Get started with configurations for the financial services solutions powered by Dynamics 365

Article
06/22/2022
2 minutes to read

After deploying Microsoft Cloud for Financial Services solutions powered by Dynamics 365, you can configure additional capabilities to enhance your solutions. You're prompted to configure these capabilities after the successful deployment of your selected financial services solutions in the Microsoft Cloud Solution Center.

Note

For any additional services that you configure, check their compliance. Learn more at Compliance in Microsoft Cloud for Financial Services and ensure you use services that match your requirements.

You'll need to configure the following items for each solution:

Solution	Configuration
Customer intelligence	Configure Customer intelligence churn model
Customer onboarding	Configure business process flow for loan tracking Define required documents for Loan applications Configure the Loan onboarding sample portal
Building blocks - cross solutions	Configure snapshot Configure life events Configure financial holdings categories Embed segments and churn model to an app
Intelligent appointments	Configure intelligent appointments

Note

You can complete some of these configurations on the Administrative settings page for Microsoft Cloud for Financial Services solutions powered by Dynamics 365.

Get started with configurations for the financial services solutions powered by Dynamics 365

See also