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Consulting services results for Financial Services
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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
1 out of 60
Viva Connections+: 6/8-Wk ImplementationEngage SquaredImplement the Viva Connections, including the Dashboard, connecting it to your business systems and support organisations to send rich communications to users across all types of roles.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
2 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
3 out of 60
Digital Workplace Strategy: 2/12-Wk AssessmentEngage SquaredA 3-level programme designed to define your digital workplace and employee experience strategy
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
4 out of 60
Bank Guarantee Collaboration controls 6 week POCCapgemini GroupEmpowers employees to orchestrate end-to-end processes across your bank to review, comment, & finalize the contract, resulting in increased productivity & a significant reduction of operational risk.
+2
Applicable to:
Power Automate
Power Apps
5 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
6 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage SquaredDesigned as a three-day 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
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
7 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
8 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
9 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
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
11 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluentThis hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
12 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
13 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
14 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
15 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.Migrate Salesforce users to Microsoft Dynamics 365
+3
Applicable to:
Sales
Customer Service
Customer Insights
16 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
17 out of 60
Power Platform Centre for Enablement (C4E) - 8 week ImplementationKainosThe Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
+2
Applicable to:
Power Automate
Power Apps
18 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 with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
19 out of 60
Bizapp Automation Coach - Citizen DevelopmentBizappO Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
20 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
21 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
22 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
23 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
+1
Applicable to:
Sales
24 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
25 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
26 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies LimitedThis briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
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
28 out of 60
Underwriter Copilot: 16-24 Weeks – ImplementationCoforge LimitedCoforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
+3
Applicable to:
Power Automate
Power Apps
Power Pages
29 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
30 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
31 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
32 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:
Power BI apps
33 out of 60
Rapid Zero Trust Deployment : 8-WK ImplementationMaureen Data SystemsThe purpose and objectives of this engagement are to develop a Zero Trust Implementation Strategy
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Information Protection & Governance
34 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
35 out of 60
People Experience powered by Microsoft VIVACapgemini GroupImprove Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
+1
Applicable to:
Knowledge & Insights
36 out of 60
HCLTech Business Email Protection: 10-Days ImplementationHCL America Inc_HCLTHCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
+1
Applicable to:
Threat Protection
37 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
38 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
39 out of 60
MDS Copilot Empower & Achieve Two-Week EvaluationMaureen Data SystemsA two-week evaluation engagement for specific customer technical, functional or role-based Copilot scenarios intended to help them accelerate real-world Microsoft 365 Copilot productivity.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
40 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks ImplementationPERSISTENT SYSTEMS LIMITEDBuilding a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
41 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P LtdIdentify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
42 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLCBaseline Microsoft Intune Design and Deployment Services - Comprehensive
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
43 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizappLeverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
44 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
+1
Applicable to:
Finance
45 out of 60
Modernize your Applications with Microsoft 365 Power Apps: 2 weeks implementationArmis, Sistemas de Informação, LdaDesign a business process of your choice and build a basic Power App as a working solution that you can use to automate your process and showcase it within your organization.
+1
Applicable to:
Power Apps
46 out of 60
Create a Power App: 1-day WorkshopTech Mahindra LimitedTech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
+1
Applicable to:
Power Apps
47 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
48 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
49 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr BriefingWipro LtdUnderstand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
50 out of 60
Building your Employee Experience: 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
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
51 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
52 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
53 out of 60
Microsoft Viva Insights: 1-Day WorkshopEngage SquaredDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best, to thrive in the new reality.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
54 out of 60
Zero Trust Identity and Access Management: 8-16 Weeks Consulting + ImplementationAttosolIn today’s dynamic digital landscape, traditional security models fall short. Embrace Zero Trust with Microsoft and transform your security strategy to protect against evolving threats.
+2
Applicable to:
Compliance Advisory Services
Identity & Access Management
55 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
56 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
57 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics EdgeThis instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
+1
Applicable to:
Finance
58 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
+1
Applicable to:
Power BI apps
59 out of 60
Custom Intranet in Weeks: 4/6-Wk ImplementationEngage SquaredDevelop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
60 out of 60