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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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Servicios de consultoría resultados para Servicios financieros
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Dynamics 365 Field Service: 1-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Field Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
1 out of 60
Transform your Business with Power Apps and Customization in 6 Weeks
WAi Technologies
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
To help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
2 out of 60
Tier 3 First Class: 3-Wk Implementation
Technology Management Concepts
+1
Applicable to:
Business Central
A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
3 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion Experience
Ravanty Tech Consulting, Inc.
+1
Applicable to:
Adoption & Change Management
Hands-on, interactive exploration of Copilot’s vast capabilities
4 out of 60
Legacy Data Migration and Optimization: 52-Wk Migration
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
5 out of 60
Cloud Security Envisioning Workshop for Microsoft 365
Synechron Technologies
+1
Applicable to:
Cloud Security
Expert-led workshop to assess, adopt, and extend Microsoft 365 security using Defender XDR, Entra ID, Defender for Endpoint, Defender for Office 365, and Defender for Cloud Apps
6 out of 60
Next Generation Meeting Hub - 3day Implementation
Mint Management Technologies
+1
Applicable to:
Power Apps
Meeting Management
7 out of 60
Dynamics 365 Business Central: 2-Hr Assessment
LBMC Technology Solutions
+1
Applicable to:
Business Central
A free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
8 out of 60
Nexer 10 Day Assessment for Microsoft Contact Center
Nexer Group AB
+3
Applicable to:
Customer Service
Field Service
Customer Insights
Nexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
9 out of 60
Kainos AI Shared Mailbox
Kainos
+1
Applicable to:
Power Apps
We 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.
10 out of 60
LTIMindtree Customer Onboarding: 4-Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
Quick customer onboarding using PowerApps, Power Automate and AI Models .
11 out of 60
Jump-start Dynamics 365: 1 week implementation
Seepath
+2
Applicable to:
Sales
Customer Service
One stop shop for customers looking to Setup, Deploy and Support their Dynamics 365 and go live with confidence.
12 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
13 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutions
Synergy Advisors LLC
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
Synergy 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.
14 out of 60
Microsoft 365 License Audit
Louisville Geek LLC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
15 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week Assessment
Coretek Services
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
Evaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
16 out of 60
Power BI Reporting and Analytics: 2-Day Assessment
Crowe LLP
+1
Applicable to:
Power BI apps
Are you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
17 out of 60
Business Process Optimization: 6 Wk Implementation
Sparkhound LLC
+1
Applicable to:
Power Automate
Standardize, Optimize, and Automate Business Processes
18 out of 60
Power Apps: 6-Week Workshop
SoftServe Inc.
+1
Applicable to:
Power Apps
A 36-hour workshop where you will improve your application development skills with Power Apps.
19 out of 60
Power BI Directional: 3-Day Assessment
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
A directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
20 out of 60
Dynamics 365 Business Central: 3-Day Assessment
Bond Consulting Services
+1
Applicable to:
Business Central
An engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
21 out of 60
KK_Intune Implementation
Kraft Kennedy
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
Kraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
22 out of 60
Contextual Experiences with Viva: 2 Wks Assessment
TCS - Digital Workplace
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
23 out of 60
Launch Dynamics: 8-Hr Implementation
Intellitec Solutions LLC
+1
Applicable to:
Business Central
Assistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
24 out of 60
Customer Care Package: 10-Wk Implementation
Velosio
+1
Applicable to:
Customer Service
Redesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
25 out of 60
Microsoft Teams Phone Proof of Value - MCI Funded
Cloud Revolution LLC
+1
Applicable to:
Calling for Microsoft Teams
The goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
26 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow Optimization
Fresh BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
27 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
SMB Suite / NextCorp
+1
Applicable to:
Business Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
28 out of 60
Microsoft Licensing Analysis: 2 Hour Consultation
B&R Business Solutions
+1
Applicable to:
Adoption & Change Management
The purpose of this analysis is to ensure Microsoft 365 licensing meets business goals & concerns, is being procured the best way for your business, and license guidance and support.
29 out of 60
Power Platform Envisioning/Solution:3-WkAssessment
Spyglass MTG, LLC
+1
Applicable to:
Power Apps
Spyglass' Power Platform Envisioning and Solution Assessment allows customers to correctly roll out the Power Platform in an organized and secure way.
30 out of 60
Dynamics 365 Finance & Operations: 4-Wk Assessment
Quantum Dynamix LLC
+1
Applicable to:
Finance
Test drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
31 out of 60
Migration to Dynamics 365: 3-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
32 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoC
Preeminent Solutions, Inc.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
33 out of 60
Power BI for Dynamics 365: 1-Hour Assessment
Bond Consulting Services
+2
Applicable to:
Finance
Business Central
An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
34 out of 60
VIVA_Employee_Experience: 12-Wk Impl
NTT DATA EMEAL
+3
Applicable to:
Knowledge & Insights
Teamwork Deployment
Workplace Analytics
Assessment and Implementation of Viva Insights, Viva Learning, Viva Topics or Viva Connection
35 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week Workshop
Virteva LLC
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
Empower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
36 out of 60
Upgrade Your Outlook Add-in with AI
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
This workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
37 out of 60
Microsoft 365 Productivity Discovery Workshop
Information EXP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Our Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
38 out of 60
InfoPath to Power Apps: 10-Hr Implementation
IW Mentor
+1
Applicable to:
Power Apps
Move away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
39 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of Concept
CongruentX LLC
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Migrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
40 out of 60
Excel Migration All Entities: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project 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.
41 out of 60
Viva Insights QuickStart: 4wk Implementation
Lingaro
+1
Applicable to:
Workplace Analytics
Accelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
42 out of 60
Dynamics 365 for Sales: 3-Day Implementation
Encore Business Solutions
+1
Applicable to:
Sales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
43 out of 60
Management Services: 10-Week Assessment
Catapult Systems, LLC
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Catapult Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
44 out of 60
Speed of Cash - Business Intelligence Training
Fresh BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Build Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
45 out of 60
IMAP Mailbox to Microsoft 365 – 2 Hour Consultation
iFour Technolab Private Limited
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
With our 2-hour consultation, you’ll walk away with a clear migration roadmap, practical next steps, and the confidence to modernize your business communication.
46 out of 60
Microsoft Compliance Workshop: 3-Day Workshop
World Wide Technology
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
47 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness Workshop
Maureen Data Systems
+1
Applicable to:
Knowledge & Insights
Maureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
48 out of 60
Power Automate Desktop (RPA) Migration Proof-of-Value
Ashling Partners
+2
Applicable to:
Power Automate
Power Apps
Free workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
49 out of 60
AI & Microsoft Copilot Data Security QuickStart: Implementation
BDO
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Teamwork Deployment
Unlock Microsoft Copilot & AI securely, by addressing gaps in your data security posture in Microsoft 365, Microsoft Dynamics 365, GitHub, and Microsoft Power Platform
50 out of 60
Discover Your Data: 3-Day Assessment
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
51 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
52 out of 60
Intelligent Automation: 4-Wk Proof of Concept
Genpact LLC
+2
Applicable to:
Power Automate
Power Apps
Transform your business operations, in driving digital transformations, and reimagine your business processes
53 out of 60
Power BI Reporting: 4-week Assessment & PoC
ITMAGINATION
+1
Applicable to:
Power BI apps
Improve your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
54 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK Assessment
Kinly
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
55 out of 60
SherWeb BI & Analytics: 4-Wk Implementation
Sherweb
+1
Applicable to:
Power BI apps
Looking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
56 out of 60
Dynamics 365 for Insurance
SPAN d.d.
+3
Applicable to:
Sales
Customer Service
Customer Insights
Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
57 out of 60
CoE Install and Configuration: 1 Day Workshop
Fidelity Factory Inc.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
The installation and configuration of the Power Platform Center of Excellence Starter Kit in your environment
58 out of 60
Copilot Security Assessment: 4-Wk Assessment
Managed Solution
+3
Applicable to:
Cloud Security
Device Deployment & Management
Knowledge & Insights
Unlock the full potential of AI with a comprehensive Microsoft Copilot Security Assessment, fully integrated with Microsoft 365
59 out of 60
Modern Workplace Assessment
HTG
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information 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.
60 out of 60
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