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Loan application schema in retail banking data model

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Sep 1, 2021 Nov 1, 2021

Business value

To help banks take advantage of the benefits of CRM quickly, with their business model supported out of the box, we are introducing extensions to Common Data Model that are custom made for retail banking scenarios. These changes will accelerate adoption of Dynamics 365 solutions, while also ensuring that processes and measures available out of the box are consistent and relevant for their business processes.

Feature details

The new loan application schema in the retail banking data model supports loan applications. The schema provides the following capabilities:

  • Enable bank to manage the application more seamlessly
  • Reflect latest status in CRM