How Microsoft Dynamics 365 can be used in the Financial Services Sector.

Effectively managing customer relationships is key to growth and profitability in today’s competitive financial services landscape.

Whether your company is in insurance, asset management, banking, property finance, finance brokerage, tax advisors, private equity or wealth management; a CRM system is required to manage customer relationships. Our Microsoft Dynamics 365 for Financial Services solution is built specifically for the sector and is fully customisable to fit around your individual processes to enable you to take your relationships to the next level.

Over the years, we have recognised that it is not uncommon for financial services organisations to be working from multiple disparate systems and/or spreadsheets, which presents challenges around remaining compliant, improving client retention, providing personalised service, and ensuring business efficiency.

Within this blog, we look at how Dynamics 365 can be used within the financial services industry…

Why choose Microsoft Dynamics 365 for financial services: a high-level overview

Microsoft Dynamics 365 provides financial services organisations with a centralised solution to manage customer relationships and align your data, processes and teams.

With a bespoke solution built on the foundations of Dynamics 365, your business can gain the following benefits:

  • Manage all data within a single, cloud-based solution
  • Manage your clients and their accounts, products or services
  • Adapt as your business grows – Dynamics 365 is fully scalable
  • Integrate seamlessly with other Microsoft tools and third-party products
  • Improve collaboration across departments
  • Full business visibility improves decision-making
  • Simplify regulatory compliance by creating a format across the business which can easily be adapted when laws or regulations change
  • Analyse your customers interactions which enables you to respond to their needs effectively
  • Automate key tasks and processes to eliminate repetitive administrative tasks
  • Capitalise on new opportunities

Examples of how Dynamics 365 can be used in…


Dynamics 365 provides insurance companies with a practical solution to effectively manage relationships across agencies, customers, brokers, and other partners. The solutions also supports with the management across all aspects of your organisation and the customer lifecycle – from relationship and engagement management to business development.

Asset Management

Dynamics 365 enables you to gain a 360-degree view of your key financial advisors, clients, consultants, and other important relationships so you can have a consistent, customer-centric view of your business. Additionally, the solution can help to identify, manage, and track relationships between clients, pensions, endowments, foundations, and other financial intermediaries.

Private Equity

Dynamics 365 helps provide Private Equity organisations to improve efficiency and intelligence throughout the investment lifecycle – from finding and evaluating opportunities, raising funds and working to the deal, to managing investments and providing transparency to every stakeholder.

Let’s take a deeper look into some of the overall benefits that Microsoft Dynamics 365 can provide to financial services organisations…

Build and Sustain Customer Relationships

Understanding the needs and priorities of your customers is vital in providing exceptional customer service and generating loyalty. Due to the competitiveness of the financial industry, it is also essential to provide trustworthy, professional and efficient service. Without the right technology to support, you might unknowingly be falling behind the competition. Dynamics 365 allows you to record a comprehensive history of all client information such as basic contact data, letters, emails, phone calls and marketing preferences, past products/services they have purchased, and more. This creates a single source of truth and ensures that every member of your team is able to interact with a client seamlessly.

Increase Employee Productivity

With all your data stored within one solution, employees no longer need to search through multiple disparate systems to gain the information they need; by centralising data, employees can spend more time fostering and maintaining client relationships.

Additionally, Dynamics 365 is a cloud-based solution, therefore, it is also accessible across mobile devices. This ensures there are no limitations of where your financial services organisation can operate from, an important consideration for the current climate.

Using Insights to Improve Sales and Marketing

A common challenge that financial services face is capitalising on sales opportunities from current customers; 40-70% of an organisation’s growth is determined by their ability to upsell and cross-sell to existing clients. However, many businesses are missing out on this opportunity due to the limited sales and marketing capabilities within their current software. Dynamics 365 allows you to fully understand your audience and as a result, market to your clients more effectively.

Integration Capabilities

When embarking on a CRM implementation, you want to ensure that the product you select can integrate with your existing business systems. As Dynamics 365 is part of the Microsoft eco-system, it integrates seamlessly with the Microsoft 365 stack which most businesses are already familiar with (Word, OneNote, SharePoint, Excel, etc), the Power Platform (Power BI, Power Automate and Power Apps) and other Dynamics 365 applications (Business Central, Finance and Operations, etc).

Find out more about the integrations here.

Customer Success Story...

We leveraged the Word and Dynamics 365 integration for one of our clients – Moorgate Finance – which now enables them to generate documents quickly and accurately, saving time and increasing operational efficiency. As a result, this tool saves Moorgate Finance around 75% manual administration time, which was previously spent on manually generating these documents.

Read the Moorgate Finance Case Study

Security and Compliance

Adhering to compliance rules and guidelines in the financial sector is difficult when dealing with manual processes and unintegrated systems. Dynamics 365 helps organisations manage compliance by ensuring data is safely stored within a centralised database, which also has a 99.9% uptime guarantee. Additionally, D365 helps employees manage their individual processes more effectively, reducing the risk of human error and ensuring that everyone within the business is data compliant.

To access Dynamics 365, secure credentials are required to sign-in to the system. Administrators also have the ability to grant specific security permissions around certain records, meaning only those who require access are able to. When an employee leaves the company, you can simply deactivate their account and have confidence that your data is safe.

Want to learn more about Dynamics 365 for Financial Services?

Click here to view our Financial Services Page

Get in touch…

If you would like more information about how PragmatiQ Solutions can support your financial services organisation, please get in touch by emailing us at [email protected] or calling us on 01908 038110. Alternatively, fill out the form below and a member of our team will be in touch shortly.