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.
About Barhead
Barhead is an award-winning IT consulting firm specializing in CRM and leveraging the strategic value of Microsoft Business Applications through AI, Copilot, Dynamics 365 and Power Platform.
4-time Partner of the Year winner and finalist Technology for Social Impact and Power Platform
Service Provider Awardee for 2 consecutives years
Leader in Power Platform and Dynamics 365 Contender for Generative AI
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
