FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
1 out of 60
Data Migration and Workflow Automation using Power AutomateiFour Technolab Private LimitedA free expert-led 1-hour consultation focused on data migration and workflow automation.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
2 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
3 out of 60
CollabIT - PowerPlatform Development - 4 wk ImplementationCollabIT Zrt.Providing PowerPlatform development, implementation and consultancy services for medium and large corporations.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
4 out of 60
Rediff to Microsoft 365 Migration – 2 Hour ConsultationiFour Technolab Private LimitedIn just 2 hours, our experts will walk you through the exact migration roadmap by ensuring your emails, contacts and calendars are ready for a smooth transition.
+1
Applicable to:
Workplace Analytics
5 out of 60
Google Workspace to Microsoft 365 MigrationTrusted Tech TeamOur experts accelerate the migration of your data seamlessly, helping your end-users adopt new ways to work using secure productivity tools.
+3
Applicable to:
Adoption & Change Management
Mobile Device Management
Teamwork Deployment
6 out of 60
Modernize Your Excel Add-in with AIiFour Technolab Private LimitedOur experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
+1
Applicable to:
Workplace Analytics
7 out of 60
Office Add-in Modernization with AI: 1-Hour BriefingiFour Technolab Private LimitedOur experts will assess the current setup, identify modernization opportunities, and suggest how AI tools like Copilot and Azure OpenAI can be integrated and aligns smoothly with Microsoft 365
+1
Applicable to:
Workplace Analytics
8 out of 60
IMAP Mailbox to Microsoft 365 – 2 Hour ConsultationiFour Technolab Private LimitedWith our 2-hour consultation, you’ll walk away with a clear migration roadmap, practical next steps, and the confidence to modernize your business communication.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
9 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
10 out of 60
Power BI Advanced 2-Day TrainingHitachi SolutionsTwo full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
+1
Applicable to:
Power BI apps
11 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
12 out of 60
Upgrade Your Outlook Add-in with AIiFour Technolab Private LimitedThis workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
+1
Applicable to:
Workplace Analytics
13 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
+1
Applicable to:
Power Apps
14 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to:
Workplace Analytics
15 out of 60
Invoice Automation using Microsoft Power AutomateiFour Technolab Private LimitedThis is an invoice automation solution using Microsoft Power Automate that streamlines the entire invoicing process from data capture to approval and tracking.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
16 out of 60
Migrate Microsoft Dynamics GP to Dynamics 365 Business Central 2 Hours AssessmentEvincible SolutionsLet’s get connected with the experts of Evincible Solutions for 2 Hours discussion about moving from Microsoft Dynamics GP to Dynamics 365 Business Central.
+1
Applicable to:
Business Central
17 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:
Adoption & Change Management
Information Protection - 10 days ImplementationSPAN d.d.Enhance the security of your cloud environment to make it less vulnerable to cyber attacks. Security built into Microsoft 365 provides excellent opportunities for enterprise protection.
+1
Applicable to:
Information Protection & Governance
19 out of 60
Low Code & Intelligent Automation - 2 Wk Discovery/AssesementKainosHolistic analysis of business areas to identify actionable opportunities to deliver savings and efficiencies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
20 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems Inc.We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
21 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntelliasServices focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
+1
Applicable to:
Power BI apps
22 out of 60
MDM Service - Unified Endpoint Management: 1-Week ImplementationMobinergyWe are specialized for solution and services to enable End Point Management and provide Device Mgmt.
+1
Applicable to:
Device Deployment & Management
23 out of 60
Customer Engagement Envisioning Workshop : 4 weeksXRM VisionOur experts at XRM Vision with you to imagine and define the future state of your business through a Design Thinking Workshop focussed on Microsoft CE (Sales, Marketing and Customer Service)
+3
Applicable to:
Marketing
Sales
Customer Service
24 out of 60
Power BI and Data Modernization: 3-Day AssessmentDell Technologies ServicesAn engagement to evaluate your current state for data and BI, provide you a roadmap for modern BI, and even help you create a sample Proof of Concept.
+1
Applicable to:
Power BI apps
25 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentProphet Business Group LtdOne hour consultation to determine if Microsoft Dynamics 365 Business Central is the right ERP software for your business.
+1
Applicable to:
Business Central
26 out of 60
Data & AI Roadmap: 1-Day WorkshopOptimus Information Inc.Achieve your business results by creating actionable intelligence from your data with Optimus Information.
+1
Applicable to:
Power BI apps
27 out of 60
Power BI Factory: 2-Wk Proof of ConceptOptimus Information Inc.Leverage Microsoft Power BI Dashboards and Interactive Reports as a Business Analytics tool with Optimus Information.
+1
Applicable to:
Power BI apps
28 out of 60
Dynamics – Case Management: 4 Hour AssessmentITK Consulting IncNo cost assessment by 3-5 ITK consultants to identify areas for improved automation and collaboration of your company's case, program, service, work order, or grant management process.
+3
Applicable to:
Sales
Customer Service
Power Apps
29 out of 60
'Veni,vidi,vici' Package: 10-Day Proof of ConceptEBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Microsoft Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
30 out of 60
Power Platform Essentials Training: 1-Day WorkshopFidelity Factory Inc.A one-day training event for your team on how to design, build, and deploy Microsoft PowerApps Canvas Apps and Microsoft Flow Automations.
+1
Applicable to:
Power Apps
31 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
32 out of 60
Dedicated Power BI training: 2-Day WorkshopEBIS SP. Z.O.O.2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
+1
Applicable to:
Power BI apps
33 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
34 out of 60
Moderately Complex Financials: 8-Wk ImplementationEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability, and completeness of your 8wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
35 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:
Sales
36 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
37 out of 60
App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to:
Power Apps
38 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
39 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
40 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
41 out of 60
Business Central Level 3: 3-Wk ImplementationOmni Logic SolutionsImplementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
42 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
43 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
44 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
45 out of 60
Jobs and Project Costing – 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
46 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.In one hour, we can determine if Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
47 out of 60
Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:
Business Central
48 out of 60
Createch Onboarding: 10-Hr ImplementationCreatechCreatech’s Onboarding Express package is a time and cost-effective engagement that leads to a basic installation of Dynamics 365 for Financials.
+2
Applicable to:
Finance
Business Central
49 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherwebLooking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
+1
Applicable to:
Power BI apps
50 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
51 out of 60
RPA Training and Hack a Thon: 2 Day WorkshopFidelity Factory Inc.Training session for Robotic Process Automation combined with a half day hack a thon to apply learnings
+1
Applicable to:
Power Automate
52 out of 60
Sirrus Startup - 1 week ImplementationChrisons Co. LtdIn this consolidated, highly optimized package, we give you a little bit of everything and a whole lot of just what you need to launch your business the right way.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
53 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
54 out of 60
Custom Dashboard-in-a-Day Training: 1-Day WorkshopDell Technologies ServicesA Dashboard-in-a-Day training workshop customized to meet your needs.
+1
Applicable to:
Power BI apps
55 out of 60
FREE Business Central: 1-Hr Migration & AssessmentTEXOFREE Microsoft Business Central: 1-Hr Assessment.
+4
Applicable to:
Finance
Business Central
Power BI apps
Power Apps
56 out of 60
PowerApps and Flow Readiness: 2-Hr AssessmentFidelity Factory Inc.We will guide you through a PowerApps and Microsoft Flow readiness assessment during this session. During the session we will gather information about your current state and what your targets are.
+1
Applicable to:
Power Apps
57 out of 60
Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Business Central.
+1
Applicable to:
Business Central
58 out of 60
Dynamics 365 F&SC Call Center: 4-wk ImplementationETG GlobalWe are providing technical and functional support, and proactive customer service. Customer Support to solve immediate user needs to keep your users productive.
+1
Applicable to:
Finance
59 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
60 out of 60