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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.
1 out of 60
Digital Transformation Assessment for Social Housing
INFINITY TECHNOLOGY SOLUTIONS
+1
Applicable to:
Customer Service
For Housing Associations aiming to address pain points, this discovery workshop and value mapping exercise will deliver actionable recommendations against key metrics, with measurable efficiency gains
2 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
3 out of 60
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
4 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
5 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr Assessment
JourneyTEAM
+3
Applicable to:
Finance
Business Central
Customer Service
FREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
6 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!
7 out of 60
Retail & Consumer Goods Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Retail & Consumer Goods Catalyst workshop helps companies build, plan, and execute business transformation strategies with a proven, innovative approach.
8 out of 60
Life Sciences Catalyst: 2-Week Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s interactive Life Sciences Catalyst workshop helps companies build, plan and execute business transformation strategies with a proven, innovative approach.
9 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.
10 out of 60
Customer Voice JumpStart: 2-Day Workshop
Dyn365Pros
+3
Applicable to:
Sales
Customer Service
Field Service
The Customer Voice JumpStart service delivers the knowledge and training required to launch an effective survey program leveraging Microsoft Customer Voice and Dynamics 365.
11 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.
12 out of 60
Dynamics 365 Readiness Assessment - 3 Weeks
WinWire Technologies
+3
Applicable to:
Customer Service
Project Service Automation
Power Apps
Dynamics 365 Readiness Assessment identifies opportunities to automate business processes and enables customers to build a strategic plan to modernize their business applications.
13 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
14 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.
15 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.
16 out of 60
Analysis of the implementation of the ERP SYSTEM - Audit (Dynamics 365 Business Central)
Sii Sp. z o.o.
+3
Applicable to:
Supply Chain Management
Business Central
Customer Service
Identification of the implementation scope of Dynamics 365 Business Central solution
17 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.
18 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
19 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
20 out of 60
Elevator Contractors: 1-Day Assessment
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS Lift Elevator Contract Management for Dynamics 365.
21 out of 60
Dynamics 365 Professional Services Implementation Accelerator: 4-Wk Assessment
Business Engagement Group Sweden AB
+3
Applicable to:
Supply Chain Management
Finance
Field Service
Leverage Engage Group’s proven project methodology, infused by industry accelerators for professional services companies, and built on Microsoft Success by Design to ensure value-driven outcomes.
22 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
23 out of 60
Mixed Reality in Manufacturing. Field Service Operations: 1-day Workshop
Columbus Global
+3
Applicable to:
Supply Chain Management
Field Service
Mixed Reality
Learn how to enable new opportunities that Mixed Reality can bring to your manufacturing business
24 out of 60
Dynamics 365 Success Plan: 1-Day Workshop
Altruas
+3
Applicable to:
Sales
Customer Service
Field Service
A workshop using the proven Altruas Implementation Methodology to help you understand what is needed for a successful CRM implementation.
25 out of 60
SAVIN360 Victim Notification: 1-Day Assessment
Information Strategies
+1
Applicable to:
Customer Service
Evaluate the SAVIN360 solution to help victim services agencies manage notifications and alerts when offenders are transferred or released.
26 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.
27 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.
28 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?
29 out of 60
Enable Always on Customer Service: 1-day Workshop
true org cloud
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
1 Day Workshop to help you Learn, Assess, Configure, & Enable Your Always on Service by connecting Customer / Field / Virtual Agents to take your customer experience from Omnichannel to Always On.
30 out of 60
Dynamics 365 Field Service Audit: 1-Wk Assessment
Netwise S.A.
+1
Applicable to:
Field Service
A 5-day assessment and guidance on whether and how to use Dynamics 365 Field Service with best-practice recommendations.
31 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
32 out of 60
AX 2009/12 to Dynamics 365 Upgr: 3-Wk Assessment
Visionet Systems, Inc
+2
Applicable to:
Finance
Customer Service
Accelerate your digital transformation with Microsoft Azure and Dynamics 365. This assessment will provide you with effort, cost, and roadmap for your Dynamics 365 journey.
33 out of 60
FSM Mobility 2-day Workshop | 8 weeks consultation and Implementation
LTIMindtree Limited
+1
Applicable to:
Field Service
LTIMindtree’s FSM Mobility Solution, built on Microsoft Dynamics 365 Field Service Mobile Application, is a modular service offering designed to boost field technicians’ productivity.
34 out of 60
envisiond365
Alpha Variance Solutions
+3
Applicable to:
Commerce
Finance
Customer Service
Alpha Variance Solutions will provide a comprehensive solution roadmap including; Structure, Applicability and Effectiveness Based on Best Practices, Lessons Learned and Industry Standards
35 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.
36 out of 60
Retail & Consumer Goods Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Retail & Consumer Goods 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.
37 out of 60
Food & Beverage Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Food & Beverage 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.
38 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.
39 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.
40 out of 60
Life Sciences Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Life Sciences 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
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.
42 out of 60
Business & Professional Service Catalyst: 1-Day Workshop
RSM Product Sales LLC
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
RSM’s Catalyst for Bus. & Prof. Services 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
43 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
44 out of 60
Maturity Model Assessment for Financial Services: 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.
45 out of 60
Fly Lane - 4 Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Customer Service
Assessment of solution that helps increase deliverycapacity through Dynamics 365 Customer Service
46 out of 60
Field Service for Home Health: 3-Wk Workshop
Hitachi Solutions
+3
Applicable to:
Customer Service
Field Service
Power Apps
Hitachi Solutions’ Home Health Workshop results in a value-based directional roadmap with defined priorities to move towards a modernized home health experience for patients and providers.
47 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
48 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
49 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
50 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.
51 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.
52 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
53 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.
54 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.
55 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.
56 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.
57 out of 60
CRM: 1-Wk Assessment
Velosio
+1
Applicable to:
Customer Service
In just one week, the Velosio CRM Assessment identifies challenges and roadblocks with your existing CRM no matter what solution you are using.
58 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.
59 out of 60
Customer Service Solution: 2-Day Assessment
VNB Consulting
+1
Applicable to:
Customer Service
An evaluation of your current Customer Service processes that results in a detailed plan for Dynamics 365 for Customer Service deployment.
60 out of 60
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