Dynamics 365 CRM to Microsoft Cloud for Financial Services
Transfer seamlessly to a cloud-based platform that’s tailor-made for financial services
Designed to facilitate financial institutions’ transition to Microsoft Cloud for Financial Services, this service focuses on integrating existing customer financial data from Dynamics 365 (D365) into the more specialised Financial Services Industry (FSI) Cloud models, specifically the Banking Core Data Model and Retail Banking Core Data Model.
Learn how Microsoft and partners like Barhead innovate on the Microsoft Cloud to deliver differentiated solutions in the era of AI.
Transform financial services experiences
Deliver differentiated customer and client experiences through deeper insights and relationships.
Empower financial services employees
Improve productivity through better teamwork, insights, and communication.
Manage risk and compliance
Deepen risk insights, facilitate regulatory compliance, and combat financial crime.
Modernise core systems
Meet new customer needs and reduce costs by bringing core systems and data to the cloud.
Gold Application Integration
Gold DevOps
Gold Data Analytics
Gold Data Platform
Gold Enterprise Resource Planning
Gold Project and Portfolio Management
Gold Application Development
Gold Cloud Platform
Gold Datacenter
Gold Cloud Productivity
Gold Small and Midmarket Cloud Solutions
Gold Cloud Business Applications
Fit-Gap Assessment
To assess the viability of a transition to the Microsoft Financial Services cloud, the Barhead team will conduct a fit-gap assessment that involves:
Discovery workshops & data dictionary
Target state data model mapping to Microsoft Cloud for Financial Services
Feature mapping to Microsoft Cloud for Financial Services
Implementation estimates
Transition to the Microsoft Cloud
As part of the transition to the Microsoft Financial Services cloud, Barhead will provide enhancements in:
- A 360-degree customer view for enhanced customer-centric insights
- Business process automation
- Adaptive scalability
- Search & discovery
- Security & compliance
Business Outcomes
The business outcomes of the transition are:
Discovery workshops
- Target state data model mapping to the Microsoft Cloud for Financial Services
- Feature mapping to the Microsoft Cloud for Financial Services
Implementation plan
