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Dynamics 365 Support Service: 2-Hr Assessment
TrellisPoint LLC
+2
Applicable to:
Sales
Customer Service
Outsourcing support and maintenance of Microsoft Dynamics 365 is perfect for businesses who want to manage their CRM system more strategically.
1 out of 60
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.
2 out of 60
Customer Voice JumpStart: 2-Day Workshop
Dyn365Pros
+3
Applicable to:
Sales
Customer Service
Field Service
The Customer Voice JumpStart service delivers the knowledge and training required to launch an effective survey program leveraging Microsoft Customer Voice and Dynamics 365.
3 out of 60
Volunteer Management Envisioning 2-Week Workshop
Wipfli LLP
+1
Applicable to:
Sales
Turbocharge your volunteer strategy with this ideation workshop - discover, imagine, and design a transformational approach to enabling your volunteer workforce
4 out of 60
EQM 365 Customer Service Envisioning Offering
EQM
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
Capacita a tus agentes y supera las expectativas de tus clientes. ¡Hazte ya con una sesión de evaluación de Dynamics 365 Customer Service!
5 out of 60
Dynamics 365 Readiness Assessment - 3 Weeks
WinWire Technologies
+3
Applicable to:
Customer Service
Project Service Automation
Power Apps
Dynamics 365 Readiness Assessment identifies opportunities to automate business processes and enables customers to build a strategic plan to modernize their business applications.
6 out of 60
Dynamics 365 for construction: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for construction suppliers about using Microsoft Dynamics 365 technologies for managing (complex) building projects and for discovering the full potential of digital transformation.
7 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Customer Service
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
8 out of 60
Sales to Billing Business Process Automation: 3-week Fit-Gap Assessment
CloudFronts Technologies
+3
Applicable to:
Sales
Customer Service
Power Automate
If you are looking to automate your entire Sales to Billing business process to gain more visibility and optimize your business operations, our experienced consultants at CloudFronts can help.
9 out of 60
Microsoft Dynamics 365 Customer Engagement Security Model Assessment - 5 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed current state assessment of Microsoft Dynamics 365 Customer Engagement environment security model, both on-premises and online.
10 out of 60
Dynamics 365 CRM Quick Start - 1 Week Assessment
LINKSOFT
+2
Applicable to:
Marketing
Sales
Our CRM Quick Start includes a rapid but thorough assessment, taking up to 40 hours to estimate the current condition of your CRM system or specific needs and requirements for a new CRM solution.
11 out of 60
Analysis of the implementation of the ERP SYSTEM - Audit (Dynamics 365 Business Central)
Sii Sp. z o.o.
+3
Applicable to:
Supply Chain Management
Business Central
Customer Service
Identification of the implementation scope of Dynamics 365 Business Central solution
12 out of 60
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.
13 out of 60
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
14 out of 60
Digital Transformation Assessment for Social Housing
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
For 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
15 out of 60
Migration to Unified Interface: 2-Day Assessment
MAQ Software
+2
Applicable to:
Sales
Customer Service
Feeling limited by your Dynamics 365’s interface? Experience the transformative power of Unified Interface in a comprehensive 2-day assessment
16 out of 60
Maturity Model Assessment for Healthcare: 3 Week Assessment
JourneyTEAM
+2
Applicable to:
Marketing
Customer Service
Assess your organization’s operational maturity and create a plan to improve your business processes using technology.
17 out of 60
Marketing Automation Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
18 out of 60
D365 365 On Premise to Cloud: 1-Hr Assessment
true org cloud
+1
Applicable to:
Sales
In depth evaluation of your current On-Premise setup to make an informed decision about your move to the online Dynamics 365.
19 out of 60
Dynamics 365 for Sales: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Sales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
20 out of 60
Connected Blueprint™ : 4-Week Manufacturing Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
Connected Blueprint™ uncovers opportunities and provides a custom strategy that makes the most impact in the shortest amount of time, helping manufacturers modernize and improve business outcomes.
21 out of 60
Dynamics 365: 1 Week-Assessment
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
Our assessment overviews how Microsoft Dynamics 365 can streamline your operations and increase efficiency while identifying pain points and issues with your existing systems.
22 out of 60
Regulate: 0.5-Day Workshop to discuss core areas for consideration of a new Regulatory solution using Codec's Regulate for Cloud Accelerator.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services
23 out of 60
Analysis of the implementation of the CRM-Audit Dynamics 365
Sii Sp. z o.o.
+2
Applicable to:
Sales
Customer Service
As part of the 10-day audit, we will prepare a list of needs for the implementation of the CRM project
24 out of 60
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.
25 out of 60
Expert ISV Consulting: 1-Hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Understand the Microsoft Business Applications ISV Connect Ecosystem from an Expert.
26 out of 60
Dynamics 365 CRM Fit Gap: 5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
27 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
28 out of 60
Dynamics 365 Success Plan: 1-Day Workshop
Altruas
+3
Applicable to:
Sales
Customer Service
Field Service
A workshop using the proven Altruas Implementation Methodology to help you understand what is needed for a successful CRM implementation.
29 out of 60
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.
30 out of 60
Microsoft Cloud for Nonprofit Fundraising & Engagement Assessment
Wipfli LLP
+2
Applicable to:
Marketing
Sales
Microsft Cloud for Nonprofit Fundraising & Marketing: 12 Week Assessment
31 out of 60
Power BI Advanced Data Shaping: 1-Day Workshop
Advaiya Solutions Inc.
+3
Applicable to:
Sales
Power BI apps
Power Apps
A 1-day training session, helping business users to learn how to import data from multiple data sources into Power BI and understand Power Query M language for doing complex transformations.
32 out of 60
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
33 out of 60
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.
34 out of 60
Sales & Operations Planning: 2-Week Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives.
35 out of 60
Empower Education by Minsait: 1 day Assessment
Minsait
+3
Applicable to:
Marketing
Sales
Customer Service
In this assessment, we demonstrate how to empower students, teachers and administration experience.
36 out of 60
envisiond365
Alpha Variance Solutions
+3
Applicable to:
Commerce
Finance
Customer Service
Alpha Variance Solutions will provide a comprehensive solution roadmap including; Structure, Applicability and Effectiveness Based on Best Practices, Lessons Learned and Industry Standards
37 out of 60
Catalyst Envisioning: 1-Hour Briefing
Crm - Konsulterna i Sverige AB
+3
Applicable to:
Marketing
Sales
Customer Service
In this preparatory session, we take you through the initial steps of Microsoft Catalyst IDEA – Inspire. A first step to implement Power Platform and Dynamics 365 based solutions.
38 out of 60
Business Apps eConnect - 1-Wk Assessment
ECLECTICS INTERNATIONAL LTD
+2
Applicable to:
Sales
Customer 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?
39 out of 60
Enable Always on Customer Service: 1-day Workshop
true org cloud
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
1 Day Workshop to help you Learn, Assess, Configure, & Enable Your Always on Service by connecting Customer / Field / Virtual Agents to take your customer experience from Omnichannel to Always On.
40 out of 60
Microsoft Dynamics CRM to Dynamics 365 Sales Migration: 2 Day Workshop and AIM Assessment
Sikich, LLP.
+2
Applicable to:
Sales
Customer Service
This workshop is for Microsoft Dynamics CRM users who want to evaluate an upgrade to Dynamics 365 cloud CRM
41 out of 60
CRM Accelerator for Sales: 5-Day Workshop
XRM Vision
+1
Applicable to:
Sales
Enhance your CRM usage to unleash your full sales potential.
42 out of 60
Data Migration Assessment – Cloud for Non-Profit
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Sales
Official Non-profit Common Data Model and Data Strategy Solution Assessment
43 out of 60
AX 2009/12 to Dynamics 365 Upgr: 3-Wk Assessment
Visionet Systems, Inc
+2
Applicable to:
Finance
Customer Service
Accelerate your digital transformation with Microsoft Azure and Dynamics 365. This assessment will provide you with effort, cost, and roadmap for your Dynamics 365 journey.
44 out of 60
Retail & Consumer Goods Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Retail & Consumer Goods 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.
45 out of 60
Food & Beverage Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Food & Beverage 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.
46 out of 60
Nonprofit Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Nonprofit 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.
47 out of 60
Government Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’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.
48 out of 60
Life Sciences Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’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.
49 out of 60
Business & Professional Service Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’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
50 out of 60
Dynamics 365: 5-tägiger Workshop
novaCapta GmbH
+1
Applicable to:
Sales
Tauchen Sie mit uns ab in die Möglichkeiten für Ihr CRM-System mit Dynamics 365. Innerhalb des Workshops zeigen wir Ihnen, warum Dynamics 365 die ideale Wahl für Ihr Unternehmen ist.
51 out of 60
Fiber Suite: 1 Tag Workshop | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Customer Service
Field Service
Fiber Suite by Arvato Systems | Workshop
52 out of 60
Maturity Model Assessment for Financial Services: 3 Week Assessment
JourneyTEAM
+2
Applicable to:
Marketing
Customer Service
Assess your organization’s operational maturity and create a plan to improve your business processes using technology.
53 out of 60
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.
54 out of 60
Fly Lane - 4 Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Customer Service
Assessment of solution that helps increase deliverycapacity through Dynamics 365 Customer Service
55 out of 60
Envision your Dynamics 365: 7-tägiges Assessment
novaCapta GmbH
+1
Applicable to:
Sales
Machen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
56 out of 60
Microsoft Dynamics - Connect and power your CRM data: 14-tägiger Workshop
novaCapta GmbH
+1
Applicable to:
Sales
Verbinden, integrieren und automatisieren Sie Ihre Vertriebsdaten in einem individuellen Dashboard mit Microsoft Dynamics 365 Sales.
57 out of 60
Field Service for Home Health: 3-Wk Workshop
Hitachi Solutions
+3
Applicable to:
Customer Service
Field Service
Power Apps
Hitachi Solutions’ Home Health Workshop results in a value-based directional roadmap with defined priorities to move towards a modernized home health experience for patients and providers.
58 out of 60
Wipro Design Strategy Workshop: 1 Hour Briefing
Wipro Ltd
+1
Applicable to:
Sales
Achieve Digital Transformation using Microsoft Catalyst, a process designed based on iDEAS framework applying Microsoft Dynamics 365, Microsoft Power Platform and Microsoft Cloud.
59 out of 60
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
60 out of 60
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