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Consulting services results for Financial Services
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Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
1 out of 60
Power Platform Innovation: 6-hour WorkshopCatapult Systems, LLCCatapult's Power Platform Innovation Workshop ensures you know how, where, and why to take your next step with Microsoft’s Power Platform tools: Power Apps, Power Automate, and Power BI.
+2
Applicable to:
Power BI apps
Power Apps
2 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
3 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
4 out of 60
Power Platform App in a Day WorkshopCovenant Technology Partners1-day workshop for client to understand/build a Power App
+1
Applicable to:
Power Apps
5 out of 60
Advisory Service for Microsoft CloudDell Technologies ServicesLeverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
6 out of 60
Microsoft Fabric: 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and implement Microsoft Fabric solutions that unify data engineering, analytics, and governance—enabling real-time insights, accelerated innovation & data-driven decision-making.
+1
Applicable to:
Power BI apps
7 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
8 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT ConsultantsIf you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
+2
Applicable to:
Sales
Business Central
9 out of 60
Dynamics 365 Business Central: 1-Hr BriefingLBMC Technology SolutionsAn onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
+1
Applicable to:
Business Central
10 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics EdgeThis onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
+1
Applicable to:
Finance
11 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
12 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
13 out of 60
Microsoft Fabric 3-Weeks Proof Of ConceptQuadrant TechnologiesOur implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
+1
Applicable to:
Power BI apps
14 out of 60
Microsoft Teams Rooms Implementation ServiceDell Technologies ServicesDell Technologies Meeting Space Solution for Teams Rooms implementation provides expert assistance for the initial setup, configuration and integration of the Dell Meeting Space Solution for MTR.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
15 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
16 out of 60
Microsoft Copilot WorkshopManaged SolutionBring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
17 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
18 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
+1
Applicable to:
Finance
19 out of 60
Reach Frontline Workers: 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
+2
Applicable to:
Adoption & Change Management
Frontline Workers
20 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
21 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
+1
Applicable to:
Power BI apps
22 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
23 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
24 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
25 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
26 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
27 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecureTailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
+3
Applicable to:
Marketing
Sales
Customer Service
28 out of 60
Microsoft Defender for Business Managed Service: Monthly MDRe2e-assure LtdMaximise your investment in Microsoft Defender for Business with our 24/7 detect & respond services.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
29 out of 60
Avanade Security Business Value 4-Wk AssessmentAvanade, Inc.Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
30 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz IncDrive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
+2
Applicable to:
Finance
Power BI apps
31 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:
Sales
Field Service
32 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
33 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
34 out of 60
Advanced Visualization with Power BI: 1-Day WorkshopMAQ SoftwareLooking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
+1
Applicable to:
Power BI apps
35 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
36 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
+1
Applicable to:
Power BI apps
37 out of 60
Google to Microsoft 365 MigrationManaged SolutionEmpowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
38 out of 60
Symity Microsoft Places IntroductionSYMITY, part of Charterhouse Voice & Data LtdExplore the full features of Microsoft Places as we give you a guided tour of what to expect.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
39 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
40 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoCPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
41 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
42 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
43 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFTAVASOFTAware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
44 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
+1
Applicable to:
Power BI apps
45 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
46 out of 60
Dynamics 365 Training: 4-Day Proof of ConceptProsoft Systems IntlEmpower your Dynamics 365 customization team to build a proof of concept application.
+3
Applicable to:
Sales
Customer Service
Field Service
47 out of 60
Power Apps & Power Automate Online: 1-Wk WorkshopIW MentorAdvanced Power Apps & Power Automate Online Training
+1
Applicable to:
Power Apps
48 out of 60
Power Apps: 1- Day AssessmentMake the shift ldaGet professional assistance delivered by certified PowerApps consultants to deliver your apps.
+1
Applicable to:
Power Apps
49 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
50 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
51 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage SquaredThe SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
+1
Applicable to:
Knowledge & Insights
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
53 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
54 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
55 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
56 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
57 out of 60
Data Security: 2-Weeks WorkshopConterraIdentify data security risks in your organizational data
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
58 out of 60
Power BI for Dynamics 365: 1-Hour AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
Finance
Business Central
59 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
60 out of 60