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CRM Leadership: 4-Hr Workshop
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Sales
A workshop focused on helping leaders of CRM initiatives on Microsoft Dynamics 365 succeed.
1 out of 60
CRM for Government Contractors: 1-Day Assessment
Information Strategies
+1
Applicable to:
Sales
An engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
2 out of 60
Dynamics 365 in Banking: 4-Hr Workshop
Wipfli LLP
+1
Applicable to:
Customer Service
An engagement tailored for the banking industry to explore how Dynamics 365 Customer Engagement/CRM can maximize your relationships and optimize your processes.
3 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.
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
Acceler8: 0.5-Day Workshop to discuss and plan the migration of existing Dynamics 365 Customer Engagement implementations to the cloud.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services suitable for hosting Dynamics 365 Customer Engagement.
6 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
7 out of 60
Salesforce to Dynamics 365: 4-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Migrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack, additional functionalities, and often times lower licensing costs.
8 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.
9 out of 60
Microsoft Dynamics 365 CRM Roadmap - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed discovery of the organizational readiness for a CRM implementation and the recommended roadmap to achieve the business objectives.
10 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
11 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.
12 out of 60
Dynamics Omnichannel
JourneyTEAM
+1
Applicable to:
Customer Service
Integrate your channels into your existing Omnichannel environment
13 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
14 out of 60
Catalyst Envision - 6 weeks Workshop & Design
W-IT SpA
+1
Applicable to:
Sales
The accompaniment by phases is a structured work for the development of internal knowledge of any organization. With Microsoft Catalyst, support and growth is assured.
15 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.
16 out of 60
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
17 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.
18 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!
19 out of 60
Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk Assessment
Synoptek
+3
Applicable to:
Sales
Customer Service
Field Service
Leverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.
20 out of 60
Dynamics 365: 2-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Simplify the process of migrating to Dynamics 365 or optimizing your current environment with Quisitive’s Dynamics 365 Assessment.
21 out of 60
Dynamics 365 Field Service: 5-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
22 out of 60
Dynamics 365 Customer Service: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+2
Applicable to:
Customer Service
Field Service
Dynamics 365 Customer Service | Analyse, Bewertung, Planung
23 out of 60
Fundraising and Engagement Consultation: 1-Hr Assessement
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 Dynamics 365, Fundraising & Engagement, and the Nonprofit Accelerator.
24 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.
25 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.
26 out of 60
Nexer Connected Call Center: 5-Days Workshop
Nexer Group AB
+1
Applicable to:
Customer Service
Increase first-touch resolution, automate recurring customer interactions and provide connected and personalized customer experiences to take your call center operations to the next level.
27 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.
28 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
29 out of 60
D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer 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
30 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.
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
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.
33 out of 60
Contact Center Modernization: 3 day assessment
Argano LLC
+3
Applicable to:
Sales
Customer Service
Field Service
Develop the right strategy to optimize your contact center operations
34 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.
35 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.
36 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
37 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
38 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.
39 out of 60
Infosys Dynamics365 Sales: 1-Day Workshop
Infosys Limited
+1
Applicable to:
Sales
Find and build stronger relationships. Improve productivity and performance. Get a single view of customers.
40 out of 60
Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
41 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
42 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
43 out of 60
Dynamics 365 Health Check: 2-Wk Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement explores how to get the most value out of your Dynamics 365 Implementation
44 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.
45 out of 60
EQM 365 - Sales Enterprise Envisioning Offering (CRM)
EQM
+3
Applicable to:
Sales
Power BI apps
Power Apps
¿Preparado para vender más y conocer mejor a tus clientes? ¡Hazte ya con una sesión de evaluación de Dynamics 365 Sales Enterprise CRM!
46 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
47 out of 60
Dynamics 365 Field Service: 1-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Field Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
48 out of 60
Velosio Organizational Change Management Assessment for Microsoft Dynamics 365 Applications-2 WK
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a Change Management Assessment, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
49 out of 60
Dynamics 365 for Sales: 1 Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Power BI apps
This workshop provides sales people, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365.
50 out of 60
Engineered Code Power Pages Training
Engineered Code Consulting Inc.
+3
Applicable to:
Sales
Customer Service
Power Pages
Help avoid the steep learning curve associated with Power Pages with online, self-paced course. One-year subscription includes course updates, monthly office hours, priority community forums Support.
51 out of 60
CRM for Government Contractors: 1-Day Workshop
Aligned Business Solutions, LLC
+2
Applicable to:
Sales
Power Apps
In 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.
52 out of 60
Dynamics 365 in Manufacturing: 4-Hr Workshop
Wipfli LLP
+1
Applicable to:
Sales
An engagement tailored for the manufacturing industry to explore how Dynamics 365 can enhance your customer life cycle.
53 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
54 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
55 out of 60
Direct to Consumer: 1 Week Assessment
Argano LLC
+3
Applicable to:
Marketing
Finance
Customer Service
Bridge the gap between aspiration and implementation for direct-to-consumer selling
56 out of 60
Upgrade from Microsoft Dynamics AX to Dynamics 365: 2 Day Migration Assessment
saglobal
+3
Applicable to:
Supply Chain Management
Finance
Sales
With Microsoft Dynamics AX reaching end of support, the risks of an unsupported software can be grave. Assess if your business is ready for a move to the cloud with Microsoft Dynamics 365.
57 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
58 out of 60
Dynamics 365 Customer Service: 1 Tag Workshop | Arvato Systems
Arvato Systems
+2
Applicable to:
Customer Service
Field Service
Dynamics 365 Customer Service | Workshop
59 out of 60
Dynamics 365 Sales: 1 Tag Workshop | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Workshop
60 out of 60
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