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Financial Services

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CRM Onboarding: 1-Wk ImplementationSherweb
+1
Applicable to:
dynamics-365-for-sales product iconSales
A fast and easy way to deploy Dynamics 365 for Sales.
1 out of 60
Dynamics 365 Business Central Polish Localization: 6-days ImplementationAlna Business Solutions Sp. z o.o.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implementation standard Polish Localization functionality in Dynamics 365 Business Central. The service may be of interest to companies that start their operations in Poland and would like to roll-out
2 out of 60
Synergy Advisors Security Engagement (Pilot) for Microsoft Security CopilotSynergy Advisors LLC
+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
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
3 out of 60
Power BI Embedded App TemplateSkypoint
+1
Applicable to:
power-bi product iconPower BI apps
The Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
4 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.
5 out of 60
Dynamics 365 Sales: 20-Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-for-sales product iconSales
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
6 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
7 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix Global
+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
User Adoption Jumpstart for Copilot for Microsoft 365
8 out of 60
Transform your operations: 2 Days assessmentMinsait
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
9 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
10 out of 60
IGA Roadmap - 4 Weeks AssessmentArmis, Sistemas de Informação, Lda
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Develop an outcome-based, design-led IGA strategy to secure access to your resources with Microsoft identity governance solutions
11 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.
12 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.
13 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.
14 out of 60
Dynamics365 Solution Backup-2 Week implementationLTIMindtree Limited
+1
Applicable to:
dynamics-365-for-sales product iconSales
This application helps end user to take backup of Dynamics365 solutions in manual and planned way. User have choice of taking backup of solution both managed and unmanaged at the same time.
15 out of 60
Center of Excellence: 6-Wk ImplementationSPAN d.d.
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
Establishing a Power Platform Center of Excellence
16 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed two days with insights that will change the way you work with Power BI.
17 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.
+1
Applicable to:
dynamics-365-for-sales product iconSales
Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
18 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
19 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Leverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
20 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.
21 out of 60
Workshop: 8-Days Deep Training in Office 365Consultores e Ingenieros Consein CA
+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
With the aim of training information workers in the use of digital tools that empower them and allow them to communicate, collaborate and get the most out of knowledge, Beyond Office 365 was created.
22 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.
23 out of 60
Advanced Visualization with Power BI: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
24 out of 60
KPMG Employee Experience enabled by Microsoft VivaKPMG
+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
KPMG & Microsoft Viva Employee Experience collaboration ( Design and implementation)
25 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
26 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Meet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
27 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
28 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security CopilotSynergy Advisors LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
29 out of 60
Business Central Fin and Dist: 2-Hr AssessmentIntegrated Computer Systems Support
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Distributors who want to learn about the new Microsoft Dynamics 365 Business Central offering and how it can serve your business, this assessment is perfect for you.
30 out of 60
Viva Engage Launch: 12-Wk ImplementationEngage Squared
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Events
The Viva Engage launch engagement is designed to support organisations who want to launch Viva Engage into their organisation to foster a connected and inclusive workplace culture.
31 out of 60
Power BI Developer: 2-day hands-on WorkshopJoyful Craftsmen s.r.o.
+1
Applicable to:
power-bi product iconPower BI apps
Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
32 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest Projects
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
33 out of 60
Modern Work Foundation: 4-Wk ImplementationEnlighten Designs Ltd
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-workplace-analytics product iconWorkplace Analytics
Build a solid foundation for your Modern Workplace in just 30 days
34 out of 60
Intranet powered by Microsoft VIVA 8-week ImplementationXMS Technologies
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
35 out of 60
Microsoft Sentinel Security Consulting ServiceComtrade System Integration
+2
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-threat-protection product iconThreat Protection
Microsoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
36 out of 60
KK Teams Telephony Design & Planning WorkshopKraft Kennedy
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
This workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
37 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services Inc
+1
Applicable to:
powerapps product iconPower Apps
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
38 out of 60
Launch Dynamics: 8-Hr ImplementationIntellitec Solutions LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness 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.
39 out of 60
Predica Power Platform KickStarter 2-Weeks AssesmentPredica
+1
Applicable to:
powerapps product iconPower Apps
Make your first steps with Power Platform and verify the value.
40 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial Systems
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
Offering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
41 out of 60
APN Enterprise Reporting: 6-Wk ImplementationAPN PROMISE S.A.
+1
Applicable to:
power-bi product iconPower BI apps
APN Enterprise Reporting is a solution for creating and distributing reports on a variety of business indicators to end users regardless of the data source and location of the recipient.
42 out of 60
Defender for Endpoint Managed Servicee2e-assure Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Microsoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
43 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloud
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Streamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
44 out of 60
Viva Connections for Modern Intranet Portals: 3-Wk ImplementationSignal Alliance Technology Holding
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Viva Connections Quick start is specifically for organisations who already have a modern SharePoint Online intranet to plan for and implement Viva Connections
45 out of 60
Power Platform Business Impact AssessmentArgano LLC
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Utilize best practices to assess the financial impacts of Power Platform capabilities, driving market differentiation and innovation
46 out of 60
Microsoft Teams Rooms Implementation ServiceDell Technologies Services
+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
Dell Technologies Meeting Space Solution for Teams Rooms implementation provides expert assistance for the initial setup, configuration and integration of the Dell Meeting Space Solution for MTR.
47 out of 60
Power of 3 and COE 4-Wk ImplementationNeudesic
+1
Applicable to:
powerapps product iconPower Apps
Build 3 Power Apps and Center of Excellence
48 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
49 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
50 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof 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
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
51 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidio
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
52 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
53 out of 60
Microsoft 365 Feature Update Abonnement: 4 Einheiten pro JahrAppSphere AG
+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
Das „Feature Update Abonnement“ steht für Aktualität und Effizienz. Technologisch und in der Tool-Anwendung Ihrer Mitarbeitenden.
54 out of 60
Data Automation: 1-Wk WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
55 out of 60
Hybrid Teams Meetings 1-Day WorkshopOne Diversified
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Define customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
56 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.
57 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.
58 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbH
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-customer-insights product iconCustomer Insightspowerapps product iconPower Apps
Gestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
59 out of 60
CI/CD für Power BI: Starter - 5 Tage UmsetzungDIGITALL Nature Germany GmbH
+1
Applicable to:
power-bi product iconPower BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
60 out of 60
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