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Consulting services results for Financial Services
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Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
1 out of 60
Sales and CRM SmartStart: 4-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with your own data.
+1
Applicable to:
Sales
2 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
3 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
+1
Applicable to:
Business Central
4 out of 60
Dynamics 365 Sales QuickStart: 1-Wk ImplementationInformation StrategiesInfoStrat helps customers quickly implement Microsoft Dynamics 365 for Sales Force Automation, using industry best practices.
+1
Applicable to:
Sales
5 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam GroupThe initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
+1
Applicable to:
Power BI apps
6 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
+1
Applicable to:
Sales
7 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
+2
Applicable to:
Sales
Customer Service
8 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics EdgeThis instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
+1
Applicable to:
Sales
9 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
10 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellosAn envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
11 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot using direct connection to a single customer data source.
+1
Applicable to:
Power BI apps
12 out of 60
Dynamics 365 Fixed Asst/Hist: 3-Day ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, This will have you up and running fast with a year of historical data.
+1
Applicable to:
Business Central
13 out of 60
Launch Dynamics: 8-Hr ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
+1
Applicable to:
Business Central
14 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow CorporationMake Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
+3
Applicable to:
Sales
Customer Service
Project Service Automation
15 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
16 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTCTurn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
17 out of 60
Power BI Hands-On Training: 1-Day WorkshopPacteraA hands-on workshop to learn how the unique capabilities of Power BI can help you represent and analyze data, and derive insights.
+1
Applicable to:
Power BI apps
18 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
+3
Applicable to:
Sales
Business Central
Customer Service
19 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
20 out of 60
QuickStarter Package: 2-Wk ImplementationPragmasys ConsultingAn implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
+3
Applicable to:
Sales
Business Central
Customer Service
21 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:
Finance
22 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTCLearn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
23 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTCLearn how to rapidly build various dashboards and reports in Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
24 out of 60
Analytics QuickStart: 2-Wk Proof of ConceptNihilent Inc.A rapid pilot using Advanced Analytics and Data Science to help you get a 360° view of your customers, business model, and operations.
+1
Applicable to:
Power BI apps
25 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
26 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktechIf you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
+3
Applicable to:
Finance
Sales
Customer Service
27 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherwebLooking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
+1
Applicable to:
Power BI apps
28 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallanAn introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
+1
Applicable to:
Power BI apps
29 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
30 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
31 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse SolutionsConsidering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
+1
Applicable to:
Finance
32 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
33 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam GroupPower BI Flight School is hands-on training designed exclusively for the business user.
+1
Applicable to:
Power BI apps
34 out of 60
Dynamics 365 Quick Start: 10-Day ImplementationJibe Cloud ServicesThis engagement is designed to get you up and running with Dynamics 365 for Sales quickly and inexpensively.
+2
Applicable to:
Sales
Customer Service
35 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam GroupDiscover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
+1
Applicable to:
Power BI apps
Power Apps Scoping: 1-Wk WorkshopFractal AnalyticsAn engagement that delivers a project plan for solving your complex problems with Power Apps.
+1
Applicable to:
Power Apps
37 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
38 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLPA training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
39 out of 60
Power BI FastStart: 6-Wk WorkshopMarquam GroupMarquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
+1
Applicable to:
Power BI apps
40 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:
Power BI apps
41 out of 60
Dynamics 365 Business Central & Power BI Reporting: 1-Hr AssessmentJourneyTEAMTake advantage of this consulting hour to discuss and demonstrate how Power BI can enhance your reporting and analytics in Dynamics 365 Business Central.
+2
Applicable to:
Business Central
Power BI apps
42 out of 60
Microsoft 365 E5 KAM-Fort Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack, CMMC pre-assessment option and the optional addition of Into The Breach Project Ares Cyber Range training.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
43 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, IncA meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
+3
Applicable to:
Calling for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
44 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
45 out of 60
Custom Teams App: 2-Week Proof of ConceptInsitenAccelerate the development of a custom Teams app. We will assess your business objectives, develop an architecture and development plan, and build a functional proof of concept to get you started.
+1
Applicable to:
Teams Custom Solutions
46 out of 60
Custom Teams App Development: 1-Hour BriefingInsitenAccelerate the development of a custom Teams app. We will assess your business objectives, explore the Teams development platform, and provide you with a high-level architecture and development plan.
+1
Applicable to:
Teams Custom Solutions
47 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, IncUnderstand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
+1
Applicable to:
Meetings for Microsoft Teams
48 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, IncOur SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
+2
Applicable to:
Knowledge & Insights
Teamwork Deployment
49 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, IncDiscover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
+1
Applicable to:
Workplace Analytics
50 out of 60
Microsoft Teams QuickStart: 2-week ImplementationPractical Solutions, IncOur Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
+3
Applicable to:
Meetings for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
51 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloudAn in-depth assessment of your current IT environment for Microsoft Intune implementation
+3
Applicable to:
Knowledge & Insights
Meetings for Microsoft Teams
Mobile Device Management
52 out of 60
Teams Phone System - 4 Wk ImplementationCarousel Industries of North America, Inc.Microsoft Teams Phone System Planning and Implementation
Teams Direct Routing
Phone System
Cloud Accelerator Teams Workshops
Cloud PBX
+1
Applicable to:
Calling for Microsoft Teams
53 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
54 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
55 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility Inc.See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
56 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:
Power BI apps
57 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to:
Power BI apps
58 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT LimitedCybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
59 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX UnicornA comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
60 out of 60