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Professional Services results for Financial Services
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SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:
Adoption & Change Management
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
2 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
+1
Applicable to:
Power Apps
3 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:
Power BI apps
4 out of 60
Financial Consolidation & Reporting - FINCONAtna TechnologiesEmpower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
+3
Applicable to:
Finance
Business Central
Power BI apps
5 out of 60
Viva: 5-days WorkshopSoftline TradeSoftline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
+1
Applicable to:
Knowledge & Insights
6 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShiftAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
7 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
8 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLCSynergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
9 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDOEnhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
10 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwovenUsing this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
+1
Applicable to:
Power Apps
11 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinlyWorking together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
12 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
13 out of 60
NashTech Power Platform: We bridge your apps to market in fastest wayNashTechBuild YOUR agile business processes with the Microsoft Power Platform
+3
Applicable to:
Power Automate
Power Apps
Power Pages
14 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizappBoost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
+3
Applicable to:
Customer Service
Field Service
Project Service Automation
15 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
+1
Applicable to:
Customer Insights
16 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
17 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologiesEvaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
18 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
19 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
20 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
21 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
22 out of 60
Kainos AI Shared MailboxKainosWe help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
+1
Applicable to:
Power Apps
Microsoft Security Copilot POV & Adoption PlanBDOProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
24 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
25 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
26 out of 60
BusinessApp Consultation and ImplementationPNP Solutions T/as ECLEVAWe help businesses streamline their operations, improve productivity, and make data-driven decisions by leveraging the power of Microsoft Dynamics 365
+3
Applicable to:
Sales
Power Automate
Power Apps
27 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
28 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
29 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:
Power BI apps
30 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
31 out of 60
Data Security with Microsoft Purview SolutionsBDOEnhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
32 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDOSet future-proof security goals & build a roadmap to strengthen your Microsoft 365 posture with Modern SecOps on a unified platform, leveraging Zero Trust architecture and threat protection assessment
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Threat Protection
33 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
Sales
Customer Service
Field Service
34 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
35 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey TecReceive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
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
37 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
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo SoftwareThe Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
39 out of 60
Collaboration Assessment 4 WksKinlyHybrid Work Collaboration Assessment 4 weeks program with full report
+1
Applicable to:
Meetings for Microsoft Teams
40 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
41 out of 60
Power BI Consulting Services by iFouriFour Technolab Pvt. Ltd.Ready to turn your data into a strategic asset? Contact us today to learn more about our Power BI consulting services and how we can help you achieve your business objectives.
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
42 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
43 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
+2
Applicable to:
Power BI apps
Power Automate
44 out of 60
HR AgentAlfa Connections Pte LtdThe HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
+1
Applicable to:
Adoption & Change Management
45 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow CorporationMake Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
+3
Applicable to:
Sales
Customer Service
Project Service Automation
46 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
47 out of 60
Microsoft Copilot Studio ChatbotManaged SolutionTransform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
48 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
49 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
50 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
51 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI CompanyWe aim to help your business, maximise the value of your data, using our expertise in Power BI
+1
Applicable to:
Power BI apps
52 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
53 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
54 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
55 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
56 out of 60
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to:
Power Automate
Power Apps
57 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT ConsultantsIf you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
+2
Applicable to:
Sales
Business Central
58 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
59 out of 60
Hybrid Meetings and Meeting Rooms WorkshopAVI-SPLHelps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
60 out of 60