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Financial Services

Torne-se um parceiro de confiança para os seus clientes e destaque a sua instituição financeira em relação à concorrência. Explore ofertas de serviços financeiros que o ajudam a criar novo valor com tecnologia inovadora.
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Serviços de consultoria resultados para Serviços Financeiros

A mostrar resultados em serviços de consultoria.
Ver resultados relacionados em aplicações ou resultados relacionados em nuvens da indústria.
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.
1 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.
2 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
3 out of 60
Support Subscription: Cloud Transformation Services 12-Months ImplementationCollabPoint LLC
+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
According to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
4 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk AssessmentEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Prepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
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
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.
7 out of 60
From On-premises to CloudSirocco
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
8 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.
9 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Understand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
10 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
11 out of 60
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.
12 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-project-service-automation product iconProject Service Automationpower-bi product iconPower BI apps
This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
13 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
14 out of 60
Viva Goals Discovery Workshop - 1 day assessmentXRM Vision
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
15 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
16 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
17 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!
18 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.
19 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktech
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
20 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
21 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosol
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Integrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
22 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Merge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
23 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLC
+1
Applicable to:
dynamics-365-for-customer-services product iconCustomer Service
This workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
24 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
25 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.
26 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.
27 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.
28 out of 60
Power BI for Developers: 1-Day WorkshopCSG Pro
+1
Applicable to:
power-bi product iconPower BI apps
A full day of deep-dive training for developers focused on Power BI.
29 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom Consulting
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-power-platform-for-teams product iconPower Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
30 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.
31 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.
32 out of 60
Speed of Cash - Business Intelligence TrainingFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Build Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
33 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLC
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
The is offering leverages Viva Learning, Viva Connection, and Power Platforms to provide organizations with a training and testing solution that empowers employees to learn and grow.
34 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.
35 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.
36 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
37 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.
38 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.
39 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Three-week Implementation and Support for Microsoft Dynamics 365 Business Central.
40 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
41 out of 60
OSS Copilot MarketingOnSolution Services
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This workshop shows how to deployment and Adoption Copilot to Marketing
42 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.
43 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsight
+1
Applicable to:
powerapps product iconPower Apps
Power Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
44 out of 60
Business Central Premier: 8-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
45 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
46 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology Partners
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
47 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
48 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.
49 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLC
+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
Baseline Microsoft Intune Design and Deployment Services - Comprehensive
50 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
51 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Are you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
52 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.
53 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Microsoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
54 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.
55 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
56 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.
+1
Applicable to:
power-bi product iconPower BI apps
Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
57 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.
58 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.
59 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.​
60 out of 60
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