A single source of truth for customer and financial data
Dynamics 365 centralises customer profiles, financial histories, interactions, product information and case records, helping teams deliver consistent, reliable service.
Dynamics 365 CRM
Dynamics 365 for Financial ServicesConnect customers, compliance and operations in one platform
Transform financial services by unifying processes, strengthening compliance and improving customer experience with Microsoft Dynamics 365.
Overview
Why financial services organisations need Dynamics 365
Financial services firms face rising expectations, strict regulatory demands and increasing competition. Dynamics 365 helps organisations operate more efficiently and deliver more personalised customer experiences.
The financial services sector is navigating rapid change. Customers expect fast, secure and personalised services, while firms must manage complex regulations, risk exposure and growing volumes of data. Many organisations still rely on fragmented systems across sales, compliance, operations and finance, creating inefficiencies that slow down service delivery and impact customer trust.
Microsoft Dynamics 365 CRM provides a unified platform designed to streamline processes across the financial services ecosystem. It centralises customer information, supports automation, improves visibility and enables teams to make informed decisions based on real-time data. With everything in one system, financial institutions can improve customer service, strengthen compliance and manage operations with greater confidence.
Benefits
The benefits that help financial services teams work smarter
Learn how Dynamics 365 can modernise financial services by improving clarity, control and customer understanding.
Automate high-volume processes
Automate onboarding, document collection, approvals, risk checks, communications and follow-ups, reducing manual effort and decreasing operational risks.
Data-driven insight for better decision-making
Real-time dashboards provide clear visibility into performance, customer trends, risk exposure and financial forecasts.
Security and compliance built in
Dynamics 365 supports regulatory requirements with secure data handling, audit trails and role-specific access controls, critical for financial organisations.
CRM stats
Why your financial services business needs a CRM
Data taken from a survey we commissioned in December 2024. Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers financial services organisations
Dynamics 365 is designed for financial organisations that need accuracy, automation and trust to support day-to-day operations and long-term strategy.
The capabilities of Dynamics 365 extend across core financial services functions:
01
Customer & Relationship Management
Centralise customer interactions, track needs and personalise advice across wealth management, banking, insurance or lending services.
Why choose us
Why financial services organisations choose Dynamics 365
Built for complex, regulated environments
Dynamics 365 adapts to industry-specific processes and ensures teams can maintain accurate records and secure data.
Integrates with essential financial tools
Dynamics 365 connects with Microsoft 365, Power BI and external financial systems through APIs, helping create a connected digital ecosystem.
Supports multi-branch and multi-region operations
Clear visibility helps firms manage multiple locations, markets and service lines from one platform.
Enhances customer trust and transparency
Centralised data and proactive communication create a more reliable and personalised client experience.
Scales with organisational growth
Whether expanding services, markets or teams, Dynamics 365 supports enterprise-level needs.
Download our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.
Download report
Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond financial services? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your financial services operations with Dynamics 365
Financial organisations rely on precision, compliance and customer trust. Dynamics 365 brings your systems, processes and data together so you can deliver a better experience at every stage. To learn more about Dynamics 365 for financial services, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected platform that helps financial organisations manage customers, operations, compliance and financial data in one place.
Yes. Dynamics 365 includes audit trails, access controls and secure data handling to help meet regulatory requirements.
It integrates with Microsoft 365 and external systems through APIs and the Power Platform.
Yes. It supports claims processing, policy management, customer service and reporting.
Automation and better data visibility help streamline workflows and reduce manual tasks.
Yes. It suits everything from small advisory firms to large multi-branch financial groups.
