FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Transition to Microsoft 365: 6-mth ImplementationEngage SquaredOur Change & Adoption team will work to understand the impact of the change and develop a strategy that supports a seamless transition to set you up for adoption of Microsoft 365
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
1 out of 60
Synergy Advisors - Microsoft 365 Copilot - Business Transformation - E-mmersionSynergy Advisors LLCDiscover the Future of Productivity with Our Microsoft 365 Copilot E-mmersion Experience!
+1
Applicable to:
Adoption & Change Management
2 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
3 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SASConsultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
4 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi IndonesiaWe help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
5 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
6 out of 60
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
7 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
+1
Applicable to:
Power BI apps
8 out of 60
Data Driven Ready Power BI: 5-Day WorkshopAlgoritmiaProposed as Consulting Service for Spain - Descubra las ventajas de la toma de decisiones de negocio basada en datos con Power BI
+1
Applicable to:
Power BI apps
9 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
10 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
11 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage SquaredA monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
+1
Applicable to:
Knowledge & Insights
12 out of 60
Kainos AI Shared MailboxKainosWe help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
+1
Applicable to:
Power Apps
Migration from Power BI to Fabric using Wynxx and CopilotGFT Technologies SEThe transition from Power BI to Microsoft Fabric goes beyond migration: it is about evolving your analytics ecosystem into a secure, automated, and future-ready platform.
+1
Applicable to:
Power BI apps
14 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
15 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
16 out of 60
Microsoft Security Copilot POV & Adoption PlanBDOProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
17 out of 60
Dynamics NAV to Business Central: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
19 out of 60
Machine Learning & Pred. Analytics: 2-Hr BriefingBeyondsoft ConsultingAn overview of Machine Learning and Predictive Analytics and how to utilize it in your business
+1
Applicable to:
Power BI apps
20 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of ConceptCongruentX LLCMigrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
21 out of 60
Microsoft Copilot Studio ChatbotManaged SolutionTransform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
22 out of 60
BusinessApp Consultation and ImplementationPNP Solutions T/as ECLEVAWe help businesses streamline their operations, improve productivity, and make data-driven decisions by leveraging the power of Microsoft Dynamics 365
+3
Applicable to:
Sales
Power Automate
Power Apps
23 out of 60
Bankloud: 4-wks AssesmentC-ven TechnologiesHelping banking industry to define their customers' sales life cycle automation
+1
Applicable to:
Power Apps
24 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
25 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinlyWorking together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
26 out of 60
Hybrid Meetings and Meeting Rooms WorkshopAVI-SPLHelps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
27 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
QuickStarter Package: 2-Wk ImplementationPragmasys ConsultingAn implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
+3
Applicable to:
Sales
Business Central
Customer Service
29 out of 60
Data Security with Microsoft Purview SolutionsBDOEnhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
30 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
31 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
32 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
33 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
34 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
35 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
36 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
37 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
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:
Adoption & Change Management
39 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
40 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
+3
Applicable to:
Sales
Business Central
Customer Service
41 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft ConsultingAn introduction to Microsoft Power BI and how it can unlock value for your business.
+1
Applicable to:
Power BI apps
42 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business SolutionsDuring this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
43 out of 60
Excel Migration All Entities: 4-Day ImplementationMTCThis service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
44 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
45 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft ConsultingBuild a Proof-of-Concept with your data and see how Machine Learning can drive your business.
+1
Applicable to:
Power BI apps
46 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
47 out of 60
Agile BI: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot cloud BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
48 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDOEnhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
49 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW MentorPowerApps Remote Support / Consulting
+1
Applicable to:
Power Apps
50 out of 60
Viva: 5-days WorkshopSoftline TradeSoftline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
+1
Applicable to:
Knowledge & Insights
51 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
52 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizappEstratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
+3
Applicable to:
Power Automate
Power Apps
Power Pages
53 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
+2
Applicable to:
Finance
Business Central
54 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
55 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
56 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:
Adoption & Change Management
Power BI Reporting and Analytics: 2-Day AssessmentCrowe LLPAre you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
+1
Applicable to:
Power BI apps
58 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
59 out of 60
Implementation of Microsoft Purview QuickStartPresidioEnhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
60 out of 60