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Dynamics 365 Training: 4-Day Proof of Concept
Prosoft Systems Intl
+3
Applicable to:
Sales
Customer Service
Field Service
Empower your Dynamics 365 customization team to build a proof of concept application.
1 out of 60
Dynamics 365 Field Service: free 2-h briefing
proMX AG
+1
Applicable to:
Field Service
Free two-hour briefing about how to improve field service work with Dynamics 365 Field Service.
2 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.
3 out of 60
Choose The Right Dynamics 365: 2-Day Assessment
FORVIS Business Technology Solutions
+3
Applicable to:
Finance
Sales
Business Central
Our team of Dynamics 365 experts will assist you with selecting the right systems from within the Dynamics 365 product set.
4 out of 60
D365 CE: Project Implementation Assessment (4) HRS
Sunrise Technologies
+1
Applicable to:
Sales
Do you have a 360 view of your customers?
5 out of 60
PowerWebTraffic - 1 Hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Marketing
Commerce
Sales
See what your customers and potential clients are viewing, includes eCommerce in association with Microsoft Cloud for Retail.
6 out of 60
HVAC 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 HVAC Contractor Management for Dynamics 365.
7 out of 60
Diagnostic of Microsoft Dynamics 365 CRM customer data platform & marketing for Retail: 2 weeks proof of concept
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
Discover personalized customer experiences with Microsoft Dynamics 365 CRM Customer Data Platform & Marketing.
8 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
9 out of 60
Essentials for Elevator Contractors: 1-Hr Briefing
Rimrock Corporation
+2
Applicable to:
Business Central
Field Service
A guided tour of the FIELDBOSS Lift Elevator Contractor Management for Dynamics 365.
10 out of 60
Gov Contractors QuickStart: 1-Wk Proof of Concept
Information Strategies
+1
Applicable to:
Sales
The InfoStrat Dynamics 365 for Government Contractors QuickStart helps you get up and running quickly using Dynamics 365 in the Microsoft Cloud for capture management of government contracts.
11 out of 60
TTEC Digital Solution for OC Hub QuickStart: 10 Mins Agent Assessment
TTEC Digital
+1
Applicable to:
Customer Service
TTEC Digital OC Hub QuickStart offers a pre-built agent self-assessment that allows us to analyze current state and build a quick-start package for Dynamics365 Omni-Channel based on survey results.
12 out of 60
EQM 365 - Sales Enterprise Envisioning Offering (CRM)
EQM
+3
Applicable to:
Sales
Power BI apps
Power Apps
¿Preparado para vender más y conocer mejor a tus clientes? ¡Hazte ya con una sesión de evaluación de Dynamics 365 Sales Enterprise CRM!
13 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?
14 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.
15 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.
16 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
17 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.
18 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.
19 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
20 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.
21 out of 60
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
22 out of 60
Dynamics 365 CE Customer Service: 1-Hr Briefing
Slalom Consulting
+1
Applicable to:
Customer Service
Partner with our experienced team to explore how Dynamics 365 Customer Service can revolutionize your customer service operations and deliver exceptional customer experiences.
23 out of 60
Dynamics 365 in Nonprofits: 4-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement tailored for the Nonprofit industry to explore how Dynamics 365 can maximize your relationships and optimize your processes.
24 out of 60
Customer Service Support & Remediation: 4-Wk Assessment
Rand Group, LLC
+1
Applicable to:
Customer Service
Rand Group's Customer Service Support and Remediation offering gives you a single point of contact for all Dynamics 365 Customer Service support services.
25 out of 60
Dataverse Capacity Management: 1-hr Briefing
Forceworks
+3
Applicable to:
Sales
Customer Service
Power Apps
Database storage is over capacity
26 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.
27 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
28 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
29 out of 60
Diagnostic of Microsoft Dynamics 365 CRM Contact/Call Center for Retail: 2 weeks proof of concept
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
Dive into the world of efficient customer support and real-time interactions with Microsoft Dynamics 365 CRM Contact/Call Center.
30 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.
31 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.
32 out of 60
Accelerated Intelligent Order Management Adoption with PartnerLinQ: 4-Week Proof of Concept
Visionet Systems, Inc
+3
Applicable to:
Commerce
Supply Chain Management
Sales
Quick IOM POC for intelligent, rule-based order routing & fulfillment Visionet PartnerLinQ adopters for connectivity with common B2B/ B2C platforms, marketplaces, common WMS/ ERP platforms, and 3PLs
33 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.
34 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.
35 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.
36 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.
37 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.
38 out of 60
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.
39 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!
40 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.
41 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.
42 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.
43 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.
44 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.
45 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.
46 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.
47 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
48 out of 60
Microsoft Dynamics 365 Customer Engagement On-Premises to Cloud Migration - 6 Week Assessment
Protiviti
+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.
49 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.
50 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
51 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.
52 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.
53 out of 60
Automate Dynamics 365 Customer Service Lite 2-Wk Proof of Concept
POWER 365 SOLUTIONS LTD
+3
Applicable to:
Sales
Customer Service
Customer Voice
Jumpstart your customer service journey with the Dynamics 365 Customer Service "lite" proof of concept. Designed to give you the minimum overheads but maximum output utilising cutting edge automation.
54 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
55 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.
56 out of 60
Dynamics 365: 1 Week-Assessment
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
Our assessment overviews how Microsoft Dynamics 365 can streamline your operations and increase efficiency while identifying pain points and issues with your existing systems.
57 out of 60
Data Replication Service: 1-Hr Briefing
Wipro Ltd
+1
Applicable to:
Sales
Make informed decisions to enhance your customer's experience with our Data Replication Services for Microsoft Dynamics 365 Customer Engagement.
58 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.
59 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.
60 out of 60
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