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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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Services de conseil résultats pour Services financiers

Affichage des résultats dans services de conseil.
Vue résultats associés dans applications ou résultats associés dans clouds du secteur d’activité.
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloud
+1
Applicable to:
dynamics-365-for-sales product iconSales
Get help with the set up and migration of Dynamics 365 for Sales
1 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLP
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
2 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-firstline-workers product iconFrontline Workers
TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
3 out of 60
Manage Financial Risk - 4 hour Workshopsaglobal
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
4 out of 60
Data Security: 2-Weeks WorkshopConterra
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Identify data security risks in your organizational data​
5 out of 60
PowerAgent: SAP Budget PlannerVisionet Systems, Inc
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Revolutionize budgeting with Power Platform AI and SAP FICO integration
6 out of 60
ITIL 4-Driven IT Service Management: 12-Wk ImplementationEnterprisecloud
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepower-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agents
Streamline IT operations with an ITIL 4-aligned IT Service Management (ITSM) solution built on Microsoft Dynamics 365 Customer Service.
7 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This 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.
8 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
9 out of 60
Avanade Connected Workplace 1/2 Day BriefingAvanade, Inc.
+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-workplace-analytics product iconWorkplace Analytics
Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
10 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
11 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.
12 out of 60
Sales in a Box: 3-Wk ImplementationC Centric Solutions Pvt Ltd
+1
Applicable to:
dynamics-365-for-sales product iconSales
Turbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
13 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!
14 out of 60
Teams Rooms 2-weeks implementationNewTech
+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
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
15 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
16 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks AssessmentArmis, Sistemas de Informação, Lda
+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
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
17 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.
18 out of 60
Avanade Security Risk AssessmentAvanade, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
19 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of your Power Platform investment with a Power Platform Centre of Excellence
20 out of 60
Avanade Security Business Value 4-Wk AssessmentAvanade, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
21 out of 60
PwC Sales and Marketing ReadyPricewaterhousecoopers LLP
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-customer-insights product iconCustomer Insights
Transform front office with connected sales and marketing
22 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Need additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
23 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
24 out of 60
Act! CRM Migration Acct/Cont: 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
Two-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
25 out of 60
Dynamics 365 Extensions: 10-Wk 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 Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
26 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.
27 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.
28 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.
29 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluent
+1
Applicable to:
powerapps product iconPower Apps
This onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
30 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.
31 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoCSoftServe Inc.
+1
Applicable to:
dynamics-365-human-resources product iconHuman Resources
Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
32 out of 60
«App in a Day» WorkshopIntellias
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
A comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
33 out of 60
Process Mining Discovery & Optimization in 8 weeksCapgemini Group
+3
Applicable to:
dynamics-365-for-project-service-automation product iconProject Service Automationpower-bi product iconPower BI appspower-automate product iconPower Automate
Harness Process Mining for Operational Excellence
34 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
35 out of 60
SharePoint Migration : 10 Weeks ImplementationITC Infotech India Limited
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
ITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
36 out of 60
Power Apps: 6-Week WorkshopSoftServe Inc.
+1
Applicable to:
powerapps product iconPower Apps
A 36-hour workshop where you will improve your application development skills with Power Apps.
37 out of 60
Microsoft Fabric 3-Weeks Proof Of ConceptQuadrant Technologies
+1
Applicable to:
power-bi product iconPower BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
38 out of 60
CustomerServices: 2-Month Implementação + CopilotBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-voice product iconCustomer Voicepower-virtual-agents product iconPower Virtual Agents
Em 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
39 out of 60
Power Platform Services: 4 Weeks Proof of ConceptArmis, Sistemas de Informação, Lda
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Provides customers on-demand capacity to automate your business processes, create applications and generate interactive reports.
40 out of 60
TEKsystems Global Services Microsoft 365 Copilot Readiness and Adoption Services - 1 Week Proof of ConceptTEKsystems Global Services LLC.
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Let TEKsystems Global Services sit beside you in the jump seat to navigate through the endless advantages of AI productivity using Copilot.
41 out of 60
Visual Development Config On-site: 3-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This 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.
42 out of 60
Modern Workplace Service: 6 Wk AssessmentHappiest Minds Technologies Limited
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Managementm365-sa-workplace-analytics product iconWorkplace Analytics
Modern Workspace solution, delivering round-the-clock support services, end-user security, by enriching and the user experience, lowering total cost of ownership, along with increased productivity.
43 out of 60
Deployment Advisor - 1 Week ImplementationLTIMindtree Limited
+1
Applicable to:
dynamics-365-for-sales product iconSales
This tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
44 out of 60
Vision & Value: Microsoft Dynamics 365 Solution Design WorkshopsEnterprisecloud
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Transform Your Business with Vision and Value: Solution Design for Dynamics 365 Implementations
45 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUE
+1
Applicable to:
dynamics-365-for-sales product iconSales
Prise en main des usages de Copilot for Sales par les métiers
46 out of 60
Microsoft Planner Discovery & DemoXRM Vision
+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
Optimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
47 out of 60
Power BI Design Thinking 4-Weeks WorkshopSoftServe Inc.
+1
Applicable to:
power-bi product iconPower BI apps
During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
48 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)
49 out of 60
Nexer SalesForce to Dynamics 365 Migration AssessmentNexer Group AB
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
We ensure a structured transition from Salesforce to Dynamics 365, with a thorough assessment, seamless migration, and process optimization to maximize the benefits of the new platform.
50 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.
51 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloud
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Deliver Seamless, AI-Powered Customer Support with Dynamics 365 Transform Customer Service with Microsoft Omnichannel Contact Centre Transform Customer Service with Microsoft Omnichannel Contac
52 out of 60
Self Serv BI: 2-Wk AssessmentHitachi Solutions
+1
Applicable to:
power-bi product iconPower BI apps
Sign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
53 out of 60
Data Scraping 2-Week POCSoftServe Inc.
+1
Applicable to:
power-automate product iconPower Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
54 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Assess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
55 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An engagement that provides an introduction to the data modeling capabilities in Power BI.
56 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
57 out of 60
MDS - Threat Protection EngagementMaureen Data Systems
+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
A 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
58 out of 60
Project Operations Envisioning Workshop: 4 weeksXRM Vision
+1
Applicable to:
dynamics-365-project-operations product iconProject Operations
Our experts at XRM Vision to imagine and define the future state of your business through a Design Led Thinking Envisioning Workshop.
59 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.
60 out of 60
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