Financial Services Blueprint

by CRM Dynamics Limited

Microsoft Dynamics 365 for Financial Services

The Financial Services Blueprint is meant for companies that offer services in the financial space. It can help your business unify and automate financial processes, reduce operational expenses and gain a 360-degree view of customer data.


CRM Dynamics brings more than 20 years of experience in finding solutions to the problems that the Financial Services Industry faces.


  • Manage risk across the enterprise
  • Drive real-time payments
  • Deliver personalized customer experiences 



  • Create and manage reports based on multiple data sources in a single location
  • Unify all departments into one confidentially segregated system
  • Identify and create workflows to manage business activities automatically in Microsoft Dynamics 365
  • 360-degree view of clients provides you with understanding of customer experience.

At a glance