{"id":198897,"date":"2026-07-13T06:44:00","date_gmt":"2026-07-13T10:44:00","guid":{"rendered":"https:\/\/innowise.com\/?p=198897"},"modified":"2026-07-15T09:37:23","modified_gmt":"2026-07-15T13:37:23","slug":"microsoft-dynamics-365-for-financial-services-guide","status":"publish","type":"post","link":"https:\/\/innowise.com\/nl\/blog\/microsoft-dynamics-365-for-financial-services-guide\/","title":{"rendered":"Microsoft Dynamics 365 voor de financi\u00eble sector: een complete gids"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"198897\" class=\"elementor elementor-198897\">\n\t\t\t\t<div class=\"elementor-element elementor-element-819836f e-flex e-con-boxed e-con e-parent\" data-id=\"819836f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c955e32 elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"c955e32\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"display: none;\"><\/div>\n\n<div style=\"display: none;\" class=\"breadcrumbs flex\">\n    <div class=\"info\"> \n    <a href=\"https:\/\/innowise.com\/\">\n  Main\n  <\/a>\n    <\/div>\n    <div class=\"info\">\n         <a href=\"https:\/\/innowise.com\/about-us\/\">\n  About us\n  <\/a>\n    <\/div>\n     <div class=\"info\">\n          <a href=\"https:\/\/innowise.com\/blog\/\">\n  Blog\n  <\/a>\n    <\/div>\n<\/div>\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\/\", \n  \"@type\": \"BreadcrumbList\", \n  \"itemListElement\": [{\n    \"@type\": \"ListItem\", \n    \"position\": 1, \n    \"name\": \"Innowise is on Top: We Are No. 554 on Inc. 5000 Annual List\",\n    \"item\": \"https:\/\/innowise.com\/blog\/inc-5000-puts-innowise-group-among-the-fastest-growing-technology-companies-in-the-usa-2022\/\"  \n  },{\n    \"@type\": \"ListItem\", \n    \"position\": 2, \n    \"name\": \"Blog\",\n    \"item\": \"https:\/\/innowise.com\/blog\/\"  \n  },{\n    \"@type\": \"ListItem\", \n    \"position\": 3, \n    \"name\": \"Main\",\n    \"item\": \"https:\/\/innowise.com\/\"  \n  }]\n}\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93f634e elementor-widget-tablet__width-inherit elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"93f634e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Microsoft Dynamics 365 for financial services: a complete guide<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a0ba38f elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"a0ba38f\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"heroBottom\">\r\n  <div>\r\n    <a href=\"https:\/\/innowise.com\/authors\/siarhei-sukhadolski\/\">Siarhei Sukhadolski\r\n<\/a>\r\n  <\/div>\r\n\r\n  <div class=\"second\">\r\n    <span>Jul 14, 2026<\/span>\r\n    <span>25 min read<\/span>\r\n  <\/div>\r\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b399fb9 elementor-hidden-desktop elementor-hidden-tablet e-flex e-con-boxed e-con e-parent\" data-id=\"b399fb9\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-523b86d elementor-widget elementor-widget-image\" data-id=\"523b86d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"660\" height=\"495\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/Small-cover_Microsoft-Dynamics-365-for-financial-services_-a-complete-guide-2.png\" class=\"attachment-large size-large wp-image-198898\" alt=\"\" srcset=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/Small-cover_Microsoft-Dynamics-365-for-financial-services_-a-complete-guide-2.png 660w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/Small-cover_Microsoft-Dynamics-365-for-financial-services_-a-complete-guide-2-300x225.png 300w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/Small-cover_Microsoft-Dynamics-365-for-financial-services_-a-complete-guide-2-16x12.png 16w\" sizes=\"(max-width: 660px) 100vw, 660px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-970be0b article-description e-con-full e-flex e-con e-parent\" data-id=\"970be0b\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f2465c0 author-article e-con-full e-flex e-con e-child\" data-id=\"f2465c0\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e6efd78 e-con-full e-flex e-con e-child\" data-id=\"e6efd78\" data-element_type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-3d76e49 e-con-full e-flex e-con e-child\" data-id=\"3d76e49\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ef45fbb elementor-widget elementor-widget-shortcode\" data-id=\"ef45fbb\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">[summarize_button_ai]<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-27f6da7 e-con-full takeways e-flex e-con e-child\" data-id=\"27f6da7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e65d259 elementor-widget elementor-widget-heading\" data-id=\"e65d259\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key takeaways<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c8d5045 elementor-widget elementor-widget-text-editor\" data-id=\"c8d5045\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul class=\"blackUl\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dynamics 365 helps financial companies connect customer data, service cases, finance work, compliance tasks, reporting, and integrations in one Microsoft-based setup.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The best module mix depends on the business problem: Sales for relationship work, Customer Service for cases, Finance for financial operations, Customer Insights for customer data, and Power Platform for custom workflows.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrations matter as much as the apps themselves, especially when Dynamics 365 needs to work with core banking, KYC, AML, payments, document, and reporting systems.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Implementation success depends on clean data, clear ownership, strong security roles, user adoption, and post-launch support. Yes, the boring stuff again.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">ROI usually comes from faster onboarding, shorter case resolution, less manual work, better reporting, and fewer disconnected tools.<\/span><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccd97df elementor-widget elementor-widget-text-editor\" data-id=\"ccd97df\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Financial services run on trust, speed, and paperwork. A weird combo, but here we are. <\/span><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/\"><span style=\"font-weight: 400;\">Dynamics 365<\/span><\/a><span style=\"font-weight: 400;\"> can help banks, credit unions, insurers, wealth firms, and fintech companies connect customer data, service cases, finance processes, compliance tasks, and reporting without making every team live in its own little system cave.<\/span><\/p><p><span style=\"font-weight: 400;\">I&#8217;ve seen this enough times: the problem usually isn&#8217;t one bad tool. It&#8217;s several systems that don&#8217;t work together. In this article, we&#8217;ll look at how Dynamics 365 is used in financial services, its main features, common use cases, implementation challenges, and what to consider before rolling it out.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7e82a2e e-con-full e-flex e-con e-child\" data-id=\"7e82a2e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ba2c3db elementor-widget elementor-widget-heading\" data-id=\"ba2c3db\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">See what related services we offer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2828e71 e-con-full e-flex e-con e-child\" data-id=\"2828e71\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b3d48c8 elementor-widget elementor-widget-shortcode\" data-id=\"b3d48c8\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">[blog_related_services post_in='169223, 195564,196267']<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f2858d1 e-con-full e-flex e-con e-child\" data-id=\"f2858d1\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-86cbb77 elementor-widget elementor-widget-heading\" data-id=\"86cbb77\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is Microsoft Dynamics 365 for financial services?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c717074 elementor-widget elementor-widget-text-editor\" data-id=\"c717074\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><span style=\"font-weight: 400;\">Microsoft Dynamics 365<\/span><\/a><span style=\"font-weight: 400;\"> for financial services is a set of business apps that helps financial companies manage customer onboarding, loan servicing, claims, advisor workflows, compliance reporting, service cases, and financial operations in one Microsoft environment. In plain words, it gives banks, insurers, wealth firms, credit unions, and fintech teams a shared operational platform instead of forcing everyone to chase data across CRM, ERP, email, spreadsheets, and old internal systems.\u00a0<\/span>\n\n<span style=\"font-weight: 400;\">The \u201cfor financial services\u201d part is not one single product you buy and magically everything works. Nice thought, though. It usually means choosing the right Dynamics 365 apps, connecting them with Microsoft 365, Power Platform, Azure, and financial systems, then shaping the setup around real processes like onboarding, KYC, claims, loan workflows, client service, approvals, and compliance checks.<\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4c1c6fb e-con-full e-flex e-con e-child\" data-id=\"4c1c6fb\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f67de5f elementor-widget elementor-widget-heading\" data-id=\"f67de5f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Who can use Dynamics 365 in financial services?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c6ae627 e-con-full e-flex e-con e-child\" data-id=\"c6ae627\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1719ad elementor-widget elementor-widget-text-editor\" data-id=\"d1719ad\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Dynamics 365 can be used by almost any financial company that deals with customers, products, service requests, approvals, documents, and reporting. The fit is especially good when teams need one trusted customer record rather than five versions of the truth living in five systems.<\/span><\/p><p><span style=\"font-weight: 400;\">Common users include:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ba48a4 elementor-widget elementor-widget-html\" data-id=\"2ba48a4\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Retail and commercial banks:<\/b> customer profiles, loan workflows, branch service, relationship management, cross-selling, and case handling.<\/li>\r\n  <li><b>Credit unions:<\/b> member onboarding, service requests, loan applications, retention work, and local relationship management.<\/li>\r\n  <li><b>Insurance companies:<\/b> policyholder service, claims support, renewals, agent workflows, and document-heavy processes.<\/li>\r\n  <li><b>Wealth and asset management firms:<\/b> advisor tasks, client history, portfolio-related notes, life-event tracking, and follow-ups.<\/li>\r\n  <li><b>Fintech companies and lenders:<\/b> customer lifecycle management, support operations, partner workflows, onboarding, and integrations with payment, KYC, analytics, and credit systems.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-09cd2ea e-con-full e-flex e-con e-child\" data-id=\"09cd2ea\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3c5880e elementor-widget elementor-widget-heading\" data-id=\"3c5880e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Main Dynamics 365 modules for financial services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c637272 e-con-full e-flex e-con e-child\" data-id=\"c637272\" data-element_type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-a8c28c7 e-con-full e-flex e-con e-child\" data-id=\"a8c28c7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5430975 elementor-widget elementor-widget-text-editor\" data-id=\"5430975\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The main Dynamics 365 modules for financial services depend on what the company needs to fix first: sales, service, finance, reporting, field operations, or internal processes. I wouldn\u2019t start with the full Microsoft menu. That sounds nice in a sales deck, but in real projects it usually creates a very expensive maze.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9fbae28 elementor-widget elementor-widget-image\" data-id=\"9fbae28\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"430\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-1024x551.png\" class=\"attachment-large size-large wp-image-198917\" alt=\"Main Dynamics 365 modules for financial services.\" srcset=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-1024x551.png 1024w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-300x161.png 300w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-768x413.png 768w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-1536x826.png 1536w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-2048x1102.png 2048w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/main-dynamics-365-modules-for-financial-services-2-18x10.png 18w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5508dc2 e-con-full e-flex e-con e-child\" data-id=\"5508dc2\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19c87a7 elementor-widget elementor-widget-text-editor\" data-id=\"19c87a7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Common module choices include:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d08fc7 elementor-widget elementor-widget-html\" data-id=\"9d08fc7\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Dynamics 365 Sales:<\/b> for relationship management, lead tracking, referrals, cross-selling, opportunity management, and advisor pipelines. Good choice when the sales process is half CRM, half inbox archaeology.<\/li>\r\n  <li><b>Dynamics 365 Customer Service:<\/b> for support tickets, complaints, card issues, fraud claims, loan servicing, and customer support across channels. This is often the first place I\u2019d look if customers keep repeating the same story to different agents.<\/li>\r\n  <li><b>Dynamics 365 Customer Insights:<\/b> for customer profiles, segmentation, churn signals, behavioral analysis, and targeted campaigns. Useful, but only if the source data is clean enough. Otherwise, it just gives you polished confusion.<\/li>\r\n  <li><b>Dynamics 365 Finance:<\/b> for financial management, reporting, budgeting, multi-entity operations, accounts payable, accounts receivable, and compliance reporting. This one matters when finance teams need control, not another spreadsheet circus.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c048674 e-con-full e-flex e-con e-child\" data-id=\"c048674\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-957cc15 elementor-widget elementor-widget-text-editor\" data-id=\"957cc15\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">For smaller financial firms, <\/span><b>Dynamics 365 Business Central<\/b><span style=\"font-weight: 400;\"> can be a lighter option: it covers core finance and operations needs without the heavier setup of Dynamics 365 Finance. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c28cff3 elementor-widget elementor-widget-html\" data-id=\"c28cff3\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Dynamics 365 Project Operations:<\/b> for project-based finance work, internal initiatives, professional services, cost tracking, and resource planning. Not every financial firm needs it, but consulting-heavy or project-heavy teams should consider it.<\/li>\r\n  <li><b>Dynamics 365 Field Service:<\/b> for scheduled visits, inspections, branch-related tasks, on-site consultations, and field operations. More niche, but useful when work happens outside the office and still needs proper tracking.<\/li>\r\n  <li><b>Power Platform:<\/b> for low-code apps, workflows, dashboards, approval paths, and internal tools when standard Dynamics 365 functions are not enough. My take: use it to close practical gaps, not to rebuild the whole company in low-code because someone got excited after a demo.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8d8fe20 e-con-full e-flex e-con e-child\" data-id=\"8d8fe20\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6dfa28e elementor-widget elementor-widget-heading\" data-id=\"6dfa28e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Dynamics 365 use cases in financial services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d594e2e e-con-full e-flex e-con e-child\" data-id=\"d594e2e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fc85f44 elementor-widget elementor-widget-text-editor\" data-id=\"fc85f44\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Dynamics 365 use cases in financial services usually come down to one thing: getting work out of disconnected tools and into processes people can actually follow. Not glamorous, very useful.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Common use cases include:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-061cbdb elementor-widget elementor-widget-html\" data-id=\"061cbdb\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Customer 360:<\/b> gives relationship managers, advisors, service agents, branch teams, and compliance users one customer view with profile data, interactions, service history, documents, and product information. Public example: Backbase partnered with Microsoft so its banking engagement platform could work as an engagement layer in Microsoft Cloud for Financial Services.<\/li>\r\n  <li><b>Digital onboarding and KYC:<\/b> supports digital forms, identity checks, document collection, approval routing, compliance review, and status updates. Basically, fewer \u201ccan you resend this PDF?\u201d moments.<\/li>\r\n  <li><b>Loan and credit application management:<\/b> helps teams handle application intake, document checklists, scoring rules, approval steps, task routing, and customer communication.<\/li>\r\n  <li><b>Wealth management workflows:<\/b> gives advisors access to client history, meeting notes, portfolio-related updates, life events, follow-up tasks, and product fit signals.<\/li>\r\n  <li><b>Customer service and case resolution:<\/b> helps manage complaints, fraud disputes, lost card cases, loan servicing questions, SLA tracking, knowledge base content, and escalation paths.<\/li>\r\n  <li><b>Cross-selling and referral management:<\/b> supports customer segmentation, eligibility checks, product suggestions, referral tracking, and pipeline visibility. Useful when done properly. Annoying when it turns into \u201csell everyone everything.\u201d<\/li>\r\n  <li><b>Compliance task management:<\/b> tracks KYC reviews, AML alerts, audit trails, access controls, data retention steps, and regulatory workflows.<\/li>\r\n  <li><b>Financial reporting and analytics:<\/b> connects finance, service, sales, and operational data into dashboards for profitability, cost analysis, risk tracking, and performance reporting.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-71fb8af e-con-full e-flex e-con e-child\" data-id=\"71fb8af\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-44c4fc1 e-con-full e-flex e-con e-child\" data-id=\"44c4fc1\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-546168f elementor-widget-tablet__width-inherit elementor-widget__width-initial max100 elementor-widget elementor-widget-heading\" data-id=\"546168f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Need Dynamics 365 built around real financial workflows?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0f0c809 e-con-full e-flex e-con e-child\" data-id=\"0f0c809\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-38adf3b elementor-absolute elementor-widget-mobile__width-inherit transform elementor-widget elementor-widget-html\" data-id=\"38adf3b\" data-element_type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"wave-container\"><\/div>\r\n\r\n<style>\r\n  .wave-container {\r\n    width: 400px;\r\n    height: 400px;\r\n  }\r\n\r\n  @media(max-width: 767px) {\r\n    .wave-container {\r\n      width: 100%;\r\n      height: 100%;\r\n    }\r\n  }\r\n\r\n\r\n  .wave {\r\n    position: absolute;\r\n    border: 1px solid rgba(210, 184, 214, 1);\r\n    border-radius: 50%;\r\n    animation: drop 16s infinite;\r\n    top: 50%;\r\n    left: 50%;\r\n    transform: translate(-50%, -50%);\r\n    box-sizing: border-box;\r\n  }\r\n\r\n  @keyframes drop {\r\n    0% {\r\n      width: 0px;\r\n      height: 0px;\r\n      border: 1px solid rgba(210, 184, 214, 1);\r\n    }\r\n\r\n    100% {\r\n      width: 400px;\r\n      height: 400px;\r\n      border: 1px solid rgba(210, 184, 214, 0);\r\n    }\r\n  }\r\n<\/style>\r\n\r\n<script>\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    function createWaves(numberOfWaves) {\r\n      const waveContainers = document.querySelectorAll('.wave-container');\r\n\r\n      waveContainers.forEach((waveContainer) => {\r\n        for (let i = 0; i < numberOfWaves; i++) {\r\n          const wave = document.createElement('div');\r\n          wave.classList.add('wave');\r\n\r\n          wave.style.animationDelay = `${i * 0.8}s`;\r\n\r\n          waveContainer.appendChild(wave);\r\n        }\r\n      });\r\n    }\r\n\r\n    createWaves(10)\r\n  });\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b38f79 elementor-align-left elementor-widget__width-initial elementor-widget-mobile__width-inherit cta-btn elementor-widget elementor-widget-button\" data-id=\"5b38f79\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#contact-form\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start project<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-27f9a21 e-con-full e-flex e-con e-child\" data-id=\"27f9a21\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-76cfd4e elementor-widget elementor-widget-heading\" data-id=\"76cfd4e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Integrations for the financial services ecosystem<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fcf673 elementor-widget elementor-widget-text-editor\" data-id=\"2fcf673\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/integration\/\"><span style=\"font-weight: 400;\">Integrations<\/span><\/a><span style=\"font-weight: 400;\"> are not a side task in a Dynamics 365 project for financial services. They are the project.<\/span><\/p><p><span style=\"font-weight: 400;\">A bank, insurer, lender, or wealth firm already has systems that run the business: core banking, payment processing, card systems, KYC tools, AML checks, policy platforms, loan origination, document storage, accounting, call center software, and reporting tools. Dynamics 365 should not replace all of that. It should give teams one place to work while the heavy systems keep doing what they were built to do.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-262df78 e-con-full e-flex e-con e-child\" data-id=\"262df78\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4b23ff elementor-widget elementor-widget-heading\" data-id=\"a4b23ff\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Microsoft stack integrations<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-41c2dff elementor-widget elementor-widget-text-editor\" data-id=\"41c2dff\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The easiest place to start is usually the Microsoft stack. Outlook and Teams connect emails, meetings, and internal discussions to customer records and service cases. SharePoint handles document storage. Excel still appears because finance people and spreadsheets have a bond no vendor can break.<\/span><\/p><p><span style=\"font-weight: 400;\">Power BI is often the most useful piece here. It can turn CRM, service, finance, and operational data into dashboards for managers, compliance teams, branch leads, and executives. Power Apps and Power Automate can cover smaller internal workflows when the standard Dynamics 365 setup does not fit.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-de10006 e-con-full e-flex e-con e-child\" data-id=\"de10006\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e0f6d3 elementor-widget elementor-widget-heading\" data-id=\"6e0f6d3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Financial system integrations<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b14e76 elementor-widget elementor-widget-text-editor\" data-id=\"3b14e76\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">This is where planning gets serious. Dynamics 365 may need data from core banking, loan origination, payment processors, card platforms, credit bureaus, policy systems, claims tools, portfolio management systems, accounting platforms, e-signature tools, KYC providers, and AML systems.<\/span><\/p><p><span style=\"font-weight: 400;\">Each connection needs clear rules: what data moves, which system owns the record, how often updates happen, what happens when something fails, and who is allowed to see what. Boring? Yes. Also the difference between a working platform and a reporting dumpster fire.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6597b7f e-con-full e-flex e-con e-child\" data-id=\"6597b7f\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1d8461 elementor-widget elementor-widget-heading\" data-id=\"d1d8461\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Data ownership and process flow<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-702e1f8 elementor-widget elementor-widget-text-editor\" data-id=\"702e1f8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Before connecting anything, map the process from end to end: customer action, internal review, system update, approval, notification, document storage, and reporting. Then decide what Dynamics 365 should do and what should stay in the source system.<\/span><\/p><p><span style=\"font-weight: 400;\">This matters because bad integrations do real damage. They create duplicate customer records, broken approval chains, missing audit history, slow reports, and teams that quietly go back to Excel. The goal is not to connect every system just because it exists. The goal is to make the right data available at the right step of the process.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-15d7aa9 e-con-full e-flex e-con e-child\" data-id=\"15d7aa9\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df59edc elementor-widget elementor-widget-heading\" data-id=\"df59edc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">See our fintech case studies<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d5c45ff elementor-widget elementor-widget-shortcode\" data-id=\"d5c45ff\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">\n        <div class=\"slider-overflow view-2\">\n            <div class=\"swiper-related view-2\">\n                <div class=\"swiper-wrapper\">\n        <div class=\"swiper-slide\">\n            <div class=\"swiper-into-e1\">\n                <div class=\"swiper-slide__inner-container\">\n                    <div class=\"block-div-img-rel\">\n                        <a href=\"https:\/\/innowise.com\/nl\/case\/investment-mobile-app-development\/\" aria-label=\"block_198302\">\n                            <img decoding=\"async\" class=\"slide__img-rel\" \n                             src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/06\/sovendus-coupon-platform-modernization.png\" alt=\"Mobile app development for EmKap\u2019s investment platform\">\n                    <div class=\"cases-post__thumbnail_opencase_img\">\n                        <div>\n                            <img decoding=\"async\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/06\/Log\u043es-desktop.png\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                \n                        <\/a>\n                    <\/div>\n                    <div class=\"border-slide-rel\">\n                        <div class=\"swip-title-rel-qe mb-10\" style=\"\">\n                            <a href=\"https:\/\/innowise.com\/nl\/case\/investment-mobile-app-development\/\" aria-label=\"Mobile app development for EmKap\u2019s investment platform\" >Mobile app development for EmKap\u2019s investment platform<\/a>\n                        <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/dart\/\">Dart<\/a><a href=\"\/nl\/cases\/flutter\/\">Flutter<\/a><a href=\"\/nl\/cases\/integratie\/\">Integration<\/a><a href=\"\/nl\/cases\/investering\/\">Investment<\/a><a href=\"\/nl\/cases\/mobile\/\">Mobile<\/a><a href=\"\/nl\/cases\/mobile-development\/\">Mobile development<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/investment-mobile-app-development\/\" aria-label=\"Read more about Mobile app development for EmKap\u2019s investment platform\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg class=\"arrow-btn__svg\"\n                             width=\"110\"\n                            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             <div class=\"border-slide-rel\">\n                        <div class=\"swip-title-rel-qe mb-10\" style=\"\">\n                            <a href=\"https:\/\/innowise.com\/nl\/case\/lendo-fintech-platform-modernization\/\" aria-label=\"Lendo fintech platform modernization\" >Lendo fintech platform modernization<\/a>\n                        <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/devops\/\">DevOps<\/a><a href=\"\/nl\/cases\/cloud\/\">Cloud<\/a><a href=\"\/nl\/cases\/software-enhancement\/\">Software enhancement<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/lendo-fintech-platform-modernization\/\" aria-label=\"Read more about Lendo fintech platform modernization\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg class=\"arrow-btn__svg\"\n                             width=\"110\"\n                             height=\"18\"\n                             viewBox=\"0 0 110 18\"\n                             fill=\"none\"\n                             xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                            <path d=\"M9 1L17 8.99999L9 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M0 9.00018L17 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M99 1L107 8.99999L99 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M90 9.00018L107 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/a>\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div class=\"swiper-into-e1\">\n                <div class=\"swiper-slide__inner-container\">\n                    <div class=\"block-div-img-rel\">\n                        <a href=\"https:\/\/innowise.com\/nl\/case\/finance-ai-assistant\/\" aria-label=\"block_191935\">\n                            <img decoding=\"async\" class=\"slide__img-rel\" \n                             src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/02\/image-teaser-2.png\" alt=\"Haia: finance AI assistant\">\n                    <div class=\"cases-post__thumbnail_opencase_img\">\n                        <div>\n                            <img decoding=\"async\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/02\/Haia-logo-1.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                \n                        <\/a>\n                    <\/div>\n                    <div class=\"border-slide-rel\">\n                        <div class=\"swip-title-rel-qe mb-10\" style=\"\">\n                            <a href=\"https:\/\/innowise.com\/nl\/case\/finance-ai-assistant\/\" aria-label=\"Haia: finance AI assistant\" >Haia: finance AI assistant<\/a>\n                        <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/blockchain\/\">Blockchain<\/a><a href=\"\/nl\/cases\/ai\/\">AI<\/a><a href=\"\/nl\/cases\/kotlin\/\">Kotlin<\/a><a href=\"\/nl\/cases\/smart-contract\/\">Smart contract<\/a><a href=\"\/nl\/cases\/web3\/\">Web3<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/finance-ai-assistant\/\" aria-label=\"Read more about Haia: finance AI assistant\">\n                    <div class=\"arrow-btn3-rel\">\n   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stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/a>\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div class=\"swiper-into-e1\">\n                <div class=\"swiper-slide__inner-container\">\n                    <div class=\"block-div-img-rel\">\n                        <a href=\"https:\/\/innowise.com\/nl\/case\/blockchain-ecosystem-development\/\" aria-label=\"block_179475\">\n                            <img decoding=\"async\" class=\"slide__img-rel\" \n                             src=\"https:\/\/innowise.com\/wp-content\/uploads\/2025\/12\/Hero-image.jpg\" alt=\"Blockchain ecosystem powered by Layer 2 zk-Rollups\">\n                    <div class=\"cases-post__thumbnail_opencase_img\">\n                        <div>\n                            <img decoding=\"async\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2025\/12\/prophaust.svg\" alt=\"\">\n                        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1L17 8.99999L9 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M0 9.00018L17 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M99 1L107 8.99999L99 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M90 9.00018L107 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/a>\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div class=\"swiper-into-e1\">\n                <div class=\"swiper-slide__inner-container\">\n                    <div class=\"block-div-img-rel\">\n                    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href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/blockchain\/\">Blockchain<\/a><a href=\"\/nl\/cases\/java\/\">Java<\/a><a href=\"\/nl\/cases\/microservices\/\">Microservices<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/building-a-decentralized-banking-platform\/\" aria-label=\"Read more about Building a decentralized banking platform\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg 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href=\"https:\/\/innowise.com\/nl\/case\/data-management-in-banking\/\" aria-label=\"Data management repository for banking\" >Data management repository for banking<\/a>\n                        <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/banken\/\">Banking<\/a><a href=\"\/nl\/cases\/business-intelligence\/\">Business intelligence<\/a><a href=\"\/nl\/cases\/data-analyse\/\">Data analytics<\/a><a href=\"\/nl\/cases\/data-management\/\">Data management (DMS)<\/a><a href=\"\/nl\/cases\/discovery\/\">Discovery<\/a><a href=\"\/nl\/cases\/api\/\">API<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/data-management-in-banking\/\" aria-label=\"Read more about Data management repository for banking\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg class=\"arrow-btn__svg\"\n                             width=\"110\"\n                             height=\"18\"\n                             viewBox=\"0 0 110 18\"\n                             fill=\"none\"\n                             xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                            <path d=\"M9 1L17 8.99999L9 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M0 9.00018L17 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M99 1L107 8.99999L99 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M90 9.00018L107 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/a>\n            <\/div>\n        <\/div>\n        <div class=\"swiper-slide\">\n            <div class=\"swiper-into-e1\">\n                <div class=\"swiper-slide__inner-container\">\n                    <div class=\"block-div-img-rel\">\n                        <a href=\"https:\/\/innowise.com\/nl\/case\/android-based-pos-terminal-app\/\" aria-label=\"block_142472\">\n                            <img decoding=\"async\" class=\"slide__img-rel\" \n                             src=\"https:\/\/innowise.com\/wp-content\/uploads\/2023\/11\/Refactoring-and-enhancing-Android-based-app-for-POS-terminal-small-cover.png\" alt=\"Refactoring and enhancing Android-based app for POS terminal\">\n                        <\/a>\n                    <\/div>\n                    <div class=\"border-slide-rel\">\n                        <div class=\"swip-title-rel-qe mb-10\" style=\"\">\n                            <a href=\"https:\/\/innowise.com\/nl\/case\/android-based-pos-terminal-app\/\" aria-label=\"Refactoring and enhancing Android-based app for POS terminal\" >Refactoring and enhancing Android-based app for POS terminal<\/a>\n                        <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/banken\/\">Banking<\/a><a href=\"\/nl\/cases\/c-technology\/\">C<\/a><a href=\"\/nl\/cases\/compose\/\">Compose<\/a><a href=\"\/nl\/cases\/android\/\">Android<\/a><a href=\"\/nl\/cases\/java\/\">Java<\/a><a href=\"\/nl\/cases\/kotlin\/\">Kotlin<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/android-based-pos-terminal-app\/\" aria-label=\"Read more about Refactoring and enhancing Android-based app for POS terminal\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg class=\"arrow-btn__svg\"\n        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                   <\/div>\n                        <div class=\"swip-array-rel\">\n                            <a href=\"\/nl\/cases\/fintech\/\">FinTech<\/a><a href=\"\/nl\/cases\/azure\/\">Azure<\/a><a href=\"\/nl\/cases\/banken\/\">Banking<\/a><a href=\"\/nl\/cases\/c\/\">C#<\/a><a href=\"\/nl\/cases\/crm\/\">CRM<\/a><a href=\"\/nl\/cases\/net\/\">.NET<\/a><a href=\"\/nl\/cases\/investering\/\">Investment<\/a>\n                        <\/div>\n                        <div class=\"slide__button-wrapper_mob\">\n                            <span class=\"slide__button-text_mob\">Read more<\/span>\n                            <img decoding=\"async\" class=\"slide__button-img_mob\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2021\/12\/arrow-more.svg\" alt=\"\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"slide__button-wrapper\">\n                <a href=\"https:\/\/innowise.com\/nl\/case\/investment-banking-software\/\" aria-label=\"Read more about One-stop investment portal\">\n                    <div class=\"arrow-btn3-rel\">\n                        <svg class=\"arrow-btn__svg\"\n                             width=\"110\"\n                             height=\"18\"\n                             viewBox=\"0 0 110 18\"\n                             fill=\"none\"\n                             xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                            <path d=\"M9 1L17 8.99999L9 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M0 9.00018L17 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M99 1L107 8.99999L99 17\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                            <path d=\"M90 9.00018L107 9.00018\"\n                                  stroke=\"#C63031\"\n                                  stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/a>\n            <\/div>\n        <\/div>\n                <\/div>\n                \n                <div class=\"swiper-related__navigation\" style=\"display:flex;\">\n                    <button class=\"swiper-related__navigation-btn\" style=\"display:block;position:relative;\">\n                        <svg width=\"25\" height=\"24\" viewBox=\"0 0 25 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                            <g>\n                                <path d=\"M12 4L4 12L12 20\" stroke=\"#2E2E2E\" stroke-width=\"2\"\/>\n                                <path d=\"M21 12.0002L4 12.0002\" stroke=\"#2E2E2E\" stroke-width=\"2\"\/>\n                            <\/g>\n                        <\/svg>\n                    <\/button>\n                \n                    <button class=\"swiper-related__navigation-btn\" style=\"display:block;position:relative;\">\n                        <svg width=\"25\" height=\"24\" viewBox=\"0 0 25 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n                            <path d=\"M13 4L21 12L13 20\" stroke=\"#2E2E2E\" stroke-width=\"2\"\/>\n                            <path d=\"M4 12.0002L21 12.0002\" stroke=\"#2E2E2E\" stroke-width=\"2\"\/>\n                        <\/svg>\n                    <\/button>\n                <\/div>\n            <\/div>\n        <\/div>\n        <script src=\"\/wp-content\/themes\/hello-elementor\/assets\/js\/slb-case.js\"><\/script>  \n        <link rel=\"stylesheet\" href=\"\/wp-content\/themes\/hello-elementor\/assets\/css\/case-slider.css\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b198923 e-con-full e-flex e-con e-child\" data-id=\"b198923\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-875a084 elementor-widget elementor-widget-heading\" data-id=\"875a084\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Compliance, security, and risk management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e0022e e-con-full e-flex e-con e-child\" data-id=\"6e0022e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c0ddd81 elementor-widget elementor-widget-text-editor\" data-id=\"c0ddd81\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Compliance, security, and risk management in Dynamics 365 should be built into the process, not patched on later when someone from legal asks an uncomfortable question.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For financial services, this usually means role-based access, audit trails, approval history, data retention rules, consent tracking, and clear records of who changed what and when. Dynamics 365 can also support KYC and AML work through workflows, alerts, document tracking, and integrations with external screening tools.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The system should make compliance work easier to prove. If access rules are vague, audit logs are incomplete, or customer data sits in random places, the platform is not doing its job.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f97f0e1 e-con-full e-flex e-con e-child\" data-id=\"f97f0e1\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7bf8c8f elementor-widget elementor-widget-heading\" data-id=\"7bf8c8f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">AI and automation in Dynamics 365 for financial services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-93263aa e-con-full e-flex e-con e-child\" data-id=\"93263aa\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-977d5c7 elementor-widget elementor-widget-text-editor\" data-id=\"977d5c7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">AI in Dynamics 365 for financial services is useful when it removes manual work from real processes, not when it gets added because someone wants a shinier demo. The best areas are customer service, onboarding, case routing, reporting, document handling, and sales support.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1b1b9e6 elementor-widget elementor-widget-html\" data-id=\"1b1b9e6\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"software-table\">\r\n    <div class=\"custom-table-wrapper\">\r\n        <div class=\"custom-table\">\r\n            <div class=\"row header\">\r\n                <div class=\"cell\">Area<\/div>\r\n                <div class=\"cell\">How AI can help<\/div>\r\n                <div class=\"cell\">Watch out for<\/div>\r\n            <\/div>\r\n\r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Customer service<\/div>\r\n                <div class=\"cell\">Summarizes cases, emails, chats, and past interactions so agents do not start from zero every time<\/div>\r\n                <div class=\"cell\">Bad source data means bad summaries. Simple rule.<\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Onboarding and KYC<\/div>\r\n                <div class=\"cell\">Helps extract data from forms, IDs, statements, and uploaded documents<\/div>\r\n                <div class=\"cell\">Human review still matters, especially for regulated checks<\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Case routing<\/div>\r\n                <div class=\"cell\">Sends complaints, fraud claims, loan questions, and service requests to the right team based on type, risk, or priority<\/div>\r\n                <div class=\"cell\">Routing rules need regular review, or old logic keeps sending work to the wrong place<\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Sales and relationship management<\/div>\r\n                <div class=\"cell\">Gives advisors and relationship managers context before calls: recent activity, product history, open cases, follow-up tasks, suggested next steps, and possible contacts to involve<\/div>\r\n                <div class=\"cell\">Suggestions should support judgment, not replace it<\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Finance workflows<\/div>\r\n                <div class=\"cell\">Helps spot unusual entries, missing fields, approval delays, and reporting gaps<\/div>\r\n                <div class=\"cell\">Finance teams need clear exception rules, not a mystery box<\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Customer insights<\/div>\r\n                <div class=\"cell\">Groups customers by behavior, needs, product usage, and churn signals<\/div>\r\n                <div class=\"cell\">If teams use this badly, it turns into spammy outreach. Nobody wants that<\/div>\r\n            <\/div>\r\n\r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Internal knowledge<\/div>\r\n                <div class=\"cell\">Helps employees find policy details, process steps, and case guidance faster by giving concise summaries for the exact enquiry instead of making people read a long article end to end<\/div>\r\n                <div class=\"cell\">The knowledge base must be maintained. Otherwise, it becomes a very confident liar<\/div>\r\n            <\/div>\r\n\r\n            <div class=\"row data\">\r\n                <div class=\"cell\">Reporting<\/div>\r\n                <div class=\"cell\">Helps managers read trends across sales, service, finance, and operations without digging through ten dashboards<\/div>\r\n                <div class=\"cell\">Reports still need clear definitions, owners, and trusted source systems<\/div>\r\n            <\/div>\r\n        <\/div> \r\n    <\/div>\r\n    <div class=\"table-toggle\">Show more<\/div>\r\n<\/div>\r\n\r\n<style>\r\n  \/* ====== \u0411\u0410\u0417\u041e\u0412\u042b\u0415 \u0421\u0422\u0418\u041b\u0418 \u0422\u0410\u0411\u041b\u0418\u0426\u042b ====== *\/\r\n  .software-table .custom-table-wrapper {\r\n    overflow-x: auto; \r\n  }\r\n  \r\n  .software-table .custom-table {\r\n    width: 100%;\r\n    margin: 0;\r\n    display: flex;\r\n    flex-direction: column;\r\n    border-collapse: collapse;\r\n    gap: 0;\r\n  }\r\n\r\n  .software-table .custom-table .row {\r\n    display: grid;\r\n    grid-template-columns: 20% 45% 35%; \/* \u041f\u0440\u043e\u043f\u043e\u0440\u0446\u0438\u0438 3-\u0445 \u043a\u043e\u043b\u043e\u043d\u043e\u043a *\/\r\n    font-size: 18px;\r\n    border-bottom: 1px solid #000;\r\n    font-weight: 600;\r\n  }\r\n\r\n  .software-table .custom-table .cell {\r\n    background-color: unset;\r\n    color: #2e2e2e;\r\n    font-family: Karla, sans-serif;\r\n    font-size: 18px;\r\n    font-weight: 400;\r\n    line-height: 27px;\r\n    vertical-align: top;\r\n    margin: 0;\r\n    padding: 20px;\r\n  }\r\n  \r\n  .software-table .custom-table .cell:first-child { padding-left: 0; }\r\n  .software-table .custom-table .cell:last-child { padding-right: 0; }\r\n\r\n  .software-table .custom-table .header {\r\n    font-weight: 600;\r\n    border-bottom: 1px solid #000;\r\n    text-align: left;\r\n  }\r\n\r\n  .software-table .custom-table .row.header .cell {\r\n    font-weight: 700;\r\n    padding-top: 0;\r\n  }\r\n  \r\n  .software-table .table-toggle {\r\n    display: none; \/* \u041d\u0430 \u041f\u041a \u043a\u043d\u043e\u043f\u043a\u0430 \u0441\u043a\u0440\u044b\u0442\u0430, \u0442\u0430\u0431\u043b\u0438\u0446\u0430 \u043e\u0442\u043a\u0440\u044b\u0442\u0430 \u043f\u043e\u043b\u043d\u043e\u0441\u0442\u044c\u044e *\/\r\n    color: #c63031;\r\n    font-family: Karla, sans-serif;\r\n    font-weight: 700;\r\n    font-size: 22px;\r\n    line-height: 150%;\r\n    margin-top: 20px;\r\n    cursor: pointer;\r\n  }\r\n  \r\n\r\n\r\n  \/* ====== \u0410\u0414\u0410\u041f\u0422\u0418\u0412 (\u041f\u041b\u0410\u041d\u0428\u0415\u0422\u042b \u0418 \u041c\u041e\u0411\u0418\u041b\u042c\u041d\u042b\u0415) ====== *\/\r\n  @media (max-width: 1279px) {\r\n    .software-table .custom-table {\r\n      min-width: 1000px;\r\n    }\r\n  }\r\n  \r\n  @media (max-width: 1024px) {\r\n    .software-table .table-toggle {\r\n      display: inline-block;\r\n    }\r\n    \r\n    \/* \u0415\u0441\u043b\u0438 \u0443 \u043a\u043e\u043d\u0442\u0435\u0439\u043d\u0435\u0440\u0430 \u041d\u0415\u0422 \u043a\u043b\u0430\u0441\u0441\u0430 .expanded, \u043f\u0440\u044f\u0447\u0435\u043c \u0441\u0442\u0440\u043e\u043a\u0438 \u043d\u0430\u0447\u0438\u043d\u0430\u044f \u0441 5-\u0439 \u0434\u0430\u043d\u043d\u044b\u0445 (6-\u0439 \u044d\u043b\u0435\u043c\u0435\u043d\u0442 \u0432 DOM) *\/\r\n    .software-table:not(.expanded) .custom-table .row.data:nth-child(n+6) {\r\n      display: none;\r\n    }\r\n  }\r\n\r\n  @media (max-width: 767px) {\r\n    .software-table .custom-table {\r\n      min-width: 732px;\r\n    }\r\n    .software-table .custom-table .cell {\r\n      font-size: 14px;\r\n      line-height: 21px;\r\n      padding: 20px 10px;\r\n    }\r\n    .software-table .table-toggle {\r\n      font-size: 16px;\r\n      line-height: 140%;\r\n    }\r\n  }\r\n<\/style>\r\n\r\n<script>\r\n  (function() {\r\n    function initSingleTable() {\r\n      const tableContainer = document.querySelector(\".software-table\");\r\n      if (!tableContainer) return;\r\n\r\n      const toggleBtn = tableContainer.querySelector(\".table-toggle\");\r\n      if (!toggleBtn) return;\r\n\r\n      toggleBtn.addEventListener(\"click\", () => {\r\n        const isExpanded = tableContainer.classList.toggle(\"expanded\");\r\n        toggleBtn.textContent = isExpanded ? \"Show less\" : \"Show more\";\r\n      });\r\n    }\r\n\r\n    \/\/ \u0411\u0435\u0437\u043e\u043f\u0430\u0441\u043d\u044b\u0439 \u0437\u0430\u043f\u0443\u0441\u043a \u0434\u043b\u044f \u043a\u043e\u043d\u0441\u0442\u0440\u0443\u043a\u0442\u043e\u0440\u043e\u0432 \u0438 \u0430\u0441\u0438\u043d\u0445\u0440\u043e\u043d\u043d\u044b\u0445 \u0441\u043a\u0440\u0438\u043f\u0442\u043e\u0432\r\n    if (document.readyState === \"loading\") {\r\n      document.addEventListener(\"DOMContentLoaded\", initSingleTable);\r\n    } else {\r\n      initSingleTable();\r\n    }\r\n  })();\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-927fe52 elementor-widget elementor-widget-text-editor\" data-id=\"927fe52\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The practical point is this: AI should sit inside the workflow, a service agent gets a case summary, a compliance user gets a flagged review item, a finance manager sees exceptions, an advisor gets client context before a meeting. That is useful.<\/span><\/p><p><span style=\"font-weight: 400;\">What I would avoid is building a big AI story before fixing the basics. If customer records are duplicated, access roles are messy, and nobody agrees which system owns the data, AI will not save the project. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c4c2022 e-con-full e-flex e-con e-child\" data-id=\"c4c2022\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-453c566 e-con-full e-flex e-con e-child\" data-id=\"453c566\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-67c52f3 elementor-widget-tablet__width-inherit elementor-widget__width-initial max100 elementor-widget elementor-widget-heading\" data-id=\"67c52f3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Plan your Dynamics 365 rollout before the budget starts leaking<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e6db01 e-con-full e-flex e-con e-child\" data-id=\"1e6db01\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-db346df elementor-absolute elementor-widget-mobile__width-inherit transform elementor-widget elementor-widget-html\" data-id=\"db346df\" data-element_type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"wave-container\"><\/div>\r\n\r\n<style>\r\n  .wave-container {\r\n    width: 400px;\r\n    height: 400px;\r\n  }\r\n\r\n  @media(max-width: 767px) {\r\n    .wave-container {\r\n      width: 100%;\r\n      height: 100%;\r\n    }\r\n  }\r\n\r\n\r\n  .wave {\r\n    position: absolute;\r\n    border: 1px solid rgba(210, 184, 214, 1);\r\n    border-radius: 50%;\r\n    animation: drop 16s infinite;\r\n    top: 50%;\r\n    left: 50%;\r\n    transform: translate(-50%, -50%);\r\n    box-sizing: border-box;\r\n  }\r\n\r\n  @keyframes drop {\r\n    0% {\r\n      width: 0px;\r\n      height: 0px;\r\n      border: 1px solid rgba(210, 184, 214, 1);\r\n    }\r\n\r\n    100% {\r\n      width: 400px;\r\n      height: 400px;\r\n      border: 1px solid rgba(210, 184, 214, 0);\r\n    }\r\n  }\r\n<\/style>\r\n\r\n<script>\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    function createWaves(numberOfWaves) {\r\n      const waveContainers = document.querySelectorAll('.wave-container');\r\n\r\n      waveContainers.forEach((waveContainer) => {\r\n        for (let i = 0; i < numberOfWaves; i++) {\r\n          const wave = document.createElement('div');\r\n          wave.classList.add('wave');\r\n\r\n          wave.style.animationDelay = `${i * 0.8}s`;\r\n\r\n          waveContainer.appendChild(wave);\r\n        }\r\n      });\r\n    }\r\n\r\n    createWaves(10)\r\n  });\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05f6234 elementor-align-left elementor-widget__width-initial elementor-widget-mobile__width-inherit cta-btn elementor-widget elementor-widget-button\" data-id=\"05f6234\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#contact-form\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get estimate<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-014d861 e-con-full e-flex e-con e-child\" data-id=\"014d861\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f5eb70d elementor-widget elementor-widget-heading\" data-id=\"f5eb70d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Implementation roadmap<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2950e49 e-con-full e-flex e-con e-child\" data-id=\"2950e49\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1b1a0f5 elementor-widget elementor-widget-text-editor\" data-id=\"1b1a0f5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A Dynamics 365 implementation roadmap should start with processes. Buying the tools first and \u201cfiguring it out later\u201d is how companies end up with an expensive system nobody likes.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24e87b2 elementor-widget elementor-widget-image\" data-id=\"24e87b2\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"538\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-1024x689.png\" class=\"attachment-large size-large wp-image-198919\" alt=\"Eight-step Dynamics 365 implementation roadmap diagram.\" srcset=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-1024x689.png 1024w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-300x202.png 300w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-768x517.png 768w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-1536x1034.png 1536w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-2048x1378.png 2048w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/dynamics-365-implementation-roadmap-8-steps-18x12.png 18w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ce12d6f e-con-full e-flex e-con e-child\" data-id=\"ce12d6f\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-125e4bf elementor-widget elementor-widget-heading\" data-id=\"125e4bf\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Assess current processes<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b8856b elementor-widget elementor-widget-text-editor\" data-id=\"0b8856b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Map how work happens now: onboarding, service cases, approvals, reporting, KYC, AML reviews, loan workflows, claims, or finance operations. Note where data gets copied manually, where approvals slow down, and where teams use side spreadsheets to survive.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b75b8cc e-con-full e-flex e-con e-child\" data-id=\"b75b8cc\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4f95266 elementor-widget elementor-widget-heading\" data-id=\"4f95266\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Choose the right Dynamics 365 apps<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f7d8a54 elementor-widget elementor-widget-text-editor\" data-id=\"f7d8a54\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Pick modules based on real needs: Sales for relationship work, Customer Service for cases, Finance for accounting and reporting, Customer Insights for segmentation, and so on. No need to buy half the catalog just to look ambitious.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-68b9cc4 e-con-full e-flex e-con e-child\" data-id=\"68b9cc4\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d354643 elementor-widget elementor-widget-heading\" data-id=\"d354643\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3. Design the architecture<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7258c3f elementor-widget elementor-widget-text-editor\" data-id=\"7258c3f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Decide how Dynamics 365 will connect with Microsoft 365, Power Platform, Azure, core banking, payments, KYC, AML, document storage, and reporting tools. Define which system owns each type of data.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-77196f7 e-con-full e-flex e-con e-child\" data-id=\"77196f7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1cf2c1 elementor-widget elementor-widget-heading\" data-id=\"d1cf2c1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">4. Plan data migration<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f857313 elementor-widget elementor-widget-text-editor\" data-id=\"f857313\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Clean customer records, financial data, documents, interaction history, product data, and legacy CRM or ERP data before moving it. Bad data does not become good data because it changed the address.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-678cf3a e-con-full e-flex e-con e-child\" data-id=\"678cf3a\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d38f084 elementor-widget elementor-widget-heading\" data-id=\"d38f084\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">5. Configure workflows and security<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05d1c1c elementor-widget elementor-widget-text-editor\" data-id=\"05d1c1c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Build approval flows, case routing, access roles, audit logs, alerts, retention rules, and compliance steps. This is where the system starts to match how the business actually works.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6302859 e-con-full e-flex e-con e-child\" data-id=\"6302859\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f415d29 elementor-widget elementor-widget-heading\" data-id=\"f415d29\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">6. Run a pilot<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ac8f08 elementor-widget elementor-widget-text-editor\" data-id=\"4ac8f08\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Test the setup with one department, branch, region, or product line. Check performance, user feedback, reporting accuracy, integration behavior, and whether people can do their jobs without inventing workarounds.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b8cec9d e-con-full e-flex e-con e-child\" data-id=\"b8cec9d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-88c50c5 elementor-widget elementor-widget-heading\" data-id=\"88c50c5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\"> 7. Train users and roll out in stages<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29f10ab elementor-widget elementor-widget-text-editor\" data-id=\"29f10ab\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Train relationship managers, service agents, advisors, finance teams, and compliance users around their real tasks. Then roll out by team or region, fix issues early, and expand only when the basics are stable.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-713d25c e-con-full e-flex e-con e-child\" data-id=\"713d25c\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b45055 elementor-widget elementor-widget-heading\" data-id=\"8b45055\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\"> 8. Keep improving after launch<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a7232f elementor-widget elementor-widget-text-editor\" data-id=\"9a7232f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Review adoption, process gaps, reports, support tickets, and new business needs. Dynamics 365 is not \u201cdone\u201d on go-live day. That is just the day everyone starts finding the truth.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-570baff e-con-full e-flex e-con e-child\" data-id=\"570baff\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-91e04cc elementor-widget elementor-widget-heading\" data-id=\"91e04cc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Pricing and cost factors<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3012fa0 e-con-full e-flex e-con e-child\" data-id=\"3012fa0\" data-element_type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1247165 e-con-full e-flex e-con e-child\" data-id=\"1247165\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-89f3ea9 elementor-widget elementor-widget-text-editor\" data-id=\"89f3ea9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Dynamics 365 pricing for financial services has two main parts: licenses and implementation. Licenses are easier to estimate. Implementation is where the number changes fast, because financial companies usually need integrations, migration, security setup, compliance workflows, and reporting. Fun little detail: those are rarely \u201csmall extras.\u201d<\/span><\/p><p><span style=\"font-weight: 400;\">As a rough example, Dynamics 365 licenses can start from about $50-$65 per user\/month for service or sales users and go above $200 per user\/month for finance users. A small financial firm with 30 users might spend a few thousand dollars per month on licenses. A larger bank, insurer, or lender with 200+ users and several modules can move into tens of thousands per month before implementation work is counted.<\/span><\/p><p><span style=\"font-weight: 400;\">Implementation costs vary by scope:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-894ef58 elementor-widget elementor-widget-html\" data-id=\"894ef58\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li>Basic CRM or service setup: around $30,000-$70,000<\/li>\r\n  <li>Mid-size rollout with integrations, migration, workflows, dashboards, and training: around $100,000-$300,000<\/li>\r\n  <li>Large financial services implementation with core banking, AML\/KYC tools, complex security roles, multi-entity finance, and heavy reporting: $300,000+ and sometimes much more<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-56c9b05 e-con-full e-flex e-con e-child\" data-id=\"56c9b05\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84f13bc elementor-widget elementor-widget-text-editor\" data-id=\"84f13bc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Licensing cost factors include:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fea29fc elementor-widget elementor-widget-html\" data-id=\"fea29fc\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Selected Dynamics 365 apps:<\/b> Sales, Customer Service, Finance, Customer Insights, Field Service, Project Operations, Business Central, and other apps have different pricing and setup needs. If a company buys more than one module, discounts may apply to the following licenses.<\/li>\r\n  <li><b>Number and type of users:<\/b> full users, light users, admins, finance users, service agents, advisors, and external users may need different license types.<\/li>\r\n  <li><b>Microsoft Cloud for Financial Services components:<\/b> industry-specific capabilities can change both subscription and setup scope.<\/li>\r\n  <li><b>Power Platform usage:<\/b> Power Apps, Power Automate, Power BI, and Copilot Studio can add license and configuration costs.<\/li>\r\n  <li><b>Azure services:<\/b> data storage, identity, security, analytics, document processing, and custom application logic may add monthly cloud spend.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-15a22df e-con-full e-flex e-con e-child\" data-id=\"15a22df\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-324aaf8 elementor-widget elementor-widget-text-editor\" data-id=\"324aaf8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Implementation cost factors include:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cde18ae elementor-widget elementor-widget-html\" data-id=\"cde18ae\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li><b>Data migration:<\/b> customer records, financial data, documents, interaction history, product data, and legacy CRM or ERP data need cleanup and mapping.<\/li>\r\n  <li><b>Integrations:<\/b> core banking, payments, KYC, AML, credit bureaus, policy systems, accounting tools, document management, and reporting platforms can be major cost drivers.<\/li>\r\n  <li><b>Custom workflows:<\/b> onboarding, approvals, case routing, compliance checks, alerts, and reporting rules need design, build, and testing.<\/li>\r\n  <li><b>Security and compliance setup:<\/b> access roles, audit trails, retention rules, consent tracking, and regulatory workflows need careful configuration.<\/li>\r\n  <li><b>Training and support:<\/b> users need role-based training, and the system needs post-launch support so it does not become another \u201cofficial tool\u201d everyone avoids.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-41ebe4b e-con-full e-flex e-con e-child\" data-id=\"41ebe4b\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c2f70d elementor-widget elementor-widget-heading\" data-id=\"4c2f70d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">ROI of Dynamics 365 for financial services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2a6482c e-con-full e-flex e-con e-child\" data-id=\"2a6482c\" data-element_type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5790912 e-con-full e-flex e-con e-child\" data-id=\"5790912\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4baafa9 elementor-widget elementor-widget-text-editor\" data-id=\"4baafa9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Let\u2019s do the math together. Not the fake \u201cROI can be huge\u201d kind of math, but the simple version a finance team can actually challenge without rolling their eyes.<\/span><\/p><p><span style=\"font-weight: 400;\">Dynamics 365 ROI in financial services usually comes from five areas: faster onboarding, shorter case resolution, less manual work, better cross-selling, and quicker reporting. Here\u2019s a basic example.<\/span><\/p><p><span style=\"font-weight: 400;\">Say a financial company has:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45bb695 elementor-widget elementor-widget-html\" data-id=\"45bb695\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li>80 employees using Dynamics 365<\/li>\r\n  <li>average loaded cost of $55 per hour<\/li>\r\n  <li>5 hours saved per employee each month through fewer manual updates, faster search, cleaner workflows, and better case visibility<\/li>\r\n  <li>$180,000 spent on implementation<\/li>\r\n  <li>$96,000 spent yearly on licenses and support<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fff246d e-con-full e-flex e-con e-child\" data-id=\"fff246d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b78370 elementor-widget elementor-widget-text-editor\" data-id=\"2b78370\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The annual time-saving value would be:<\/span><\/p><p><span style=\"font-weight: 400;\">80 users \u00d7 5 hours\/month \u00d7 12 months \u00d7 $55\/hour = $264,000 per year<\/span><\/p><p><span style=\"font-weight: 400;\">Now subtract the yearly running cost:<\/span><\/p><p><span style=\"font-weight: 400;\">$264,000 &#8211; $96,000 = $168,000 net yearly value<\/span><\/p><p><span style=\"font-weight: 400;\">If the implementation cost was $180,000, the payback period would be close to:<\/span><\/p><p><span style=\"font-weight: 400;\">$180,000 \/ $168,000 = about 13 months<\/span><\/p><p><span style=\"font-weight: 400;\">That is only one side of the story. The bigger gains often come from things that are harder to calculate but still very real: fewer lost leads, faster loan decisions, better retention, shorter audit preparation, fewer duplicate records, fewer service escalations, and less time spent making reports nobody trusts.<\/span><\/p><p><span style=\"font-weight: 400;\">A few notes before anyone gets too excited:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ff8a18 elementor-widget elementor-widget-html\" data-id=\"9ff8a18\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\r\n\r\n\r\n<ul class=\"blackUl\">\r\n<li>ROI depends on adoption. If teams keep working in spreadsheets and only update Dynamics 365 \u201cfor reporting,\u201d the numbers fall apart.<\/li>\r\n  <li>Data quality matters. Bad data slows onboarding, reporting, service, sales, and compliance work.<\/li>\r\n  <li>Integrations change the result. If Dynamics 365 is connected to core systems, KYC tools, document storage, and reporting platforms, the value is much easier to prove.<\/li>\r\n  <li>The best ROI usually comes from boring workflow fixes, not fancy features. A clean approval flow can save more money than a shiny dashboard nobody uses.<\/li>\r\n  <\/ul>\r\n\r\n\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed31b41 elementor-widget elementor-widget-text-editor\" data-id=\"ed31b41\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">So yes, Dynamics 365 can pay for itself. But only when the company treats it as a business process project, not just a software rollout with nicer screens.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-50e30f6 e-con-full e-flex e-con e-child\" data-id=\"50e30f6\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7363d36 elementor-widget elementor-widget-heading\" data-id=\"7363d36\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How to choose a Dynamics 365 implementation partner<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7770f02 e-con-full e-flex e-con e-child\" data-id=\"7770f02\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3dc0a3a elementor-widget elementor-widget-text-editor\" data-id=\"3dc0a3a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Choosing a Dynamics 365 implementation partner is not about finding someone who \u201cknows Microsoft.\u201d A lot of teams know Microsoft. The real question is whether they can turn messy financial processes, old systems, strict access rules, and anxious stakeholders into a working setup people can use without sending daily apology emails.<\/span><\/p><p><span style=\"font-weight: 400;\">Look for a partner with: financial services experience, Dynamics 365 skills, integration experience, data migration skills, security and compliance knowledge, change management, post-launch support.<\/span><\/p><p><span style=\"font-weight: 400;\">At Innowise, we cover the full Dynamics 365 path: <\/span><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/consulting\/\"><span style=\"font-weight: 400;\">consulting<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/implementation\/\"><span style=\"font-weight: 400;\">implementation<\/span><\/a><span style=\"font-weight: 400;\">, configuration, application management, administration, <\/span><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/migration\/\"><span style=\"font-weight: 400;\">migration<\/span><\/a><span style=\"font-weight: 400;\">, cloud and on-premise development, and also <\/span><a href=\"https:\/\/innowise.com\/services\/erp\/microsoft-dynamics-365\/support\/\"><span style=\"font-weight: 400;\">maintenance and support<\/span><\/a><span style=\"font-weight: 400;\">. We also offer Microsoft Dynamics 365 service packs, so clients do not have to buy a vague \u201cwe\u2019ll see\u201d package. Basic, Standard, and Advanced packs help match the scope to the actual work needed, from environment setup and account configuration to dashboards, data migration, process alerts, security roles, training, and project management.<\/span><\/p><p><span style=\"font-weight: 400;\">We keep the delivery model clear from the start. We start with project scoping, prepare cost estimates, document the work, keep reporting clear, manage change requests, and provide post-launch warranty. Clients can also choose the delivery model that fits them: staff augmentation, a dedicated team, or full project outsourcing.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3c38a9a e-con-full e-flex e-con e-child\" data-id=\"3c38a9a\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5db55ac inherit-fonts elementor-widget elementor-widget-text-editor\" data-id=\"5db55ac\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">\u201cWhat makes our approach different is that we don\u2019t push one huge Dynamics 365 package on every client. We break the work into clear service packs, check what the business really needs, and build from there. That keeps the scope under control, gives the client a clearer budget, and helps us deliver a system that supports real daily work, not just a nice demo.\u201d<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8953cf5 e-con-full e-flex e-con e-child\" data-id=\"8953cf5\" data-element_type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-d292b38 e-con-full e-flex e-con e-child\" data-id=\"d292b38\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a2c1aa1 quoter elementor-widget elementor-widget-text-editor\" data-id=\"a2c1aa1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Dmitry Nazarevich<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-92727e7 quoter-pos elementor-widget elementor-widget-text-editor\" data-id=\"92727e7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Chief Technology Officer<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2a4dfba e-con-full e-flex e-con e-child\" data-id=\"2a4dfba\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6be6577 elementor-widget elementor-widget-heading\" data-id=\"6be6577\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Future trends in Dynamics 365 for financial services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-aedc329 e-con-full e-flex e-con e-child\" data-id=\"aedc329\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-61b0b63 elementor-widget elementor-widget-text-editor\" data-id=\"61b0b63\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">I don\u2019t really like to talk about future trends as it\u2019s always partly speculation. Nobody can honestly say, \u201cThis is exactly how banks and insurers will use Microsoft tools in five years.\u201d If they do, check whether they also sell conference tickets.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But we can see where the market is moving: more connected systems, more AI inside daily work, more API-based financial products, and stricter reporting demands.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a6a01f elementor-widget elementor-widget-image\" data-id=\"3a6a01f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"445\" src=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-1024x569.png\" class=\"attachment-large size-large wp-image-198918\" alt=\"Future trends in Dynamics 365 for financial services.\" srcset=\"https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-1024x569.png 1024w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-300x167.png 300w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-768x427.png 768w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-1536x854.png 1536w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-2048x1139.png 2048w, https:\/\/innowise.com\/wp-content\/uploads\/2026\/07\/future-trends-dynamics-365-financial-services-18x10.png 18w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87e0238 e-con-full e-flex e-con e-child\" data-id=\"87e0238\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ca7b5f elementor-widget elementor-widget-heading\" data-id=\"4ca7b5f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Deeper AI inside daily workflows<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cabd984 elementor-widget elementor-widget-text-editor\" data-id=\"cabd984\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The first likely shift is deeper AI support inside regular workflows. Not \u201cAI writes your whole banking strategy while you drink coffee.\u201d More like: a service agent gets a clean case summary, a relationship manager gets client context before a call, a compliance user sees unusual activity grouped for review, and a finance team gets help finding reporting gaps before month-end panic starts.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2a7c775 e-con-full e-flex e-con e-child\" data-id=\"2a7c775\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29717d4 elementor-widget elementor-widget-heading\" data-id=\"29717d4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Open banking as part of the front office<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad8ad83 elementor-widget elementor-widget-text-editor\" data-id=\"ad8ad83\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Open banking will also matter more. As banks, fintech platforms, payment providers, and third-party apps share more account and transaction data through APIs, Dynamics 365 may become a stronger front-office layer for managing the customer side of those connections. The system would not just store client records. It could help teams act on account signals, onboarding updates, credit checks, and partner activity.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-aa6f103 e-con-full e-flex e-con e-child\" data-id=\"aa6f103\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4bd7692 elementor-widget elementor-widget-heading\" data-id=\"4bd7692\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Embedded finance behind the curtain<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1cef10d elementor-widget elementor-widget-text-editor\" data-id=\"1cef10d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Embedded finance is another area to watch. More companies outside traditional banking will offer payments, lending, insurance, or wallet-like services inside their own products. That creates a mess behind the curtain: customer service, partner management, risk checks, reporting, and issue resolution. Dynamics 365 could help manage that business layer while financial infrastructure runs in the background.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-06038ee e-con-full e-flex e-con e-child\" data-id=\"06038ee\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0913c45 elementor-widget elementor-widget-heading\" data-id=\"0913c45\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Low-code with more control<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ec79d6 elementor-widget elementor-widget-text-editor\" data-id=\"7ec79d6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">I also expect more low-code work, but with tighter governance. Power Platform can help financial teams build forms, approval paths, internal tools, and reporting views faster. The risk is obvious: if every department starts building its own mini-system, congratulations, you\u2019ve reinvented the same chaos with nicer buttons.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9f367f2 e-con-full e-flex e-con e-child\" data-id=\"9f367f2\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bfd90ff elementor-widget elementor-widget-heading\" data-id=\"bfd90ff\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">ESG and regulatory reporting<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ee9a4e elementor-widget elementor-widget-text-editor\" data-id=\"8ee9a4e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Regulatory and ESG reporting will probably become a bigger part of the conversation too. Financial companies will need clearer records, better audit trails, cleaner ownership of data, and reporting processes that do not depend on three people manually fixing spreadsheets every quarter.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-359c14d e-con-full e-flex e-con e-child\" data-id=\"359c14d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-35c82b0 elementor-widget elementor-widget-heading\" data-id=\"35c82b0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">From record keeping to decision support<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-92c5637 elementor-widget elementor-widget-text-editor\" data-id=\"92c5637\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The broader direction is simple: Dynamics 365 will likely move from \u201csystem where people enter updates\u201d to \u201csystem that helps people decide what to do next.\u201d That future only works if the basics are in place: clean data, clear roles, solid integrations, and business processes that make sense outside a meeting room.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-adafbdb e-con-full e-flex e-con e-child\" data-id=\"adafbdb\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-654d8fe e-con-full e-flex e-con e-child\" data-id=\"654d8fe\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-96472d8 elementor-widget-tablet__width-inherit elementor-widget__width-initial max100 elementor-widget elementor-widget-heading\" data-id=\"96472d8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Too many systems, not enough control?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-236b419 e-con-full e-flex e-con e-child\" data-id=\"236b419\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56e266a elementor-absolute elementor-widget-mobile__width-inherit transform elementor-widget elementor-widget-html\" data-id=\"56e266a\" data-element_type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"wave-container\"><\/div>\r\n\r\n<style>\r\n  .wave-container {\r\n    width: 400px;\r\n    height: 400px;\r\n  }\r\n\r\n  @media(max-width: 767px) {\r\n    .wave-container {\r\n      width: 100%;\r\n      height: 100%;\r\n    }\r\n  }\r\n\r\n\r\n  .wave {\r\n    position: absolute;\r\n    border: 1px solid rgba(210, 184, 214, 1);\r\n    border-radius: 50%;\r\n    animation: drop 16s infinite;\r\n    top: 50%;\r\n    left: 50%;\r\n    transform: translate(-50%, -50%);\r\n    box-sizing: border-box;\r\n  }\r\n\r\n  @keyframes drop {\r\n    0% {\r\n      width: 0px;\r\n      height: 0px;\r\n      border: 1px solid rgba(210, 184, 214, 1);\r\n    }\r\n\r\n    100% {\r\n      width: 400px;\r\n      height: 400px;\r\n      border: 1px solid rgba(210, 184, 214, 0);\r\n    }\r\n  }\r\n<\/style>\r\n\r\n<script>\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    function createWaves(numberOfWaves) {\r\n      const waveContainers = document.querySelectorAll('.wave-container');\r\n\r\n      waveContainers.forEach((waveContainer) => {\r\n        for (let i = 0; i < numberOfWaves; i++) {\r\n          const wave = document.createElement('div');\r\n          wave.classList.add('wave');\r\n\r\n          wave.style.animationDelay = `${i * 0.8}s`;\r\n\r\n          waveContainer.appendChild(wave);\r\n        }\r\n      });\r\n    }\r\n\r\n    createWaves(10)\r\n  });\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57157e3 elementor-align-left elementor-widget__width-initial elementor-widget-mobile__width-inherit cta-btn elementor-widget elementor-widget-button\" data-id=\"57157e3\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#contact-form\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Talk to us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9617841 e-con-full e-flex e-con e-child\" data-id=\"9617841\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7fe89c8 elementor-widget elementor-widget-heading\" data-id=\"7fe89c8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Conclusion  <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f90375e elementor-widget elementor-widget-text-editor\" data-id=\"f90375e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Dynamics 365 can give financial companies a cleaner way to connect customer data, service work, finance processes, compliance tasks, reporting, and integrations. But the value does not come from the Microsoft logo alone. It comes from choosing the right modules, cleaning the data, planning integrations properly, setting access rules carefully, and getting users to actually work in the system. Boring foundation, good results. That\u2019s usually how enterprise software wins.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8b80ee0 e-con-full e-flex e-con e-child\" data-id=\"8b80ee0\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a97c91 elementor-widget elementor-widget-heading\" data-id=\"7a97c91\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">FAQs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9dd306a e-con-full e-flex e-con e-child\" data-id=\"9dd306a\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e3250e8 faq elementor-widget elementor-widget-n-accordion\" data-id=\"e3250e8\" data-element_type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;all_collapsed&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2380\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2380\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What is Microsoft Dynamics 365 for financial services? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2380\" class=\"elementor-element elementor-element-f18639d e-con-full e-flex e-con e-child\" data-id=\"f18639d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ed2addf elementor-widget elementor-widget-html\" data-id=\"ed2addf\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n<p>\nMicrosoft Dynamics 365 for financial services is a set of Microsoft business apps used by banks, insurers, credit unions, wealth firms, lenders, and fintech companies to manage customer data, service cases, finance work, workflows, reporting, and compliance tasks in one connected setup.\n\n<\/p>\n\n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2381\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2381\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Is Dynamics 365 a CRM or ERP for financial services? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2381\" class=\"elementor-element elementor-element-7240951 e-con-full e-flex e-con e-child\" data-id=\"7240951\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ad6faa elementor-widget elementor-widget-html\" data-id=\"3ad6faa\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n<div class='content'>\n <p>It can be both. Microsoft Dynamics CRM for financial services includes apps, such as Sales and Customer Service, and ERP apps, such as Finance and Supply Chain Management and Business Central. Financial companies usually pick the apps they need instead of using the whole stack just because it exists.<\/p>\n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2382\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2382\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Which Dynamics 365 modules do financial institutions use most? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2382\" class=\"elementor-element elementor-element-12c5e05 e-flex e-con-boxed e-con e-child\" data-id=\"12c5e05\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-94cf567 elementor-widget elementor-widget-html\" data-id=\"94cf567\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>The most common modules are Dynamics 365 Sales, Customer Service, Customer Insights, Finance, Field Service, and Project Operations. Power Platform is also often used for dashboards, approval flows, internal apps, and custom business tools.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2383\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2383\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How does Dynamics 365 support KYC and AML workflows? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2383\" class=\"elementor-element elementor-element-2a7ad35 e-flex e-con-boxed e-con e-child\" data-id=\"2a7ad35\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a5738a6 elementor-widget elementor-widget-html\" data-id=\"a5738a6\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>Dynamics 365 can support KYC and AML workflows through customer profiles, document tracking, approval routing, alerts, review tasks, audit history, and integrations with identity checks, sanctions screening, and risk scoring tools. It does not replace compliance teams. It gives them a better system to work in. <\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2384\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2384\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Can Dynamics 365 integrate with core banking systems? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2384\" class=\"elementor-element elementor-element-0da7656 e-flex e-con-boxed e-con e-child\" data-id=\"0da7656\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f39248 elementor-widget elementor-widget-html\" data-id=\"2f39248\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>Yes, Dynamics 365 can integrate with core banking systems through APIs, middleware, Azure services, and custom connectors. The important part is deciding which system owns each record, how often data moves, and what happens when something fails. This is not the place for \u201cwe\u2019ll figure it out later\u201d energy.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2385\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2385\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What is the difference between Dynamics 365 and Microsoft Cloud for Financial Services? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2385\" class=\"elementor-element elementor-element-4adb046 e-flex e-con-boxed e-con e-child\" data-id=\"4adb046\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12198de elementor-widget elementor-widget-html\" data-id=\"12198de\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>Dynamics 365 is the set of business apps where teams manage sales, service, finance, operations, and customer work. Microsoft Cloud for Financial Services adds industry-specific data models, templates, connectors, and capabilities for financial services. In simple terms: Dynamics 365 is where the work happens; Microsoft Cloud for Financial Services helps shape that work around finance-specific needs.\n<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2386\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"7\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2386\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How much does Dynamics 365 for financial services cost? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2386\" class=\"elementor-element elementor-element-13f5e8a e-flex e-con-boxed e-con e-child\" data-id=\"13f5e8a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e471d59 elementor-widget elementor-widget-html\" data-id=\"e471d59\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>Licenses can start from about $50-$65 per user\/month for service or sales users and go above $200 per user\/month for finance users. Implementation can range from about $30,000-$70,000 for a basic setup to $100,000-$300,000 for a mid-size rollout. Large financial services projects with core banking, AML\/KYC tools, complex security, and heavy reporting can cost more.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2387\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"8\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2387\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How long does Dynamics 365 implementation take for a financial company? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2387\" class=\"elementor-element elementor-element-a062a26 e-flex e-con-boxed e-con e-child\" data-id=\"a062a26\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7118c6c elementor-widget elementor-widget-html\" data-id=\"7118c6c\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>A simple setup can take a few months. A mid-size implementation often takes 4-9 months. Large projects with data migration, core system integrations, custom workflows, finance setup, and compliance requirements can take 12 months or longer. The timeline depends less on the software and more on scope, data quality, integrations, and decision-making speed.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2388\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"9\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2388\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Is Dynamics 365 suitable for small financial firms? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2388\" class=\"elementor-element elementor-element-1c2a983 e-flex e-con-boxed e-con e-child\" data-id=\"1c2a983\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c3c220c elementor-widget elementor-widget-html\" data-id=\"c3c220c\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>Yes, if the firm needs better customer management, case handling, reporting, or workflow control. A small lender, insurance agency, advisory firm, or fintech company does not need to start with a massive setup. It can begin with CRM, service, or reporting basics and expand later.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-2389\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"10\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-2389\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What should financial institutions prepare before implementation? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"40\" height=\"40\" fill=\"none\"><path fill=\"#C63031\" d=\"M19 8h2v24h-2z\"><\/path><path fill=\"#C63031\" d=\"M8 21v-2h24v2z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-2389\" class=\"elementor-element elementor-element-5a2dfdc e-flex e-con-boxed e-con e-child\" data-id=\"5a2dfdc\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-10c7275 elementor-widget elementor-widget-html\" data-id=\"10c7275\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class='content'>\n <p>They should prepare process maps, data sources, user roles, compliance requirements, reporting needs, integration lists, security rules, and migration plans. Also, someone needs to decide who owns what. Without that, every meeting becomes a group therapy session with spreadsheets.<\/p>   \n<\/div> \n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is Microsoft Dynamics 365 for financial services?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Microsoft Dynamics 365 for financial services is a set of Microsoft business apps used by banks, insurers, credit unions, wealth firms, lenders, and fintech companies to manage customer data, service cases, finance work, workflows, reporting, and compliance tasks in one connected setup.\"}},{\"@type\":\"Question\",\"name\":\"Is Dynamics 365 a CRM or ERP for financial services?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It can be both. Microsoft Dynamics CRM for financial services includes apps, such as Sales and Customer Service, and ERP apps, such as Finance and Supply Chain Management and Business Central. Financial companies usually pick the apps they need instead of using the whole stack just because it exists.\"}},{\"@type\":\"Question\",\"name\":\"Which Dynamics 365 modules do financial institutions use most?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The most common modules are Dynamics 365 Sales, Customer Service, Customer Insights, Finance, Field Service, and Project Operations. Power Platform is also often used for dashboards, approval flows, internal apps, and custom business tools.\"}},{\"@type\":\"Question\",\"name\":\"How does Dynamics 365 support KYC and AML workflows?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Dynamics 365 can support KYC and AML workflows through customer profiles, document tracking, approval routing, alerts, review tasks, audit history, and integrations with identity checks, sanctions screening, and risk scoring tools. It does not replace compliance teams. It gives them a better system to work in.\"}},{\"@type\":\"Question\",\"name\":\"Can Dynamics 365 integrate with core banking systems?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, Dynamics 365 can integrate with core banking systems through APIs, middleware, Azure services, and custom connectors. The important part is deciding which system owns each record, how often data moves, and what happens when something fails. This is not the place for \\u201cwe\\u2019ll figure it out later\\u201d energy.\"}},{\"@type\":\"Question\",\"name\":\"What is the difference between Dynamics 365 and Microsoft Cloud for Financial Services?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Dynamics 365 is the set of business apps where teams manage sales, service, finance, operations, and customer work. Microsoft Cloud for Financial Services adds industry-specific data models, templates, connectors, and capabilities for financial services. In simple terms: Dynamics 365 is where the work happens; Microsoft Cloud for Financial Services helps shape that work around finance-specific needs.\"}},{\"@type\":\"Question\",\"name\":\"How much does Dynamics 365 for financial services cost?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Licenses can start from about $50-$65 per user\\\/month for service or sales users and go above $200 per user\\\/month for finance users. Implementation can range from about $30,000-$70,000 for a basic setup to $100,000-$300,000 for a mid-size rollout. Large financial services projects with core banking, AML\\\/KYC tools, complex security, and heavy reporting can cost more.\"}},{\"@type\":\"Question\",\"name\":\"How long does Dynamics 365 implementation take for a financial company?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A simple setup can take a few months. A mid-size implementation often takes 4-9 months. Large projects with data migration, core system integrations, custom workflows, finance setup, and compliance requirements can take 12 months or longer. 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height: 100%; *\/\r\n\r\n\r\n\r\n    flex: 1;\r\n\r\n  }\r\n\r\n  .ddcv {\r\n\r\n    flex-basis: 100%;\r\n\r\n    flex-grow: 1;\r\n\r\n    flex-shrink: 1;\r\n\r\n    overflow-y: auto;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc-wrapper {\r\n\r\n    overflow-y: auto;\r\n\r\n    flex-shrink: 1;\r\n\r\n    flex-basis: 100%;\r\n\r\n    flex-grow: 1;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc-wrapper::-webkit-scrollbar,\r\n\r\n  .ddcv::-webkit-scrollbar {\r\n\r\n    position: absolute !important;\r\n\r\n    width: 4px !important;\r\n\r\n    background-color: #f5f5f7 !important;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc-wrapper::-webkit-scrollbar-thumb,\r\n\r\n  .ddcv::-webkit-scrollbar-thumb {\r\n\r\n    position: absolute !important;\r\n\r\n    background-color: #999999 !important;\r\n\r\n    border-radius: 4px !important;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc-wrapper .toc {\r\n\r\n    scrollbar-width: 4px !important;\r\n\r\n    scrollbar-color: auto !important;\r\n\r\n  }\r\n\r\n\r\n\r\n  h4.toc-title {\r\n\r\n    margin: 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transparent;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc ul li a {\r\n\r\n    display: block;\r\n\r\n    width: 100%;\r\n\r\n    color: inherit;\r\n\r\n    text-decoration: none !important;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc ul .active {\r\n\r\n    color: #2e2e2e;\r\n\r\n    border-left: 2px solid #c63031;\r\n\r\n  }\r\n\r\n\r\n\r\n  .toc ul .pre-active {\r\n\r\n    border-left: 2px solid #c63031;\r\n\r\n  }\r\n\r\n<\/style> \r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-eab1d6c e-flex e-con-boxed e-con e-parent\" data-id=\"eab1d6c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-87ab0d5 elementor-widget elementor-widget-shortcode\" data-id=\"87ab0d5\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f100240-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"100240\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/nl\/wp-json\/wp\/v2\/posts\/198897#wpcf7-f100240-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" enctype=\"multipart\/form-data\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"100240\" \/><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.1\" \/><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f100240-o1\" \/><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/><input type=\"hidden\" name=\"_wpcf7_recaptcha_response\" value=\"\" \/>\n<\/fieldset>\n<style>\n.mailToContact br:nth-child(2){\ndisplay:none;\n}\n#form-templates .contact__info {\n  background-color: #f4f4f4;\n  padding: 70px 44px 70px 50px;\n  position: relative;\n  max-width: 540px;\n  width: 100%;\nborder: 1px solid #AEB1B7;\n}\n\n#form-templates .contact__info-background {\n  z-index: -1;\n  position: absolute;\n  top: 20px;\n  left: 20px;\n  width: 100%;\n  height: 100%;\n  border: 1px dashed #ef4557;\n}\n\n\n#form-templates .new-container{\ndisplay: flex;\njustify-content: space-between;\nflex-wrap: wrap;\n}\n\n\n#form-templates{\npadding: 100px 15px 100px 15px;        \n}\n\n#form-templates .contact__info-heading {\n  font-family: 'Sora' !important;\n  font-style: normal !important;\n  font-weight: 400 !important;\n  font-size: 36px !important;\n  line-height: 46px !important;\n  color: #2E2E2E !important;\n   margin-bottom: 60px !important;\n\n}\n\n\n#form-templates .message label{\ncolor: #585858 !important;   \n}\n\n.elementor-widget-container.form-template h2,.elementor-widget-container.form-template h1{\n font-size: 60px !important;\n  line-height: 70px !important;\n  font-family: \"Sora\", Sans-serif;\n  font-weight: 400;\n  margin: 0;  \n  margin-bottom: 20px;\n}\n\n\n\n\n.elementor-widget-container.form-template p{\n  font-family: \"Karla\", Sans-serif;\n  font-size: 22px;\n  font-weight: 400;\n  line-height: 28px;\n  color: var( --e-global-color-primary );\n  max-width: 700px;\n  margin: 0; \n  margin-bottom: 40px;\n} \n  \n\n\n.new-container #spinner{\nwidth: 50%;\nmax-width: 700px;\n}\n\n\n#form-templates .new-container #spinner div.contact-us__wrapper:nth-child(6){\ngap:30px; \n    \n}\n\n\n#form-templates .contact__info-heading {\n  margin-bottom: 67px;\n  font-size: 36px;\n  font-family: karla;\n  color:  #2E2E2E;\n\n  line-height: 49px;\n}\n\n#form-templates .contact__info-steps {\n  display: flex;\n  flex-direction: column;\n  max-width: 425x;\n  row-gap: 20px;\n  border-left: 1px solid #2e2e2e;\n}\n\n#form-templates .contact__info-block {\n  position: relative;\n  padding-left: 45px;\n}\n\n#form-templates .contact__info-block:last-child {\n  box-shadow: -1px 0 0 1px #f4f4f4;\n}\n\n#form-templates .contact__info-step {\n  position: absolute;\n  border: 1px solid #2e2e2e;\n  width: 40px;\n  height: 40px;\n  display: flex;\n  align-items: center;\n  justify-content: center;\n  border-radius: 20px;\n  left: -20px;\n  top: -8px;\n  background-color: #F4F4F4;\n  color:  #2E2E2E;\n\nfont-family: Karla;\nfont-weight: 700;\nfont-size: 18px;\nline-height: 28px;\n\n}\n\n.elementor-widget-global .contact__info-step {\n        color:  #2E2E2E;\n}\n\n#form-templates .contact__info-text {\n  margin: 0;\n  font-size: 16px;\n  line-height: 26px;\n  color: #2E2E2E;\n  font-family: karla;\n\n  width: 100%;\n}\n\n\n#form-templates .contact-us__send{\nflex-shrink: 0;\nmargin-top:0;\n}\n\n\n\n@media screen and (max-width: 1279px) {\n    .new-container #spinner{\n        width: 100%;\n        max-width:100%;\n        margin-bottom:40px;\n    }\n    \n\n    .new-container .contact__info {\n        max-width: 700px !important;\n    }\n    \n}\n\n\n@media screen and (max-width: 1279px) {\n#form-templates{\npadding: 60px 15px 70px 15px;     \n}\n}\n\n\n\n@media screen and (max-width: 767px) {\n\n#form-templates .new-container #spinner div.contact-us__wrapper:nth-child(6){\ngap:20px; \n \n}\n\n\n  #form-templates .contact__info {\n    padding: 20px 20px 40px 40px;\n    margin: 0 auto;\n  }\n\n\n#form-templates{\npadding: 40px 15px 50px 15px;  \n    \n}\n\n  \n   .new-container #spinner{\n       \n    margin-bottom:30px;   \n   }\n   \n   \n   .elementor-widget-container #form-templates .form-template h2,.elementor-widget-container.form-template h1{\n   font-size: 32px !important;\n    line-height: 42px !important;    \n   }\n   \n   \n   .elementor-widget-container #form-templates .form-template p{\n       \n    font-size: 16px;\n    line-height: 20px;  \n    margin-bottom: 30px !important;\n \n       \n   }\n   \n   #form-templates .contact__info-heading{\n   font-size: 24px !important;\n    line-height: 49px !important;    \n       \n   }\n   \n\n.mailToContact{\nmargin-top: 10px !important;        \n}\n\n   \n\n  #form-templates .contact__info-heading {\n    font-size: 24px;\n    margin-bottom: 37px;\n  }\n\n  #form-templates .contact__info-background {\n    top: 10px;\n    left: 10px;\n  }\n\n  #form-templates .contact__info-text {\n    font-size: 12px;\n    line-height: 20px;\n  }\n  \n  \n  #form-templates .contact__info-heading {\n   margin-bottom: 35px !important;\n\n}\n\n}\n\n@media (max-width: 767px) {\n    .mailToContact {\n        max-width: 100%;\n    }\n    .contact-us__wrapper .pp {\nfont-size: 12px !important;\nline-height: 140%;\nmargin-bottom: 0 !important;\n\n}\n}\n<\/style>\n\n<script>\nwindow.addEventListener('hashchange',function(e){if(window.history.pushState){window.history.pushState('','\/',window.location.pathname)}else{window.location.hash=''}})\n<\/script>\n\n\n<div id=\"form-templates\">\n<div class=\"elementor-widget-container form-template\">\n<a name=\"contact-form\"><\/a>\n<h2>Contact us<\/h2>\n<p><a id=\"calendlylink\" style=\"color: #c63031; border-bottom: 1px solid #c63031; padding: 0;\">Book a call<\/a> or fill out the form below and we\u2019ll get back to you once we\u2019ve processed your request.<\/p>\n<\/div>\n\n<div class=\"new-container\">\n\n\n<div class=\"contact-us__main\" id=\"spinner\" data-no-defer=\"1\">\n\n<div class=\"contact-us__wrapper\">\n\n<div class=\"name\">\n<label>Name<\/label>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"field_name\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-us__name\" id=\"contact-name\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Name*\" value=\"\" type=\"text\" name=\"field_name\" \/><\/span>\n<\/div>\n\n<div class=\"company\">\n<label>Company<\/label>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"company\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-us__company\" id=\"contact-company\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Company*\" value=\"\" type=\"text\" name=\"company\" \/><\/span>\n<\/div>\n\n<\/div>\n\n<div class=\"contact-us__wrapper\">\n\n<div class=\"email\">\n<label>Email<\/label>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"email\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email contact-us__email\" id=\"contact-email\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Corporate email*\" value=\"\" type=\"email\" name=\"email\" \/><\/span>\n<\/div>\n\n<div class=\"phone\">\n<label>Phone<\/label>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"tel\"><input size=\"40\" maxlength=\"400\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel contact-us__phone\" id=\"contact-phone\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Phone*\" value=\"\" type=\"tel\" name=\"tel\" \/><\/span>\n<\/div>\n\n<\/div>\n<div class=\"contact-us__wrapper subj\">\n<span class=\"wpcf7-form-control-wrap\" data-name=\"your-recipient\"><select class=\"wpcf7-form-control wpcf7-select\" id=\"form-field-subj_js\" aria-invalid=\"false\" name=\"your-recipient\"><option value=\"\">Subject*<\/option><option value=\"IT staff augmentation\">IT staff augmentation<\/option><option value=\"Turnkey product development\">Turnkey product development<\/option><option value=\"Support and enhancement\">Support and enhancement<\/option><option value=\"Careers\">Careers<\/option><option value=\"Other\">Other<\/option><\/select><\/span>\n\n<span class=\"wpcf7-form-control-wrap\" data-name=\"form-field-budget_js\"><select class=\"wpcf7-form-control wpcf7-select\" id=\"form-field-budget_js\" aria-invalid=\"false\" name=\"form-field-budget_js\"><option value=\"\">Project budget<\/option><option value=\"Under $15K\">Under $15K<\/option><option value=\"$15K-$30K\">$15K-$30K<\/option><option value=\"$30K-$100K\">$30K-$100K<\/option><option value=\"$100K-$250K\">$100K-$250K<\/option><option value=\"$250K-$500K\">$250K-$500K<\/option><option value=\"More than $500K\">More than $500K<\/option><\/select><\/span>\n\n<\/div>\n\n\n<div class=\"message\">\n<label>Message<\/label>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"message\"><textarea cols=\"40\" rows=\"1\" maxlength=\"2000\" class=\"wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required contact-us__message\" id=\"contact-message\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Describe your needs in detail*\" name=\"message\"><\/textarea><\/span>\n<\/div>\n\n<div class=\"atvoice-wrap\">\n\n<div class=\"voice-wrap\">\n<span id=\"voice-mut\" class=\"voicetext\">Send us a voice message<\/span>\n         <div class=\"qc_voice_audio_wrapper\">\n            <div class=\"qc_voice_audio_container\">\n                <div class=\"qc_voice_audio_upload_main\" id=\"qc_audio_main\">\n                    <a class=\"qc_audio_record_button\" id=\"qc_audio_record\" href=\"#\" aria-label=\"Record an audio message\">\n                        <span class=\"dashicons dashicons-microphone\"><\/span> \u00a0<\/a> \n                <\/div>\n\n                <div class=\"qc_voice_audio_recorder\" id=\"qc_audio_recorder\" style=\"display:none\">\n\n                <\/div>\n                <div class=\"qc_voice_audio_display\" id=\"qc_audio_display\"  style=\"display:none\">\n                    <audio id=\"qc-audio\" controls src=\"\"><\/audio>\n                    <span title=\"Remove and back to main upload screen.\" class=\"qc_audio_remove_button dashicons dashicons-trash\"><\/span>\n                <\/div>\n            <\/div>\n            <input type=\"hidden\" value=\"\" name=\"qcwpvoicemessage\" id=\"qc_audio_url\" \/>\n        <\/div>\n        \n<\/div>\n\n\n<div class=\"attach-wrap\">\n<span class=\"voicetext\">Attach documents<\/span>\n\n<div class='attachment'>\n\n<div class=\"downloaded\">\n<span><\/span>\n<div class=\"deleteFile\"><\/div>\n<\/div>\n\n<div class=\"attachmentButton\" onclick=\"(function cl(e){if(e.target.nodeName == 'DIV'){e.target.parentNode.children[1].children[0].click(); }})(arguments[0]);\">\n\n<div class=\"innerText\">Upload file<\/div>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"att-files\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-file\" accept=\".jpg,.png,.jpeg,.pdf\" aria-invalid=\"false\" type=\"file\" name=\"att-files\" \/><\/span>\n\n<div class=\"tip\" onclick=\"event.stopPropagation()\">\n<p>You can attach 1 file up to 2MB. Valid file formats: pdf, jpg, jpeg, png.<\/p>\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n<\/div>\n\n<div class=\"contact-us__wrapper\"> \n<p class=\"pp\">By clicking Send, you consent to Innowise processing your personal data per our<a href=\"\/privacy-notice\/\"> Privacy Policy <\/a>to provide you with relevant information. By submitting your phone number, you agree that we may contact you via voice calls, SMS, and messaging apps. Calling, message, and data rates may apply.<\/p>\n\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"scoring_point\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"utmCampaign\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"utmContent\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"utmMedium\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"utmSource\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"utmTerm\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"location\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"city\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"ip\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"Summ\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"gclid\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"rating\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"urlCompany\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"urlWithParams\" \/>\n<input class=\"wpcf7-form-control wpcf7-hidden\" value=\"\" type=\"hidden\" name=\"audioMessageLink\" \/>\n<input class=\"wpcf7-form-control wpcf7-submit has-spinner contact-us__send\" id=\"contact-send-button\" type=\"submit\" value=\"Send\" \/>\n<\/div>\n\n<div class='mailToContact'>You can also send us your request <\/br>to <a href=\"mailto:contact@innowise.com\">contact@innowise.com<\/a><\/div>\n\n<\/div>\n\n<div class=\"elementor-widget-container\" style=\"z-index:1;\">\n<div class=\"contact__info\">\n  <div class=\"contact__info-background\"><\/div>\n  <div class=\"contact__info-heading\">What happens next?<\/div>\n  <div class=\"contact__info-steps\">\n\n    <div class=\"contact__info-block\">\n      <div class=\"contact__info-step\">1<\/div>\n      <p class=\"contact__info-text\">Once we\u2019ve received and processed your request, we\u2019ll get back to you to detail your\n        project needs and sign an NDA to ensure confidentiality.<\/p>\n    <\/div>\n\n    <div class=\"contact__info-block\">\n      <div class=\"contact__info-step\">2<\/div>\n      <p class=\"contact__info-text\">After examining your wants, needs, and expectations, our team will devise a project\n        proposal with the scope of work, team size, time, and cost estimates.<\/p>\n    <\/div>\n\n    <div class=\"contact__info-block\">\n      <div class=\"contact__info-step\">3<\/div>\n      <p class=\"contact__info-text\">We\u2019ll arrange a meeting with you to discuss the offer and nail down the details.<\/p>\n    <\/div>\n\n    <div class=\"contact__info-block\">\n      <div class=\"contact__info-step\">4<\/div>\n      <p class=\"contact__info-text\">Finally, we\u2019ll sign a contract and start working on your project right away.<\/p>\n    <\/div>\n  <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\n<\/div>\n\n<\/div><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"related_content_blog_container\">[related_content_list]<\/div><script>\n            jQuery( document ).ready(function($) {\n            var parentSection = $('[data-elementor-type=\"wp-page\"]');\n            if($('[data-elementor-type=\"wp-post\"]').length){\n                var parentSection = $('[data-elementor-type=\"wp-post\"]');\n            }\n            \n                parentSection.children().last().before($('.related_content_blog_container'));\n            });\n            <\/script><div class=\"other_services_container\">[need_other_services_v2]<\/div><script>\n                    jQuery( document ).ready(function($) {\n                        var parentSection = $('[data-elementor-type=\"wp-page\"]');\n                        if($('[data-elementor-type=\"wp-post\"]').length){\n                            var parentSection = $('[data-elementor-type=\"wp-post\"]');\n                        }\n                        \n                        console.log(parentSection);\n                        parentSection.children().last().before($('.other_services_container'));\n                        var sections = parentSection.find('.net-15.dt-16');\n                        for(var i = 0; i<sections.length; i++){\n                            if($(sections[i]).hasClass( 'net-15' ) && $(sections[i]).hasClass( 'dt-16' ) && $(sections[i]).hasClass( 'elementor-hidden-desktop' )==false){\n                                $(sections[i]).before($('.other_services_container'));   \n                            }\n                        }\n                        \n                    });\n                <\/script>","protected":false},"excerpt":{"rendered":"<p>Main About us Blog Microsoft Dynamics 365 for financial services: a complete guide Siarhei Sukhadolski Jul 14, 2026 25 min read [summarize_button_ai] Key takeaways Dynamics 365 helps financial companies connect customer data, service cases, finance work, compliance tasks, reporting, and integrations in one Microsoft-based setup. 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