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Professional Services results for Financial Services
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Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk AssessmentLighthouse GlobalThis assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
1 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
2 out of 60
Avanade Microsoft 365 Copilot Transformation 4 wk Imp. FY24Avanade, Inc.Microsoft 365 Copilot Transformation is Avanade’s holistic service offering that enables you to optimize your business performance and security with Microsoft's AI-powered work assistant.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
3 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
4 out of 60
Cloud Reporting Platform: 4-Week ImplementationAdastra, s.r.oWe will help you identify and migrate targeted workloads to Power BI, actioning visualization, transformations, etc. to further your enterprise data strategy.
+1
Applicable to:
Power BI apps
5 out of 60
Microsoft 365 Managed ServiceRackspace TechnologyOn-demand access to a team of email and productivity application experts that work with you to drive outcomes and continuously evolve your environment.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Teamwork Deployment
6 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
7 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
8 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
9 out of 60
Avanade Microsoft 365 Copilot Change Enablement Accelerator 4 wk. Imp FY24Avanade, Inc.Avanade Microsoft 365 Copilot Change Enablement is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
10 out of 60
Cognizant® Integrated Agents for Microsoft 365 CopilotCognizantDrive measurable business outcomes with Cognizant® Integrated Agents for Microsoft 365 Copilot tailored to your industry.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
11 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
12 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
13 out of 60
Avanade Modern Sec OpsAvanade, Inc.To deal with today’s cyber threats we develop a modern based soc approach on Microsoft Sentinel delivering a robust solution to allow early detection of attacks, advanced analysis of security incident
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
14 out of 60
Avanade Microsoft Power Automate Migration AssessmentAvanade, Inc.Assess, Plan and Execute your migration to Power Automate with Avanade’s Automation Migration Factory.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
15 out of 60
Onesec Digital IdentitySecure Nextgen SystemsHaving a Zero Trust and IGA/IAM (Identity Governance and Administration / Identity and Access Management) service offering becomes increasingly relevant
+2
Applicable to:
Identity & Access Management
Threat Protection
16 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
+1
Applicable to:
Power BI apps
17 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
18 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
19 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
20 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
21 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to:
Workplace Analytics
22 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
23 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
24 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizappEstratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
+3
Applicable to:
Power Automate
Power Apps
Power Pages
25 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
26 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
27 out of 60
Phone System 1h EngagementNewTechThis engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
28 out of 60
Power BI Developer: 2-day hands-on WorkshopJoyful Craftsmen s.r.o.Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
+1
Applicable to:
Power BI apps
29 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
30 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
31 out of 60
Dynamics 365 Fixed Assets: 2-Day ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast with the addition of Fixed Assets.
+1
Applicable to:
Business Central
32 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
33 out of 60
Avanade Entra Verified ID Consulting ServicesAvanade, Inc.Microsoft Entra Verified ID is a Decentralized Identity implementation that streamlines any identity related process, simplifies it, reduce costs and increases convenience.
+1
Applicable to:
Identity & Access Management
34 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI apps
35 out of 60
Avanade Microsoft 365 Copilot Extensibility Accelerator 4 wk Imp. FY24Avanade, Inc.Avanade’s Extensibility Accelerator will help you create and deploy custom extensions for Microsoft 365 Copilot, giving you access to more data and functionality.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Workplace Analytics
36 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTCTurn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
37 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
38 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
39 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
40 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics EdgeThis instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
+1
Applicable to:
Sales
41 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
42 out of 60
MVP for Microsoft Planner Work Management SystemXRM VisionStart your journey to work management excellence with our MVP for Microsoft Planner. Test Planner in real-world scenarios, benefit from expert guidance, and get a detailed report on system performance
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
43 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
44 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
45 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallanAn introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
+1
Applicable to:
Power BI apps
46 out of 60
Office Add-in Modernization with AI: 1-Hour BriefingiFour Technolab Private LimitedOur experts will assess the current setup, identify modernization opportunities, and suggest how AI tools like Copilot and Azure OpenAI can be integrated and aligns smoothly with Microsoft 365
+1
Applicable to:
Workplace Analytics
47 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
48 out of 60
Avanade Security Business Value 4-Wk AssessmentAvanade, Inc.Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
49 out of 60
Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology LtdOverview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
+1
Applicable to:
Business Central
50 out of 60
Power Apps discovery: 3 Days WorkshopMake the shift ldaLearn, discover and test how Microsoft low code solutions can propel the digital transformation of your organization.
+1
Applicable to:
Power Apps
51 out of 60
LTIMindtree Business Applications Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:
Sales
52 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to:
Power BI apps
Avanade Security Risk AssessmentAvanade, Inc.Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
54 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24Avanade, Inc.Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
55 out of 60
ITIL 4-Driven IT Service Management: 12-Wk ImplementationEnterprisecloudStreamline IT operations with an ITIL 4-aligned IT Service Management (ITSM) solution built on Microsoft Dynamics 365 Customer Service.
+3
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
56 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLPA training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
57 out of 60
PowerAgent: SAP Budget PlannerVisionet Systems, IncRevolutionize budgeting with Power Platform AI and SAP FICO integration
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
58 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
59 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoCSoftServe Inc.Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
+1
Applicable to:
Human Resources
60 out of 60