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Consulting services results for Financial Services
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Software and Cloud Optimization Service for Modern Work 8 - 10 week ImplementationCrayon USCollaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
1 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTechThis engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
2 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
3 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
4 out of 60
Business Productivity: 3 days assessmentThree Systems s.r.o.BUSINESS & SECURITY ADVISORY goal is to identify suitable scenarios for the use of modern technologies for communication, collaboration, information sharing, teamwork, key processes and applications.
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Teamwork Deployment
5 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
+1
Applicable to:
Power BI apps
6 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
7 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
8 out of 60
Microsoft Dynamics 365 Customer & Customer Service Insights: 6 Week ImplementationCognizantEnvisioning, deployment, and support services for Microsoft Dynamics 365 Customer Service Insights
+2
Applicable to:
Customer Service
Customer Insights
9 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLCWe understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat Protection
10 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
11 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
12 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of ConceptCanvizAutomate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
+1
Applicable to:
Power Apps
13 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
14 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
15 out of 60
Diversified Corporate Broadcast Studio WorkshopOne DiversifiedLeverage Diversified's breadth of expertise to understand the art-of-the-possible with your video broadcast studio communication strategy and an action plan to achieve your vision.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
16 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
17 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
18 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
19 out of 60
Red Canary Cloud Security AssessmentRed CanaryAssess your security posture, look for vulnerabilities and identity risks with recommendations to mitigate with a Microsoft Security Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
20 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
21 out of 60
Copilot Studio Helpdesk ServicesCompusoft_Stratgyk USGet expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
+1
Applicable to:
Power Virtual Agents
22 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
23 out of 60
Power BI QuickStart: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot Power BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
24 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
25 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
26 out of 60
Viva Glint: 8-Wk ImplementationEngage SquaredThis comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
27 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week AssessmentEPAM Systems3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
28 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e SistemasG&P Power Platform Implementation & Services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
29 out of 60
Power BI - 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
+1
Applicable to:
Power BI apps
30 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
31 out of 60
Microsoft Security Solution Strategy - 3 Hour workshopINFOTECHTIONLearn the best way to operate Microsoft Purview Data Security Features and build a high-level adoption strategy.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
32 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
33 out of 60
MDS - Threat Protection EngagementMaureen Data SystemsA 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
34 out of 60
AI-Powered Contact Center and Voice TransformationBizappTired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
35 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
36 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
37 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
38 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
39 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLPProactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
+2
Applicable to:
Sales
Customer Service
40 out of 60
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private LimitedAt iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
+1
Applicable to:
Workplace Analytics
41 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
42 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
43 out of 60
Bankloud: 4-wks AssesmentC-ven TechnologiesHelping banking industry to define their customers' sales life cycle automation
+1
Applicable to:
Power Apps
44 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
45 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
46 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology SolutionsAn overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
47 out of 60
Microsoft Viva Topics: 2-Months ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Topics to harness collective knowledge and expertise within your organization to foster easy reach to right information and create an ever-growing corporate knowledge base.
+1
Applicable to:
Knowledge & Insights
48 out of 60
Dynamics 365 Business Central Consulting by ABRAABRADynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
+3
Applicable to:
Business Central
Power Automate
Power Apps
49 out of 60
Microsoft 365: Strategic Roadmap development for Modern WorkplaceSeer Strategic SolutionsUnlock Your Business’s Digital Transformation Potential
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
50 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
51 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
52 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
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
54 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
55 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
56 out of 60
Frontline Worker Pilot Roll OutPC SOLUTIONS PRIVATE LIMITED8-12 Weeks Pilot Program will enable frontline workers and extended workforce of organization to understand how Teams platform can be used to enhance their Productivity.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
57 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology SolutionsMerge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
+1
Applicable to:
Business Central
58 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, IncLearn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
59 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
+2
Applicable to:
Supply Chain Management
Finance
60 out of 60