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Dynamics 365 CRM applications audit: See Results in Just 2-Weeks
GO-ERP
+3
Applicable to:
Marketing
Sales
Field Service
Dynamics 365 CRM Mini Audit is a focused assessment designed to align your CRM solution with Microsoft and GO-ERP best practices
1 out of 60
Microsoft Cloud for Nonprofit: 1 Hr Assessment
Heller Consulting, Inc.
+1
Applicable to:
Sales
This one-hour consultation will connect you with a seasoned nonprofit expert who can walk you through your questions about the Microsoft Cloud for Nonprofit, including Fundraising & Engagement.
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
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.
4 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.
5 out of 60
Sales & Operations Planning: 2-Week Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
During this 2 week assessment, we'll take you through five phases of alignment, discovery, process design, deployment, and monitoring to help you achieve your S&OP objectives.
6 out of 60
Connected Blueprint™ : 4-Week Manufacturing Assessment
MCA Connect
+3
Applicable to:
Supply Chain Management
Finance
Sales
Connected Blueprint™ uncovers opportunities and provides a custom strategy that makes the most impact in the shortest amount of time, helping manufacturers modernize and improve business outcomes.
7 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.
8 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.
9 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!
10 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?
11 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.
12 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
13 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.
14 out of 60
Synoptek Dynamics 365 Customer Engagement (CRM): 3-Wk Assessment
Synoptek
+3
Applicable to:
Sales
Customer Service
Field Service
Leverage Synoptek’s certified Dynamics 365 Customer Engagement (CRM) experts to identify the next steps for your CRM implementation.
15 out of 60
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
16 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.
17 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.
18 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.
19 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.
20 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
21 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.
22 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.
23 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
24 out of 60
Microsoft CRM Cloud Migration Assessment
Andosi
+3
Applicable to:
Sales
Customer Service
Customer Insights
Our offer aims to provide organizations using Microsoft CRM On-Premise with a clear roadmap and understanding of the migration process to the Cloud. The 2-hour free migration assessment is designed to
25 out of 60
Dynamics 365 Customer Engagement: 3-Wk Assessment
e-consulting_2001
+1
Applicable to:
Sales
High-level diagnostics of business processes for implementing Microsoft Dynamics 365 Customer Engagement in a customer’s organization.
26 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.
27 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.
28 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.
29 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.
30 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.
31 out of 60
Cegeka Power Apps Offering
CEGEKA s.p.a
+3
Applicable to:
Marketing
Sales
Power Apps
Find out how to drive the success of your organization through a digital transformation process leverage on the Power Platform and Dynamics 365 Customer Engagement
32 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.
33 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.
34 out of 60
Fundraising to Finance Assessment
Serenic Software Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Evaluate Sylogist’s fundraising to finance solution based on the Microsoft Cloud for Nonprofit with our free assessment offering.
35 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.
36 out of 60
Dynamics 365 Sales: 1 Tag Analyse, Bewertung, Planung | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Analyse, Bewertung, Planung
37 out of 60
Dynamics 365 Sales: 2 Wochen Proof of Concept | Arvato Systems
Arvato Systems
+1
Applicable to:
Sales
Dynamics 365 Sales | Proof of Concept
38 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
39 out of 60
Envision your Dynamics 365: 7-tägiges Assessment
novaCapta GmbH
+1
Applicable to:
Sales
Machen Sie sich einen ersten Eindruck von Dynamics 365 und lernen Sie Dynamics 365 Sales kennen.
40 out of 60
Microsoft Dynamics 365 Customer Engagement and Microsoft Teams Digital Collaboration Pilot - 4 Week POC
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
Provide clients with advisory and implementation of a unified digital workplace for collaboration using the Microsoft Teams integration with Microsoft Dynamics 365 Customer Engagement applications.
41 out of 60
Microsoft Dynamics 365 CE Contact Management Pilot- 4 Week POC
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide our clients with advisory and implementation of a Microsoft Dynamics CE contact management pilot solution to help organizations manage client relationships.
42 out of 60
Microsoft Dynamics 365 Customer Engagement Digital Customer Service Pilot- 6 Week POC
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
Advisory and implementation of a pilot customer service application built on Microsoft Dynamics 365, with capabilities enhanced by the Power Platform.
43 out of 60
Dynamics 365 for Sales 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Sales
Test drive the power of Dynamics 365 Sales to fully manage your Sales process flows from Leads, Opportunities, Cases and Projects.
44 out of 60
Acceler8: 0.5-Day Workshop to discuss and plan the migration of existing Dynamics 365 Customer Engagement implementations to the cloud.
Codec
+3
Applicable to:
Sales
Customer Service
Power Apps
Free of charge initial discovery workshop. Evaluation of different cloud platforms and services suitable for hosting Dynamics 365 Customer Engagement.
45 out of 60
Dynamics 365 Sales implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Marketing
Sales
Customer Insights
A five-day assessment to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Sales, and prepare your team for this.
46 out of 60
Business Central: 4-Hr Assessment
Leaping Frog Solutions Pvt. Ltd.
+3
Applicable to:
Finance
Sales
Business Central
FREE Join us for a Microsoft Dynamics 365 Business Central 4-Hr Assessment with Leaping Frog Solutions and receive a roadmap for project implementation.
47 out of 60
Dynamics 365 Setup and Demo: 1-Wk Proof of Concept
Andosi
+3
Applicable to:
Sales
Customer Service
Field Service
Interested in implementing Dynamics 365 but want to know it will work for your business and matches your vision? A proof of concept ensures the solution will meet and exceed your needs.
48 out of 60
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.
49 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.
50 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
51 out of 60
Dynamics 365 Customer Engagement:5-Day Assessment
E-Consulting
+1
Applicable to:
Sales
High-level analysis of the applicability of the Microsoft Dynamics 365 Customer Engagement organization architecture.
52 out of 60
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.
53 out of 60
Real Estate CRM implementation: 1-Day Assessment
Dynamica Labs
+1
Applicable to:
Sales
Assessment of your current CRM, real estate industry best practices benchmarking, and a report on how Dynamics 365 can support your agency's automation.
54 out of 60
Dynamics 365 Online Migration: 2-Hr Assessment
Cobalt
+2
Applicable to:
Sales
Customer Service
An assessment to determine the best path for your organization to Dynamics 365 from the company that created Migration Dynamics.
55 out of 60
Migration to Dynamics 365: 4-Hr Assessment
Covenant Technology Partners
+2
Applicable to:
Marketing
Sales
Move Dynamics 365 On Premises to the Cloud Starting with 4 Hour Analysis
56 out of 60
Adoxio Portal: 4-Wk Assessment
KPMG Adoxio
+2
Applicable to:
Sales
Customer Service
Adoxio is offering a new Portal Assessment service to assist customers in making informed decisions on their path forward when Microsoft ends support of Adxstudio Portals version 7 in August 2018.
57 out of 60
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
58 out of 60
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
59 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.
60 out of 60
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