Retail & Commercial Banking solution.
The Banking Accelerator is focused on Retail & Commercial Banking scenarios to optimise customer experiences, improve collaboration, and gain new customer insights.
Banks & Branches
Customer 360 form
This banking Customer 360 view shows everything about the person from their profit tier (segmentation), to interaction and activities, to KYC, what financial products they have, and who is within their household. The person (or company) record becomes the source of truth and engagement to deliver the optimal customer experience.
Opportunity and deal form
The opportunity and deal forms show the details of the opportunity included products, requested facilities, limits, and the stages of the overall proposal.
Branch Manager dashboard
Example dashboards both in Dynamics 365 and Power BI are included in the Banking Accelerator. With the example Bank Branch Manager dashboard, the Bank Branch Manager gains analytics and insights into account applications, onboarding stage, referrals and prospects, and which products are most popular.
Retail & Commercial banking focus
Optimised for customer experience
Native CDM support
Watch Dynamics 365 Banking accelerator demo
Dynamics 365 Banking Accelerator
Build innovative industry apps with the Banking Accelerator
Dynamics 365 Sales Enterprise
Industry-leading sales force automation with contextual insights and advanced customization capabilities
Dynamics 365 Customer Service Enterprise
Optimize resource scheduling, enable field technicians, and deliver on customer expectations
Power Apps run single apps
Run applications around a single business scenario for an individual user