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Consulting services results for Financial Services
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Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
1 out of 60
Business Dashboards: 8 Weeks ImplementationArmis, Sistemas de Informação, LdaWe’ll define your BI strategy, architect and implement all the needed infrastructure, and turn your data into comprehensive and flexible Power BI dashboards to empower decision making.
+1
Applicable to:
Power BI apps
2 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
3 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI 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
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’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
6 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
7 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:
Power BI apps
8 out of 60
KK Modern Endpoint Management WorkshopKraft KennedyCreates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
9 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
10 out of 60
Data Scraping 2-Week POCSoftServe Inc.SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
+1
Applicable to:
Power Automate
11 out of 60
Power Apps: 6-Week WorkshopSoftServe Inc.A 36-hour workshop where you will improve your application development skills with Power Apps.
+1
Applicable to:
Power Apps
12 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:
Business Central
13 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
14 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks AssessmentArmis, Sistemas de Informação, LdaThe Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
15 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT LimitedCybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
16 out of 60
RPA Migration Envisioning WorkshopSonata Software Ltd.10X realization with Power Automate
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
17 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group ABNexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
+3
Applicable to:
Customer Service
Field Service
Customer Insights
18 out of 60
«App in a Day» WorkshopIntelliasA comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
+2
Applicable to:
Power Automate
Power Apps
19 out of 60
KK_Intune ImplementationKraft KennedyKraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
20 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e SistemasG&P Power Platform Implementation & Services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
21 out of 60
TEKsystems Microsoft 365 Copilot Readiness and Adoption Services - 1 Week Proof of ConceptTEKsystems Global Services LLC.Let TEKsystems Global Services sit beside you in the jump seat to navigate through the endless advantages of AI productivity using Copilot.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
22 out of 60
Power BI Design Thinking 4-Weeks WorkshopSoftServe Inc.During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
+1
Applicable to:
Power BI apps
23 out of 60
Phone System 1h EngagementNewTechThis engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
24 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTechThis engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
25 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
26 out of 60
Collab Now: 4-Wk ImplementationLong View SystemsCollab Now (Microsoft 365) supports worker productivity by delivering and managing a unified and integrated collaboration platform
+3
Applicable to:
Calling for Microsoft Teams
Identity & Access Management
Teamwork Deployment
27 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizappBoost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
+3
Applicable to:
Sales
Customer Service
Power Automate
28 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
29 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof Solutions Inc.Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
30 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
31 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
32 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
33 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
34 out of 60
Microsoft 365 Information Protection and Governance: 12 week ImplementationINFOTECHTIONDevelop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
35 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month ImplementationWavestoneWith Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
36 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
37 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
38 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
39 out of 60
Bizapp Automation Coach - Citizen DevelopmentBizappO Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
40 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
41 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics EdgeThis instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
+1
Applicable to:
Finance
42 out of 60
Power Platform Services: 4 Weeks Proof of ConceptArmis, Sistemas de Informação, LdaProvides customers on-demand capacity to automate your business processes, create applications and generate interactive reports.
+2
Applicable to:
Power Automate
Power Apps
43 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
44 out of 60
Scale Business Operations with AI - Dynamics 365 Business CentralNexerImplementation and training of Dynamics 365 Business Central for small and medium-sized businesses, 4-week Agile project.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
45 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
46 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix GlobalUser Adoption Jumpstart for Copilot for Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
47 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTechThis workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
48 out of 60
Device Mgm and Protection - 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.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
49 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
50 out of 60
Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:
Sales
51 out of 60
Synergy Advisors POC-in-a-box for Microsoft Purview Information ProtectionSynergy Advisors LLCThe Synergy Advisors POC-in-a-box offers a flexible solution designed to elevate your compliance use cases without requiring you to invest in architecture or setup tasks
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
52 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
53 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
+3
Applicable to:
Sales
Customer Service
Field Service
54 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
55 out of 60
Agile Adoption for Finance and Supply Chain + CopilotNexerUsing Agile Methodology our team will guide you thru a standard solution implementation of Dynamics Finance & Supply Chain Management
+3
Applicable to:
Supply Chain Management
Finance
Power Virtual Agents
56 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
+3
Applicable to:
Sales
Customer Service
Field Service
57 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
58 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
59 out of 60
IGA Roadmap - 4 Weeks AssessmentArmis, Sistemas de Informação, LdaDevelop an outcome-based, design-led IGA strategy to secure access to your resources with Microsoft identity governance solutions
+1
Applicable to:
Identity & Access Management
60 out of 60