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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.
1 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
2 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.
3 out of 60
Accelerate Revenue Generation with Dynamics 365 Sales 3-Wk Assessment
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Insights
Power your sales team with an integrated CRM system that maximizes the potential of Dynamics 365 and Microsoft technologies for your business.
4 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.
5 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.
6 out of 60
Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-Wk
MISSION CRM
+1
Applicable to:
Sales
This service will produce two outcomes: (1) a data dictionary of every entity/table and field from your legacy data source(s); and (2) a confident scope of work for the migration effort.
7 out of 60
Migrate Dynamics On-Premise To Cloud: 2-Week Assessment
Hitachi Solutions
+3
Applicable to:
Supply Chain Management
Sales
Power Apps
Hitachi Solutions can help your organization develop a clear path to migrating your Dynamics On-premises ERP and CRM to Dynamics 365
8 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.
9 out of 60
Dynamics 365 Sales Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Sales
Increase Sales, Improve Customer Relationships, and Grow your Business with our Consulting Services
10 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.
11 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.
12 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!
13 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.
14 out of 60
cswithl2_0801
Azure Marketplace
+3
Applicable to:
Commerce
Sales
Power Apps
Consultant Services w/ L2 (Dynamics)
15 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.
16 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.
17 out of 60
Volunteer Management & Engagement 5-Day Workshop
m-hance
+1
Applicable to:
Sales
Prepare for a digital future and achieve more with effective Volunteer Management & Engagement
18 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
19 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
20 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.
21 out of 60
Sales OnPrem to Cloud: 1-Wk Assessment
Sikich, LLP.
+1
Applicable to:
Sales
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.
22 out of 60
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our 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.
23 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.
24 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.
25 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.
26 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.
27 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.
28 out of 60
PowerWebTraffic - 1 Hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Marketing
Commerce
Sales
See what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
29 out of 60
Microsoft Sales Copilot: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Sales
Specialized Copilot Readiness workshop to prepare your organization for AI in Dynamics 365
30 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Sales
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Sales
31 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!
32 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?
33 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
34 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.
35 out of 60
Dynamics 365 for Project Service: 4-Hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Customer Service
Project Service Automation
An engagement to explore how Dynamics 365 Project Service Automation can bring people, process, and technology together through a unified experience.
36 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
37 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.
38 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
39 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.
40 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.
41 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
42 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.
43 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.
44 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.
45 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.
46 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.
47 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.
48 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
49 out of 60
Microsoft CRM Cloud Migration Assessment
Andosi
+3
Applicable to:
Sales
Customer Service
Customer Insights
Our offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
50 out of 60
Dynamics 365 Customer Engagement: 3-Wk Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.
51 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
52 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.
53 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.
54 out of 60
Dynamics 365 Sales: 1 Tag Workshop | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Workshop
55 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.
56 out of 60
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.
57 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.
58 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.
59 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.
60 out of 60
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