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Professional Services results for Financial Services
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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
1 out of 60
KK_Intune ImplementationKraft KennedyKraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
2 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage SquaredDesign and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
3 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
4 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
5 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVisionFind out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
+1
Applicable to:
Finance
6 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:
Power BI apps
7 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLCModernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
8 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
9 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
10 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
11 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
12 out of 60
Power Automate Desktop (RPA) Migration Proof-of-ValueAshling PartnersFree workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
+2
Applicable to:
Power Automate
Power Apps
13 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
14 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
15 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage SquaredViva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
16 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
17 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
18 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
19 out of 60
Viva Connections Quick Start 3-week ImplementationEngage SquaredViva Connections Quick Start is specifically for organisations who already have a modern SharePoint Online intranet and plan to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
20 out of 60
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.A hands-on training workshop on Power BI for your team at your location, with your data.
+1
Applicable to:
Power BI apps
21 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
22 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage SquaredViva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
23 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
24 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:
Sales
Customer Service
Field Service
25 out of 60
Custom Power BI Visualization: 2-Wk ImplementationTallanIn this engagement, work with Tallan to design and build a custom Power BI Custom Visualization to fit your business needs, and give you the competitive advantage.
+1
Applicable to:
Power BI apps
26 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
27 out of 60
Copilot adoption for HRConterraTransform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
+1
Applicable to:
Adoption & Change Management
28 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
29 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth CorporationAn engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
30 out of 60
From On-premises to CloudSiroccoThis assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
+3
Applicable to:
Marketing
Sales
Customer Service
31 out of 60
Identity and Access Mgm - 12 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:
Identity & Access Management
32 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to:
Business Central
33 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
34 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoftTrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
35 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam GroupThe System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
+1
Applicable to:
Power BI apps
36 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom ConsultingSimplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
37 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShiftAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
38 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk AssessmentEngage SquaredPrepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
39 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
40 out of 60
Copilot Adoption ProgramManaged SolutionIntegrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
41 out of 60
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
42 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic SolutionsMigrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
+1
Applicable to:
Business Central
Support Subscription: Cloud Transformation Services 12-Months ImplementationCollabPoint LLCAccording to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
44 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
+1
Applicable to:
Customer Insights
45 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
46 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW MentorMove away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
+1
Applicable to:
Power Apps
47 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
48 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
49 out of 60
Accelerator of FS Cloud -6 week implementationCapgemini GroupWe help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
+1
Applicable to:
Power Apps
50 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
51 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
52 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
+2
Applicable to:
Power BI apps
Power Automate
53 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
54 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
55 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
56 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
57 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo SoftwareThe Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
58 out of 60
Stockloud: 2-wks AssesmentC-ven TechnologiesHelping brokers to automate their account opening process and customer lifecycle
+1
Applicable to:
Power Apps
59 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizappBoost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
+3
Applicable to:
Sales
Customer Service
Power Automate
60 out of 60