Wk
Sonata Software Ltd.
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Purpose built Tool and Experts identify and benchmark performance issues in the Dynamics 365 implementation and recommend remediation
2 out of 60
Government Accelerator: 2-Hour Discovery Assessment
HSO
+3
Applicable to:
Customer Service
Power Automate
Power Apps
A cloud-based platform built for Public Sector teams to streamline processes and deliver better services leveraging Microsoft Power Apps
3 out of 60
Dynamics 365 CE Health Check: 2-Wk Assessment
Axazure
+1
Applicable to:
Customer Service
2 weeks (80 hours) - Evaluate your current CRM status understanding what you can get with best practices.
4 out of 60
Dealer Management System 2-Day Assessment
ETG
+1
Applicable to:
Finance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
5 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
6 out of 60
D365 Sales Onboarding: 1-Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+1
Applicable to:
Sales
Shorten the internal adoption of your new CRM. The onboarding package provides initial setup and guidance for Dynamics 365 Sales to get started quickly without system customizations.
7 out of 60
ERP Digital Transformation: 3-Week Fit-Gap Assessment
CloudFronts Technologies
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Whether you're looking to replace or modernize your current system, move to the cloud, or embark on a complete transformation, our experienced consultants at CloudFronts can help.
8 out of 60
Dynamics 365 Discovery: 2-Day Workshop
Ellipse Solutions
+1
Applicable to:
Finance
Considering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
9 out of 60
Empower your people with our 2-day accessibility assessment for inclusive digital experiences
m-hance
+3
Applicable to:
Sales
Customer Service
Power Apps
Our 2-day accessibility assessment workshop is designed to review your Microsoft Dynamics 365 and/or Power Platform solutions, as well as the accessibility requirements you have within your business
10 out of 60
Power Platform Discovery: 2-hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Power BI apps
Power Apps
An engagement to explore how Microsoft Power Apps can be utilized for your business application and cloud strategy
11 out of 60
CRM Core Team Prep: 4-Hr Workshop
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Sales
A workshop to prepare your core team for an upcoming CRM initiative on Microsoft Dynamics 365, arming them with best practices and a plan.
12 out of 60
Dynamics 365 F&O: 4-Wk Design Assessment
DMR DANIŞMANLIK YAZ. VE EĞT HİZM. SAN TİC LTD. ŞTİ
+2
Applicable to:
Supply Chain Management
Finance
Assessment to evaluate your current Microsoft Dynamics AX or Dynamics 365 deployment to validate if it meets your business requirements or not.
13 out of 60
AlfaPeople AI and Copilot Assessment Workshop
ALFAPEOPLE
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
Exploring Efficiency and innovation: A deep dive into AI!
14 out of 60
axcelerate2023
HCL Technologies Limited.
+3
Applicable to:
Supply Chain Management
Finance
Power Automate
AX2012 to Dynamics 365 Finance and Supply Chain Management Upgrade and Application Modernization
15 out of 60
Dynamics 365 - Finance and Operations 2 days Workshop
Nexer Group AB
+2
Applicable to:
Supply Chain Management
Finance
2 Days Migration Workshop from Dynamics AX to Dynamics Finance and Operations
16 out of 60
Assessment for Modernization of on-premises AX or CRM
Sonata Software Ltd.
+3
Applicable to:
Commerce
Supply Chain Management
Finance
In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
17 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
18 out of 60
Dynamics 365 Modern Service Maturity 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Customer Service
Field Service
Hitachi Solutions will support you in understanding where you currently are in your service modernization journey, and what you need to advance to the next level.
19 out of 60
Pre-Configured ERP Catalyst for Life Sciences—Medical Device: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This complimentary workshop is designed to help manufacturers and product owners of all sizes to envision and build a plan to achieve their business transformation goals.
20 out of 60
Connected Blueprint™ for Field Service
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Field Service
With Connected Blueprint™ for Field Service, you’ll get a customized strategy that makes the most impact in the shortest amount of time, optimizing your service operations.
21 out of 60
Field Service Discovery and Assessment by Velosio
Velosio
+2
Applicable to:
Finance
Field Service
Field Service Management by Velosio Solution Overview Velosio shines with a team of business operational and vertical experts within the clients’ C- Suit
22 out of 60
Dynamics 365 Licensing Management: 1-Wk Assessment
Columbus US
+1
Applicable to:
Finance
Columbus is providing a licensing audit to give an accurate view of actuals vs current license counts.
23 out of 60
24/7 Global Managed Services - 1 Day Assessment
HSO
+3
Applicable to:
Supply Chain Management
Finance
Sales
HSO’s 24/7 Global Managed Services for Azure and Microsoft Dynamics 365 can help proactively support your business critical applications.
24 out of 60
Customer Data Hub: 2-hrs workshop
Capgemini Group
+3
Applicable to:
Sales
Customer Insights
Power Apps
Turns data from any source to drive relevant real-time actions that power omni-channel engagement with your customers. Activated by Dynamics 365 Customer Insights, PowerApps, Azure Synapse and more.
25 out of 60
Dynamics 365: 2-day Discovery Session
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
This discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
26 out of 60
Salesforce to Dynamics 365 Migration: 1-week Assessment
Definity First
+3
Applicable to:
Sales
Customer Service
Power Automate
Migrating from Salesforce to Dynamics 365 provides seamless integration, enhanced features, and potential cost savings.
27 out of 60
Construction Management: 1-Day Assessment
BIRLESIK UZMANLAR
+2
Applicable to:
Supply Chain Management
Finance
Construction and Project Management solution helps your organization to create realistic budget with key milestones and manage end-to-end construction processes.
28 out of 60
Pre-Configured ERP Catalyst for Life Sciences—Pharma: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This complimentary workshop is designed to help manufacturers and product owners of all sizes to envision and build a plan to achieve their business transformation goals.
29 out of 60
Customer Service for Dynamics 365: 1-Day Workshop
PowerObjects An HCL Company
+1
Applicable to:
Customer Service
Whether you’re new to Microsoft Dynamics 365 or you’re experienced but need to know about the latest version, PowerObject's Customer Service for Dynamics 365 introductory course is perfect for you.
30 out of 60
Velosio Digital NEXT Roadmap-Assessment-3 MO.
Velosio
+3
Applicable to:
Finance
Business Central
Power BI apps
The Velosio Digital NEXT Roadmap is a strategic envisioning and planning program, designed to work with you to assess your current application ecosystem and deliver a digital & business transformation
31 out of 60
Not for Profit Catalyst 1 day workshop
cloudThing
+3
Applicable to:
Marketing
Business Central
Customer Service
Enabling Business Transformation through Catalyst
32 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.
33 out of 60
Dynamics 365 CRM: 1-Day Workshop
JourneyTEAM
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
Respond to market trends, engage customers, and automate your business processes with Microsoft Dynamics 365 for Sales, Customer Service, Marketing, Field Service, and Project Services.
34 out of 60
Experiencing Dynamics 365 Commerce: 6 Wk Workshop
HCL Technologies Limited.
+3
Applicable to:
Commerce
Supply Chain Management
Sales
A rapid deployment with focus on enabling commerce feature for adopters Dynamics 365 Commerce, to help them experience connected commerce via ecommerce, call center and POS.
35 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
36 out of 60
DCCP 3-days Assessment
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize Customer Service Experience with Sonata’s IntelliKontact Digital Contact Center Platform
37 out of 60
Fit-gap analysis: 5-Wk Assessment
KORUS Consulting Group LLC
+2
Applicable to:
Supply Chain Management
Finance
Fit-gap analysis for effective roll-out of Microsoft Dynamics 365 for Finance and Operations
38 out of 60
Custom Portal for Manufacturing: 4-Week Assessment
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
RSM's custom portal assessment delivers solutions for a manufacturing-oriented custom portal, enabling superior customization to meet distinct industry needs, beyond standard offerings' scope.
39 out of 60
Microsoft Dynamics 365 Finance & Supply Chain Security Assessment and SoD Policy Development - 8 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.
40 out of 60
Infosys Dynamics365 Customer Service: 1-Day Wrkshp
Infosys Limited
+1
Applicable to:
Customer Service
Deliver positive customer experiences faster by optimizing resources and reducing operational costs.
41 out of 60
Microsoft Cloud for Nonprofit: 1 Hr Assessment
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about the Microsoft Cloud for Nonprofit, including Fundraising & Engagement.
42 out of 60
Quality Controls Catalyst for Life Sciences—Pharma: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This workshop is designed to help business leaders unlock the potential of their business by providing actionable solutions to move their organization forward, utilizing Microsoft's Catalyst program.
43 out of 60
Production Controls Catalyst for Life Sciences—Pharma: 1-Day Workshop
Merit Solutions
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
This workshop is designed to help business leaders unlock the potential of their business by providing actionable solutions to move their organization forward, utilizing Microsoft's Catalyst program.
44 out of 60
Dynamics ERP Support Assessment: 5 day Workshop
cegeka
+2
Applicable to:
Supply Chain Management
Finance
In this 5 day assessment we execute a thorough analysis on your organization’s current IT landscape, service organization, support approach and future readiness of your Dynamics ERP environment.
45 out of 60
Cegeka Power Apps Offering
CEGEKA s.p.a
+3
Applicable to:
Marketing
Sales
Power Apps
Find out how to drive the success of your organization through a digital transformation process leverage on the Power Platform and Dynamics 365 Customer Engagement
46 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.
47 out of 60
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.
48 out of 60
Fundraising to Finance Assessment
Serenic Software Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Evaluate Sylogist’s fundraising to finance solution based on the Microsoft Cloud for Nonprofit with our free assessment offering.
49 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.
50 out of 60
8 STEPS: 4 Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+3
Applicable to:
Marketing
Supply Chain Management
Sales
Initial analysis and implementation planning framework for your strategic projects that eliminates risks and increases probability of successful implementation that returns profit.
51 out of 60
Dynamics 365 CRM applications audit: See Results in Just 2-Weeks
GO-ERP
+3
Applicable to:
Marketing
Sales
Field Service
Dynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
52 out of 60
HCL Biz Apps - Customer Care for Utilities - 1 day assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Heightened customer expectation and siloed data leave companies scrambling to perfect the omin-channel experience.
53 out of 60
Workshop and Assessment Copilot for Sales
Compusoft
+1
Applicable to:
Sales
One Day Free Workshop and Assessment on Copilot for Microsoft Dynamics 365 Sales designed to enhance participants' understanding of Copilot's capabilities within the application
54 out of 60
SFA CRM Architecture Planning: 3-day Workshop
Netwise S.A.
+1
Applicable to:
Sales
Together with your team, we’ll build a high-level vision of a CRM system. The vision includes architecture, a product backlog and a high-level plan for building a Sales Force Automation system.
55 out of 60
Optimize financial operations and maximize growth with Dynamics 365 Finance: 1-Day Workshop
Columbus Global
+1
Applicable to:
Finance
Learn how to optimize your financial operations and overcome bottlenecks with the help of Dynamics 365 Finance
56 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.
57 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
58 out of 60
HCL Biz Apps - PowerProperty - 1 week assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
PowerProperty facilitates housing providers to deliver all the relevant industry-centric processes for the Front, Middle and Back office, which are not available in standard Microsoft Dynamics 365
59 out of 60
Eviden's Business Applications Envisioning 4 Hours Workshop
Eviden International France - SAS
+3
Applicable to:
Finance
Sales
Power Apps
Jumpstart discussions with customers who face business, sales, and technical challenges with their business process.
60 out of 60
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