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Consulting services results for Financial Services
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Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
1 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
2 out of 60
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
3 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
4 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
5 out of 60
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
6 out of 60
Financial Consolidation & Reporting - FINCONAtna TechnologiesEmpower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
+3
Applicable to:
Finance
Business Central
Power BI apps
7 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic ConsultingOur Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
+1
Applicable to:
Business Central
8 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
+1
Applicable to:
Power BI apps
9 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems SupportSage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
+1
Applicable to:
Business Central
10 out of 60
MDR for Microsoft DefenderADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.Adeo MDR Services provide detection and response capabilities via Microsoft 365 threat protection including Defender for Identity, Defender for Endpoint, Defender for Cloud and Office 365 Security.
+2
Applicable to:
Cloud Security
Threat Protection
11 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellosAn envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
12 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelonMicrosoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
+3
Applicable to:
Finance
Sales
Customer Service
13 out of 60
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to:
Power Automate
Power Apps
14 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
15 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
Sales
Customer Service
Field Service
16 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private LimitedJoin us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
+1
Applicable to:
Workplace Analytics
17 out of 60
KickStart CRM: 3-Day ImplementationAmaxraOur implementation service will quickly, efficiently, and cost-effectively configure and deploy Microsoft Dynamics 365 so you can start using it quickly and efficiently
+3
Applicable to:
Sales
Customer Service
Project Service Automation
18 out of 60
CSE Microsoft Teams voice implementationComputer Solutions East3-day Teams Voice implementation will help deploy Microsoft Teams as a Phone System. Using Direct Routing or Calling Plans, this engagement will allow you to migrate from your existing PBX to Teams.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
19 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
20 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
21 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
22 out of 60
Power Automate Implementation: 60 Mins Discovery SessionSYNAPSEINDIA OUTSOURCING PVT. LTDSynapseIndia offers expert Power Automate implementation using tailored consulting, deployment, and support for efficient workflows. Contact us for seamless business automation.
+2
Applicable to:
Power Automate
Power Apps
23 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
+1
Applicable to:
Sales
24 out of 60
Power BI Advanced 2-Day TrainingHitachi SolutionsTwo full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
+1
Applicable to:
Power BI apps
25 out of 60
KK Teams Telephony Design & Planning WorkshopKraft KennedyThis workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Teamwork Deployment
26 out of 60
Stockloud: 2-wks AssesmentC-ven TechnologiesHelping brokers to automate their account opening process and customer lifecycle
+1
Applicable to:
Power Apps
27 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish a clear roadmap and change management plan for your journey to a modern workplace.
Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
28 out of 60
Microsoft Viva - 1 Day WorkshopBamboo Technologies LimitedTo make the employee experience your competitive advantage with Modern Work solutions, Bamboo offers a one-day workshop to provides an overview of Viva suite and see how Viva helps your organization.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
29 out of 60
Dynamics 365 Sales: 20 Week ImplementationBond Consulting ServicesPerfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
+1
Applicable to:
Sales
30 out of 60
Microsoft 365 Feature Update Abonnement: 4 Einheiten pro JahrAppSphere AGDas „Feature Update Abonnement“ steht für Aktualität und Effizienz. Technologisch und in der Tool-Anwendung Ihrer Mitarbeitenden.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
31 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage UmsetzungDIGITALL Nature Germany GmbHBeschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
+1
Applicable to:
Power BI apps
32 out of 60
Power BI - 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
+1
Applicable to:
Power BI apps
33 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
34 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
35 out of 60
Microsoft 365 License AuditLouisville Geek LLCThe goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
36 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
37 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:
Marketing
Sales
Customer Service
38 out of 60
Copilot adoption for HRConterraTransform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
+1
Applicable to:
Adoption & Change Management
39 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot using direct connection to a single customer data source.
+1
Applicable to:
Power BI apps
40 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
41 out of 60
Avanade Security Risk AssessmentAvanade, Inc.Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
42 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
43 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLCAre you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
+1
Applicable to:
Business Central
44 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
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
46 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage SquaredEquipping your organisation to implement modern information management across your Microsoft 365 environment
+1
Applicable to:
Knowledge & Insights
47 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
48 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
+3
Applicable to:
Cloud Security
Meetings for Microsoft Teams
Teamwork Deployment
49 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
50 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
51 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
52 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility Inc.See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
53 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
+2
Applicable to:
Sales
Customer Service
54 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
55 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
+1
Applicable to:
Power Apps
56 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
57 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
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
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
60 out of 60