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Consulting services results for Financial Services
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Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
1 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:
Customer Service
2 out of 60
Retail Kiosk Program Workshop - 5 DaysCB5 SolutionsA secure kiosk management solution built for Zebra, Android and iOS devices in retail and finance services.
+3
Applicable to:
Frontline Workers
Identity & Access Management
Threat Protection
3 out of 60
Virteva Microsoft 365 Copilot Expeditionary PackageVirteva LLCVirteva's Microsoft 365 Copilot Expeditionary Package is a multi-stage product designed to help your organization learn about, prepare for, pilot, and fully roll out Microsoft 365 Copilot
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
4 out of 60
AI-Enhanced Workflow Automation With Power AutomateWAi TechnologiesTo streamline your business processes with our Power Automate Workflow Automation & AI Integration services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
5 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
6 out of 60
Teams Phone: 4-day AssessmentCatapult Systems, LLCCatapult will analyze and assess your current telephony landscape and guide you through the process of deploying an enterprise voice solution with reliable, high-quality, integrated calling.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
7 out of 60
Process Optimization with AI AssessmentArgano LLCUnlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
8 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
9 out of 60
Create a Power App: 1-day WorkshopTech Mahindra LimitedTech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
+1
Applicable to:
Power Apps
10 out of 60
Dynamics 365 Fixed Assets: 2-Day ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast with the addition of Fixed Assets.
+1
Applicable to:
Business Central
11 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:
Business Central
12 out of 60
Dynamics 365 Fin&Ops Development: 10-Day WorkshopQuick ERP Co., Ltd.A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
13 out of 60
Get your Viva Pilot in 2 Weeks!Maureen Data SystemsGet your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
14 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
15 out of 60
EMS 4-Week ImplementationKTL Solutions, Inc.KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
16 out of 60
KK_Copilot Readiness offerKraft KennedyDesign and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
+1
Applicable to:
Adoption & Change Management
17 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk ImplementationOptiv Security Inc.Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
18 out of 60
Build Custom Application with Power App and Power Automate: One-Months ImplementationPROLIFICS CORPORATION PRIVATE LIMITEDThis offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
19 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
20 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of ConceptCanvizAutomate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
+1
Applicable to:
Power Apps
21 out of 60
Long-Term Support and Service for Microsoft Dynamics 365: 4-Wk ImplementationDyn365ProsUnlimited Microsoft Dynamics 365 support and administrative assistance. Data review, trainings, system check and discount on rates for project related services.
+1
Applicable to:
Sales
22 out of 60
MDR WorkshopGrant Thornton LLPMaximize Your Security Posture with Grant Thornton's MDR Program Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
23 out of 60
Business Central Base Finance: 2-Wk ImplementationeBECS ltdFull Financials Implementation of Microsoft Dynamics Business Central from award-winning Microsoft Partner.
+1
Applicable to:
Business Central
24 out of 60
Visual Development Config On-site: 3-Day WorkshopDynamics EdgeThis instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.
+1
Applicable to:
Sales
25 out of 60
Financials Rapid Deployment: 12-Wk ImplementationAxtegrity ConsultingAxtegrity offers Rapid Deployment of Core Financials solution for Finance & Operations customers at a fixed cost of $119,000.00. The project duration is estimated at 12 weeks after project start.
+1
Applicable to:
Finance
26 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics EdgeThis workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
+2
Applicable to:
Project Service Automation
Power BI apps
27 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
28 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics GP investment to the cloud by taking advantage of discount pricing for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
29 out of 60
Secure Enclave: 12-Week ImplementationKTL Solutions, Inc.KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
+1
Applicable to:
Adoption & Change Management
30 out of 60
Dynamics 365 Quick Start: 10-Day ImplementationJibe Cloud ServicesThis engagement is designed to get you up and running with Dynamics 365 for Sales quickly and inexpensively.
+2
Applicable to:
Sales
Customer Service
31 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
32 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
+1
Applicable to:
Business Central
33 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
+1
Applicable to:
Business Central
34 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
35 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
36 out of 60
Integrate Dynamics & Shopify: 3-Wk ImplementationFolio3 Dynamics AX ServicesFolio3’s Shopify Connector for Microsoft Dynamics 365 Business Central allows you to easily manage your e-store by connecting it with business processes provided by the Microsoft ERP system.
+1
Applicable to:
Business Central
37 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics EdgeThis instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
+1
Applicable to:
Sales
38 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
39 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
+1
Applicable to:
Power BI apps
40 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
41 out of 60
CSE Security Baseline 3 days implementationComputer Solutions East3 day security baseline implementation program is designed to improve your cyber security posture, Secure your user devices and application & identify risks by industry leading partner, trainer, and t
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
42 out of 60
Business applications systems: 10-Day AssessmentABM Technology Group*A 7 to 10-day deep dive with system design and solution architect experts to establish an implementation plan for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
43 out of 60
Hybrid Meetings and Rooms WorkshopCovenant Technology PartnersHybrid Meetings and Rooms 8-hour Workshop: Define your business priorities and scenarios that drive hybrid meetings.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
44 out of 60
Cash Conversion Cycle - Business Intelligence Consulting for Smarter Decisions and Faster GrowthFresh BITurn complexity into clarity with tailored BI solutions that align with your goals, drive faster decisions, and empower your team to grow with confidence.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
45 out of 60
Power BI Focused: 5-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSGuided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
46 out of 60
Jump-start Dynamics 365: 1 week implementationSeepathOne stop shop for customers looking to Setup, Deploy and Support their Dynamics 365 and go live with confidence.
+2
Applicable to:
Sales
Customer Service
47 out of 60
Power Apps Scoping: 1-Wk WorkshopFractal AnalyticsAn engagement that delivers a project plan for solving your complex problems with Power Apps.
+1
Applicable to:
Power Apps
48 out of 60
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of ConceptProtected TrustIncrease productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
49 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
50 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn 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.
+1
Applicable to:
Sales
51 out of 60
Power BI Modern Data Strategies: 1-Day WorkshopNetrixLearn how you can gain a competitive advantage through modern data strategies using Azure Cloud Analytics and Microsoft Power BI.
+1
Applicable to:
Power BI apps
52 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLPA training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
53 out of 60
Dynamics 365 Fixed Asst/Hist: 3-Day ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, This will have you up and running fast with a year of historical data.
+1
Applicable to:
Business Central
54 out of 60
Power BI Hands-On Training: 1-Day WorkshopPacteraA hands-on workshop to learn how the unique capabilities of Power BI can help you represent and analyze data, and derive insights.
+1
Applicable to:
Power BI apps
55 out of 60
Securing Identities WorkshopSynergy Technical, LLCThe foundation of cybersecurity is to quickly and accurately identify authorized users and give them proper access to the information and tools they need to do their job.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
56 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
57 out of 60
Power Platform Modernization: 10 Wk ImplementationApplied Information SciencesOur Legacy App Modernization offer helps you through the crucial first steps in Power Platform adoption & develop a roadmap that meets business goals & your appetite for platform adoption.
+1
Applicable to:
Power Apps
58 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware TechnologiesBoost Your Customer and Community Engagements With Our Power Pages Consulting offer
+3
Applicable to:
Power Automate
Power Apps
Power Pages
59 out of 60
Power BI for Developers: 1-Day WorkshopCSG ProA full day of deep-dive training for developers focused on Power BI.
+1
Applicable to:
Power BI apps
60 out of 60