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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.
1 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.
2 out of 60
Dynamics GP to Dynamics 365 Finance & Supply Chain Migration Assessment: 3-day
enVista Enterprise Solutions, LLC (EES) - MBS
+3
Applicable to:
Supply Chain Management
Finance
Field Service
enVista conducts a 3-day assessment for GP customers wishing to migrate to Finance & Supply Chain
3 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
4 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.
5 out of 60
Dynamics 365 Sales implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this.
6 out of 60
Nexer Catalyst Envisioning Future State: 5-days, Workshop
Nexer Group AB
+2
Applicable to:
Supply Chain Management
Finance
Production Clients with global supply chain management for Make to Order, Make to Stock, Engineering to Order and Process-industry (Metal, Food and Beverage, Oil and Gas, etc.)
7 out of 60
On-Prem to Online Migration: 1-Hr Assessment
Forceworks
+2
Applicable to:
Sales
Customer Service
A Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
8 out of 60
EQM 365 Supply Chain Management Envisioning Assesment SCM
EQM
+3
Applicable to:
Supply Chain Management
Finance
Power Apps
¿Preparado para transformar la cadena de suministros? ¡Hazte ya con una sesión de evaluación!
9 out of 60
Post Implementation Audit
Tech One Global
+3
Applicable to:
Sales
Business Central
Customer Service
PIA is an evaluation of the project's goals and activity achievement as measured against the project plan, budget, time deadlines, quality of deliverables, and specifications.
10 out of 60
Dynamics 365 Finance & Supply Chain Roadmap 3-Week Assessment
Hitachi Solutions
+2
Applicable to:
Supply Chain Management
Finance
Our engagement supports your organization to document your current ERP system and business processes to develop your implementation roadmap for successful transition to Dynamics 365.
11 out of 60
Dynamics 365 Sales/Sale App : 1-Day Workshop
Dynamics Edge
+3
Applicable to:
Finance
Sales
Customer Service
Provide 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.
12 out of 60
Board Intelligent Planning: 2-week Assessment
Quisitive
+1
Applicable to:
Finance
Get more with your investment in Board with Quisitive’s Intelligent Planning Assessment program.
13 out of 60
Sunrise D365 Migration Service
Sunrise Technologies
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Sunrise is a data migration expert regardless of the source system.
14 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.
15 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.
16 out of 60
Procurement Controls Catalyst for Life Sciences—Medical Device: 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.
17 out of 60
365 License optimization: 1-Day Assessment
Pingala
+2
Applicable to:
Supply Chain Management
Finance
*Walkthrough of license management and license optimization approaches within Dynamics 365 Finance and Dynamics 365 for supply chain management
18 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.
19 out of 60
Microsoft Dynamics GP to Dynamics 365 Migration: 2 Day Workshop and AIM Assessment
Sikich, LLP.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
This workshop is for Microsoft Dynamics GP users who want to evaluate an upgrade to Dynamics 365 cloud ERP
20 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.
21 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.
22 out of 60
EQM 365 Finance Envisioning Offering
EQM
+3
Applicable to:
Supply Chain Management
Finance
Power BI apps
¿Preparado para transformar la gestión financiera? ¡Hazte ya con una sesión de evaluación!
23 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
24 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.
25 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.
26 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.
27 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.
28 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.
29 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.
30 out of 60
Business Applications Discovery Manufacturing: 2-Wk Assessment
ProServeIT
+3
Applicable to:
Supply Chain Management
Finance
Field Service
A business applications discovery will identify your app requirements & build your case for adopting apps to connect your entire enterprise for efficiency, QC, data management & customer experience.
31 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
32 out of 60
Government Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Business Central
RSM’s interactive Government Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
33 out of 60
Dynamics AX Migration Readiness Assessment
New Era Technology
+2
Applicable to:
Supply Chain Management
Finance
Let us help you develop an action plan for migrating from Microsoft Dynamics AX 2009/2012 to Microsoft Dynamics 365 Finance & Supply Chain.
34 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.
35 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
36 out of 60
OCM Capability & Risk for F&B: 4-Week Assessment
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Business Central
RSM's Change Capability & Risk Assessment for Food & Beverage evaluates our clients’ capability to lead/deliver organization change, and identifies recommendations for accelerated value realization.
37 out of 60
Quality Controls Catalyst for Life Sciences—Medical Device: 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.
38 out of 60
Production Controls Catalyst for Life Sciences—Medical Device 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.
39 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.
40 out of 60
Manufacturing & Distribution Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Supply Chain Management
Finance
Business Central
RSM’s interactive Manufacturing & Distribution Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
41 out of 60
Catalyst Envision Connected Retail:5-Days Workshop
Sigma AB
+2
Applicable to:
Commerce
Finance
Engage customer across channels with Microsoft Dynamics 365 Finance and Commerce
42 out of 60
Infosys Dynamics365 Finance: 1-Day Workshop
Infosys Limited
+1
Applicable to:
Finance
Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities.
43 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.
44 out of 60
Production Controls Catalyst for Life Sciences—Biotechnology: 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.
45 out of 60
Dynamics 365 Sales: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Analyse, Bewertung, Planung
46 out of 60
Velosio Digital NEXT Roadmap (Discovery Stage)-Assessmemt-1 MO.
Velosio
+3
Applicable to:
Finance
Business Central
Power BI apps
Unsure about embarking on a Digital Transformation journey? Take a cost-effective first step with Velosio's Discovery stage.
47 out of 60
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.
48 out of 60
Optimize Financial Operations in Food Manufacturing: 1-Day Workshop
Columbus Global
+1
Applicable to:
Finance
Learn how to enhance your financial operations and overcome bottlenecks in food manufacturing for smoother output
49 out of 60
ERP Omnichannel: 3-day Readiness Check Assessment
SPH AG
+3
Applicable to:
Commerce
Supply Chain Management
Finance
As a result of the Omnichannel Readiness Check, you will receive a concept with an assessment and recommendation on possible steps to build up omnichannel processes.
50 out of 60
Master Planning: 1-Day Workshop
Dynamic Consulting
+1
Applicable to:
Finance
A one-day, classroom-style workshop for using and fine-tuning the Dynamics 365 or Dynamics AX master planning module.
51 out of 60
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.
52 out of 60
Activate Digital Selling: 4 hour virtual workshop
saglobal
+2
Applicable to:
Sales
Power Apps
Digital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
53 out of 60
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.
54 out of 60
Dynamics 365 finance and operations Chinese local requiremnt: 4 hours introduction
厦门一维天地信息技术有限公司
+2
Applicable to:
Supply Chain Management
Finance
Introduction of Chinese local requirement of implementing Dynamics 365 Finance and Operations in China
55 out of 60
Upgrade Dynamics AX: 2-Wk Assessment
MCA Connect
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to assess if it is ready to upgrade to the cloud.
56 out of 60
Operations Development: 3-Day Workshop
MCA Connect
+1
Applicable to:
Finance
A 3-day in-depth training course on developing application extensions in Dynamics 365 for Operations, Enterprise Edition.
57 out of 60
Operational Transformation: 10-Wk Assessment
Calsoft Systems
+2
Applicable to:
Finance
Business Central
Get a higher return on your IT investment: See your current and future operations in visual format, a list of your actual system requirements, and a clear roadmap to achieve the solution you need.
58 out of 60
Free Migration to Dynamics 365 CE: 2-Day Workshop
Capgemini
+2
Applicable to:
Sales
Customer Service
An accelerated and industrialized approach to understand the effort required to move from a Third Party CRM to Dynamics 365 CE in a Like-to-Like migration.
59 out of 60
Consolidate Apps on Dynamics 365: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
60 out of 60
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