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Consulting services results for Financial Services
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Wolkvox - Microsoft Teams: implementación 10 díasELECTRICOS Y COMUNICACIONES ELECTROCOM S A SDemostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Microsoft 365 Live Events
1 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDO Digital, LLCUnlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Teamwork Deployment
2 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
3 out of 60
Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
+2
Applicable to:
Information Protection & Governance
Threat Protection
4 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
5 out of 60
Unified Endpoint Mgmt. - 6 Weeks - ImplementationTCS - Digital WorkplaceTCS Unified Endpoint Management combines Microsoft Intune, Microsoft Defender for Endpoint and Configuration Manager solutions to provide modern management of endpoints with a Zero Trust strategy.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Threat Protection
6 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
7 out of 60
Business Process Review: 2 hour Pre-AssessmentsaglobalTailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
+1
Applicable to:
Power Apps
8 out of 60
Technology Envisioning: 1 day WorkshopsaglobalSupporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
+2
Applicable to:
Finance
Sales
9 out of 60
Alfa Connections Teams Phone – Calling PlansAlfa Connections Pte LtdHelping customers enable the modernize communications by adding the functionality such as making, receiving Phone calls to Microsoft Teams
+1
Applicable to:
Calling for Microsoft Teams
10 out of 60
Get started with AI and Microsoft 365 Copilot: 1-Hr WorkshopSignal Alliance Technology HoldingSA Consulting can help you in enabling an AI-Powered Organisation by leveraging AI within Microsoft 365 Copilot, ensuring compliance and governance, and increasing productivity.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
11 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworksWe’ve packed two days with insights that will change the way you work with Power BI.
+1
Applicable to:
Power BI apps
12 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
13 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
14 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
15 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLPWipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
+1
Applicable to:
Sales
16 out of 60
Dashboard in a Day: 1-Day WorkshopInviso CorporationThis immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
+1
Applicable to:
Power BI apps
17 out of 60
Avanade Microsoft Security Service Edge Quick StartAvanade, Inc.Microsoft’s new Security Service Edge (SSE) capability empowers organizations on their Zero Trust journey though unique in the market integration with Microsoft Entra.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
18 out of 60
Managed Extended Detection & Response (MXDR) for Workplace - ImplementationDXCSecure your business with Managed XDR for Workplace
+1
Applicable to:
Threat Protection
19 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data SystemsMaureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
+1
Applicable to:
Knowledge & Insights
20 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecureLaunch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
+1
Applicable to:
Business Central
21 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, IncMeet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
+1
Applicable to:
Business Central
22 out of 60
Copilot BriefingNewTechThis engagement is the entry point for Copilot in Microsoft 365, showcasing main use cases, personas and value
+1
Applicable to:
Adoption & Change Management
23 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
24 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersionSynergy Advisors LLCControl data sharing and ensure security compliance for scalable, effective growth
+1
Applicable to:
Adoption & Change Management
25 out of 60
COE and Governance EstablishmentSimplyai Pty LtdApply our intelligent automation COE & governance blueprint based on our in-depth operating model experience to tailor a CoE approach that meets your long-term needs
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
26 out of 60
Advanced eDiscovery : 10-Wks ImplementationWipro LtdWipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
27 out of 60
Defend, Protect, Secure with Microsoft Defender XDRComtrade System IntegrationTake the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
+2
Applicable to:
Cloud Security
Threat Protection
28 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
29 out of 60
Data & AnalyticsConcurrency, Inc.We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
+1
Applicable to:
Power BI apps
30 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
31 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
32 out of 60
Financials SelfStart: 1-Hr ImplementationColumbusThis free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
+1
Applicable to:
Business Central
33 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital WorkplaceAddresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
34 out of 60
Fabric Copilot: 1-day workshopiLink Systems, Inc.1-day Workshop: Prepare Your Data to Get the Most of Copilots and AI in Microsoft Fabric
+1
Applicable to:
Power BI apps
35 out of 60
D365 Sales&Marketing+CoPilot: 10Wk ImplementationBizappServiços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
+3
Applicable to:
Marketing
Sales
Customer Insights
36 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
37 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology PartnersPreparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
38 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Teams Custom Solutions
39 out of 60
Synergy Advisors Microsoft Copilot for Security E-mmersion ExperienceSynergy Advisors LLCAI-powered security for rapid, scalable, and effective defense
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
40 out of 60
Digital CX Consulting: 2 month Assessmentdiva-e NEXT GmbHWith our consulting approach we create the strategic and conceptual basis to make your customer experience management as a key differentiator that puts you on top of your competition.
+1
Applicable to:
Marketing
41 out of 60
Dynamics 365 Localization: 4-Hr BriefingQualysoft Informatikai Zártkörűen Működő RészvénytársaságOur 4-Hr Briefing, we will cover all the US and Hungarian regulatory requirements and provide possible solutions for your Microsoft Dynamics 365 Enterprise Resource Planning system to fit these.
+3
Applicable to:
Finance
Sales
Business Central
42 out of 60
Wragby BT - Catalyst: 2-weeks Envision WorkshopWragby Business Solutions & Technologies LimitedWragby Business Transformation Workshop leverages the Microsoft Catalyst framework to transform businesses using business process automation applications. The workshop is delivered in 2 weeks.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
43 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL Technologies Limited.HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
44 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
45 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
46 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktechIf you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
+3
Applicable to:
Finance
Sales
Customer Service
47 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
+3
Applicable to:
Sales
Business Central
Customer Service
48 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTCTurn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
49 out of 60
Dynamics 365 Sales Deployment: 8 Wk ImplementationVelosioQuickly, confidently and affordably make the move to Dynamics 365 Sales with Velosio Express packaged services from Velosio starting at just $29,995.
+1
Applicable to:
Sales
50 out of 60
Customer Care Package: 10-Wk ImplementationVelosioRedesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
+1
Applicable to:
Customer Service
51 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse SolutionsConsidering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
+1
Applicable to:
Finance
52 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
+2
Applicable to:
Sales
Customer Service
53 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworksWe’ve packed four days with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
54 out of 60
Consulting Managed Process Automation RPASagitas Corp SACBoost productivity and profitability with Power Automate for accounting and supply chain operations.
+3
Applicable to:
Supply Chain Management
Finance
Power Automate
55 out of 60
E-Suite Discovery Offerings - 2Wk Assessments EDOSynergy Advisors LLCIntroducing Synergy Advisors E-Suite - Microsoft E5 Better Together Quick Assessment -> Impactful Quick Results [Cybersecurity - Data Protection, Compliance and Secure Collaboration]
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
56 out of 60
Power Apps discovery: 3 Days WorkshopMake the shift ldaLearn, discover and test how Microsoft low code solutions can propel the digital transformation of your organization.
+1
Applicable to:
Power Apps
57 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVisionFind out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
+1
Applicable to:
Finance
58 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
59 out of 60
Project Online Dashboards: 1-Day Proof of ConceptAdvaiya Solutions Inc.A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
+1
Applicable to:
Power BI apps
60 out of 60