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Professional Services results for Financial Services
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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
1 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
2 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
3 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic SolutionsMigrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
+1
Applicable to:
Business Central
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
5 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
6 out of 60
Power Platform Discovery: 4-Hr WorkshopExperience DigitalA high level discovery session, applicable to all industries: Make a huge impact by leveraging the power platform with its low code capability and quick turn around time.
+1
Applicable to:
Power Apps
7 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
8 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
9 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworksWe’ve packed two days with insights that will change the way you work with Power BI.
+1
Applicable to:
Power BI apps
10 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic SolutionsThree-week Implementation and Support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
11 out of 60
KK Teams Design and Planning WorkshopKraft KennedyDesign and planning workshop for Microsoft Teams collaboration software
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
12 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
13 out of 60
Microsoft Viva: 2-Days AssessmentatworkEnhance your employee experience and engagement with Microsoft Viva
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
14 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
15 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
16 out of 60
OSS Copilot MarketingOnSolution ServicesThis workshop shows how to deployment and Adoption Copilot to Marketing
+1
Applicable to:
Adoption & Change Management
17 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
+1
Applicable to:
Power BI apps
18 out of 60
AI-Powered Contact Center and Voice TransformationBizappTired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
19 out of 60
Transition to Microsoft 365: 6-mth ImplementationEngage SquaredOur Change & Adoption team will work to understand the impact of the change and develop a strategy that supports a seamless transition to set you up for adoption of Microsoft 365
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
20 out of 60
Dynamics 365 Sales: 20-Week ImplementationBond Consulting ServicesPerfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
+1
Applicable to:
Sales
21 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
22 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage SquaredEquipping your organisation to implement modern information management across your Microsoft 365 environment
+1
Applicable to:
Knowledge & Insights
23 out of 60
Viva Learning Quick-Start: 6-Wk ImplementationEngage SquaredViva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
24 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
25 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic ConsultingOur Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
+1
Applicable to:
Business Central
26 out of 60
Microsoft AI Business Solution: AI Workforce (Modern Work) Maturity AssessmentNTT DATA Inc.Benchmark your Digital Workplace across 9 pillars and key tech stack - including Microsoft 365 Copilot, Intune, Windows 11, and Teams, Exchange Online, OneDrive to ensure a secure, seamless experience
+3
Applicable to:
Frontline Workers
Mobile Device Management
Power Platform for Teams
27 out of 60
Power BI Reporting and Analytics: 2-Day AssessmentCrowe LLPAre you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
+1
Applicable to:
Power BI apps
28 out of 60
Microsoft 365: 3-D ImplementationatworkAccelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
+2
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
29 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
30 out of 60
Microsoft Teams: 5-week ImplementationWorld Wide TechnologyWWT helps customers craft and curate custom collaborative experiences within Microsoft Teams. Our methodology ensures your Microsoft Teams environment is built upon a solid and secure foundation.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
31 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
32 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
33 out of 60
Copilot workshopSaxon Global Inc.The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
34 out of 60
Business Central Premier: 8-Wk ImplementationDynamic ConsultingOur Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
+1
Applicable to:
Business Central
35 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
36 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
37 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
38 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinlyWorking together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
39 out of 60
Viva Goals Discovery Workshop - 1 day assessmentXRM VisionXRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
+1
Applicable to:
Workplace Analytics
40 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi IndonesiaWe help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
41 out of 60
Avanade Copilot for Microsoft 365 Security AcceleratorAvanade, Inc.Identify and protect data in preparation for Copilot for Microsoft 365 enablement.
+1
Applicable to:
Information Protection & Governance
42 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
43 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
44 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
45 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
46 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
47 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLCThe goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
+1
Applicable to:
Calling for Microsoft Teams
48 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
49 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
50 out of 60
Hybrid Meetings and Meeting Rooms WorkshopAVI-SPLHelps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
51 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business SolutionsDuring this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
52 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage SquaredA monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
+1
Applicable to:
Knowledge & Insights
53 out of 60
Viva: 5-days WorkshopSoftline TradeSoftline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
+1
Applicable to:
Knowledge & Insights
54 out of 60
Tableau to Power BI Metadata Accelerator: 4 Wk Migration AssessmentLevelShiftTableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
+1
Applicable to:
Power BI apps
55 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
56 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:
Business Central
57 out of 60
Business applications systems: 10-Day AssessmentABM Technology Group*A 7 to 10-day deep dive with system design and solution architect experts to establish an implementation plan for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
58 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
59 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:
Adoption & Change Management
60 out of 60