FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
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
1 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
2 out of 60
Agile Adoption for Finance and Supply Chain + CopilotNexerUsing Agile Methodology our team will guide you thru a standard solution implementation of Dynamics Finance & Supply Chain Management
+3
Applicable to:
Supply Chain Management
Finance
Power Virtual Agents
3 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
4 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
5 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Sales
6 out of 60
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
7 out of 60
Power Platform Centre for Enablement (C4E) - 8 week ImplementationKainosThe Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
+2
Applicable to:
Power Automate
Power Apps
8 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
9 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
+2
Applicable to:
Supply Chain Management
Finance
10 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
11 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
12 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft ConsultingAn introduction to Microsoft Power BI and how it can unlock value for your business.
+1
Applicable to:
Power BI apps
13 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizappLeverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
+3
Applicable to:
Sales
Customer Service
Power Virtual Agents
14 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
Sales
Customer Service
Field Service
15 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
16 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
17 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
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
19 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
20 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys ConsultingAn interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
+3
Applicable to:
Sales
Customer Service
Power Apps
21 out of 60
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.A hands-on training workshop on Power BI for your team at your location, with your data.
+1
Applicable to:
Power BI apps
22 out of 60
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
23 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizappBoost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
24 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
25 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
26 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTCThis service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
27 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic SolutionsFive-day Implementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
28 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
29 out of 60
Microsoft Viva Insights: 1-Day WorkshopEngage SquaredDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best, to thrive in the new reality.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
30 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth CorporationAn engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
31 out of 60
Building your Employee Experience: 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
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
32 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam GroupThe System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
+1
Applicable to:
Power BI apps
33 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
34 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
35 out of 60
Viva Connections+: 6/8-Wk ImplementationEngage SquaredImplement the Viva Connections, including the Dashboard, connecting it to your business systems and support organisations to send rich communications to users across all types of roles.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
36 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLCBaseline Microsoft Intune Design and Deployment Services - Comprehensive
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
37 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
38 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology SolutionsAn overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
39 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
40 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
+1
Applicable to:
Power BI apps
41 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
42 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage SquaredDesigned as a three-day 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
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
43 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot based on your sample data provided in CSV file format.
+1
Applicable to:
Power BI apps
44 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
45 out of 60
Teams App: 1-Hour BriefingB&R Business SolutionsB & R can help you to leverage the strength and flexibility of Microsoft Teams, combined with infinitely scalable Azure services to create a solution custom suited to YOUR business.
+1
Applicable to:
Teams Custom Solutions
46 out of 60
Custom Intranet in Weeks: 4/6-Wk ImplementationEngage SquaredDevelop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
47 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
48 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
49 out of 60
Viva Connections Quick Start 3-week ImplementationEngage SquaredViva Connections Quick Start is specifically for organisations who already have a modern SharePoint Online intranet and plan to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
50 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
51 out of 60
Microsoft Copilot - 2 Week Readiness AssessmentB&R Business SolutionsThe purpose of this Readiness Assessment is to assess existing Microsoft 365 environment including data governance, information protection for a successful & best practice Microsoft Copilot deployment
+1
Applicable to:
Adoption & Change Management
52 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
53 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
54 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
55 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
56 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
57 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
58 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
59 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business SolutionsA rapid deployment of Dynamics 365 for Sales, with some light customization.
+1
Applicable to:
Sales
60 out of 60