Dynamics 365 for Financial Services & Banking
CRM implementation, customer onboarding automation, loan management workflows, compliance tracking, and customer 360 views for banks, insurance, and financial institutions.
Solzet delivers Microsoft Dynamics 365 and Power Platform solutions for financial services organizations - banks, credit unions, insurance companies, fintech startups, and investment firms. Our senior consultants in Yerevan, Armenia implement D365 Sales and Customer Service for client relationship management, build Power Automate workflows for loan origination and claims processing, develop custom PCF controls for financial data visualization, and configure Dataverse security models that meet regulatory requirements. We work directly with mid-market financial institutions and as white-label subcontractors for Microsoft partners serving the banking sector across Europe.
What Dynamics 365 modules do financial services companies need?
Most financial services implementations center on Dynamics 365 Sales (for relationship managers, pipeline tracking, and cross-selling), Dynamics 365 Customer Service (for case management, SLA tracking, and omnichannel support), and Customer Insights (for customer segmentation, lifetime value analysis, and personalized outreach). Banks and insurance companies also benefit heavily from Power Automate for process automation - loan approval workflows, KYC document collection, claims routing, and compliance notification chains. Power Apps canvas apps serve as client-facing portals (via Power Pages) for self-service account management, document upload, and application status tracking. Solzet has implemented all of these in combination for financial clients, with particular expertise in configuring the complex security role hierarchies that financial regulations demand.
How does Solzet handle compliance and data security for financial clients?
Financial services clients require strict data handling. Solzet configures Dataverse security at the column level (field-level security profiles) and uses business units, teams, and hierarchical security models to ensure relationship managers see only their portfolios. For GDPR and financial regulation compliance, we implement data retention policies, consent tracking via custom entities, audit log configurations, and automated data subject access request (DSAR) workflows using Power Automate. All client data stays within your Microsoft 365 tenant - Solzet consultants access environments via your Azure AD with MFA, conditional access policies, and session recording where required. Our B2B contracts include GDPR-compliant DPA clauses and mutual NDAs.
Can Dynamics 365 replace legacy banking CRM systems?
Yes, and this is one of our most common project types. Many banks and financial institutions run legacy on-premises CRM systems (Siebel, custom .NET applications, or heavily customized older Dynamics versions) that are expensive to maintain and impossible to extend. Solzet migrates these to Dynamics 365 CE in the cloud - we map existing entities and relationships to the Dataverse model, build ETL pipelines for historical data migration (typically using Azure Data Factory or custom SSIS packages), replicate critical business logic as plugins and Power Automate flows, and rebuild custom UI elements as PCF controls. A typical CRM modernization for a mid-sized financial institution takes 4–8 months depending on data complexity and integration count.
How can Power Automate streamline loan origination and claims processing?
Loan origination and insurance claims are process-heavy workflows that Power Automate handles exceptionally well. For loan origination, we build end-to-end flows that trigger when an application is submitted (via Power Pages portal or internal form), automatically pull credit scores from third-party APIs, route the application through tiered approval chains based on loan amount and risk profile, generate offer letters from Word templates, send them for electronic signature via DocuSign or Adobe Sign, and update the opportunity stage in Dynamics 365 Sales at each milestone. For insurance claims, we implement intake automation (email or portal submission → Dataverse case creation → document attachment processing via AI Builder), adjuster assignment based on claim type and workload, and settlement approval workflows with audit trail logging. Both patterns include SLA timers configured in D365 Customer Service that escalate overdue items automatically and feed real-time dashboards showing pipeline volume, average processing time, and bottleneck identification.
What does a customer 360-degree view look like for a bank using Dynamics 365?
A customer 360 view in Dynamics 365 for banking consolidates every interaction, product, and data point for a client into a single relationship manager interface. Solzet configures this by building custom Dataverse entities for financial products (accounts, loans, credit cards, investment portfolios) linked to the standard Contact and Account records, integrating transaction history from core banking via scheduled or real-time API sync, surfacing interaction timeline (emails, meetings, calls, service cases) on the unified contact form, and embedding Power BI dashboards showing customer lifetime value, product penetration, and next-best-action recommendations. We enhance the standard D365 forms with custom PCF controls - for example, a portfolio summary widget that displays asset allocation as an interactive chart, or a risk indicator control that color-codes customers based on configurable thresholds. The result is a single pane of glass that relationship managers use daily instead of switching between five separate systems, which our banking clients consistently cite as the highest-ROI feature of their D365 deployment.
Common Use Cases
Frequently Asked Questions
How do I get a quote for a Dynamics 365 implementation for my bank?
Contact us with your project requirements and we'll provide a detailed proposal within 5 business days. We offer fixed-price, time-and-materials, and dedicated resource engagement models tailored to your budget and timeline.
Does Solzet have experience with banking-specific Dynamics 365 implementations?
Yes. Our team has delivered CRM implementations for financial services clients including customer onboarding automation, loan pipeline management, KYC/AML compliance workflows, relationship manager dashboards, and cross-sell/upsell recommendation engines. We understand the regulatory requirements and security models specific to banking.
Can Solzet integrate Dynamics 365 with core banking systems?
Yes. We integrate D365 with core banking platforms, payment gateways, document management systems, and credit scoring APIs using a combination of custom plugins, Power Automate flows, Azure Functions, and the Dataverse Web API. Common integration patterns include real-time customer data sync, transaction history import, and automated credit decision workflows.
Can Solzet help migrate from Salesforce to Dynamics 365 for a financial institution?
Yes. We have experience migrating financial services clients from Salesforce to Dynamics 365. The process includes data mapping between Salesforce objects and Dataverse entities, historical data migration via Azure Data Factory, custom field and business logic recreation, user training on the new interface, and parallel-run validation. We pay special attention to preserving audit trails and regulatory compliance records during migration.
How does Dynamics 365 handle multi-entity financial groups?
We configure Dynamics 365 with business unit hierarchies that mirror your organizational structure - separate business units for banking, insurance, and wealth management divisions, each with their own security roles, dashboards, and process flows, while maintaining a unified customer view at the group level for cross-selling and relationship management.
Related Services
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Dynamics 365 Customer Engagement consulting - Sales, Customer Service, Field Service, Customer Insights. Senior specialists from Yerevan, Armenia.
Power Platform Consulting - Power Apps, Power Automate, Power Pages
Power Platform consulting - Power Apps, Power Automate, Power Pages, Copilot Studio, and Dataverse. Senior engineers from Solzet, Armenia.
Dynamics 365 Subcontracting & White-Label Services for Microsoft Partners
White-label Dynamics 365 subcontracting for Microsoft partners. Nearshore developers from Armenia - PCF, D365 CE, Power Automate. NDA-protected.
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