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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.
Unified Interface Migration: 2-Day AssessmentHitachi Solutions
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our 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.
1 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
2 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
3 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI Company
+1
Applicable to:
power-bi product iconPower BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
4 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLC
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Transform your business operations, in driving digital transformations, and reimagine your business processes
5 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
6 out of 60
Create a Power App: 1-day WorkshopTech Mahindra Limited
+1
Applicable to:
powerapps product iconPower Apps
Tech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
7 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizapp
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
8 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our solution will help you design and create Word templates for Dynamics 365.
9 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
10 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
11 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
12 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTD
+1
Applicable to:
m365-sa-teamwork-deployment product iconTeamwork Deployment
Access your shared files from anywhere on any device without the hassle of a VPN
13 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT Consultants
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Central
If you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
14 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
15 out of 60
Dynamics 365 Services Jobs: 4-Week 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
Turn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
16 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLC
+1
Applicable to:
m365-sa-threat-protection product iconThreat Protection
The goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
17 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.
18 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
19 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
20 out of 60
Customer Experience Management: 8 hours Workshopdiva-e NEXT GmbH
+1
Applicable to:
dynamics-365-marketing product iconMarketing
Diva-e NEXT GmbH helps you to develop an understanding of the trends in the field of customer experience and omni-channel management to align your goals successfully in your company.
21 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.
22 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow Corporation
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Develop a mapping solution for Dynamics 365 using Bing Maps
23 out of 60
Microsoft Copilot WorkshopManaged Solution
+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
Bring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
24 out of 60
CRM Performance Analysis: 10-Day AssessmentMTC
+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 engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
25 out of 60
AI & Microsoft Copilot Data Security QuickStart: ImplementationBDO
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork 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
26 out of 60
Performance Review Service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
27 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
28 out of 60
Dynamics Migration: 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 envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
29 out of 60
Google to Microsoft 365 MigrationManaged Solution
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Empowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
30 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.
31 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
32 out of 60
Process Optimization with AI AssessmentArgano LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Unlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
33 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
34 out of 60
CX Vision with 365 Mrkt.: 4 hours Workshopdiva-e NEXT GmbH
+1
Applicable to:
dynamics-365-marketing product iconMarketing
Diva-e NEXT GmbH supports you to capture the vision for providing action and data driven experience.
35 out of 60
Software health-check service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
36 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.
37 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLP
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Proactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
38 out of 60
Dynamics 365 Customization: 7-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
Dynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
39 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow Corporation
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Achieve your expected business value from Dynamics. Tune-up assessment
40 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
The low-risk, low-stress way to know if analytics will really bring you ROI.
41 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An implementation package to get up and running fast and easy with Dynamics 365 for Sales.
42 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
43 out of 60
Microsoft Compliance Workshop: 3-Day WorkshopWorld Wide Technology
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-insider-risk product iconInsider Riskm365-sa-knowledge-and-insights product iconKnowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
44 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
45 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics Ltd
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
This assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
46 out of 60
Implementation of Microsoft Purview QuickStartPresidio
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
47 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVision
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Find out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
48 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.
49 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallan
+1
Applicable to:
power-bi product iconPower BI apps
An introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
50 out of 60
Microsoft Copilot Activation & ImplementationBDO
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insights
Become a Frontier Firm by activating and implementing Copilot and agents at work across your organization.
51 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLC
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling 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.
52 out of 60
Dashboard-as-a-Service: 3-Week Implementation Using Power BITecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
53 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
54 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.
55 out of 60
Digital CX Consulting: 2 month Assessmentdiva-e NEXT GmbH
+1
Applicable to:
dynamics-365-marketing product iconMarketing
With our consulting approach we create the strategic and conceptual basis to make your customer experience management as a key differentiator that puts you on top of your competition.
56 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Dynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
57 out of 60
Power BI Finance Dashboard Accelerator: 6-Wk Assessment and ImplementationLevelShift
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your finance reporting with our pre-built Power BI dashboard for Profit and Loss, Gross Margin, Utilization, Budget vs Actual, and Budget Forecast.
58 out of 60
Copilot Adoption ProgramManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Integrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
59 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Microsoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
60 out of 60
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