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Consulting services results for Financial Services
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Dynamics 365 Reports: 1-Day WorkshopMTCLearn how to rapidly build various dashboards and reports in Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
1 out of 60
Customer 360: 12 Wk+ Customer Data Platform ImplementationEnterprisecloudCentralise all your existing data in one secure, unified place, to use, analyse and integrate AI-driven strategies to achieve customer success!
+3
Applicable to:
Marketing
Sales
Customer Insights
2 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
3 out of 60
Pepas Cloud App in a Day: 1-Day WorkshopPepas CloudPepas Cloud offers consulting services, through workshops, to help you create apps.
+2
Applicable to:
Power Automate
Power Apps
4 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
5 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworksThe low-risk, low-stress way to know if analytics will really bring you ROI.
+1
Applicable to:
Power BI apps
6 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallanAn introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
+1
Applicable to:
Power BI apps
7 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
8 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
+1
Applicable to:
Customer Insights
9 out of 60
HCLTech Business Email Protection: 10-Days ImplementationHCL America Inc_HCLTHCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
+1
Applicable to:
Threat Protection
10 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
11 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
12 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
13 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
14 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
15 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
16 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
+2
Applicable to:
Power BI apps
Power Apps
17 out of 60
Symity Copilot for Microsoft 365 ConsultingSYMITY, part of Charterhouse Voice & Data LtdSymity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
+1
Applicable to:
Adoption & Change Management
18 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
19 out of 60
Dynamics 365 Business Central Polish Localization: 6-days ImplementationAlna Business Solutions Sp. z o.o.Implementation standard Polish Localization functionality in Dynamics 365 Business Central. The service may be of interest to companies that start their operations in Poland and would like to roll-out
+1
Applicable to:
Business Central
20 out of 60
Power BI Embedded App TemplateSkypointThe Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
21 out of 60
KPMG Copilot for Microsoft 365 RealizationKPMGKPMG firms can support your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
22 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
23 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
24 out of 60
Modernize your Applications with Microsoft 365 Power Apps: 2 weeks implementationArmis, Sistemas de Informação, LdaDesign a business process of your choice and build a basic Power App as a working solution that you can use to automate your process and showcase it within your organization.
+1
Applicable to:
Power Apps
25 out of 60
Free Workshop on Copilot StudioCompusoft_Stratgyk USIn the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:
Power Virtual Agents
26 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 6-Wk ImplementationAlna Business Solutions Sp. z o.o.See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
+3
Applicable to:
Business Central
Power Automate
Power Apps
27 out of 60
Office 365 Migration Services - ImplementationCommunication Square LLCThis 4-week implementation is structured to assist customers in smoothly transitioning to Office 365, offering comprehensive migration services and requisite training.
+3
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
Workplace Analytics
28 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLCThe goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
+1
Applicable to:
Calling for Microsoft Teams
29 out of 60
Google Workspace to Microsoft 365 Migration: 3 - Week ImplementationStar Knowledge Ventures, LLPStreamline your organization's migration to Microsoft 365 with our expert services. Enjoy a smooth and secure transition, unlocking the full power of cloud-based productivity tools.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
30 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
31 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
32 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
33 out of 60
ESG compliance toolBit Peak sp. z o.o.Simplify your Environmental, Social, and Governance reporting with real-time insights and easy-to-use dashboards.
+1
Applicable to:
Power BI apps
34 out of 60
Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
35 out of 60
Digital Workplace Strategy: 2/12-Wk AssessmentEngage SquaredA 3-level programme designed to define your digital workplace and employee experience strategy
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
36 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:
Sales
Customer Service
37 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
38 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
39 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
40 out of 60
Dynamics 365: 12-Wk ImplementationEPAM SystemsOur global Dynamics 365 practice delivers Microsoft Business Applications, including Microsoft Power Platform, through unparalleled services, accelerator integrations and add-ons.
+3
Applicable to:
Marketing
Sales
Customer Service
41 out of 60
People Experience powered by Microsoft VIVACapgemini GroupImprove Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
+1
Applicable to:
Knowledge & Insights
42 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
43 out of 60
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
44 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
45 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide TechnologyThis offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
46 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
Finance
Business Central
47 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
48 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
49 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
50 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
51 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
52 out of 60
Power Platform CoE Consulting& Implementation 10wkHappiest Minds Technologies LimitedPower Platform Center of Excellence (COE) framework helps enterprises to realize the ROI by enabling them with a strategy, approach and framework for adoption and governance.
+2
Applicable to:
Power Automate
Power Apps
53 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
54 out of 60
EPAM Microsoft 365 Security: 4-Week AssessmentEPAM Systems• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
55 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
56 out of 60
Integration with Web app: 8-Day ImplementationCynoteck Technology SolutionsIntegrate your Web Application with Microsoft Dynamics 365 Business Central ERP System and Streamline your business
+1
Applicable to:
Business Central
57 out of 60
Barracuda Office 365 email-based securityCrayonBarracuda Email Protection is a comprehensive, easy-to-use solution that delivers gateway defense, API-based inbox defense, incident response, data protection, and compliance capabilities.
+1
Applicable to:
Threat Protection
58 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
59 out of 60
Power Automate Workflow Optimization – 2 Free SessionsiFour Technolab Pvt. Ltd.Automate your daily tasks and optimize business workflows with expert-led Power Automate consultations.
+2
Applicable to:
Power Automate
Power Apps
60 out of 60