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Professional Services results for Financial Services
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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
1 out of 60
Reach Frontline Workers: 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
+2
Applicable to:
Adoption & Change Management
Frontline Workers
2 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
3 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
4 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
5 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranetTransform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
+3
Applicable to:
Sales
Power Automate
Power Apps
6 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallanIn this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
+1
Applicable to:
Power BI apps
7 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
+1
Applicable to:
Power Apps
8 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware TechnologiesBoost Your Customer and Community Engagements With Our Power Pages Consulting offer
+3
Applicable to:
Power Automate
Power Apps
Power Pages
9 out of 60
Microsoft Copilot WorkshopManaged SolutionBring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
10 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
11 out of 60
Microsoft 365 Productivity Discovery WorkshopInformation EXPOur Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
12 out of 60
From On-premises to CloudSiroccoThis assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
+3
Applicable to:
Marketing
Sales
Customer Service
13 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
14 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoftTrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
15 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelonMicrosoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
+3
Applicable to:
Finance
Sales
Customer Service
16 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
17 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
18 out of 60
Tableau to Power BI Migration: 3 Week Proof of ConceptNous Infosystems Inc.Accelerate Tableau to Power BI migration at optimized costs with Nous.
+1
Applicable to:
Power BI apps
19 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INCFree assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
+1
Applicable to:
Power BI apps
20 out of 60
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to:
Power Automate
Power Apps
21 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:
Sales
Customer Service
22 out of 60
Threat Protection - 7 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.
+2
Applicable to:
Cloud Security
Threat Protection
23 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
24 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
25 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
26 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic ConsultingA technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
+1
Applicable to:
Finance
27 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
28 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
29 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
30 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLCWe understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat Protection
31 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
32 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
33 out of 60
KK Modern Endpoint Management WorkshopKraft KennedyCreates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
34 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
35 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
36 out of 60
Power BI Directional: 3-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSA directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
37 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology SolutionsMerge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
+1
Applicable to:
Business Central
38 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:
Power Automate
39 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage SquaredViva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
40 out of 60
Viva InsightsExperience: 12-WK ImplementationNTT DATA EMEALViva Insights Employee Experience Engagement - Implementation and Roadmap
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
41 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
42 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
43 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShiftAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
44 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorpMicrosoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
+1
Applicable to:
Business Central
45 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
46 out of 60
Financials SelfStart: 1-Hr ImplementationColumbusThis free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
+1
Applicable to:
Business Central
47 out of 60
Power Platform Governance WorkshopCovenant Technology Partners1-day workshop to understand Power Platform Governance
+1
Applicable to:
Power Apps
48 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek ServicesEvaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
49 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
50 out of 60
Support and Consulting: 2-Hr AssessmentNavisiontech, IncReceive up to two hours of support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Microsoft Viva: 2-Days AssessmentatworkEnhance your employee experience and engagement with Microsoft Viva
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
52 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
53 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLCModernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
54 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
+2
Applicable to:
Finance
Business Central
55 out of 60
Microsoft 365 Adoption as a ServiceSeer Strategic SolutionsAdoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
56 out of 60
Stockloud: 2-wks AssesmentC-ven TechnologiesHelping brokers to automate their account opening process and customer lifecycle
+1
Applicable to:
Power Apps
57 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLPEliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
+1
Applicable to:
Finance
58 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
59 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
60 out of 60