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Professional Services results for Financial Services
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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
1 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
2 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
3 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW MentorPowerApps Remote Support / Consulting
+1
Applicable to:
Power Apps
4 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
5 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
6 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INCFree assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
+1
Applicable to:
Power BI apps
7 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology PartnersDrive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
+1
Applicable to:
Adoption & Change Management
8 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelonMicrosoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
+3
Applicable to:
Finance
Sales
Customer Service
9 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
10 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
11 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
12 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
13 out of 60
CoE Install and Configuration: 1 Day WorkshopFidelity Factory Inc.The installation and configuration of the Power Platform Center of Excellence Starter Kit in your environment
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
14 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
15 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
16 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
17 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
18 out of 60
Frontline Worker 3-Month Pilot ProgramRightpoint Consulting, LLCPilot program for up to 1,000 users to leverage Microsoft 365 for Frontline Workers.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Mobile Device Management
19 out of 60
Business Central Premier: 8-Wk ImplementationDynamic ConsultingOur Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
+1
Applicable to:
Business Central
20 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
21 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
22 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 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
24 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallanIn this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
+1
Applicable to:
Power BI apps
25 out of 60
Microsoft 365 E5 Shield Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack
+2
Applicable to:
Cloud Security
Threat Protection
26 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
27 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:
Marketing
Sales
Customer Service
28 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
29 out of 60
Microsoft 365 Copilot Readiness AssessmentApplied Information SciencesPrepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
+1
Applicable to:
Adoption & Change Management
30 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 Services
Identity & Access Management
31 out of 60
Support and Consulting: 2-Hr AssessmentNavisiontech, IncReceive up to two hours of support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
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
33 out of 60
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
34 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
35 out of 60
PowerApp in a Day Workshop: 1-Hr AssessmentCynoteck Technology SolutionsLearn how Microsoft Power App in a Day Workshop program can be beneficial for you and your business.
+1
Applicable to:
Power Apps
36 out of 60
Power BI Introductory Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led introductory Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
37 out of 60
PlannerInnovative-e Inc.Cloud-based collaborative project and work mgt solutions provide the fastest possible deployment time at the lowest initial investment levels. Microsoft Planner is a highly capable, flexible solution.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
38 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
39 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology SolutionsMerge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
+1
Applicable to:
Business Central
40 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
+2
Applicable to:
Power BI apps
Power Apps
41 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
42 out of 60
Finance_setup_configuration:15_Days_ImplementationDhyey Consulting Services Pvt. Ltd.Dhyey Consulting will be conducting Implementation to get you up and running Financial management by configuring Financial management module in Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
43 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 Security
Identity & Access Management
Threat Protection
44 out of 60
Microsoft Copilot - 2 Week Readiness AssessmentB&R Business SolutionsThe purpose of this Readiness Assessment is to assess existing Microsoft 365 environment including data governance, information protection for a successful & best practice Microsoft Copilot deployment
+1
Applicable to:
Adoption & Change Management
45 out of 60
Information Lifecycle Management with Microsoft PurviewBridewell Consulting LimitedOperationalise Microsoft Purview’s Data Loss Prevention (DLP) and Insider Risk Management capabilities with this expert-led engagement
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
46 out of 60
Dynamics 365 Sales QuickStart: 1-Wk ImplementationInformation StrategiesInfoStrat helps customers quickly implement Microsoft Dynamics 365 for Sales Force Automation, using industry best practices.
+1
Applicable to:
Sales
47 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
48 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
49 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:
Sales
Customer Service
Field Service
50 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to:
Power Automate
51 out of 60
Microsoft 365 Adoption as a ServiceSeer Strategic SolutionsAdoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
52 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLCAre you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
+1
Applicable to:
Business Central
53 out of 60
TS As a Services (TSaaS): 5-day ImplementationE-Level Cloud Services S.A. de C.V.Manage and minimize the compromise risks of modern threat information, devices, and users, having a specialist area that gives business peace of mind.
+3
Applicable to:
Cloud Security
Mobile Device Management
Threat Protection
54 out of 60
Modern Workplace AssessmentHTGThis assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
55 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:
Sales
Customer Service
56 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
57 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk ImpEncore Business SolutionsMove from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
+1
Applicable to:
Business Central
58 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSyvantis Technologies, IncMeet with Syvantis consultants that specialize in Microsoft Dynamics 365 Business Central to evaluate your current system and provide Business Central system design recommendations.
+1
Applicable to:
Business Central
59 out of 60
Dynamics 365 Migration: 2-Wk AssessmentCeleniaA 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to migrate your Dynamics AX solution to Dynamics 365.
+1
Applicable to:
Finance
60 out of 60