Summary

Completed

Microsoft Cloud for Financial Services offers a comprehensive set of solutions for the financial services market. Bringing together capabilities from Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, Microsoft Cloud for Financial Services expedites a financial services organization's ability to roll out solutions. This module explained how the Unified Customer Profile application provides a 360-degree view of the customer, including data across business lines. Additionally, you learned about the customer onboarding process from loan application to tracking progress. By using simple customization, you can tailor the processes and required items to an individual organization's needs.

For more information about the retail banking data model, see Retail banking data model overview.

For more information about deploying and customizing a self-service portal for the customer onboarding process, see Work with Power Apps portals.

For more information, see Compliance in Microsoft Cloud for Financial Services and ensure that you use services that match your requirements.

Next steps

You can purchase Microsoft Cloud for Financial Services as part of an Enterprise Agreement. Contact your account executive to buy Microsoft Cloud for Financial Services. Each financial services solution that is powered by Dynamics 365 has dependencies on other Dynamics 365 apps and solutions that might require other licenses.