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Financial Services

Станьте доверенным партнером для клиентов и выделите свое финансовое учреждение среди конкурентов. Ознакомьтесь с предложениями финансовых служб, которые помогут создать новые ценности с помощью инновационных технологий.
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Результаты для Финансовые услуги: Professional Services

Отображение результатов в professional services.
Просмотреть связанных результата в приложения или связанных результата в отраслевые облака.
Custom Power BI Visualization: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this engagement, work with Tallan to design and build a custom Power BI Custom Visualization to fit your business needs, and give you the competitive advantage.
1 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Discover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
2 out of 60
Streamlined Order Approval AutomationBewise
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
To streamline and automate purchase order approvals using Microsoft Power Automate, reducing delays, ensuring compliance, and enhancing transparency through seamless integration with existing systems
3 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Five-day Implementation and support for Microsoft Dynamics 365 Business Central.
4 out of 60
KK Modern Endpoint Management WorkshopKraft Kennedy
+2
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Creates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
5 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
6 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
7 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelon
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
8 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.
9 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Test drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
10 out of 60
Microsoft Copilot Studio ChatbotManaged 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
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
11 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.
12 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
13 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workers
Designed as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
14 out of 60
AI Transformation with CopilotApsia
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
AI Projects must truly serve business objectives ! The ultimate reason we are here is to deliver value for the organization.
15 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.
16 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
17 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
18 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Maureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
19 out of 60
Custom Intranet in Weeks: 4/6-Wk ImplementationEngage Squared
+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
Develop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
20 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW Mentor
+1
Applicable to:
powerapps product iconPower Apps
Move away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
21 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage Squared
+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
Viva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
22 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.
23 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLC
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Modernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
24 out of 60
Power BI Governance: 1-Day WorkshopSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
This workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
25 out of 60
Microsoft Defender for Endpoint QuickStartPresidio
+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
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
26 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLP
+1
Applicable to:
dynamics-365-for-sales product iconSales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
27 out of 60
Power Automate Desktop (RPA) Migration Proof-of-ValueAshling Partners
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Free workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
28 out of 60
Synergy Advisor 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
29 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.
30 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.
31 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-field-services product iconField Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
32 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Create a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
33 out of 60
Microsoft Viva Insights: 1-Day WorkshopEngage Squared
+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
Discover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best, to thrive in the new reality.
34 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
35 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo Software
+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
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
36 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.
37 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.
38 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks ImplementationPERSISTENT SYSTEMS LIMITED
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Building a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
39 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
40 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
41 out of 60
Dynamics 365 Training: 4-Day Proof of ConceptProsoft Systems Intl
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Empower your Dynamics 365 customization team to build a proof of concept application.
42 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
43 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.
44 out of 60
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
45 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Viva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
46 out of 60
KK_Intune ImplementationKraft Kennedy
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Kraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
47 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM Strategy
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
An installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
48 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
49 out of 60
Stockloud: 2-wks AssesmentC-ven Technologies
+1
Applicable to:
powerapps product iconPower Apps
Helping brokers to automate their account opening process and customer lifecycle
50 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.
51 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloud
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
52 out of 60
Goldmine Migration All Ent: 8-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 about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
53 out of 60
Identity and Access Mgm - 12 days ImplementationSPAN d.d.
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Enhance the security of your cloud environment to make it less vulnerable to cyber attacks. Security built into Microsoft 365 provides excellent opportunities for enterprise protection.
54 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.
55 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.
56 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoft
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
TrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
57 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.
58 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
59 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
60 out of 60
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