Microsoft Cloud for Financial Services 入门

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Microsoft Cloud for Financial Services

Microsoft Cloud for Financial Services 可提供多项用于大规模管理金融服务数据的功能。 这可帮助金融服务组织更轻松地提供差异化体验、为员工提供支持并打击金融犯罪。 这些体验还有助于提高财务数据的安全性、合规性和互操作性。

在本学习路径中,您将基本了解 Microsoft Cloud for Financial Services 及其核心组件。 本学习路径将通过实践练习来提供指导,向您介绍如何在自己的环境中使用 Dynamics 365、Power Platform、Microsoft 365 和 Azure,来配置、扩展和集成通过 Microsoft Cloud for Financial Services 部署的金融服务应用程序。 您将深入了解各种模块以探索 Microsoft Cloud for Financial Services 的各个应用程序,包括 Unified Customer Profile、Customer Onboarding、Collaboration Manager for Loans 和 Customer Intelligence。

先决条件

  • 要完成本学习路径中的练习,请完成环境准备模块。

本学习路径中的模块

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.