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Professional Services results for Financial Services
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App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to:
Power Apps
Power Apps1 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Identity & Access ManagementInformation Protection & GovernanceThreat Protection2 out of 60
FREE Business Central: 1-Hr Migration & AssessmentTEXOFREE Microsoft Business Central: 1-Hr Assessment.
+4
Applicable to:
Finance
Business Central
Power BI appsPower Apps
FinanceBusiness CentralPower BI appsPower Apps3 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Device Deployment & Management
Adoption & Change ManagementCloud SecurityDevice Deployment & Management4 out of 60
Enable Windows 365 Cloud PCCofomoWith the right endpoint modernization strategy and tools, employees get a secure experience on every mobile device, tablet, or laptop they’re using, all while eliminating major management headaches.
+3
Applicable to:Device Deployment & ManagementIdentity & Access Management
Mobile Device Management
Device Deployment & ManagementIdentity & Access ManagementMobile Device Management5 out of 60
Viva Goals Discovery Workshop - 1 day assessmentXRM VisionXRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
+1
Applicable to:
Workplace Analytics
Workplace Analytics6 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility Inc.See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
+3
Applicable to:Cloud SecurityIdentity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection7 out of 60
Dynamics 365 Sales: 2 Hours assessmentEvincible SolutionsExplore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
+3
Applicable to:
Marketing
Sales
Customer Service
MarketingSalesCustomer Service8 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:Business CentralCustomer Service
Project Service Automation
Business CentralCustomer ServiceProject Service Automation9 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems Inc.We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
+3
Applicable to:Adoption & Change Management
Compliance Advisory ServicesIdentity & Access Management
Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management10 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
+2
Applicable to:Adoption & Change ManagementInformation Protection & Governance
Adoption & Change ManagementInformation Protection & Governance11 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
+3
Applicable to:Adoption & Change Management
Knowledge & InsightsWorkplace Analytics
Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics12 out of 60
Self Serv BI: 2-Wk AssessmentHitachi SolutionsSign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
+1
Applicable to:Power BI apps
Power BI apps13 out of 60
Createch Onboarding: 10-Hr ImplementationCreatechCreatech’s Onboarding Express package is a time and cost-effective engagement that leads to a basic installation of Dynamics 365 for Financials.
+2
Applicable to:FinanceBusiness Central
FinanceBusiness Central14 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:Customer Service
Customer Service15 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:Business Central
Business Central16 out of 60
Innovate with Low Code AI, AI Agents, and BDOBDOMigrate and modernize your estate by transforming workloads and workflows with intelligent automation and low code Power Platform solutions
+2
Applicable to:
Power AutomatePower Apps
Power AutomatePower Apps17 out of 60
Dynamics – Case Management: 4 Hour AssessmentITK Consulting IncNo cost assessment by 3-5 ITK consultants to identify areas for improved automation and collaboration of your company's case, program, service, work order, or grant management process.
+3
Applicable to:SalesCustomer ServicePower Apps
SalesCustomer ServicePower Apps18 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.In one hour, we can determine if Dynamics 365 Business Central is right for you.
+1
Applicable to:Business Central
Business Central19 out of 60
Dynamics 365 F&SC Call Center: 4-wk ImplementationETG GlobalWe are providing technical and functional support, and proactive customer service. Customer Support to solve immediate user needs to keep your users productive.
+1
Applicable to:Finance
Finance20 out of 60
Migrate Microsoft Dynamics GP to Dynamics 365 Business Central 2 Hours AssessmentEvincible SolutionsLet’s get connected with the experts of Evincible Solutions for 2 Hours discussion about moving from Microsoft Dynamics GP to Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central21 out of 60
Complex Financials for BC: 2-Hr AssessmentEndeavour Solutions, Inc.Assessment and Advice from Endeavour with a strong focus on Finance and Accounting processes for Business Central.
+1
Applicable to:Business Central
Business Central22 out of 60
Cash Conversion Cycle - Business Intelligence Consulting for Smarter Decisions and Faster GrowthFresh BITurn complexity into clarity with tailored BI solutions that align with your goals, drive faster decisions, and empower your team to grow with confidence.
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps23 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:Finance
Finance24 out of 60
Power BI and Data Modernization: 3-Day AssessmentDell Technologies ServicesAn engagement to evaluate your current state for data and BI, provide you a roadmap for modern BI, and even help you create a sample Proof of Concept.
+1
Applicable to:Power BI apps
Power BI apps25 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:Power BI apps
Power BI apps26 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:Finance
Finance27 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
Sales28 out of 60
Power BI Factory: 2-Wk Proof of ConceptOptimus Information Inc.Leverage Microsoft Power BI Dashboards and Interactive Reports as a Business Analytics tool with Optimus Information.
+1
Applicable to:Power BI apps
Power BI apps29 out of 60
Data & AI Roadmap: 1-Day WorkshopOptimus Information Inc.Achieve your business results by creating actionable intelligence from your data with Optimus Information.
+1
Applicable to:Power BI apps
Power BI apps30 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:FinancePower BI apps
FinancePower BI apps31 out of 60
Microsoft 365 Cybersecurity Jumpstart: 1Wk ImplementationBDO CanadaEnsure the right safeguards are in place. Secure your Microsoft 365 tenant through BDO Lixar’s security configuration services and the cloud provisioning expertise
+3
Applicable to:Cloud SecurityIdentity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection32 out of 60
Business Central Level 3: 3-Wk ImplementationOmni Logic SolutionsImplementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central33 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:Finance
Finance34 out of 60
'Veni,vidi,vici' Package: 10-Day Proof of ConceptEBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Microsoft Power BI and improve your data experience!
+1
Applicable to:Power BI apps
Power BI apps35 out of 60
Business Process with Dynamics 365 and Power PlatformCofomoOur 'Business Process Enhancement with Dynamics 365 and Power Platform' service empowers your organization to streamline operations, boost productivity, and drive growth.
+3
Applicable to:Project Service AutomationPower AutomatePower Apps
Project Service AutomationPower AutomatePower Apps36 out of 60
Modernisation de l'expérience employé avec Microsoft Viva Connections.Les Solutions VictrixPavez la voie vers l’environnement de travail numérique unifié que méritent vos employés tout en accédant enfin au niveau supérieur de la communication interne ciblée.
+1
Applicable to:Knowledge & Insights
Knowledge & Insights37 out of 60
Business Central Distribution: 8-Wk ImplementationTEXOBusiness Central Distribution: 8-Wk Implementation
+2
Applicable to:Business CentralPower Automate
Business CentralPower Automate38 out of 60
Collaboration with AICofomoSimplify your AI journey with our Collaboration service. From design to training, we guide your business to maximize the benefits of this innovative technology.
+3
Applicable to:Adoption & Change ManagementCompliance Advisory ServicesInformation Protection & Governance
Adoption & Change ManagementCompliance Advisory ServicesInformation Protection & Governance39 out of 60
Bell Calling for Microsoft Teams Phone MobileBell CanadaBell Calling for Microsoft Teams Phone Mobile is an innovative mobile-first solution that integrates mobile numbers with Teams, enabling seamless calling and collaboration.
+1
Applicable to:
Calling for Microsoft Teams
Calling for Microsoft Teams40 out of 60
Data Security Engagement - 5 Week WorkshopInsight Canada IncIntelligently investigate and take action on data security risks. Detect, investigate, and act on data security risks in your organization.
+1
Applicable to:Cloud Security
Cloud Security41 out of 60
Microsoft Purview QuickStart: ImplementationKraft KennedyKraft Kennedy offers a Microsoft Purview Quick Start engagement that is designed to deliver customers immediate value by establishing foundational data governance capabilities.
+3
Applicable to:Adoption & Change ManagementCloud SecurityThreat Protection
Adoption & Change ManagementCloud SecurityThreat Protection42 out of 60
Dynamics 365 Business Central Finance - 4-Wk Rapid ImplementationDomain 6 Inc.Get Microsoft Dynamics 365 Business Central up and running in 4 to 6 weeks. D6 rapid implementation offer helps businesses streamline financial ops, accelerate time-to-value, with minimal disruption.
+1
Applicable to:Business Central
Business Central43 out of 60
Microsoft AI Business Solution: AI Workforce (Modern Work) Maturity AssessmentNTT DATA Inc.Benchmark your Digital Workplace across 9 pillars and key tech stack - including Microsoft 365 Copilot, Intune, Windows 11, and Teams, Exchange Online, OneDrive to ensure a secure, seamless experience
+3
Applicable to:
Frontline WorkersMobile Device Management
Power Platform for Teams
Frontline WorkersMobile Device ManagementPower Platform for Teams44 out of 60
Migration from Power BI to Fabric using Wynxx and CopilotGFT Technologies SEThe transition from Power BI to Microsoft Fabric goes beyond migration: it is about evolving your analytics ecosystem into a secure, automated, and future-ready platform.
+1
Applicable to:Power BI apps
Power BI apps45 out of 60
Custom Dashboard-in-a-Day Training: 1-Day WorkshopDell Technologies ServicesA Dashboard-in-a-Day training workshop customized to meet your needs.
+1
Applicable to:Power BI apps
Power BI apps46 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentProphet Business Group LtdOne hour consultation to determine if Microsoft Dynamics 365 Business Central is the right ERP software for your business.
+1
Applicable to:Business Central
Business Central47 out of 60
PowerApps and Flow Readiness: 2-Hr AssessmentFidelity Factory Inc.We will guide you through a PowerApps and Microsoft Flow readiness assessment during this session. During the session we will gather information about your current state and what your targets are.
+1
Applicable to:Power Apps
Power Apps48 out of 60
Power Platform Essentials Training: 1-Day WorkshopFidelity Factory Inc.A one-day training event for your team on how to design, build, and deploy Microsoft PowerApps Canvas Apps and Microsoft Flow Automations.
+1
Applicable to:Power Apps
Power Apps49 out of 60
Dedicated Power BI training: 2-Day WorkshopEBIS SP. Z.O.O.2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
+1
Applicable to:Power BI apps
Power BI apps50 out of 60
Moderately Complex Financials: 8-Wk ImplementationEndeavour Solutions, Inc.Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability, and completeness of your 8wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
+1
Applicable to:Business Central
Business Central51 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:Finance
Finance52 out of 60
CRM Accelerator for Sales: 5-Day WorkshopXRM VisionEnhance your CRM usage to unleash your full sales potential.
+1
Applicable to:Sales
Sales53 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:Finance
Finance54 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
Finance55 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:Finance
Finance56 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:Business Central
Business Central57 out of 60
Business Central Distribution: 8-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
+1
Applicable to:Business Central
Business Central58 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:Business Central
Business Central59 out of 60
Jobs and Project Costing – 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:Business Central
Business Central60 out of 60