بدء استخدام Microsoft Cloud for Financial Services

متوسط
مستخدم أعمال
مستشار وظيفي
حلول الصناعة
Microsoft Cloud للخدمات المالية

يوفر Microsoft Cloud for Financial Services إمكانيات لإدارة بيانات الخدمات المالية على نطاق واسع. يسهل هذا على مؤسسات الخدمات المالية تقديم تجارب متباينة وتمكين الموظفين ومكافحة الجرائم المالية. تعمل هذه التجارب أيضاً على تسهيل الأمان والامتثال وقابلية التشغيل البيني للبيانات المالية.

في مسار التعليم هذا، ستكتسب فهماً أساسياً لـ Microsoft Cloud for Financial Services ومكوناته الأساسية. سيتم إرشادك من خلال التدريبات العملية أثناء تكوين وتوسيع ودمج تطبيقات الخدمات المالية التي تم نشرها عبر Microsoft Cloud for Financial Services باستخدام Dynamics 365، وPower Platform، وMicrosoft 365، وAzure في بيئتك الخاصة. ستتعمق في العديد من الوحدات النمطية لاستكشاف تطبيقات Microsoft Cloud for Financial Services، بما في ذلك Unified Customer Profile، وCustomer Onboarding، وCollaboration Manager for Loans، وCustomer Intelligence.

المتطلبات الأساسية

  • لإكمال التمارين الواردة في مسار التعليم هذا، أكمل الوحدة في إعداد البيئة.

الوحدات النمطية في مسار التعلم هذا

Learn about the overall capabilities that are included in Microsoft Cloud for Financial Services.

This module explains the process of obtaining a training environment that you can use for all subsequent modules in this learning path. Microsoft Cloud for Financial Services is a conflux of Microsoft Dynamics 365 and Microsoft 365. To take advantage of the Cloud for Financial Services solution and the rest of this learning path, we recommend that you have access to both clouds. If you already have a Microsoft 365 tenant and licenses for all Microsoft Cloud for Financial Services apps, then you can skip this module and go on to the next module in this learning path.

This module describes the dedicated data model that is included in Microsoft Cloud for Financial Services.

This module explores the Unified customer profile application, which shows a 360-degree perspective of the customer, consolidated into a unified dashboard within Microsoft Cloud for Financial Services. After exploring the application and its data model, you will extend the overall scenario by editing the details of a customer’s profile and adding new controls to the application.

In this module, you'll learn how to streamline the customer onboarding experience within a financial services organization. By setting up self-service tools in Cloud for Financial Services, you will enable relationship managers to monitor the loan process and ensure consistent, reliable customer experiences. Furthermore, customers can efficiently apply for and track a loan by accessing a mobile app or portal, while the automated pipeline helps them review and validate application information.

In this module, you'll learn how to set up Collaboration Manager for Loans within Microsoft Cloud for Financial Services. A model-driven app that is created with Microsoft Power Apps, Collaboration Manager for Loans is built specifically to work inside Microsoft Teams. It's built around the Microsoft Cloud for Financial Services retail banking data model that creates a set of common entities for financial services. Collaboration Manager enables collaboration around this data model by using components that are provided by a Collaboration controls. These components, while enabling collaboration, separate the consumer from the details of interaction with other Microsoft services.

In this module, you'll explore the Dynamics 365 Customer Insights elements that are associated with the Customer intelligence solution in Microsoft Cloud for Financial Services. You'll learn about the Retail banking churn model and how to use sample data to build your own Retail banking churn model in Customer Insights.