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Professional Services results for Financial Services
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Customer 360: 12 Wk+ Customer Data Platform ImplementationEnterprisecloudCentralise all your existing data in one secure, unified place, to use, analyse and integrate AI-driven strategies to achieve customer success!
+3
Applicable to:
Marketing
Sales
Customer Insights
1 out of 60
OPS Hub - Customer Portal SolutionIntelegain TechnologiesA solution for customers to track item availability, dispatches and place order realtime
+1
Applicable to:
Business Central
2 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
+1
Applicable to:
Workplace Analytics
3 out of 60
Microsoft Viva Topics: 2-Months ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Topics to harness collective knowledge and expertise within your organization to foster easy reach to right information and create an ever-growing corporate knowledge base.
+1
Applicable to:
Knowledge & Insights
4 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
Finance
Business Central
5 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
6 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
7 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
8 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
9 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
10 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
11 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
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
13 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
14 out of 60
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
15 out of 60
Microsoft Fabric :1-Day AssessmentQuadrant TechnologiesOur implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
+1
Applicable to:
Power BI apps
16 out of 60
Act! CRM Migration Acct/Cont: 2-Day ImplementationMTCTwo-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
17 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
18 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
19 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
20 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
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
22 out of 60
Modernize Your Excel Add-in with AIiFour Technolab Private LimitedOur experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
+1
Applicable to:
Workplace Analytics
23 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
24 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
25 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
26 out of 60
D365 Sales&Marketing+CoPilot: 10Wk ImplementationBizappServiços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
+3
Applicable to:
Marketing
Sales
Customer Insights
27 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
28 out of 60
Copilot Implementation WorkshopABRAEmpower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
29 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
30 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
31 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
32 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
33 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to:
Power Automate
Power Apps
34 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
35 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
36 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
37 out of 60
Copilot BriefingNewTechThis engagement is the entry point for Copilot in Microsoft 365, showcasing main use cases, personas and value
+1
Applicable to:
Adoption & Change Management
38 out of 60
Process Mining Discovery & Optimization in 8 weeksCapgemini GroupHarness Process Mining for Operational Excellence
+3
Applicable to:
Project Service Automation
Power BI apps
Power Automate
39 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
40 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
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
42 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
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
44 out of 60
PwC Sales and Marketing ReadyPricewaterhousecoopers LLPTransform front office with connected sales and marketing
+3
Applicable to:
Marketing
Sales
Customer Insights
45 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
46 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
47 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
48 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
49 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
50 out of 60
Predica Power Platform KickStarter 2-Weeks AssesmentPredicaMake your first steps with Power Platform and verify the value.
+1
Applicable to:
Power Apps
51 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
+1
Applicable to:
Sales
52 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
53 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
54 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
55 out of 60
«App in a Day» WorkshopIntelliasA comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
+2
Applicable to:
Power Automate
Power Apps
56 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
57 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
58 out of 60
Power Apps: 1- Day AssessmentMake the shift ldaGet professional assistance delivered by certified PowerApps consultants to deliver your apps.
+1
Applicable to:
Power Apps
59 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
60 out of 60