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Consulting services results for Financial Services
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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
1 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
2 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 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
4 out of 60
Dashboard-as-a-Service: 5-Day 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
5 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
6 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
7 out of 60
Dynamics 365 Dev/Extending: 3-Day WorkshopDynamics EdgeThis course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
+1
Applicable to:
Sales
8 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
9 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
10 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
11 out of 60
Avanade Microsoft 365 Copilot Transformation 4 wk Imp. FY24Avanade, Inc.Microsoft 365 Copilot Transformation is Avanade’s holistic service offering that enables you to optimize your business performance and security with Microsoft's AI-powered work assistant.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
12 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
13 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ SoftwareStruggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
+1
Applicable to:
Power BI apps
14 out of 60
Viva Connections Go-Fast 5-week ImplementationEngage SquaredViva Connections Go-Fast is designed for organisations who already have a modern SharePoint Online intranet and want to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
15 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
+1
Applicable to:
Power BI apps
16 out of 60
Microsoft Fabric :1-Day AssessmentQuadrant 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
17 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
18 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
19 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:
Cloud Security
20 out of 60
Phone System 1h EngagementNewTechThis engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
21 out of 60
Copilot Implementation WorkshopABRAEmpower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
22 out of 60
Dynamics 365 Contact Center Deployment & Support ServicesCognizantCognizant's Microsoft Dynamics 365 Contact Center Implementation, Upgrade, and Support Services
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
23 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On MarsAccelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
+1
Applicable to:
Power BI apps
24 out of 60
Dynamics 365 for InsuranceSPAN d.d.Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
+3
Applicable to:
Sales
Customer Service
Customer Insights
25 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
26 out of 60
Contract Management System - 4 Weeks ImplementationLTIMindtree LimitedThe contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
+2
Applicable to:
Power Automate
Power Apps
27 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT LimitedCybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
28 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
29 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to:
Power Automate
Power Apps
30 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
31 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
32 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
33 out of 60
Power Apps : 2Weeks AssessmentQuadrant TechnologiesQuadrant Power platform Assessment introduces you to features and functionality of Microsoft Power platform to help you better Analyze data, build solutions, automate process and create virtual agents
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
34 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
35 out of 60
Project Online Dashboards: 1-Day Proof of ConceptAdvaiya Solutions Inc.A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
+1
Applicable to:
Power BI apps
36 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTCFour-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
37 out of 60
Intelligent Collaboration Services ImplementationDXCIncrease employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
38 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to:
Power BI apps
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
40 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private LimitedHere we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
+1
Applicable to:
Workplace Analytics
41 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to:
Power BI apps
42 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
43 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to:
Power BI apps
44 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
45 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
46 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
47 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
48 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
49 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
50 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24Avanade, Inc.Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
51 out of 60
TEKsystems Global Services Microsoft 365 Copilot Readiness and Adoption Services - 1 Week Proof of ConceptTEKsystems Global Services LLC.Let TEKsystems Global Services sit beside you in the jump seat to navigate through the endless advantages of AI productivity using Copilot.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
52 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
53 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
54 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
+1
Applicable to:
Workplace Analytics
55 out of 60
Power Platform Business Impact AssessmentArgano LLCUtilize best practices to assess the financial impacts of Power Platform capabilities, driving market differentiation and innovation
+3
Applicable to:
Power Automate
Power Apps
Power Pages
56 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private LimitedFree 2-hr consulting session where we assess your current Word Add-in and build a step-by-step roadmap to modernize it for improved teamwork and integration with AI capabilities, Microsoft 365, cloud.
+1
Applicable to:
Workplace Analytics
57 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to:
Marketing
58 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
59 out of 60
Avanade Connected Workplace 1/2 Day BriefingAvanade, Inc.Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
60 out of 60