FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
All results
Entra ID Identity and Application Governance Solutions by AVASOFTAVASOFTOur solution fortifies Azure AD security by analyzing accounts, applications, and access policies to identify and mitigate risks, ensuring compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
1 out of 60
Viva Learnings Employee Experience Engagement: 1Month Proof of ConceptCelebal Technologies Private LimitedIncorporate learning into the flow of work with Microsoft Viva Learning - helps organizations drive upskilling and growth with a center for Learning in Teams and Microsoft 365.
+1
Applicable to:
Knowledge & Insights
2 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
3 out of 60
InfoPath to Power Apps : 2hrs Free WorkshopUST Global2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
4 out of 60
Modern Work Foundation: 4-Wk ImplementationEnlighten Designs LtdBuild a solid foundation for your Modern Workplace in just 30 days
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
5 out of 60
Accelerator of FS Cloud -6 week implementationCapgemini GroupWe help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
+1
Applicable to:
Power Apps
6 out of 60
Power BI: 1-Wk ImplementationInviso CorporationSkip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
+1
Applicable to:
Power BI apps
7 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
8 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloudDeliver Seamless, AI-Powered Customer Support with Dynamics 365
Transform Customer Service with Microsoft Omnichannel Contact Centre
Transform Customer Service with Microsoft Omnichannel Contac
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
9 out of 60
Business Central Property Management 2-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will help you with Property Management for Microsoft Dynamics 365, Business Central
+1
Applicable to:
Business Central
10 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
11 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
12 out of 60
Dynamics 365 Customer Insights: 8-Wk ImplementationARBENTIA CONSULTING, S.L.8-Wk implementation of Microsoft Dynamics 365 Customer Insights, tool that allows brands to store, manage, optimize and analyze the experience of all customers
+1
Applicable to:
Customer Insights
13 out of 60
AX 2009/2012 Upgrade to Dynamics 365 Finance and Operation - Supply Chain Management: 12-Week ImplementationMaison Consulting & SolutionsAccelerate your digital transformation with Microsoft Dynamics 365 F & O and SCM. On Cloud or On-Premise, we excel in both.
+2
Applicable to:
Supply Chain Management
Finance
14 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizappBoost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
15 out of 60
Dynamics 365 Sales: 2 Hours assessmentEvincible SolutionsExplore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
+3
Applicable to:
Marketing
Sales
Customer Service
16 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecureLaunch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
17 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
18 out of 60
Step forward with Sii support and Copilot for Microsoft 365 featuresSii Sp. z o.o.A comprehensive solution for your business needs with trusted Microsoft Partner. Together, let's revolutionize your daily processes with the power of Copilot and expert IT support and best practises.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
19 out of 60
Publicis Sapient Loan AcceleratorPublicis.Sapient USAPublicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
20 out of 60
Value Proposal of Platform : 1 Day assessmentMinsaitIn this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
21 out of 60
Power BI Developer: 2-day hands-on WorkshopJoyful Craftsmen s.r.o.Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
+1
Applicable to:
Power BI apps
22 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
23 out of 60
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
24 out of 60
Microsoft 365 OnDemand - 2 Week ImplementationProtivitiMicrosoft 365 On Demand Support - providing you with dedicated experts to support and maintain your Microsoft 365 environment
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
25 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage SquaredViva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
26 out of 60
Cloud Endpoint Management: 2-Hour BriefingRavanty Tech Consulting, Inc.Envision the power of Microsoft’s Modern Cloud Endpoint Management and Security with Microsoft Intune
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
27 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
+1
Applicable to:
Power BI apps
28 out of 60
Center of Excellence: 6-Wk ImplementationSPAN d.d.Establishing a Power Platform Center of Excellence
+2
Applicable to:
Power BI apps
Power Apps
29 out of 60
PlannerInnovative-e Inc.Cloud-based collaborative project and work mgt solutions provide the fastest possible deployment time at the lowest initial investment levels. Microsoft Planner is a highly capable, flexible solution.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
30 out of 60
Streamlined Order Approval AutomationBewiseTo streamline and automate purchase order approvals using Microsoft Power Automate, reducing delays, ensuring compliance, and enhancing transparency through seamless integration with existing systems
+2
Applicable to:
Power Automate
Power Apps
31 out of 60
Bitscape Microsoft 365 Security Assessment: 3-Wk AssessmentatQorGet expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
32 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
33 out of 60
Cyber Security AssessmentELEVATE Solutions LimitedThe Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
+1
Applicable to:
Threat Protection
34 out of 60
Symity Direct Routing as a ServiceSYMITY, part of Charterhouse Voice & Data LtdSymity DRaaS - Connecting Microsoft Teams Phone to Telco Networks
+2
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
35 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
+1
Applicable to:
Power BI apps
36 out of 60
KK Copilot AdvisoryKraft KennedyKraft Kennedy will lead a series of roadmap sessions to increase customer confidence with AI and then help plan a Microsoft Copilot for Microsoft 365 Proof of Concept
+1
Applicable to:
Adoption & Change Management
37 out of 60
LTIMindtree Modern Work Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
38 out of 60
Dashboard-as-a-Service: 3-Week Implementation Using Power BITecknoworksBegin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
+1
Applicable to:
Power BI apps
39 out of 60
Power Platform: 2-Week Proof of ConceptIMPERIUM DYNAMICS LLCAdopt Power platform for a basic customer relationship scenario
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
40 out of 60
Migration to Microsoft 365: 2-Day AssessmentPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-Day Assessment & Recommendation to help you planning your migration to Microsoft Office 365
+2
Applicable to:
Mobile Device Management
Teamwork Deployment
41 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:
Power BI apps
42 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
43 out of 60
CX Vision with 365 Mrkt.: 4 hours Workshopdiva-e NEXT GmbHDiva-e NEXT GmbH supports you to capture the vision for providing action and data driven experience.
+1
Applicable to:
Marketing
44 out of 60
Customer Experience Management: 8 hours Workshopdiva-e NEXT GmbHDiva-e NEXT GmbH helps you to develop an understanding of the trends in the field of customer experience and omni-channel management to align your goals successfully in your company.
+1
Applicable to:
Marketing
45 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour AssessmentHCL America Inc_HCLTA robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
+3
Applicable to:
Sales
Customer Service
Power BI apps
46 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
47 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to:
Sales
Customer Service
48 out of 60
Dynamics 365 Business Central & Power BI Reporting: 1-Hr AssessmentJourneyTEAMTake advantage of this consulting hour to discuss and demonstrate how Power BI can enhance your reporting and analytics in Dynamics 365 Business Central.
+2
Applicable to:
Business Central
Power BI apps
49 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
50 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
51 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
52 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTCDynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
+3
Applicable to:
Sales
Customer Service
Field Service
53 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
54 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
55 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
56 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM StrategyAn installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
+2
Applicable to:
Finance
Power BI apps
57 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLPProactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
+2
Applicable to:
Sales
Customer Service
58 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
59 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
60 out of 60