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CRM FoundationCapgemini GroupThe CRM Foundation offering from Capgemini focuses on the ideal preparation of a future Microsoft Dynamics CRM Transformation.
+3
Applicable to:
Sales
Customer Service
Customer Insights
1 out of 60
24/7 Global Managed Services - 1 Day AssessmentHSO HSO’s 24/7 Global Managed Services for Azure and Microsoft Dynamics 365 can help proactively support your business critical applications.
+3
Applicable to:
Supply Chain Management
Finance
Sales
2 out of 60
HCLTech Biz Apps - Dynamics 365 Capital MarketsHCL America Inc_HCLTHCLTech offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications
+3
Applicable to:
Sales
Customer Service
Power BI apps
3 out of 60
HCLTech Biz Apps - Connected Field Service for UtilitiesHCL America Inc_HCLTWith 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
+3
Applicable to:
Field Service
Power Automate
Power Apps
4 out of 60
D365 365 On Premise to Cloud: 1-Hr Assessmenttrue org cloudIn depth evaluation of your current On-Premise setup to make an informed decision about your move to the online Dynamics 365.
+1
Applicable to:
Sales
5 out of 60
Capgemini Microsoft Digital Customer Experience (CX): 4 Wk AssessmentCapgemini GroupTransform customer experiences across the lifecycle of sales, service, marketing and commerce through truly immersive experiences and the power of data for personalized and real time experiences.
+3
Applicable to:
Marketing
Sales
Customer Service
6 out of 60
License optimization assessment for Dynamics 365Advaiya Solutions Inc.A detailed optimization assessment for Dynamics 365 licenses: User profile and license mapping
+3
Applicable to:
Finance
Sales
Business Central
7 out of 60
Microsoft Cloud for Nonprofit Fundraising & Engagement AssessmentWipfli LLPMicrosft Cloud for Nonprofit Fundraising & Marketing: 12 Week Assessment
+2
Applicable to:
Marketing
Sales
8 out of 60
Dynamics 365: 4-Week AssessmentMAQ SoftwareBring new power to your out-of-the-box Dynamics 365 capabilities
+3
Applicable to:
Sales
Customer Service
Field Service
9 out of 60
Atos || Citizen 360 SolutionAtos International SAS360-degree citizen view with real-time notifications, multichannel communication, case management and workflow automation, intelligent analytics, and robust security measure
+3
Applicable to:
Marketing
Customer Service
Field Service
10 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
11 out of 60
CRM BoosterCapgemini GroupThe CRM Booster offering from Capgemini focuses on unlocking the full potential of Dynamics 365 CRM.
+3
Applicable to:
Sales
Customer Service
Customer Insights
12 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLTA 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
+3
Applicable to:
Sales
Customer Service
Power BI apps
13 out of 60
Microsoft Copilot Studio Value DiscoveryTietoevry This comprehensive engagement aims to help customers unlock the full potential of Copilot Studio by demonstrating the value of extensibility scenarios and assisting in the development of custom agents
+3
Applicable to:
Supply Chain Management
Finance
Field Service
14 out of 60
Empower Education by Minsait: 1 day AssessmentMinsaitIn this assessment, we demonstrate how to empower students, teachers and administration experience.
+3
Applicable to:
Marketing
Sales
Customer Service
15 out of 60
Infosys Microsoft Dynamics 365 Copilot ConsultingInfosys LimitedInfosys’ 3-step starter program is a consulting framework developed to enable clients in their transformative journey to leverage Dynamics 365 Copilot in existing organizational processes & workflows.
+3
Applicable to:
Marketing
Sales
Customer Service
16 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
17 out of 60
Dynamics 365 Implementation: 4-Wk Business Value AssessmentTietoevry Introductory meeting to establish a business case by connecting desired business outcomes to product opportunities.
+3
Applicable to:
Supply Chain Management
Finance
Field Service
18 out of 60
On-Prem to Online Migration: 1-Hr AssessmentForceworksA Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
+2
Applicable to:
Sales
Customer Service
19 out of 60
Modern Experience - Dynamics 365 Sales, Marketing, & ServicesSonata Software Ltd.Transform Your Customer Experience with Sonata’s Modern Experience Solutions using Dynamics 365 Sales, Marketing, & Services.
+3
Applicable to:
Marketing
Sales
Customer Service
20 out of 60
Dynamics 365 Sales: Needs AssessmentTietoevry This comprehensive 5-to-6-hour engagement will uncover your unique business challenges and demonstrate how Dynamics 365 Sales can address and exceed your business expectations
+3
Applicable to:
Sales
Power BI apps
Power Apps
21 out of 60
Dynamics CRM Upgrade Audit: 1-Wk AssessmentAlithya Fullscope Solutions, Inc.An audit of your current Microsoft Dynamics CRM implementation with best-practice recommendations and an upgrade path.
+1
Applicable to:
Sales
22 out of 60
HVAC Contractors: 1-Day AssessmentRimrock CorporationA service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS HVAC Contractor Management for Dynamics 365.
+2
Applicable to:
Business Central
Field Service
23 out of 60
Accelerate Revenue Generation with Dynamics 365 Sales 3-Wk AssessmentHitachi SolutionsPower your sales team with an integrated CRM system that maximizes the potential of Dynamics 365 and Microsoft technologies for your business.
+3
Applicable to:
Marketing
Sales
Customer Insights
24 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
25 out of 60
Dynamics GP to Dynamics 365 Finance & Supply Chain Migration Assessment: 3-dayenVista Enterprise Solutions, LLC (EES) - MBSenVista conducts a 3-day assessment for GP customers wishing to migrate to Finance & Supply Chain
+3
Applicable to:
Supply Chain Management
Finance
Field Service
26 out of 60
Dynamics 365 Cost Calculator: 1-Day AssessmentInformation StrategiesCalculating costs for a Dynamics 365 implementation can be confusing. Our calculator provides a starting point for budget analysis and to help categorize the Dynamics 365 apps that you need.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
27 out of 60
CRM Adoption & Readiness: 4-Hr AssessmentAlithya Fullscope Solutions, Inc.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.
+3
Applicable to:
Sales
Customer Service
Field Service
28 out of 60
Dynamics 365 Professional Services Implementation Accelerator: 4-Wk AssessmentBusiness Engagement Group Sweden ABLeverage 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.
+3
Applicable to:
Supply Chain Management
Finance
Field Service
29 out of 60
Salesforce to Dynamics 365: 4-week AssessmentQuisitiveMigrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack, additional functionalities, and often times lower licensing costs.
+3
Applicable to:
Sales
Customer Service
Field Service
30 out of 60
Migrate Dynamics On-Premise To Cloud: 2-Week AssessmentHitachi SolutionsHitachi Solutions can help your organization develop a clear path to migrating your Dynamics On-premises ERP and CRM to Dynamics 365
+3
Applicable to:
Supply Chain Management
Sales
Power Apps
31 out of 60
Dynamics 365 Security Audit: 2-Day AssessmentMAQ SoftwareCurious about the state of your Dynamics 365 security? In just two days, our assessment can reveal vulnerabilities, strengthen your defenses, and prepare your business against threats.
+3
Applicable to:
Sales
Customer Service
Field Service
32 out of 60
Dynamics 365 for Project Service: 4-Hr AssessmentWipfli LLPAn engagement to explore how Dynamics 365 Project Service Automation can bring people, process, and technology together through a unified experience.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
33 out of 60
Assessment of Microsoft Copilot in a DayALFAPEOPLE*52% of organizations currently use AI features in their business processes.
*25% of businesses attribute a 2.1-5% cost reduction to AI implementation.
+3
Applicable to:
Supply Chain Management
Finance
Sales
34 out of 60
Empower your people with our 2-day accessibility assessment for inclusive digital experiencesm-hanceOur 2-day accessibility assessment workshop is designed to review your Microsoft Dynamics 365 and/or Power Platform solutions, as well as the accessibility requirements you have within your business
+3
Applicable to:
Sales
Customer Service
Power Apps
35 out of 60
Elevator Contractors: 1-Day AssessmentRimrock CorporationA service to assess the scope, estimated cost, and timelines to deploy FIELDBOSS Lift Elevator Contract Management for Dynamics 365.
+2
Applicable to:
Business Central
Field Service
36 out of 60
Upgrade from Microsoft Dynamics AX to Dynamics 365: 2 Day Migration AssessmentsaglobalWith 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.
+3
Applicable to:
Supply Chain Management
Finance
Sales
37 out of 60
Dynamics 365 in Nonprofits: 4-Hr AssessmentWipfli LLPAn engagement tailored for the Nonprofit industry to explore how Dynamics 365 can maximize your relationships and optimize your processes.
+1
Applicable to:
Sales
38 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
39 out of 60
Sales Solution: 2-Day AssessmentVNB Consulting An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment.
+1
Applicable to:
Sales
40 out of 60
Workshop and Assessment Copilot for SalesCompusoftOne Day Free Workshop and Assessment on Copilot for Microsoft Dynamics 365 Sales designed to enhance participants' understanding of Copilot's capabilities within the application
+1
Applicable to:
Sales
41 out of 60
Dynamics 365: 2-week AssessmentCatapult Systems, LLCCatapult 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.
+3
Applicable to:
Sales
Customer Service
Field Service
42 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
43 out of 60
Grants Manager Plus: 1-Day AssessmentInformation StrategiesEvaluate the Grants Manager solution that simplifies the grants process from initial solicitation through review, scoring, award, payment processing and post award reporting.
+3
Applicable to:
Finance
Sales
Customer Service
44 out of 60
Connected Blueprint™ for Field ServiceMCA ConnectWith 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.
+3
Applicable to:
Supply Chain Management
Finance
Field Service
45 out of 60
CRM for Government Contractors: 1-Day AssessmentInformation StrategiesAn engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
+1
Applicable to:
Sales
46 out of 60
Dynamics 365 Modern Service Maturity 3-Week AssessmentHitachi SolutionsHitachi Solutions will support you in understanding where you currently are in your service modernization journey, and what you need to advance to the next level.
+2
Applicable to:
Customer Service
Field Service
47 out of 60
Analysis of the implementation of the CRM-Audit Dynamics 365Sii Sp. z o.o.As part of the 10-day audit, we will prepare a list of needs for the implementation of the CRM project
+2
Applicable to:
Sales
Customer Service
48 out of 60
Infosys Copilot for Sales Implementation Factory 2-week assessmentInfosys LimitedWe will help clients drive better experience for sellers and focus on key metrics of business, like Win rate, Run rate, Time-to-close rate, Pipeline velocity, Pipeline coverage, Customer satisfaction.
+3
Applicable to:
Finance
Sales
Customer Service
49 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis 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.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
50 out of 60
Microsoft 365 Copilot Evaluation: 1-2 Hours (Free)Eide Bailly LLPA technology consultant will hold a remote evaluation session with you and will provide a high-level review and demonstration of Microsoft 365 Copilot capabilities.
+3
Applicable to:
Sales
Power Automate
Power Virtual Agents
51 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
+2
Applicable to:
Sales
Customer Service
52 out of 60
Salesforce to Dynamics 365 Migration: 1-week AssessmentDefinity FirstMigrating from Salesforce to Dynamics 365 provides seamless integration, enhanced features, and potential cost savings.
+3
Applicable to:
Sales
Customer Service
Power Automate
53 out of 60
Support for Dynamics 365, Power Platform & Copilot: 2-HR AssessmentTrellisPoint LLC Strengthen & Support Your Microsoft Dynamics 365, Power Platform, & Copilot Solutions with Tailored Support Offerings.
+3
Applicable to:
Sales
Power BI apps
Power Apps
54 out of 60
Dynamics 365 CRM applications audit: See Results in Just 2-WeeksGO-ERPDynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
+3
Applicable to:
Marketing
Sales
Field Service
55 out of 60
mhance Nonprofit Core: 2-Day Assessmentm-hanceUnderstand 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.
+1
Applicable to:
Sales
56 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
57 out of 60
Dynamics 365 for Sales 1-Hr AssessmentTrimaxSecureTest drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
+1
Applicable to:
Sales
58 out of 60
Dynamics 365 Sales Assessment - 5 DaysDBiz.AIThe Dynamics 365 Sales Assessment - 5 Days offer is designed to help organizations evaluate their current sales processes and identify opportunities for digital transformation using Microsoft Dynamics
+1
Applicable to:
Sales
59 out of 60
Choose The Right Dynamics 365: 2-Day AssessmentFORVIS Business Technology SolutionsOur team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
+3
Applicable to:
Finance
Sales
Business Central
60 out of 60