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Dynamics 365 for Financial Services
A single view of every client relationship, a controlled pipeline and finance reporting you can trust.
- Customer 360
- Pipeline management
- Audit trail
- Management reporting
Why Financial Services businesses choose Dynamics 365
Banks, lenders, wealth advisors and insurance brokers depend on relationships, but client data is often scattered across email, spreadsheets and legacy tools. That makes onboarding slow and reporting unreliable. Dynamics 365 gives your teams one view of each client, a managed pipeline and consistent finance data.
Winzi Technologies implements Dynamics 365 CRM and Business Central for financial services firms, and integrates them with your core, loan or policy systems through APIs and connectors.
What we typically use
- Dynamics 365 Sales
- Customer Service
- Business Central
- Power Automate & Power BI
Challenges we help Financial Services teams solve
The problems we hear most often, and what changes once your data lives in one system.
Client data is scattered
Contacts, products held and conversations sit in different tools, so advisors lack context.
Slow, manual onboarding
Document collection and approvals are chased by email and spreadsheet.
Documentation and audit demands
Regulated firms must show who did what and when.
Slow month-end reporting
Finance data is assembled manually, delaying management insight.
What we deliver for Financial Services
Dynamics 365 capabilities configured around your processes, not the other way round.
Client 360 and relationship management
Keep profiles, households, interactions and tasks in one place with Dynamics 365 CRM.
Dynamics 365 CRM →Sales pipeline and opportunities
Manage leads, referrals and opportunities with forecasting and clear stages.
Dynamics 365 Sales →Service and case handling
Log client requests, route them and track resolution times.
Customer Service →Financial management
General ledger, dimensions, multi-currency and consolidation in Business Central.
Business Central overview →Onboarding workflows and approvals
Automate document steps and approvals with the Power Platform.
Power Platform →Management reporting
Power BI dashboards for pipeline, portfolio activity and financial performance.
Power BI services →How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 for financial services: common questions answered.
Can Dynamics 365 support a regulated environment?
Dynamics 365 offers role-based security, audit logging and data controls. Your regulatory obligations depend on configuration, contracts and internal policies, and we work with your compliance team to set the system up accordingly. We do not provide legal advice.
Can you integrate with our core banking, loan or policy system?
Usually yes, through APIs, connectors or middleware. The scope depends on the interfaces the other system provides, and we confirm this during discovery.
Can client onboarding be automated?
Yes. Document requests, checklists and approvals can be automated with Power Automate and tracked inside Dynamics 365.
Do you support us after go-live?
Yes. We provide support, maintenance, enhancements and training.