With the help of Financial Services Accelerator, both partners and customers are allowed to quickly and efficiently build banking and insurance solutions on Dynamics 365 as well as the Microsoft Power Platform. The very foundation of the Financial Services Accelerator lies in the Microsoft CDM (Common Data Model) which includes an industry data model that supports Financial Services. Along with the data model, the Financial Services Accelerator also includes apps, experiences, business processes, as well as dashboards for common use cases in insurance and banking.

Why Use This Accelerator?

People need a banking experience that not only differentiates banks from the competition, but also drives customer acquisition, loyalty, and finally, fosters long-lasting relationships.

This Banking Accelerator has been built by Microsoft in collaboration with industry partners that include Wealth Dynamix, Fiserv, and VeriPark, creating it in line with the BIAN (Banking Industry Architecture Network)-defined open standards. These partners, having shared their industry-specific knowledge and expertise with Microsoft, helped build a common data structure on top of Dynamics 365 Customer Engagement.

The D365 Banking Accelerator empowers financial institutions with the consistent and well-structured data that they require in order to effectively bring powerful and innovative banking solutions to the market. Building off sand using this accelerator makes it possible for partners, including developers, ISVs and SIs (systems integrators), and banks to quickly develop solutions that help in delivering a better banking experience.

Customer Service

Customer Delight

Customer Service

Improve Customer Satisfaction of your Bank Customers by using Dynamics 365 Customer Service Software Solution for Commercial and Retail Banks. Configured by Routeget Technologies on Microsoft Dynamics 365 for Banking.

Procurement & Sourcing

Purchase Automation

Procurement & Sourcing

Purchase Requisitions, CapEx Commitment and Planning, Procurement Approvals, RFx and Vendor Bids, Purchase Agreements for Commercial and Retail Banks built on Microsoft Dynamics 365 Finance.

Sales Management

Sales Automation

Sales Management

CRM for Sales Management, Lead Generation, Lead Scoring, Lead Qualification, Pipeline Management for Commercial and Retail Banks to convert casual inquiries into bank customers with Dynamics 365 Customer Engagement.

Business Intelligence

Analyze Data

Business Intelligence

Business Intelligence and Analytics for analyzing the profitability of relationships, Customer Lifetime Value, Churn and Predictions using Power BI and Azure ML, everything integrated on the Microsoft Azure Cloud platform.

Financial Management

Accounting in your hand

Financial Management

Accounting, General Ledger, Accounts Payable, Credit and Collections, Budgeting, Management Reporting for Commercial and Retail Banks built on Microsoft Dynamics 365 Finance.

HR and Talent

Built-in Integration with LinkedIn

HR and Talent

Recruitment, HR and Talent Solution to increase employee engagement at work and improve productivity of your HR team as well as your employees with Microsoft Dynamics 365 Human Resources.

When you implement the banking accelerator, you get all of the following, at no additional cost:

  • New areas (tables) of Dynamics 365 for: Financial Products, Commercial Loans, Mortgages, Home Equity, Checking Accounts, Deposit Account and 12 others
  • Forms, relationships and views for each area (table)
  • Dashboards
  • Customer 360 form
  • Workflows
  • PowerApp
  • Site map extensions