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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.
1 out of 60
Infosys Copilot for Sales Implementation Factory 2-week assessment
Infosys Limited
+3
Applicable to:
Finance
Sales
Customer Service
We 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.
2 out of 60
Infosys Microsoft Dynamics 365 Copilot Consulting
Infosys Limited
+3
Applicable to:
Marketing
Sales
Customer Service
Infosys’ 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 out of 60
Dynamics 365 for Medical Devices: 2-Hr Assessment
Turnkey Tec
+3
Applicable to:
Finance
Sales
Business Central
Receive a summary of findings and high-level cost estimate of your requirements for implementing Microsoft Dynamics 365 for your medical device manufacturing organization.
4 out of 60
Dynamics 365 Field Service implementation: 1 Week Assessment
OntargIT
+3
Applicable to:
Sales
Field Service
Power Automate
A five-day assessment helping to evaluate the cost and terms, build the implementation path of Microsoft Dynamics 365 Field Service and prepare your command for this.
5 out of 60
Dynamics 365 Cost Calculator: 1-Day Assessment
Information Strategies
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Calculating 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.
6 out of 60
Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-Wk
MISSION CRM
+1
Applicable to:
Sales
This service will produce two outcomes: (1) a data dictionary of every entity/table and field from your legacy data source(s); and (2) a confident scope of work for the migration effort.
7 out of 60
Capgemini Microsoft Digital Customer Experience (CX): 4 Wk Assessment
Capgemini Group
+3
Applicable to:
Marketing
Sales
Customer Service
Transform 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.
8 out of 60
Microsoft Dynamics 365 CRM Roadmap - 6 Week Assessment
Protiviti
+3
Applicable to:
Marketing
Sales
Customer Service
This engagement aims to provide a detailed discovery of the organizational readiness for a CRM implementation and the recommended roadmap to achieve the business objectives.
9 out of 60
Accelerate Revenue Generation with Dynamics 365 Sales 3-Wk Assessment
Hitachi Solutions
+3
Applicable to:
Marketing
Sales
Customer Insights
Power your sales team with an integrated CRM system that maximizes the potential of Dynamics 365 and Microsoft technologies for your business.
10 out of 60
Dynamics 365 CE Security Assessment: 2-Weeks
KMicro Tech, Inc.
+3
Applicable to:
Sales
Business Central
Power Apps
Is your Dynamics 365 secure? KMicro's Dynamics 365 security assessment uncovers vulnerabilities to protect your sensitive data and ensure compliance.
11 out of 60
On-Prem to Online Migration: 1-Hr Assessment
Forceworks
+2
Applicable to:
Sales
Customer Service
A Microsoft Pilot Program for smaller migrations: "OnPrem to Online(OP2OL) Factory". Accelerate your digital transformation with FastTrack for Dynamics 365.
12 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.
13 out of 60
Dynamics 365 Security Audit: 2-Day Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Curious 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.
14 out of 60
Intelligent Business Applications
Cognizant
+3
Applicable to:
Sales
Customer Service
Power Apps
Agile and efficient cloud platform that automates, integrates, and enhances business goals visibility. It protects data and fosters innovation.
15 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.
16 out of 60
Fundraising and Engagement Consultation: 1-Hr Assessement
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 Dynamics 365, Fundraising & Engagement, and the Nonprofit Accelerator.
17 out of 60
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
18 out of 60
Salesforce to Dynamics 365: 4-week Assessment
Quisitive
+3
Applicable to:
Sales
Customer Service
Field Service
Migrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack, additional functionalities, and often times lower licensing costs.
19 out of 60
24/7 Global Managed Services - 1 Day Assessment
HSO
+3
Applicable to:
Supply Chain Management
Finance
Sales
HSO’s 24/7 Global Managed Services for Azure and Microsoft Dynamics 365 can help proactively support your business critical applications.
20 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.
21 out of 60
Grants Manager Plus: 1-Day Assessment
Information Strategies
+3
Applicable to:
Finance
Sales
Customer Service
Evaluate the Grants Manager solution that simplifies the grants process from initial solicitation through review, scoring, award, payment processing and post award reporting.
22 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.
23 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 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 CRM for FSI!
24 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.
25 out of 60
D365 Sales Onboarding: 1-Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+1
Applicable to:
Sales
Shorten the internal adoption of your new CRM. The onboarding package provides initial setup and guidance for Dynamics 365 Sales to get started quickly without system customizations.
26 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
27 out of 60
Customer Experience: 2 day workshop
Prodware Israel LTD
+3
Applicable to:
Sales
Customer Service
Field Service
Customer Journey Mapping workshop designed to improve and shape your customer experience initiatives
28 out of 60
Manufacturing Process Review: 3-Day Assessment
Stoneridge Software LLC
+4
Applicable to:
Finance
Sales
Business Central
Customer Service
A review between your leaders and our consultants of manufacturing-related business processes resulting in an actionable game plan, budget, and timeline of your next ERP implementation.
29 out of 60
Power Platform Discovery: 2-hr Assessment
Wipfli LLP
+3
Applicable to:
Sales
Power BI apps
Power Apps
An engagement to explore how Microsoft Power Apps can be utilized for your business application and cloud strategy
30 out of 60
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!
31 out of 60
Velosio Organizational Change Management Assessment for Microsoft Dynamics 365 Applications-2 WK
Velosio
+3
Applicable to:
Finance
Sales
Business Central
Velosio offers a Change Management Assessment, focusing on the People Side of Microsoft Dynamics 365 implementations to optimize implementation success.
32 out of 60
CRM for Government Contractors: 1-Day Assessment
Information Strategies
+1
Applicable to:
Sales
An engagement to evaluate how InfoStrat's Dynamics 365 for Government Contractors solution can help improve the performance of your government capture teams.
33 out of 60
Data Migration Assessment – Cloud for Non-Profit
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Sales
Official Non-profit Common Data Model and Data Strategy Solution Assessment
34 out of 60
Catalyst Envision and Innovation: 2-Day Workshop
Axazure
+1
Applicable to:
Sales
How do you envision the future state of your organization? Build your transformation strategy with Microsoft Catalyst, a proven and powerful approach to innovation and discover Dynamics 365 Sales.
35 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
36 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.
37 out of 60
Volunteer Management Envisioning 2-Week Workshop
Wipfli LLP
+1
Applicable to:
Sales
Turbocharge your volunteer strategy with this ideation workshop - discover, imagine, and design a transformational approach to enabling your volunteer workforce
38 out of 60
Empower your people with our 2-day accessibility assessment for inclusive digital experiences
m-hance
+3
Applicable to:
Sales
Customer Service
Power Apps
Our 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
39 out of 60
8 STEPS: 4 Week Workshop
Konica Minolta IT Solutions Czech s.r.o.
+3
Applicable to:
Marketing
Supply Chain Management
Sales
Initial analysis and implementation planning framework for your strategic projects that eliminates risks and increases probability of successful implementation that returns profit.
40 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.
41 out of 60
Dynamics 365: 4-Week Assessment
MAQ Software
+3
Applicable to:
Sales
Customer Service
Field Service
Bring new power to your out-of-the-box Dynamics 365 capabilities
42 out of 60
Workshop and Assessment Copilot for Sales
Compusoft
+1
Applicable to:
Sales
One Day Free Workshop and Assessment on Copilot for Microsoft Dynamics 365 Sales designed to enhance participants' understanding of Copilot's capabilities within the application
43 out of 60
SFA CRM Architecture Planning: 3-day Workshop
Netwise S.A.
+1
Applicable to:
Sales
Together with your team, we’ll build a high-level vision of a CRM system. The vision includes architecture, a product backlog and a high-level plan for building a Sales Force Automation system.
44 out of 60
D365 Marketing Customer Journeys: 1-Day Workshop
BroadPoint, Inc
+1
Applicable to:
Sales
Anxious to create a personalized multi-channel customer journey that delivers the right message at the right time in the right channel to create rewarding relationships? We’ll set you up for success!
45 out of 60
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.
46 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.
47 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.
48 out of 60
Eviden's Business Applications Envisioning 4 Hours Workshop
Eviden International France - SAS
+3
Applicable to:
Finance
Sales
Power Apps
Jumpstart discussions with customers who face business, sales, and technical challenges with their business process.
49 out of 60
Dynamics 365: 1 Tag Workshop | Arvato Systems
Arvato Systems
+3
Applicable to:
Sales
Business Central
Customer Service
Dynamics 365 | Workshop
50 out of 60
Microsoft Sales Copilot: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Sales
Specialized Copilot Readiness workshop to prepare your organization for AI in Dynamics 365
51 out of 60
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
52 out of 60
Dynamics 365: 2-day Discovery Session
Definity First
+3
Applicable to:
Sales
Power BI apps
Power Automate
This discovery session is customized for businesses that intend to initiate a Dynamics 365 implementation project.
53 out of 60
CRM Maturity Action Plan: 4-Day Workshop
XRM Vision
+2
Applicable to:
Sales
Customer Service
Through workshops conducted by our CRM Specialists, we will build a portrait of your situation. We will deliver a comprehensive action plan that identifies the next steps of your business evolution.
54 out of 60
Experiencing Dynamics 365 Commerce: 6 Wk Workshop
HCL Technologies Limited.
+3
Applicable to:
Commerce
Supply Chain Management
Sales
A rapid deployment with focus on enabling commerce feature for adopters Dynamics 365 Commerce, to help them experience connected commerce via ecommerce, call center and POS.
55 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.
56 out of 60
Power BI Advanced Data Shaping: 1-Day Workshop
Advaiya Solutions Inc.
+3
Applicable to:
Sales
Power BI apps
Power Apps
A 1-day training session, helping business users to learn how to import data from multiple data sources into Power BI and understand Power Query M language for doing complex transformations.
57 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.
58 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!
59 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.
60 out of 60
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