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Financial Services

Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
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Professional Services resultados para Servicios financieros

Mostrando resultados en professional services
Vista resultados relacionados en aplicaciones o resultados relacionados en nubes del sector.
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
1 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Power BI Flight School is hands-on training designed exclusively for the business user.
2 out of 60
Microsoft Platform Support ImplementationManaged Solution
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-threat-protection product iconThreat Protectionm365-sa-workplace-analytics product iconWorkplace Analytics
Microsoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
3 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
4 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
5 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
6 out of 60
AI-Powered Contact Center and Voice TransformationBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-voice product iconCustomer Voicepower-virtual-agents product iconPower Virtual Agents
Tired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
7 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
8 out of 60
Field Service Integration: 9-Wk ImplementationDynamic Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-field-services product iconField Service
Fully 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.
9 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Create a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
10 out of 60
FORTÉ's Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLC
+2
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-compliance-advisory-services product iconCompliance Advisory Services
In just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
11 out of 60
Power BI Introduction Workshop - 1 DayTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed one day with insights that will change the way you work with Microsoft Power BI.
12 out of 60
BusinessApp Consultation and ImplementationPNP Solutions T/as ECLEVA
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
We help businesses streamline their operations, improve productivity, and make data-driven decisions by leveraging the power of Microsoft Dynamics 365
13 out of 60
Viva Readiness Review: 1-Week AssessmentCircle T Industries Pty Ltd
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Discover how Microsoft Viva can fit into your organization with a review of your Microsoft 365 Investment and Utilisation.
14 out of 60
Modernize Business ApplicationsConcurrency, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
15 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
16 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
17 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
18 out of 60
Dynamics 365 FO Financials: 5-Day WorkshopTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
19 out of 60
Machine Learning & Pred. Analytics: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An overview of Machine Learning and Predictive Analytics and how to utilize it in your business
20 out of 60
People Analytics Reporting: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
Retaining Top Talent with Big Data using Microsoft Power BI.
21 out of 60
Frontline Worker 3-Month Pilot ProgramRightpoint Consulting, LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Pilot program for up to 1,000 users to leverage Microsoft 365 for Frontline Workers.
22 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
23 out of 60
Goldmine Migration All Ent: 8-Day ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
This service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
24 out of 60
Automation Discovery: 4-Wk AssessmentFuture Workforce
+1
Applicable to:
power-automate product iconPower Automate
Identify & assess opportunities for automation
25 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.
+1
Applicable to:
power-bi product iconPower BI apps
Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
26 out of 60
Next Generation Meeting Hub - 3day ImplementationMint Management Technologies
+1
Applicable to:
powerapps product iconPower Apps
Meeting Management
27 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
28 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Learn how to rapidly build various dashboards and reports in Dynamics 365.
29 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 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.
30 out of 60
Data Driven Ready Power BI: 5-Day WorkshopAlgoritmia
+1
Applicable to:
power-bi product iconPower BI apps
Proposed as Consulting Service for Spain - Descubra las ventajas de la toma de decisiones de negocio basada en datos con Power BI
31 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
32 out of 60
QuickStarter Package: 2-Wk ImplementationPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
An implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
33 out of 60
Migration from Power BI to Fabric using Wynxx and CopilotGFT Technologies SE
+1
Applicable to:
power-bi product iconPower BI apps
The 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.
34 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide Technology
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
This offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
35 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Build a Proof-of-Concept with your data and see how Machine Learning can drive your business.
36 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoft
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
TrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
37 out of 60
Custom Power BI Visualization: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
In 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.
38 out of 60
Power BI FastStart: 6-Wk WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Marquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
39 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de Net
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Workshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
40 out of 60
File Share to Microsoft 365 SharePoint Online Migration: 2 Hour Planning SessionB&R Business Solutions
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-teamwork-deployment product iconTeamwork Deployment
During this planning session, we will discuss your business specific needs and goals for collaboration while sharing the SharePoint Online features & capabilities, and project approaches that work.
41 out of 60
Modern Workplace AssessmentHTG
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
This 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.
42 out of 60
Microsoft 365 E5 Shield Deployment: 8 Week Imp.KAMIND IT, Inc
+2
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-threat-protection product iconThreat Protection
KAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack
43 out of 60
KK_Exchange_Migration Consulting ServicesKraft Kennedy
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Management
Moving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
44 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
45 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLP
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Eliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
46 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk ImpEncore Business Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Move from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
47 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL Company
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
PowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
48 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM Technologies
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Detail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
49 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
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.
50 out of 60
Business Central Property Management 2-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will help you with Property Management for Microsoft Dynamics 365, Business Central
51 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse Solutions
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
One of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
52 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Logan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
53 out of 60
CoE Install and Configuration: 1 Day WorkshopFidelity Factory Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
The installation and configuration of the Power Platform Center of Excellence Starter Kit in your environment
54 out of 60
Excel Migration All Entities: 4-Day ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
This service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
55 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
56 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizapp
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Streamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
57 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INC
+1
Applicable to:
power-bi product iconPower BI apps
Free assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
58 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology Partners
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Drive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
59 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
This service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
60 out of 60
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