Deploy Microsoft Cloud for Financial Services

Completed

In this task, you'll deploy all Microsoft Cloud for Financial Services capabilities.

  1. While signed in to your Microsoft 365 tenant, open a new tab and then go to https://aka.ms/solutioncenter to access the Microsoft Cloud Solution Center. Select the Microsoft Cloud for Financial Services button to begin setup.

    Screenshot of Microsoft Cloud Solution Center with Microsoft Cloud for Financial Services quick start button highlighted.

  2. Select the Unified customer profile capability.

    Screenshot of Microsoft Cloud Solution Center with Unified customer profile highlighted.

  3. In the Filter by capability dropdown menu, select All.

    Screenshot of Microsoft Cloud for Financial Services with Filter by capability expanded and the All option highlighted.

  4. Select the Add all FSI Capabilities checkbox and then select Deploy.

    Screenshot of the Add all FSI Capabilities checkbox selected and Customer intelligence checked.

  5. Select all checkboxes and select Next.

    Screenshot of Additional components with Configuration data for Unified customer profile app, Sample data, and Configuration data for Loan onboarding selected.

  6. In the Enter Dataverse environment dropdown menu, select your environment. Select the Customer Insights Environment. Select the Terms of service checkbox and then select Next.

    Screenshot of Set up new deployment with the Enter Dataverse environment dropdown menu highlighted.

  7. All pre-deployment dependencies will be installed and set up. Select Deploy to complete the installation.

    Screenshot of Configure pre-deployment dependencies, with the Deploy button highlighted.

Congratulations! You are done! The Microsoft Cloud for Financial Services deployment will take several hours to complete. You can check the progress through the Existing deployments section.

Screenshot of the deployment in progress screen to check progress.

You can monitor this screen to check the deployment status, or you can view the status of the apps by going to https://aka.ms/ppac.