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Consulting services results for Financial Services
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Act! CRM Migration Acct/Cont: 2-Day ImplementationMTCTwo-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
1 out of 60
KPMG Employee Experience enabled by Microsoft VivaKPMGKPMG & Microsoft Viva Employee Experience collaboration ( Design and implementation)
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
2 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof Solutions Inc.Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
3 out of 60
LTIMindtree Business Applications PowerShift Offer for Legacy Application ModernizationLTIMindtree LimitedLTIMindtrees's PowerShift Offer helps businesses quickly & cost-effectively migrate legacy systems to Microsoft Power Platform, enabling a smooth transition to modern & scalable cloud solution
+3
Applicable to:
Power Automate
Power Apps
Power Pages
4 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoCPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
5 out of 60
InfoPath to Power Apps : 2Weeks AssessmentUST Global2Weeks Assessment by UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
6 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
7 out of 60
Implementation of Microsoft Purview QuickStartPresidioEnhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
8 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
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
10 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage SquaredThe SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
+1
Applicable to:
Knowledge & Insights
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
12 out of 60
Enable Windows 365 Cloud PCCofomoWith the right endpoint modernization strategy and tools, employees get a secure experience on every mobile device, tablet, or laptop they’re using, all while eliminating major management headaches.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
13 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
14 out of 60
Teams Phone for Call Centers - 5 Week AssessmentProtivitiActionable Plan and High-Level View to Move Towards a Successful Implementation of Teams Phone for Call Centers
+2
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
15 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLCFor organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
+1
Applicable to:
Business Central
16 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
17 out of 60
Modern Workplace AssessmentHTGThis assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
18 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
19 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
20 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
21 out of 60
Contract Management System - 4 Weeks ImplementationLTIMindtree LimitedThe contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
+2
Applicable to:
Power Automate
Power Apps
22 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-WksWipro LtdWipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
23 out of 60
Power of 3 and COE 4-Wk ImplementationNeudesicBuild 3 Power Apps and Center of Excellence
+1
Applicable to:
Power Apps
24 out of 60
Copilot Launch: Kickstart Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Kickstart your Copilot for Microsoft 365 journey with essential preparedness, setup, and training.
+1
Applicable to:
Adoption & Change Management
25 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
26 out of 60
Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
27 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
28 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
29 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbHGestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
+3
Applicable to:
Sales
Customer Insights
Power Apps
30 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BIOptimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
31 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
32 out of 60
Synergy Advisors Microsoft Copilot for Security E-mmersion ExperienceSynergy Advisors LLCAI-powered security for rapid, scalable, and effective defense
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
33 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse LtdA 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
+1
Applicable to:
Finance
34 out of 60
Power Platform Training Bootcamp – 3-Day Hands-On Enablement ProgramiFour Technolab Private LimitedIn this 3-day interactive training bootcamp, iFour Technolab will help your internal teams gain practical experience with Power Apps, Power Automate, and Power BI.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
35 out of 60
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private LimitedIn this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
36 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
37 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLCEmpower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
38 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
39 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
40 out of 60
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private LimitedAt iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
+1
Applicable to:
Workplace Analytics
41 out of 60
Speed of Cash - Business Intelligence TrainingFresh BIBuild Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
42 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage SquaredUnderstand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
+1
Applicable to:
Knowledge & Insights
43 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
44 out of 60
Viva Connections Go-Fast 5-week ImplementationEngage SquaredViva Connections Go-Fast is designed for organisations who already have a modern SharePoint Online intranet and want to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
45 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
46 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
47 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
48 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLCNeed additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Microsoft Planner Discovery & DemoXRM VisionOptimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
50 out of 60
Envisioning and pilot deployment: 8 week acceleratorCognizantKick-start your journey to a reimagined workplace with Cognizant’s Microsoft 365 Copilot Envisioning and pilot deployment.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
51 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
52 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to:
Marketing
53 out of 60
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
54 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
55 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
56 out of 60
Implementation of Microsoft Security CopilotAlfa Connections Pte LtdTo assist customers fully utilized Microsoft Security Copilot, a generative AI-powered security solution that enhances defenders’ efficiency and capabilities, improving security outcomes at scale.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
57 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
58 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
59 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
60 out of 60