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Financial Services

Devenez partenaire de confiance pour vos clients, puis faites la différence entre votre établissement financier et les concurrents. Découvrez les offres de services financiers qui vous permettent de créer une nouvelle valeur avec une technologie novatrice.
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Professional Services résultats pour Services financiers

Affichage des résultats dans professional services.
Vue résultats associés dans applications ou résultats associés dans clouds du secteur d’activité.
Copilot workshopSaxon Global Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
1 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizapp
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-automate product iconPower Automate
Boost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
2 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredica
+1
Applicable to:
power-bi product iconPower BI apps
Our data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
3 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day ImplementationTTEC Digital
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Integrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
4 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi Indonesia
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
We help you to understand and realize the business value of Generative AI capabilities within your workplace environment.​
5 out of 60
Synergy Advisors - Microsoft 365 Copilot - Business Transformation - E-mmersionSynergy Advisors LLC
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Discover the Future of Productivity with Our Microsoft 365 Copilot E-mmersion Experience!
6 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SAS
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
7 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizapp
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-virtual-agents product iconPower Virtual Agents
Leverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
8 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital 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.
9 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis Computer
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
El objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
10 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
11 out of 60
Microsoft Viva: 2-Days Assessmentatwork
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Enhance your employee experience and engagement with Microsoft Viva
12 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics Edge
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
13 out of 60
KK Teams Design and Planning WorkshopKraft Kennedy
+3
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and planning workshop for Microsoft Teams collaboration software
14 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
15 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
16 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
A monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
17 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
18 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
19 out of 60
Collab Now: 4-Wk ImplementationLong View Systems
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Collab Now (Microsoft 365) supports worker productivity by delivering and managing a unified and integrated collaboration platform
20 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Equipping your organisation to implement modern information management across your Microsoft 365 environment
21 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
22 out of 60
Microsoft 365: 3-D Implementationatwork
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Events
Accelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
23 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
24 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Migrate Salesforce users to Microsoft Dynamics 365
25 out of 60
Viva: 5-days WorkshopSoftline Trade
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Softline 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
26 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
27 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecure
+1
Applicable to:
dynamics-365-for-sales product iconSales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
28 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POCBulletproof Solutions Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
29 out of 60
Kainos AI Shared MailboxKainos
+1
Applicable to:
powerapps product iconPower 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.
30 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This 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.
31 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
32 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecure
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
33 out of 60
Microsoft Teams Room Implementation Services 1 WeekKinly
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Designing, delivering and implementing your Hybrid Office Environment based on Microsoft Teams Rooms Solutions
34 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoft
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
35 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
36 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
37 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShift
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
38 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecure
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Tailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
39 out of 60
Microsoft 365 Copilot: 4-Hour Hands-On WorkshopCloud 9 Infosystems, Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Microsoft 365 Copilot: 4-Hour Hands-On Workshop helps you to identify high-impact use cases, and build a clear, actionable roadmap for secure and scalable AI Adoption.
40 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
41 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPL
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
42 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An assessment of your reporting needs that provides a path forward to meet your business goals.
43 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsult
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Provide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
44 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware Technologies
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Boost Your Customer and Community Engagements With Our Power Pages Consulting offer
45 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
46 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
47 out of 60
Dynamics 365/CRM Portal: 5-Hr 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
Dynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
48 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTC
+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
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
49 out of 60
Financial Consolidation & Reporting - FINCONAtna Technologies
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
Empower 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.
50 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
In one hour, we can determine if Dynamics 365 Business Central is right for you.
51 out of 60
Excel Migration Acct/Contact: 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 & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
52 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
53 out of 60
Collaboration Assessment 4 WksKinly
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Hybrid Work Collaboration Assessment 4 weeks program with full report
54 out of 60
Copilot for Sales- Salesforce OfferHitachi Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Our two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
55 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile 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.
56 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
57 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.
+2
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinance
A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
58 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Working 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
59 out of 60
Power BI Connector: 3-Wk ImplementationSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
60 out of 60
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