FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Power Platform Hands-On: 2-Day WorkshopConfluentThis hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
1 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
+2
Applicable to:
Sales
Customer Service
2 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
3 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
4 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTCLearn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
5 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk AssessmentENAVATE, LLCA 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to update your Dynamics AX solution Dynamics 365.
+1
Applicable to:
Finance
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
7 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:
Business Central
8 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
9 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:
Power BI apps
10 out of 60
KickStart CRM: 3-Day ImplementationAmaxraOur implementation service will quickly, efficiently, and cost-effectively configure and deploy Microsoft Dynamics 365 so you can start using it quickly and efficiently
+3
Applicable to:
Sales
Customer Service
Project Service Automation
11 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam GroupPower BI Flight School is hands-on training designed exclusively for the business user.
+1
Applicable to:
Power BI apps
12 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLCFor organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
+1
Applicable to:
Business Central
13 out of 60
Dynamics NAV to Business Central: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
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
15 out of 60
Assessment for Modernization of on-premises AX or CRMSonata Software Ltd.In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
+3
Applicable to:
Commerce
Supply Chain Management
Finance
16 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
17 out of 60
Microsoft 365 Copilot Security and Compliance controlstrue org cloudMicrosoft Copilot for Security: Enhance Your Organization's Security Posture
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Identity & Access Management
18 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
+3
Applicable to:
Sales
Customer Service
Field Service
19 out of 60
Dashboard-as-a-Service: 5-Day Implementation Using Power BITecknoworksBegin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
+1
Applicable to:
Power BI apps
20 out of 60
Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
21 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
22 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
23 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
24 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics EdgeThis instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
+1
Applicable to:
Finance
25 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
+1
Applicable to:
Power BI apps
26 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
27 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
28 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
29 out of 60
Microsoft Dynamics 365 Finance and Operations: 1 Hour BriefingCognizantAdvanced financial and supply chain deployment and support services for Dynamics 365 Finance and Operations
+3
Applicable to:
Commerce
Supply Chain Management
Finance
30 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
31 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr BriefingWipro LtdUnderstand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
32 out of 60
Best Practices: 1-Day AssessmentInviso CorporationGet expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
+1
Applicable to:
Power BI apps
33 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
34 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
35 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
36 out of 60
Contract Management System - 4 Weeks ImplementationLTIMindtree LimitedThe contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
+2
Applicable to:
Power Automate
Power Apps
37 out of 60
Microsoft Power Platform Solution build: 4-weeks ImplementationSignal Alliance Technology HoldingLet's help you develop your business apps and process automation on Power Platform for your Organization
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
38 out of 60
Microsoft Dynamics 365 Customer ServiceCognizantCustomer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
39 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
40 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
41 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluentA comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
+1
Applicable to:
Power Apps
42 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
43 out of 60
Power Platform: App in a DayMAQ SoftwareOverwhelmed by time-consuming software development? Discover the ease of custom app creation in just one day with our workshop.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
44 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deploymenttrue org cloudCopilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
45 out of 60
Power BI Introduction Workshop - 1 DayTecknoworksWe’ve packed one day with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
46 out of 60
Field Service Integration: 9-Wk ImplementationDynamic ConsultingFully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
+2
Applicable to:
Finance
Field Service
47 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
48 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
+3
Applicable to:
Sales
Customer Service
Field Service
49 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
50 out of 60
Catalyst Envisioning: 1 Week WorkshopCognizantA design thinking lead workshop to envision the most impactful digital transformation for your business
+2
Applicable to:
Customer Service
Power Apps
51 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )Our solution will help you design and create Word templates for Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
52 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse LtdAssess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
+1
Applicable to:
Finance
53 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day ImplementationTTEC DigitalIntegrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
+3
Applicable to:
Sales
Customer Service
Field Service
54 out of 60
Sales in a Box: 3-Wk ImplementationC Centric Solutions Pvt LtdTurbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
+1
Applicable to:
Sales
55 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLCAn engagement that provides an introduction to the data modeling capabilities in Power BI.
+1
Applicable to:
Power BI apps
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
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
58 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
59 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
60 out of 60