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Professional Services results for Financial Services
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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
1 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
2 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
3 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
4 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbusGet Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
+1
Applicable to:
Sales
5 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
6 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
7 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
8 out of 60
Process Optimization with AI AssessmentArgano LLCUnlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
9 out of 60
Financial Reporting: 2-Day ImplementationLogan ConsultingLogan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
+1
Applicable to:
Finance
10 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam GroupDiscover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
+1
Applicable to:
Power BI apps
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
12 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:
Sales
Field Service
13 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
14 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
15 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
16 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
17 out of 60
FORTÉ's Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLCIn just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
18 out of 60
Modernize Business ApplicationsConcurrency, Inc.Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
19 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis ComputerEl objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
+1
Applicable to:
Adoption & Change Management
20 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
21 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
22 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
23 out of 60
Copilot Adoption ProgramManaged SolutionIntegrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
24 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
25 out of 60
Tableau to Microsoft Fabric MigrationImprovingUnlock the Power of Modern Analytics
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
26 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDOUnlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Teamwork Deployment
27 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics EdgeThis onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
+1
Applicable to:
Finance
28 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
29 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
30 out of 60
Collaboration Assessment 4 WksKinlyHybrid Work Collaboration Assessment 4 weeks program with full report
+1
Applicable to:
Meetings for Microsoft Teams
31 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
32 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
33 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
34 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
35 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
36 out of 60
Power BI for Dynamics 365: 1-Hour AssessmentBond Consulting ServicesAn engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
+2
Applicable to:
Finance
Business Central
37 out of 60
Next Generation Meeting Hub - 3day ImplementationMint Management TechnologiesMeeting Management
+1
Applicable to:
Power Apps
38 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
39 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
40 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics EdgeThis workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
+2
Applicable to:
Project Service Automation
Power BI apps
41 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
42 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
43 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam GroupThe initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
+1
Applicable to:
Power BI apps
44 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
45 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW MentorMove away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
+1
Applicable to:
Power Apps
46 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
47 out of 60
Microsoft Teams Room Implementation Services 1 WeekKinlyDesigning, delivering and implementing your Hybrid Office Environment based on Microsoft Teams Rooms Solutions
+1
Applicable to:
Meetings for Microsoft Teams
48 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
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
50 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
51 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
52 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM StrategyAn installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
+2
Applicable to:
Finance
Power BI apps
53 out of 60
File Share to Microsoft 365 SharePoint Online Migration: 2 Hour Planning SessionB&R Business SolutionsDuring this planning session, we will discuss your business specific needs and goals for collaboration while sharing the SharePoint Online features & capabilities, and project approaches that work.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
54 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
55 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide TechnologyThis offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
56 out of 60
Visual Development Config On-site: 3-Day WorkshopDynamics EdgeThis instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.
+1
Applicable to:
Sales
57 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
58 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
59 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinlyHelping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
60 out of 60