Solutions

Follow the blog or follow me on twitter @markmargolis to be alerted on the latest Solutions.

Financial Services Core Demo Pack

The Financial Services Demo Pack is now publicly available to Microsoft Customers and Partners via Demo Builder: You can find out much more here.

Financial Service Retail Banking Demo

Client 360  -Single View Component

The Client 360 component is now available as a standalone install (it comes already embedded in the FS Core Pack and REtail Banking Demo). Full details here.

Financial Services Templates on PinPoint

 

• KYC 360 – Microsoft Dynamics CRM Deal, Onboarding and Account Planning Process (Read more about this here. Download here)
• Microsoft Dynamics CRM Wealth Management Process
• Microsoft Dynamics CRM Life Insurance Sales Process