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On-Prem Dynamics to Dynamics 365: 1-Day Assessment
Altriva Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Receive an expert assessment of what it will take for your organization to migrate from an on-premises Dynamics CRM to Dynamics 365.
1 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.
2 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.
3 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.
4 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!
5 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.
6 out of 60
Dynamics 365 Customer Insights: 4-Week Assessment
RSM Product Sales LLC
+1
Applicable to:
Customer Insights
Target personalized messages for improved response using Customer Insights and Azure storage. Explore customer data, design, build and activate it for use in selling, customer service and digital camp
7 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.
8 out of 60
Customer 360: Customer Insights: 2Hr Assessment
Clouds On Mars
+1
Applicable to:
Customer Insights
Understand what benefits and opportunities Customer Insights can bring for your organization. Understand your readiness and what you need to do to implement
9 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.
10 out of 60
Customer Insights: 1 Day Assessment
Intergen Limited
+1
Applicable to:
Customer Insights
Microsoft Dynamics 365 Customer Insights Accelerator - 1-Day Assessment
11 out of 60
HCL Biz Apps - Project Operations - 1hr Briefing
HCL Technologies Limited.
+2
Applicable to:
Project Service Automation
Project Operations
Dynamics 365 Project Operations allows you to connect your project-centric business in a single application, to gain richer visibility, deeper collaboration, and agility across your organization.
12 out of 60
D365 Customer Insights: 3-Week Manufacturing POC
RSM Product Sales LLC
+1
Applicable to:
Customer Insights
This rapid proof of concept will activate Customer Insights and Azure storage, stage customer data for use in Customer Insights, and create customer segments and profiles for analytics and export.
13 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.
14 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
15 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
16 out of 60
Dynamics 365 Sales: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Proof of Concept
17 out of 60
Dynamics 365 Customer Insights: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+2
Applicable to:
Marketing
Customer Insights
Dynamics 365 Customer Insights | Analyse, Bewertung, Planung
18 out of 60
Dynamics 365 Customer Service: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+2
Applicable to:
Customer Service
Field Service
Dynamics 365 Customer Service | Proof of Concept
19 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
20 out of 60
Field Service: 3-Week Proof of Concept
Rand Group, LLC
+1
Applicable to:
Field Service
3-week pilot using the Microsoft Catalyst methodology to help visualize how Dynamics 365 can help transform your field service operations
21 out of 60
Dynamics 365 Finnish localization: 2-hr briefing
Efima Oyj
+1
Applicable to:
Finance
In this briefing we introduce you to Finnish legislation set requirements for financial management processes and solutions needed for Dynamics 365 Finance
22 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.
23 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.
24 out of 60
Catalyst Commerce: 3-Wk Proof of Concept
inspirit365 AS
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Let's be inspired of a true omni-channel approach including eCommerce, cloud-based point-of-sale and sales order processing, and that is tightly integrated together.
25 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.
26 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.
27 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.
28 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
29 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.
30 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.
31 out of 60
Plus - Dynamics Field Service - 3 day Assessment
Plus Consulting, L.L.C.
+2
Applicable to:
Field Service
Power Apps
Dynamics Field Service and Resource Optimization can transform your business, decrease cost, improve work order throughput, and increase customer satisfaction. This Plus Workshop will show you how.
32 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.
33 out of 60
Construction Process Review: 3-Day Assessment
Stoneridge Software LLC
+1
Applicable to:
Finance
A review of construction-related business processes delivering an actionable plan to address critical project and month-end issues and objectives.
34 out of 60
Upgrade to D365 Supply Chain: 10-Days Assessment
Unify Dots Corporation
+2
Applicable to:
Supply Chain Management
Finance
Assessment to review your Microsoft Dynamics AX deployment to upgrade to Microsoft Dynamics 365 Supply Chain ERP in the Cloud
35 out of 60
Test Maturity 4Dynamics: 10-Day Assessment
Testhouse Ltd
+1
Applicable to:
Finance
A 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
36 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.
37 out of 60
Dynamics 365 Sales: 2-Hour Briefing
Altriva Solutions
+1
Applicable to:
Sales
Find out if Dynamics 365 Sales is right for your organization.
38 out of 60
Dynamics 365 Upgrade from Dynamics AX 2009/2012: 2 Day Assessment
Synoptek
+1
Applicable to:
Finance
2-day Dynamics 365 Upgrade Assessment that covers first two stages of upgrade: evaluation and analysis, as well as provide a personalized upgrade roadmap.
39 out of 60
AX 2009 to Dynamics 365 for Ops: 5-Day Assessment
Stoneridge Software LLC
+1
Applicable to:
Finance
Comprehensive AX 2009 to Dynamics 365 for Operations Upgrade Assessment.
40 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.
41 out of 60
Dynamics 365 Finance and Operations: 1-Hr Assessment
Caf2Code LLC
+3
Applicable to:
Supply Chain Management
Finance
Power BI apps
Our 1-hour assessment of Dynamics 365 Finance and Operations will evaluate your financial systems, pinpoint areas of improvement, and provide tailored recommendations to optimize financial operations.
42 out of 60
Activate Digital Selling - Get CRM Right in 30 Days with Dynamics 365 Sales
CongruentX LLC
+1
Applicable to:
Sales
Is Your Business Asking Questions Your CRM Can't Answer? Activate Digital Selling in 4 Weeks with Get CRM Right. 4 Week Assessment and Proof of Concept
43 out of 60
F&O Support & Remediation: 4-Wk Support Assessment
Rand Group, LLC
+2
Applicable to:
Supply Chain Management
Finance
Rand Group's Finance and Operations Support and Remediation offering gives you a single point of contact for all F&O support services.
44 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.
45 out of 60
Essentials for HVAC Contractors: 1-Hr Briefing
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A guided tour of the FIELDBOSS HVAC Contractor Management for Dynamics 365.
46 out of 60
Subscription Business: 4-Hr Assessment
Bluefort
+2
Applicable to:
Finance
Power BI apps
Explore 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.
47 out of 60
Sales OnPrem to Cloud: 10-Day 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 51 - 249 Users
48 out of 60
Customer Insights: 2-Hour Briefing
MAQ Software
+1
Applicable to:
Customer Insights
Get an overview of Dynamics 365 Customer Insights capabilities and explore how your customer data can be transformed to get crucial business insights
49 out of 60
HCL Biz Apps - Connected Field Service for Utilities: 1day assessment
HCL Technologies Limited.
+3
Applicable to:
Field Service
Power Automate
Power Apps
With Connected Field Service for Utilities, you can connect with employees out in the field, receives real-time data from techs to back office, improved productivity, improved first-time fix rates, an
50 out of 60
Asset Management for F&B: 2-Week Proof of Concept
RSM Product Sales LLC
+2
Applicable to:
Supply Chain Management
Finance
RSM’s Enterprise Asset Management Proof of Concept for Food & Beverage allows clients to visualize the benefits and feasibility of Asset Management in a cost effective and efficient manner.
51 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk Assessment
ETG
+1
Applicable to:
Finance
Microsoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
52 out of 60
Customer Engagement: 1-Wk Proof of Concept
VNB Consulting
+3
Applicable to:
Sales
Customer Service
Field Service
An evaluation engagement that sets up a trial instance of Dynamics 365 for Customer Engagement with your data.
53 out of 60
Dynamics 365 Localization: 4-Hr Briefing
Qualysoft Informatikai Zártkörűen Működő Részvénytársaság
+3
Applicable to:
Finance
Sales
Business Central
Our 4-Hr Briefing, we will cover all the US and Hungarian regulatory requirements and provide possible solutions for your Microsoft Dynamics 365 Enterprise Resource Planning system to fit these.
54 out of 60
CRM Performance Analysis: 10-Day Assessment
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
55 out of 60
Dynamics 365 Process Review: 5-Day Assessment
Stoneridge Software LLC
+1
Applicable to:
Finance
A review of targeted business processes to deliver an actionable plan for strategic business initiatives, and fix critical issues.
56 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
57 out of 60
TTEC Digital Solution for Physician Referral Management: 8 Week POC
TTEC Digital
+2
Applicable to:
Marketing
Customer Insights
TTEC Digital Physician Referral Management (PRM), built on the Microsoft Cloud for Healthcare, enables health systems to quickly deploy solutions that drive revenue through new physician acquisition.
58 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
59 out of 60
Dynamics 365 Field Service: 1-Hr Briefing
JourneyTEAM
+1
Applicable to:
Field Service
An overview of how Microsoft Dynamics 365 Field Service can help you improve profitability and customer satisfaction.
60 out of 60
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