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Consulting services results for Financial Services
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OnActuate Public Sector Finance Accelerator: 15-Wk ImplementationOnactuate Consulting IncA tailored service package designed to get government finance departments up and running in Microsoft Dynamics 365 Finance within 15 weeks.
+2
Applicable to:
Finance
Power BI apps
1 out of 60
Step forward with Sii support and Copilot for Microsoft 365 featuresSii Sp. z o.o.A comprehensive solution for your business needs with trusted Microsoft Partner. Together, let's revolutionize your daily processes with the power of Copilot and expert IT support and best practises.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
2 out of 60
Credit Review ToolProtivitiThe Credit Review Tool offers a customizable application on Power Platform & Dataverse to perform and document individual loan reviews, ensuring easy deployment, automated reporting, & client control.
+2
Applicable to:
Power Automate
Power Apps
3 out of 60
Avanade Microsoft Security Service Edge Quick StartAvanade, Inc.Microsoft’s new Security Service Edge (SSE) capability empowers organizations on their Zero Trust journey though unique in the market integration with Microsoft Entra.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
4 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
Introductory and Briefing to the Microsoft Copilots by Comtrade - 1 dayComtrade System IntegrationThis workshop is perfect for those looking for a complete guide to Microsoft Copilots (yes, all of them); You will gain all the knowledge you need to decide what Copilot is right for you and why.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
6 out of 60
Symity 5 Day Teams Premium PilotSYMITY, part of Charterhouse Voice & Data LtdMicrosoft Teams Premium elevates your meeting experience. This pilot explains the key features of Microsoft Teams Premium and provides you with hands on experience with a 30 day trial.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Microsoft 365 Data oversharing report: 5-D Implementation and consultingReplyComprehensive Insights: Get a holistic overview of your environment and uncover overshared sites, documents, and items without the need for expensive Microsoft 365 E5 licenses.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
8 out of 60
HSO Dynamics 365 Sales & Service: 1 Hour DiscoveryHSO HSO Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
9 out of 60
Copilot BriefingNewTechThis engagement is the entry point for Copilot in Microsoft 365, showcasing main use cases, personas and value
+1
Applicable to:
Adoption & Change Management
10 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
11 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosolIntegrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
+1
Applicable to:
Identity & Access Management
12 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntelliasServices focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
+1
Applicable to:
Power BI apps
13 out of 60
Unlock the Power of Data Potential & AI Adoption with CrayonCrayonCrayon’s Datawarehouse Migration to MS Fabric with Adoption Strategy Offering provides a comprehensive journey from initial assessment to full-scale adoption.
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
14 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersionSynergy Advisors LLCControl data sharing and ensure security compliance for scalable, effective growth
+1
Applicable to:
Adoption & Change Management
15 out of 60
Symity Direct Routing as a ServiceSYMITY, part of Charterhouse Voice & Data LtdSymity DRaaS - Connecting Microsoft Teams Phone to Telco Networks
+2
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
16 out of 60
Data Security EngagementSignal Alliance Technology HoldingAs your company data expands and generative AI is being deployed rapidly, having an integrated approach that can help quickly identify, triage, and act on data security risks is super important.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
17 out of 60
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data LtdWhether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
18 out of 60
Unlock Intelligent AP Workflows with AP BuddyC3IT Software SolutionsTransforming Accounts Payable with Intelligent Automation & Real-Time Insights
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
19 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
20 out of 60
Copilot Productivity AssessmentiFour Technolab Private LimitedA no-risk, data-driven approach to pinpoint where Copilot delivers the most value—enabling rapid deployment and measurable impact across your Microsoft 365 environment.
+1
Applicable to:
Workplace Analytics
21 out of 60
Microsoft 365 Copilot Enablement Discovery – Free Expert WorkshopiFour Technolab Private LimitedReimagine productivity and unlock the full potential of Microsoft 365 with Copilot.
+1
Applicable to:
Workplace Analytics
22 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
23 out of 60
Custom Dashboard-in-a-Day Training: 1-Day WorkshopDell Technologies ServicesA Dashboard-in-a-Day training workshop customized to meet your needs.
+1
Applicable to:
Power BI apps
24 out of 60
Power BI and Data Modernization: 3-Day AssessmentDell Technologies ServicesAn engagement to evaluate your current state for data and BI, provide you a roadmap for modern BI, and even help you create a sample Proof of Concept.
+1
Applicable to:
Power BI apps
25 out of 60
FREE Business Central: 1-Hr Migration & AssessmentTEXOFREE Microsoft Business Central: 1-Hr Assessment.
+4
Applicable to:
Finance
Business Central
Power BI apps
Power Apps
26 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentProphet Business Group LtdOne hour consultation to determine if Microsoft Dynamics 365 Business Central is the right ERP software for your business.
+1
Applicable to:
Business Central
27 out of 60
Data & AI Roadmap: 1-Day WorkshopOptimus Information Inc.Achieve your business results by creating actionable intelligence from your data with Optimus Information.
+1
Applicable to:
Power BI apps
28 out of 60
Power BI Factory: 2-Wk Proof of ConceptOptimus Information Inc.Leverage Microsoft Power BI Dashboards and Interactive Reports as a Business Analytics tool with Optimus Information.
+1
Applicable to:
Power BI apps
29 out of 60
Dynamics – Case Management: 4 Hour AssessmentITK Consulting IncNo cost assessment by 3-5 ITK consultants to identify areas for improved automation and collaboration of your company's case, program, service, work order, or grant management process.
+3
Applicable to:
Sales
Customer Service
Power Apps
30 out of 60
PowerApps and Flow Readiness: 2-Hr AssessmentFidelity Factory Inc.We will guide you through a PowerApps and Microsoft Flow readiness assessment during this session. During the session we will gather information about your current state and what your targets are.
+1
Applicable to:
Power Apps
31 out of 60
Power Platform Essentials Training: 1-Day WorkshopFidelity Factory Inc.A one-day training event for your team on how to design, build, and deploy Microsoft PowerApps Canvas Apps and Microsoft Flow Automations.
+1
Applicable to:
Power Apps
32 out of 60
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
33 out of 60
Dedicated Power BI training: 2-Day WorkshopEBIS SP. Z.O.O.2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
+1
Applicable to:
Power BI apps
34 out of 60
'Veni,vidi,vici' Package: 10-Day Proof of ConceptEBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Microsoft Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
35 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept EBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
36 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
37 out of 60
Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Business Central.
+1
Applicable to:
Business Central
38 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:
Sales
39 out of 60
Dynamics 365 F&SC Call Center: 4-wk ImplementationETG GlobalWe are providing technical and functional support, and proactive customer service. Customer Support to solve immediate user needs to keep your users productive.
+1
Applicable to:
Finance
40 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
41 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
42 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
43 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
44 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
45 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
46 out of 60
Best Practices: 1-Day AssessmentInviso CorporationGet expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
+1
Applicable to:
Power BI apps
47 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationA hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
48 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
+1
Applicable to:
Power BI apps
49 out of 60
Migration to Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
+1
Applicable to:
Power BI apps
50 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Dynamics NAV but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
Business Central Level 3: 3-Wk ImplementationOmni Logic SolutionsImplementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
52 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
53 out of 60
We Do The Work Package: 1-Wk ImplementationWebSan Solutions Inc.A service that allows you to relax and let us handle everything in implementing Dynamics 365 Business Central.
+1
Applicable to:
Business Central
54 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. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
55 out of 60
Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:
Business Central
56 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
57 out of 60
Migrate to Dynamics 365 Business Central: 3-Day ImplementationWebSan Solutions Inc.A service to assist you with migrating your data into Dynamics 365 Business Central.
+1
Applicable to:
Business Central
58 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
59 out of 60
Jobs and Project Costing – 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
60 out of 60