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Consulting services results for Financial Services
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Intelligent Automation and Low CodeSonata Software Ltd.We help businesses to harness the power of the Dynamics Power Platform to streamline operations, reduce costs, and accelerate innovation with our holistic approach.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
1 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
2 out of 60
Enhance Financial Processes with Copilot for Financetrue org cloudLeverage AI-powered copilots to streamline financial operations and provide actionable insights.
+2
Applicable to:
Finance
Power BI apps
3 out of 60
Microsoft Entra - Securing Identities and AccessSignal Alliance Technology HoldingOur goal is to provide you with tools to protect your authorized users’ identities so you can authenticate credentials and manage file access while still giving users the freedom to collaborate.
+3
Applicable to:
Cloud Security
Identity & Access Management
Insider Risk
4 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
5 out of 60
Streamlined Order Approval AutomationBewiseTo streamline and automate purchase order approvals using Microsoft Power Automate, reducing delays, ensuring compliance, and enhancing transparency through seamless integration with existing systems
+2
Applicable to:
Power Automate
Power Apps
6 out of 60
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, Sistemas de Informação, LdaLeverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
+1
Applicable to:
Identity & Access Management
7 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, LdaLeverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
+1
Applicable to:
Identity & Access Management
8 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
9 out of 60
Data Migration to Microsoft 365 – 2-Hour Free ConsultationiFour Technolab Private LimitedIn this free, value-driven 2-hour consultation, our Microsoft 365 experts will assess your current data landscape and provide strategic guidance for a seamless migration to Microsoft 365.
+1
Applicable to:
Workplace Analytics
10 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
11 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private LimitedExperience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
+1
Applicable to:
Workplace Analytics
12 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
13 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
14 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologiesEvaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
15 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
16 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
17 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
18 out of 60
Compliance Overview Workshop 4 hoursCloud EssentialsPractical introduction to Microsoft Purview Compliance Center
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
19 out of 60
Power Platform: 5-Day BriefingeBECS ltdLeading training program - enabling the Microsoft Power Platform in a week.
+1
Applicable to:
Power Apps
20 out of 60
Advanced Microsoft Business Central: 1-Day WorkshopAdvantage Business SystemsIf you have a good working knowledge of Microsoft Dynamics 365 Business Central already then this training course will introduce you to the more advanced features.
+1
Applicable to:
Business Central
21 out of 60
Dynamics 365 Portal: 5-Day ImplementationThree Grey Monkeys5-Day implementation to get you up and running quickly with Microsoft Dynamics 365 Portals.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
22 out of 60
Business Central OnPremise: 1 Wk ImplementationAdvantage Business SystemsA powerful all-in-one business management solution that can help to transform your business. At Advantage, we can get your business up and running on Business Central in the quickest possible time.
+1
Applicable to:
Business Central
23 out of 60
Business Central for Beginners: 1-Day WorkshopAdvantage Business SystemsOur one day training course will introduce you to the basic principles of Microsoft Dynamics 365 Business Central, it is perfect for beginners or those looking for a refresher.
+1
Applicable to:
Business Central
24 out of 60
PowerOps: 5-Wk ImplementationeBECS ltdHow do you encourage innovation in your business, and scale and support business-critical applications, without disrupting operations?
+1
Applicable to:
Power Apps
25 out of 60
Business Central SAAS: 1 Wk ImplementationAdvantage Business SystemsA powerful all-in-one business management solution that can help to transform your business. At Advantage, we can get your business up and running on Business Central in the quickest possible time.
+1
Applicable to:
Business Central
26 out of 60
Dynamics GP Core Financials: 2-Day WorkshopAdvantage Business SystemsOur 2 day training course is a great introduction to the basic principle of Microsoft Dynamics GP and will help you get the most out of the system.
+2
Applicable to:
Finance
Business Central
27 out of 60
Microsoft Dynamics 365 Business Applications: 12-Wk ImplementationEnterprisecloudExtend the powerful platform capability of Microsoft Dynamics 365 to help you create customer experiences that revolutionise your organisation using centralised data, AI and apps that future-proof.
+3
Applicable to:
Marketing
Sales
Customer Service
28 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
29 out of 60
Business Central Upgrade: 3-Hr AssessmentXenatus Global LtdFree consultative workshop. During the 3 hours, we will review your current Microsoft Dynamics NAV environment, objects, and data, and make recommendations on your upgrade path to Business Central.
+1
Applicable to:
Business Central
30 out of 60
Power BI Performance: 2-Day AssessmentThorogood Associates In this two-day assessment, a Thorogood consultant with deep expertise in Microsoft Power BI will assess the performance of your Power BI model and dashboards to identify improvements.
+1
Applicable to:
Power BI apps
31 out of 60
Power BI Governance: 2-Hr BriefingThorogood Associates Understand how a co-ordinated approach to promote the use of best practice for Power BI across an organisation can increase opportunities to drive business value and reduce the dependence on IT.
+1
Applicable to:
Power BI apps
32 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
33 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
34 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
35 out of 60
Dyn 365 failed deployment RESCUE: 2-Wk AssessmentINSIGHT Business SolutionsWhen you made the decision to implement Microsoft Dynamics 365, you expected to become more agile, efficient, connected, informed and competitive. But since then things went the other direction.
+1
Applicable to:
Finance
36 out of 60
Dyn 365 Service & Support: 1-Day AssessmentINSIGHT Business SolutionsService & Support Service in the UK, Middle East, Africa, GCC regions. A 1-day free assessment consulting service for your Microsoft Dynamics 365 F&O deployment.
+1
Applicable to:
Finance
37 out of 60
Dynamics 365: 3-Wk Proof of ConceptINSIGHT Business SolutionsUK, Middle East, GCC and Africa Regions. A dedicated POC to your establishment which will cover the Financials and Supply chain Management Modules. Other modules upon request.
+1
Applicable to:
Finance
38 out of 60
Dyn 365 Independent Project: 10-Day AssessmentINSIGHT Business SolutionsConsulting Service in the UK. Middle East, Africa, GCC regions. A periodic review of the implementation project as a 3rd party.
+1
Applicable to:
Finance
39 out of 60
Dynamics 365 Financials: 10-Wk ImplementationINSIGHT Business SolutionsConsulting Service in the UK, Middle East, Africa, GCC regions. A 12-week Rapid Implementation of the Microsoft Dynamics 365 F&O Financial modules.
+1
Applicable to:
Finance
40 out of 60
Dyn 365 Supply Chain Mgmt: 10-Wk ImplementationINSIGHT Business SolutionsConsulting Service in the UK, Middle East, Africa, GCC regions. A 16-week Rapid Implementation of the Microsoft Dynamics 365 F&O Supply Chain Management modules.
+1
Applicable to:
Finance
41 out of 60
Success Sales: 2-Day AssessmentMinsaitSuccess Sales by Minsait: Our strategy to boost commercial productivity.
+1
Applicable to:
Sales
42 out of 60
Dyn AX to 365 upgrade/migration: 3-Wk AssessmentINSIGHT Business SolutionsConsulting Service in the UK, Middle East, Africa, GCC regions: A 3-week comprehensive review of the current Microsoft Dynamics AX deployment before upgrading to Dynamics 365.
+1
Applicable to:
Finance
43 out of 60
Power Platform: 2 Hr BriefingIncremental Group LtdOur Power Platform demo and briefing focuses on how the Power Platform applications can be used to enhance your organisation's productivity and the user experience provided to your employees.
+1
Applicable to:
Power Apps
44 out of 60
Business & Process ReEngineering: 5-Day AssessmentElite Business SolutionsElite Team will help you review and assess your current business processes and provide the optimum processes to manage and control your business to work on Microsoft Dynamics 365.
+1
Applicable to:
Business Central
45 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
46 out of 60
Power BI: 10-WEEK WorkshopElitmind SPBecome POWER BI leader in your organization.
Attend the 10-week individual workshops adjusted to your organization.
+1
Applicable to:
Power BI apps
47 out of 60
Dynamics 365 Business Central: 3-Hr AssessmentDynamics SquareIn our free three-hour assessment, we determine how Microsoft Dynamics 365 Business Central can help your business.
+1
Applicable to:
Business Central
48 out of 60
Business Central Finance: 5-Day ImplementationDynamics SquareThis rapid start implementation will help small and medium enterprises to get started with Microsoft Dynamics 365 Business Central Finance Module in five business days.
+2
Applicable to:
Finance
Business Central
49 out of 60
Public Online Power BI Next Level: 2-Day Workshop UKData BearBe empowered with best practices around building and deploying Power BI solution which enhance organisational efficiency
+1
Applicable to:
Power BI apps
50 out of 60
Online Private Power BI Next Level: 2-Day WorkshopData BearBe empowered with best practices around building and deploying Power BI solution which enhance organisational efficiency
+1
Applicable to:
Power BI apps
51 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
52 out of 60
Power BI Pro Performance: 3-Day AssessmentAltius3-Day Assessment of Microsoft Power BI Reports to identify performance improvements
+1
Applicable to:
Power BI apps
53 out of 60
Power BI Deployment & Governance: 5-Day AssessmentAltius5 Day Assessment to determine how to successfully deploy self-service Power BI across the enterprise.
+1
Applicable to:
Power BI apps
54 out of 60
Power BI Premium Performance: 3-Day AssessmentAltius3-Day Assessment of Microsoft Power BI Reports hosted on Premium Capacity to identify performance improvements
+1
Applicable to:
Power BI apps
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
56 out of 60
Power BI Performance: 3-Day AssessmentAdatis3-Day Assessment: Provides recommendations on your Microsoft Power BI reports & applies the necessary performance and best practice changes on a single report.
+1
Applicable to:
Power BI apps
57 out of 60
HR Dashboard: 2-Wk ImplementationAltis ConsultingWe will implement visually engaging, clear, and helpful dashboards, using Microsoft Power BI, that will provide workforce analysis illuminating key HR performance indicators.
+1
Applicable to:
Power BI apps
58 out of 60
Power BI Readiness: 2-Wk AssessmentAdatisMaximizing success by assessing your readiness for rolling out Microsoft Power BI. 2-Week Assessment offering recommendations on your current organisational data and governance process.
+1
Applicable to:
Power BI apps
59 out of 60
Business Central Finance: 8-Day ImplementationColumbus Global UKAn eight day implementation to enable businesses to get up and running with Microsoft Dynamics 365 Business Central, Finance, Sales, and Purchasing.
+1
Applicable to:
Business Central
60 out of 60