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TCS Services for Microsoft Digital Contact Center : 3 week Assessment
Tata Consultancy Services Ltd - Dynamics
+3
Applicable to:
Customer Service
Customer Insights
Power Virtual Agents
A brief assessment to assess the digital transformation of the contact center for a superior customer experience
1 out of 48
Wipro Copilot in a Day using Dynamics 365
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Field Service
The Wipro Copilot in a Day Workshop is designed to help clients learn generative AI for Microsoft Dynamics 365 modules, including Sales, Customer Service, Field Service and Customer Insights.
2 out of 48
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.
3 out of 48
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A 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
4 out of 48
D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
5 out of 48
Catalyst Envisioning: 1 Week Workshop
Cognizant
+2
Applicable to:
Customer Service
Power Apps
A design thinking lead workshop to envision the most impactful digital transformation for your business
6 out of 48
Dynamics 365 Sales/Sale App : 1-Day Workshop
Dynamics Edge
+3
Applicable to:
Finance
Sales
Customer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
7 out of 48
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefing
Avanade, Inc.
+1
Applicable to:
Customer Service
The Banking Accelerator
8 out of 48
AI Chatbot for Microsoft Dynamics: 1-Hr Assessment
WebSan Solutions Inc.
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
9 out of 48
DCCP 3-days Assessment
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize Customer Service Experience with Sonata’s IntelliKontact Digital Contact Center Platform
10 out of 48
Catalyst Envisioning Loan Origination & Servicing - 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 Loan Origination & Servicing for Retail, SME and Corporate!
11 out of 48
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
12 out of 48
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
13 out of 48
Dynamics 365 Data Migration Toolkit: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
14 out of 48
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.
15 out of 48
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.
16 out of 48
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.
17 out of 48
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.
18 out of 48
Technology Envisioning: 1 day Workshop
saglobal
+2
Applicable to:
Finance
Sales
Supporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
19 out of 48
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.
20 out of 48
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Customer Service
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
21 out of 48
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.
22 out of 48
Dynamics 365 for Sales: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Sales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
23 out of 48
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.
24 out of 48
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.
25 out of 48
Dynamics 365 Dev/Extending: 3-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
26 out of 48
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?
27 out of 48
Cloud Contact Center: 1-Day Briefing
Perficient Inc
+2
Applicable to:
Sales
Customer Service
This briefing will share insights on how you can use Microsoft Dynamics 365 to drive new opportunities in your contact center.
28 out of 48
From On-premises to Cloud
Sirocco
+3
Applicable to:
Marketing
Sales
Customer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
29 out of 48
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
30 out of 48
Dynamics 365 Customer Engagement: 5-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Customer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
31 out of 48
Migration to Dynamics 365: 3-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
32 out of 48
Cloud Migration for Dynamics 365: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
33 out of 48
Dynamics 365 for Sales: 1-Hr Briefing
InterDyn Artis
+1
Applicable to:
Sales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
34 out of 48
Sales Process Review: 2-Day Assessment
InterDyn Artis
+1
Applicable to:
Sales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
35 out of 48
Catalyst Envision and Innovation: 4-Hr Workshop
Catapult Systems, LLC
+1
Applicable to:
Customer Service
This workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
36 out of 48
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
37 out of 48
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.
38 out of 48
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.
39 out of 48
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
40 out of 48
Dynamics 365 App Development: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
41 out of 48
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.
42 out of 48
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.
43 out of 48
Dynamics 365 Reports: 1-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to rapidly build various dashboards and reports in Dynamics 365.
44 out of 48
Dynamics 365 Business Check: 1-Hr Assessment
Sparktech
+3
Applicable to:
Finance
Sales
Customer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
45 out of 48
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
46 out of 48
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
47 out of 48
Digital Transformation: 1 day Business Assessment
saglobal
+2
Applicable to:
Finance
Sales
Driving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
48 out of 48