What's new and planned for Microsoft Cloud for Financial Services
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from April 2022 through September 2022. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
- For a list of the previous wave's release plans, go to 2021 release wave 2 plan.
- For a list of the next wave's release plans, go to 2022 release wave 2 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Financial services data models
Help banks and other financial services organizations quickly take advantage of Cloud for Financial Services.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| General insurance data model | Users by admins, makers, or analysts |
Sep 14, 2022 |
- |
| Wealth management data model | Users by admins, makers, or analysts |
Sep 14, 2022 |
- |
Retail banking
Strengthen customer intelligence with new enhancements to Unified customer profile, Loan tracker, and Banking customer intelligence.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Improve scheduling experience with Intelligent appointments | Users by admins, makers, or analysts |
May 16, 2022 |
Sep 14, 2022 |
Wealth management
Building blocks that were developed in the context of retail banking to the needs of investment and financial advisers serving higher net-worth customers.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Unified client profile for wealth management | Users by admins, makers, or analysts |
Sep 14, 2022 |
- |
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.