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Consulting services results for Financial Services
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Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
1 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to:
Workplace Analytics
2 out of 60
Power Platform Discovery: 4-Hr WorkshopExperience DigitalA high level discovery session, applicable to all industries: Make a huge impact by leveraging the power platform with its low code capability and quick turn around time.
+1
Applicable to:
Power Apps
3 out of 60
Microsoft 365 CISO Security1 Day Workshop - CanadaCDWThe Microsoft 365 CISO security 1 day workshop focuses on learning your organization’s unique needs and develops a strategic plan based on approaches recommended by Microsoft experts.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Information Protection & Governance
4 out of 60
FREE Business Central: 1-Hr Migration & AssessmentTEXOFREE Microsoft Business Central: 1-Hr Assessment.
+4
Applicable to:
Finance
Business Central
Power BI apps
Power Apps
5 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
+1
Applicable to:
Power Apps
6 out of 60
MDM Service - Unified Endpoint Management: 1-Week ImplementationMobinergyWe are specialized for solution and services to enable End Point Management and provide Device Mgmt.
+1
Applicable to:
Device Deployment & Management
7 out of 60
Customer Engagement Envisioning Workshop : 4 weeksXRM VisionOur experts at XRM Vision with you to imagine and define the future state of your business through a Design Thinking Workshop focussed on Microsoft CE (Sales, Marketing and Customer Service)
+3
Applicable to:
Marketing
Sales
Customer Service
8 out of 60
Threat Protection - 7 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.
+2
Applicable to:
Cloud Security
Threat Protection
9 out of 60
Power BI and Data Modernization: 3-Day AssessmentDell Technologies ServicesAn engagement to evaluate your current state for data and BI, provide you a roadmap for modern BI, and even help you create a sample Proof of Concept.
+1
Applicable to:
Power BI apps
10 out of 60
Custom Dashboard-in-a-Day Training: 1-Day WorkshopDell Technologies ServicesA Dashboard-in-a-Day training workshop customized to meet your needs.
+1
Applicable to:
Power BI apps
11 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentProphet Business Group LtdOne hour consultation to determine if Microsoft Dynamics 365 Business Central is the right ERP software for your business.
+1
Applicable to:
Business Central
12 out of 60
Data & AI Roadmap: 1-Day WorkshopOptimus Information Inc.Achieve your business results by creating actionable intelligence from your data with Optimus Information.
+1
Applicable to:
Power BI apps
13 out of 60
Power BI Factory: 2-Wk Proof of ConceptOptimus Information Inc.Leverage Microsoft Power BI Dashboards and Interactive Reports as a Business Analytics tool with Optimus Information.
+1
Applicable to:
Power BI apps
14 out of 60
Dynamics – Case Management: 4 Hour AssessmentITK Consulting IncNo cost assessment by 3-5 ITK consultants to identify areas for improved automation and collaboration of your company's case, program, service, work order, or grant management process.
+3
Applicable to:
Sales
Customer Service
Power Apps
15 out of 60
'Veni,vidi,vici' Package: 10-Day Proof of ConceptEBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Microsoft Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
16 out of 60
PowerApps and Flow Readiness: 2-Hr AssessmentFidelity Factory Inc.We will guide you through a PowerApps and Microsoft Flow readiness assessment during this session. During the session we will gather information about your current state and what your targets are.
+1
Applicable to:
Power Apps
17 out of 60
Power Platform Essentials Training: 1-Day WorkshopFidelity Factory Inc.A one-day training event for your team on how to design, build, and deploy Microsoft PowerApps Canvas Apps and Microsoft Flow Automations.
+1
Applicable to:
Power Apps
18 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
19 out of 60
Dedicated Power BI training: 2-Day WorkshopEBIS SP. Z.O.O.2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
+1
Applicable to:
Power BI apps
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
Moderately Complex Financials: 8-Wk ImplementationEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability, and completeness of your 8wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
22 out of 60
Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Business Central.
+1
Applicable to:
Business Central
23 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:
Sales
24 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
25 out of 60
App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to:
Power Apps
26 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
27 out of 60
Dynamics 365 F&SC Call Center: 4-wk ImplementationETG GlobalWe are providing technical and functional support, and proactive customer service. Customer Support to solve immediate user needs to keep your users productive.
+1
Applicable to:
Finance
28 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
29 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
30 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
31 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
32 out of 60
Business Central Level 3: 3-Wk ImplementationOmni Logic SolutionsImplementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
33 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
34 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
35 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
36 out of 60
Jobs and Project Costing – 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
37 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
38 out of 60
Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:
Business Central
39 out of 60
Microsoft Dynamics 365 Business Central Self-Guided: 1-Wk Implementation360 Visibility Inc.Our Microsoft Dynamics 365 Business Central Quick Start Class is perfect for organizations that need assistance with getting up and running quickly with Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
40 out of 60
Createch Onboarding: 10-Hr ImplementationCreatechCreatech’s Onboarding Express package is a time and cost-effective engagement that leads to a basic installation of Dynamics 365 for Financials.
+2
Applicable to:
Finance
Business Central
41 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
42 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business SolutionsA rapid deployment of Dynamics 365 for Sales, with some light customization.
+1
Applicable to:
Sales
43 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherwebLooking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
+1
Applicable to:
Power BI apps
44 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
45 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
46 out of 60
RPA Training and Hack a Thon: 2 Day WorkshopFidelity Factory Inc.Training session for Robotic Process Automation combined with a half day hack a thon to apply learnings
+1
Applicable to:
Power Automate
47 out of 60
Low Code & Intelligent Automation - 2 Wk Discovery/AssesementKainosHolistic analysis of business areas to identify actionable opportunities to deliver savings and efficiencies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
48 out of 60
Sirrus Startup - 1 week ImplementationChrisons Co. LtdIn this consolidated, highly optimized package, we give you a little bit of everything and a whole lot of just what you need to launch your business the right way.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
49 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
50 out of 60
SharePoint Migration : 10 Weeks ImplementationITC Infotech India LimitedITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:
Power Apps
52 out of 60
Information Protection - 10 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.
+1
Applicable to:
Information Protection & Governance
53 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
54 out of 60
Microsoft 365 Managed ServiceRackspace TechnologyOn-demand access to a team of email and productivity application experts that work with you to drive outcomes and continuously evolve your environment.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Teamwork Deployment
55 out of 60
Microsoft 365 Security Device Protection 1 Day Workshop - CanadaCDWAs more and more users become mobile and are using a wider variety of devices, applications and documents need to keep up.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Threat Protection
56 out of 60
Microsoft 365 Security Identity Protection 1 Day Workshop- CanadaCDWIdentity is the cornerstone of limiting access to data, apps and resources. It is becomingly increasingly important to be able to manage your access quickly and accurately.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
57 out of 60
Microsoft 365 Security 1 Day Workshop- CanadaCDWSecurity is at the forefront of every organization’s concerns. A lack of security poses a real threat to your business.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
58 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
59 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
60 out of 60