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Consulting services results for Financial Services
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Microsoft Viva Topics: 2-Months ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Topics to harness collective knowledge and expertise within your organization to foster easy reach to right information and create an ever-growing corporate knowledge base.
+1
Applicable to:
Knowledge & Insights
1 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
+1
Applicable to:
Sales
2 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
3 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On MarsAn advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
+1
Applicable to:
Power BI apps
4 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
5 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
+2
Applicable to:
Power BI apps
Power Apps
6 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
7 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to:
Workplace Analytics
8 out of 60
Microsoft Fabric 3-Weeks Proof Of ConceptQuadrant TechnologiesOur implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
+1
Applicable to:
Power BI apps
9 out of 60
Microsoft Fabric :1-Day AssessmentQuadrant TechnologiesOur implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
+1
Applicable to:
Power BI apps
10 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 Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
12 out of 60
Modernize Business Apps: 4-Week ImplementationEnlighten Designs LtdModernize your business apps and reduce your workplace administration
+1
Applicable to:
Power Apps
13 out of 60
Dynamics 365 Dev/Extending: 3-Day WorkshopDynamics EdgeThis course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
+1
Applicable to:
Sales
14 out of 60
Advanced eDiscovery : 10-Wks ImplementationWipro LtdWipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
15 out of 60
Dynamics 365 Contact Center Deployment & Support ServicesCognizantCognizant's Microsoft Dynamics 365 Contact Center Implementation, Upgrade, and Support Services
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
16 out of 60
Project Online Dashboards: 1-Day Proof of ConceptAdvaiya Solutions Inc.A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
+1
Applicable to:
Power BI apps
17 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
18 out of 60
Dynamics 365 for InsuranceSPAN d.d.Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
+3
Applicable to:
Sales
Customer Service
Customer Insights
19 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
20 out of 60
Copilot Implementation WorkshopABRAEmpower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
21 out of 60
360 Managed SupportEngage SquaredExpert Microsoft 365 support to optimise performance, ensure uptime, and drive continuous improvement for your business.
+2
Applicable to:
Adoption & Change Management
Teams Custom Solutions
22 out of 60
Dynamics365 Solution Backup-2 Week implementationLTIMindtree LimitedThis application helps end user to take backup of Dynamics365 solutions in manual and planned way. User have choice of taking backup of solution both managed and unmanaged at the same time.
+1
Applicable to:
Sales
23 out of 60
Agile BI: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot cloud BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
24 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
25 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
26 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
27 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
28 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private LimitedJoin us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
+1
Applicable to:
Workplace Analytics
29 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
30 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
31 out of 60
Intelligent Collaboration Services ImplementationDXCIncrease employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
32 out of 60
Business Dashboards: 8 Weeks ImplementationArmis, Sistemas de Informação, LdaWe’ll define your BI strategy, architect and implement all the needed infrastructure, and turn your data into comprehensive and flexible Power BI dashboards to empower decision making.
+1
Applicable to:
Power BI apps
33 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
34 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private LimitedHere we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
+1
Applicable to:
Workplace Analytics
35 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
36 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to:
Power BI apps
37 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
+1
Applicable to:
Power BI apps
38 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix GlobalUser Adoption Jumpstart for Copilot for Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
39 out of 60
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
40 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
41 out of 60
Machine Learning & Pred. Analytics: 2-Hr BriefingBeyondsoft ConsultingAn overview of Machine Learning and Predictive Analytics and how to utilize it in your business
+1
Applicable to:
Power BI apps
42 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTCFour-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
43 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
44 out of 60
Power Up Your PowerPoint Add-in with AIiFour Technolab Private Limitedwe will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
+1
Applicable to:
Workplace Analytics
45 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
46 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
47 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
48 out of 60
Customer 360: 12 Wk+ Customer Data Platform ImplementationEnterprisecloudCentralise all your existing data in one secure, unified place, to use, analyse and integrate AI-driven strategies to achieve customer success!
+3
Applicable to:
Marketing
Sales
Customer Insights
49 out of 60
Dynamics 365 Business Central: 1-Hr BriefingLBMC Technology SolutionsAn onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
+1
Applicable to:
Business Central
50 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
51 out of 60
Rediff to Microsoft 365 Migration – 2 Hour ConsultationiFour Technolab Private LimitedIn just 2 hours, our experts will walk you through the exact migration roadmap by ensuring your emails, contacts and calendars are ready for a smooth transition.
+1
Applicable to:
Workplace Analytics
52 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTCDynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
+3
Applicable to:
Sales
Customer Service
Field Service
53 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
54 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month ImplementationWavestoneWith Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
55 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
56 out of 60
Upgrade Your Outlook Add-in with AIiFour Technolab Private LimitedThis workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
+1
Applicable to:
Workplace Analytics
57 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to:
Finance
58 out of 60
Power Platform CoE Consulting& Implementation 10wkHappiest Minds Technologies LimitedPower Platform Center of Excellence (COE) framework helps enterprises to realize the ROI by enabling them with a strategy, approach and framework for adoption and governance.
+2
Applicable to:
Power Automate
Power Apps
59 out of 60
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
60 out of 60