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Consulting services results for Financial Services
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Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
1 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic SolutionsThree-week Implementation and Support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
2 out of 60
Microsoft Copilot WorkshopManaged SolutionBring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
3 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
4 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
+1
Applicable to:
Power BI apps
5 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom ConsultingSimplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
6 out of 60
Rapid Zero Trust Deployment : 8-WK ImplementationMaureen Data SystemsThe purpose and objectives of this engagement are to develop a Zero Trust Implementation Strategy
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Information Protection & Governance
7 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
8 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
9 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz IncDrive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
+2
Applicable to:
Finance
Power BI apps
10 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage SquaredDesigned as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
11 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology SolutionsAn overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
12 out of 60
Copilot Adoption ProgramManaged SolutionIntegrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
13 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
14 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
15 out of 60
Building your Employee Experience: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
16 out of 60
Microsoft 365 Productivity Discovery WorkshopInformation EXPOur Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
17 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology SolutionsA 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.
+1
Applicable to:
Sales
18 out of 60
Power Platform Discovery: 4-Hr WorkshopExperience DigitalA high level discovery session, applicable to all industries: Make a huge impact by leveraging the power platform with its low code capability and quick turn around time.
+1
Applicable to:
Power Apps
19 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
Machine Learning: 6-Wk Proof of ConceptBeyondsoft ConsultingBuild a Proof-of-Concept with your data and see how Machine Learning can drive your business.
+1
Applicable to:
Power BI apps
21 out of 60
Viva Glint: 8-Wk ImplementationEngage SquaredThis comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
22 out of 60
Identity and Access Mgm - 12 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:
Identity & Access Management
23 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
24 out of 60
Power Platform Innovation: 6-hour WorkshopCatapult Systems, LLCCatapult's Power Platform Innovation Workshop ensures you know how, where, and why to take your next step with Microsoft’s Power Platform tools: Power Apps, Power Automate, and Power BI.
+2
Applicable to:
Power BI apps
Power Apps
25 out of 60
Google to Microsoft 365 MigrationManaged SolutionEmpowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
26 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
27 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage SquaredDesign and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
28 out of 60
Underwriter Copilot: 16-24 Weeks – ImplementationCoforge LimitedCoforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
+3
Applicable to:
Power Automate
Power Apps
Power Pages
29 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
30 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworksThe low-risk, low-stress way to know if analytics will really bring you ROI.
+1
Applicable to:
Power BI apps
31 out of 60
Excel Migration All Entities: 4-Day ImplementationMTCThis service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
32 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+2
Applicable to:
Adoption & Change Management
Frontline Workers
33 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
34 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
35 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLCNeed additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
37 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
38 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
39 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
+2
Applicable to:
Finance
Business Central
40 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW MentorMove away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
+1
Applicable to:
Power Apps
41 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
42 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies LimitedThis briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
QuickStarter Package: 2-Wk ImplementationPragmasys ConsultingAn implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
+3
Applicable to:
Sales
Business Central
Customer Service
44 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
+1
Applicable to:
Power BI apps
45 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
46 out of 60
Microsoft 365 E5 KAM-Fort Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack, CMMC pre-assessment option and the optional addition of Into The Breach Project Ares Cyber Range training.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
47 out of 60
From On-premises to CloudSiroccoThis 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.
+3
Applicable to:
Marketing
Sales
Customer Service
48 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
49 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology PartnersDrive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
+1
Applicable to:
Adoption & Change Management
50 out of 60
Dynamics 365 Training: 4-Day Proof of ConceptProsoft Systems IntlEmpower your Dynamics 365 customization team to build a proof of concept application.
+3
Applicable to:
Sales
Customer Service
Field Service
51 out of 60
Sales and CRM SmartStart: 4-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with your own data.
+1
Applicable to:
Sales
52 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTCThis service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
53 out of 60
Microsoft Teams: 5-week ImplementationWorld Wide TechnologyWWT helps customers craft and curate custom collaborative experiences within Microsoft Teams. Our methodology ensures your Microsoft Teams environment is built upon a solid and secure foundation.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
54 out of 60
Viva Connections Quick Start 3-week ImplementationEngage SquaredViva Connections Quick Start is specifically for organisations who already have a modern SharePoint Online intranet and plan to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
55 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week ImplementationCrayon USCollaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
56 out of 60
PowerApp in a Day Workshop: 1-Hr AssessmentCynoteck Technology SolutionsLearn how Microsoft Power App in a Day Workshop program can be beneficial for you and your business.
+1
Applicable to:
Power Apps
57 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology SolutionsA 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.
+1
Applicable to:
Business Central
58 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:
Sales
Field Service
59 out of 60
Stockloud: 2-wks AssesmentC-ven TechnologiesHelping brokers to automate their account opening process and customer lifecycle
+1
Applicable to:
Power Apps
60 out of 60