Gain customer insight with Unified customer profile in Financial Services

Intermediate
Business User
Functional Consultant
Microsoft Cloud for Financial Services
Industry Solutions

This module explores the Unified customer profile application, which shows a 360-degree perspective of the customer, consolidated into a unified dashboard within Microsoft Cloud for Financial Services. After exploring the application and its data model, you will extend the overall scenario by editing the details of a customer’s profile and adding new controls to the application.

Learning objectives

In this module, you will:

  • Explore the Unified customer profile data model.
  • Explore the Unified customer profile application.
  • Edit customer details in Unified customer profile.
  • Extend the Unified customer profile application.

Prerequisites

Training environment preparation