Top features of Microsoft Dynamics 365 for Financial Services.

Whether your business is in banking, asset finance, wealth management, insurance, or property finance, Microsoft Dynamics 365 for Financial Services is a cloud-based solution to fulfill your Customer Relationship Management (CRM) requirements.

Dynamics 365 for Financial Services provides a comprehensive range of features and functionality to overcome industry-specific processes and legislation requirements. Take a look below to discover more about our top features…

1. 360-degree client overview

Microsoft Dynamics 365 provides a centralised view of all your clients. Users can record all client information such as basic contact data, letters, emails, phone calls, 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.

Additionally, as information is stored in one system, there is no need to look through multiple spreadsheets or disparate systems, creating a better user experience for employees.

2. Mobility

Dynamics 365 can be accessed via a mobile app, which offers the same level of functionality and features as the desktop browser. This provides flexible access for your teams who regularly spend time out of the office or those simply working from home. Employees can access the system, retrieve contact information, accounts details, track and send emails, and more, from anywhere at any time.

D365 operates in real-time, meaning that any information inputted into the system, is visible for others right away. If internet access is a problem whilst employees are on-the-go, the mobile app provides a rich offline experience that lets users work with commands such as create, read, update, and delete, so they can remain productive. Once they are back online, any changes that have been made are synchronised.

3. Reporting

Microsoft Dynamics 365 includes standard functionality that enables users to view sales pipelines and important KPIs via in-built dashboards. Within our Financial Services solution, users can also create more complex reports that are more specific to the industry:

  • Assets under management
  • Customer revenue and profit
  • Year-on-year performance
  • Customer retention
  • Net promoter score

Dynamics 365 also integrates seamlessly with Microsoft Power BI, which can be used to generate more advanced insights and detailed reports.

4. Regulatory Compliance and Security

Financial Services organisations must follow strict legislation within the industry and ensure they remain compliant in everything they do. Dynamics 365 helps businesses 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.

5. Software integrations

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).

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.