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AX to Dynamics 365 Upgrade: 5-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSTechnical and functional assessment of upgrade path, options, best practices, and readiness from Dynamics AX 2009/2012 to Dynamics 365 Finance and Supply Chain Management.
+1
Applicable to:
Finance
1 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
2 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:
SalesCustomer Service
3 out of 60
Master Planning: 1-Day WorkshopDynamic ConsultingA one-day, classroom-style workshop for using and fine-tuning the Dynamics 365 or Dynamics AX master planning module.
+1
Applicable to:
Finance
4 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:
SalesCustomer ServiceField Service
5 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
6 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 CentralCustomer Service
7 out of 60
Power BI Advanced Data Shaping: 1-Day WorkshopAdvaiya Solutions Inc.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.
+3
Applicable to:
SalesPower BI appsPower Apps
8 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:
Sales
9 out of 60
CRM Maturity Action Plan: 4-Day WorkshopXRM VisionThrough workshops conducted by our CRM Specialists, we will build a portrait of your situation. We will deliver a comprehensive action plan that identifies the next steps of your business evolution.
+2
Applicable to:
SalesCustomer Service
10 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
11 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:
FinanceCustomer Service
12 out of 60
Power Platform Discovery: 2-hr AssessmentWipfli LLPAn engagement to explore how Microsoft Power Apps can be utilized for your business application and cloud strategy
+3
Applicable to:
SalesPower BI appsPower Apps
13 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
14 out of 60
Dynamics 365 in Nonprofits: 4-Hr AssessmentWipfli LLPAn engagement tailored for the Nonprofit industry to explore how Dynamics 365 can maximize your relationships and optimize your processes.
+1
Applicable to:
Sales
15 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
16 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys ConsultingAn interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
+3
Applicable to:
SalesCustomer ServicePower Apps
17 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
18 out of 60
Dynamics 365 Customer Engagement:5-Day AssessmentE-ConsultingHigh-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
+1
Applicable to:
Sales
19 out of 60
FO Development Budget Estimation: 2-Day AssessmentGO-ERPQuick development services budget estimation
+1
Applicable to:
Finance
20 out of 60
Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
FinanceBusiness Central
21 out of 60
Subscription Business: 4-Hr AssessmentBluefortExplore and learn more how Microsoft Dynamics 365 technology can optimize and streamline your subscription business processes in a 4 hour session with a business expert.
+2
Applicable to:
FinancePower BI apps
22 out of 60
Project Rescue for Dynamics 365 Business Central: 2-Hr AssessmentCalsoft SystemsA free project rescue assessment where Calsoft's experienced ERP consultants meet with your project leaders, resulting in an actionable recovery plan to complete your project successfully.
+2
Applicable to:
FinanceBusiness Central
23 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:
MarketingSalesCustomer Service
24 out of 60
CRM for Government Contractors: 1-Day WorkshopAligned Business Solutions, LLCIn this interactive Workshop you and your team will receive a hands on experience working with Capture 360 and Microsoft's next generation technologies to increase revenue and improve your win rates.
+2
Applicable to:
SalesPower Apps
25 out of 60
Sales Process Review: 2-Day AssessmentInterDyn ArtisA 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.
+1
Applicable to:
Sales
26 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentInterDyn ArtisA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
27 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
28 out of 60
Automate Asset Management: 3-Wk Assessment Sonata Software Ltd.Automate moving from Microsoft ISV add-on EAM solution to the standard 'Asset Management Add-in' for Microsoft Dynamics 365 Supply Chain Management.
+1
Applicable to:
Finance
29 out of 60
Real Estate CRM implementation: 1-Day AssessmentDynamica LabsAssessment of your current CRM, real estate industry best practices benchmarking, and a report on how Dynamics 365 can support your agency's automation.
+1
Applicable to:
Sales
30 out of 60
AX to Dynamics 365 Upgrade 2-Day AssessmentSikich, LLP.A high level functional and technical review of your current AX system to help determine a path to Dynamics 365 in the cloud
+1
Applicable to:
Finance
31 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
SalesCustomer ServiceField Service
32 out of 60
Dynamics 365 for Talent Fit/Gap: 2-Hr AssessmentElevate HR Inc.Explore how Microsoft Dynamics 365 for Talent can revitalize your employees’ day-to-day experience and elevate recruiting, onboarding, performance development, compensation, benefits, and more.
+1
Applicable to:
Finance
33 out of 60
Flintfox’s Intelligent Pricing Platform – Business Assessment 4-Hr WorkshopFlintfox International Limited*Margin Management in Microsoft Dynamics 365 Finance and Operations - solving pricing, rebate, and commissions challenges for supply chain enterprises (distributors, manufacturers and retailers). *
+1
Applicable to:
Finance
34 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:
FinanceSalesBusiness CentralCustomer Service
35 out of 60
Sales OnPrem to Cloud: 1-Wk AssessmentSikich, LLP.An in-depth system review which will provide a clear path for migration to the cloud from an existing on premise CRM implementation. Sized for organizations with less than 50 users.
+1
Applicable to:
Sales
36 out of 60
On-Prem to Online Migration: 1-Hr AssessmentForceworksA Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
+2
Applicable to:
SalesCustomer Service
37 out of 60
Sales OnPrem to Cloud: 10-Day AssessmentSikich, LLP.An in-depth system review which will provide a clear path for migration to the cloud from an existing on premise CRM implementation. Sized for organizations with 51 - 249 Users
+1
Applicable to:
Sales
38 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:
SalesCustomer Service
39 out of 60
CRM Adoption & Readiness: 4-Hr AssessmentAlithya Fullscope Solutions, Inc.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.
+3
Applicable to:
SalesCustomer ServiceField Service
40 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVisionFind out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
+1
Applicable to:
Finance
41 out of 60
Agriculture Process Review: 3-Day AssessmentStoneridge Software LLCA review between your leaders and our consultants of agriculture-related business processes resulting in an actionable game plan, budget, and timeline of your next ERP implementation.
+1
Applicable to:
Finance
42 out of 60
CRM Leadership: 4-Hr WorkshopAlithya Fullscope Solutions, Inc.A workshop focused on helping leaders of CRM initiatives on Microsoft Dynamics 365 succeed.
+1
Applicable to:
Sales
43 out of 60
CRM Core Team Prep: 4-Hr WorkshopAlithya Fullscope Solutions, Inc.A workshop to prepare your core team for an upcoming CRM initiative on Microsoft Dynamics 365, arming them with best practices and a plan.
+1
Applicable to:
Sales
44 out of 60
Customer Service for Dynamics 365: 1-Day WorkshopPowerObjects An HCL CompanyWhether 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.
+1
Applicable to:
Customer Service
45 out of 60
Migration to Dynamics 365: 4-Hr AssessmentCovenant Technology PartnersMove Dynamics 365 On Premises to the Cloud Starting with 4 Hour Analysis
+2
Applicable to:
MarketingSales
46 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business CentralCustomer ServiceProject Service Automation
47 out of 60
Upgrade to Dynamics 365: 1-Day AssessmentBKD TechnologiesA technical upgrade assessment for Dynamics 365 for Finance and Operations, Enterprise Edition.
+1
Applicable to:
Finance
48 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
SalesCustomer ServiceField Service
49 out of 60
Upgrade/Migrate to Dynamics 365: 10-Day WorkshopCiellosA comprehensive engagement providing a functional workshop and detailed technical code review, to determine the optimal path to update your systems to the current Dynamics 365 release.
+1
Applicable to:
Finance
50 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
SalesCustomer ServiceField Service
51 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
52 out of 60
Real Life Usage of Costing Sheets: 5-Hr WorkshopBKD TechnologiesA workshop to teach business analysts how to apply Dynamics 365 for Operations costing sheets to a real-life production product for fixed and indirect variances.
+1
Applicable to:
Finance
53 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
54 out of 60
Project Manufacturing: 3-Wk Proof of ConceptClients First Business SolutionsA trial engagement using your data and industry best practices to show you how to streamline your project manufacturing operations.
+1
Applicable to:
Finance
55 out of 60
Visual Development Config On-site: 3-Day WorkshopDynamics EdgeThis instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.
+1
Applicable to:
Sales
56 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
57 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM StrategyAn installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
+2
Applicable to:
FinancePower BI apps
58 out of 60
Adoxio Portal: 4-Wk AssessmentKPMG AdoxioAdoxio 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.
+2
Applicable to:
SalesCustomer Service
59 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
SalesCustomer Service
60 out of 60