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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
1 out of 60
Dynamics 365 Field Service Consulting
IMPERIUM DYNAMICS LLC
+1
Applicable to:
Field Service
Transform Operations, Enhance Customer Experience, and Empower Field Service Excellence
2 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
3 out of 60
Expert ISV Consulting: 1-Hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Understand the Microsoft Business Applications ISV Connect Ecosystem from an Expert.
4 out of 60
"Smart Consulting" with an Expert: 2-Hours Brefing by Cluster Reply
Reply
+3
Applicable to:
Sales
Customer Service
Power Apps
Cluster Reply, thanks to its strong skills in the manufacturing sector, can help companies to strengthen the relationship with their customers, through the Smart Consulting Solution
5 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
6 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.
7 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
8 out of 60
Dynamics 365 Customer insights Consultancy
IMPERIUM DYNAMICS LLC
+2
Applicable to:
Marketing
Customer Insights
Get the most out of Dynamics 365 Customer Insights with expert consulting services..
9 out of 60
Dynamics 365 for software companies: 2-hr briefing
proMX AG
+3
Applicable to:
Sales
Field Service
Project Service Automation
A free briefing for software companies about using Microsoft Dynamics 365 for optimizing their own processes and discover the full potential of digital transformation.
10 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.
11 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.
12 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.
13 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
14 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.
15 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.
16 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!
17 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.
18 out of 60
AI Insights Enablement - 2 Day Assessment
Adastra Corporation
+1
Applicable to:
Customer Insights
Make Smarter Decisions with AI-Driven Insights
19 out of 60
HCL Biz Apps - Customer Care for Utilities - 1 day assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Heightened customer expectation and siloed data leave companies scrambling to perfect the omin-channel experience.
20 out of 60
Dynamics 365 for Customer Service: 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Customer Service
Learn how to launch your company’s digital transformation with Microsoft Dynamics 365 for Customer Service.
21 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.
22 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.
23 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
24 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
25 out of 60
Field Service: 3-Day Roadmap Workshop
Rand Group, LLC
+1
Applicable to:
Field Service
3-day workshop using the Microsoft Catalyst methodology to build your field service operations roadmap
26 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.
27 out of 60
HCL Biz Apps - Catalyst Envisioning Success: 1-Hour Briefing
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Field Service
We will ideate together using design-led thinking concepts, jointly defining your unique path to digital transformation and determining benchmarks for desired organizational outcomes.
28 out of 60
HCL Biz Apps - Omni channel Customer Care: 1 Hr-Briefing
HCL Technologies Limited.
+1
Applicable to:
Customer Service
Get on the right track to providing personalized omni-channel service to your customers.
29 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
30 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
31 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.
32 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Customer Service
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
33 out of 60
HCL Biz Apps - CRM On prem to Online - 1hr briefing
HCL Technologies Limited.
+3
Applicable to:
Finance
Sales
Customer Service
Is your organization still running their CRM systems on premises? Moving to the cloud is no small task, but it is a critical component to scaling and innovating today’s business operations
34 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.
35 out of 60
Connected Call Center: 5-Day Workshop
Sigma AB
+1
Applicable to:
Customer Service
Increase first-touch resolution, automate recurring customer interactions and provide connected and personalized customer eperiences to take your call center operations to the next level.
36 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.
37 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.
38 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.
39 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.
40 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.
41 out of 60
Connected Blueprint™ for Field Service
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Field Service
With Connected Blueprint™ for Field Service, you’ll get a customized strategy that makes the most impact in the shortest amount of time, optimizing your service operations.
42 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.
43 out of 60
Dynamics 365 Sales: 1 Tag Workshop | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Workshop
44 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
45 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.
46 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.
47 out of 60
Manufacturing & Distribution Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Manufacturing 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.
48 out of 60
CRM for Manufacturing - 2H Workshop
9altitudes
+3
Applicable to:
Sales
Customer Service
Field Service
Ideate together with 9altitudes' experts a Customer Engagement platform for your Manufacturing company. We will envision you a future-proof business solution based on Industry Best Practices.
49 out of 60
Not for Profit Catalyst 1 day workshop
cloudThing
+3
Applicable to:
Marketing
Business Central
Customer Service
Enabling Business Transformation through Catalyst
50 out of 60
Connected Field Service: 1-Day Envisioning Wkshop
HSO
+1
Applicable to:
Field Service
Envision improvement opportunities with Dynamics 365 Field Service by experiencing high-level demonstrations of the Microsoft solution landscape combined with insight into high-value use-cases.
51 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.
52 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
53 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.
54 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.
55 out of 60
Customer Insights: 1 Day Assessment
Intergen Limited
+1
Applicable to:
Customer Insights
Microsoft Dynamics 365 Customer Insights Accelerator - 1-Day Assessment
56 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
57 out of 60
Envisioning Retail Transformation 2 weeks workshop
HCL Technologies Limited.
+3
Applicable to:
Commerce
Supply Chain Management
Sales
Looking to engage your customers through an omnichannel shopping experience, or drive value from data, and build a resilient supply chain model then consider Microsoft Cloud for Retail.
58 out of 60
Velosio Organizational Change Management Consultation-1.5 HR
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a free 90-minute Change Management Consultation service, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
59 out of 60
Nonprofit Accelerator Volunteer Mgmt 2-wk Workshop
Wipfli LLP
+3
Applicable to:
Marketing
Field Service
Power Apps
Explore how Microsoft's Volunteer Management application can be implemented and extended to meet the needs of your stakeholders and volunteer community
60 out of 60
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