Microsoft Dynamics 365 - Financial Services

​​A trusted name in business for years, Microsoft has the ideal product for your financial service’s needs. Microsoft Dynamics 365 is unlike any other CRM system. It is designed to be a flexible CRM software for financial services. After all, your business isn't one-size fits all, and your CRM shouldn’t be either. 

Choose implementation partner like, CRM Dynamics, and gain a tailored solution that works for your insurance company, mortgage brokers, insurance brokers, financial planners and credit unions.

Get a Single View of Your Customer

When you add Microsoft Dynamics 365 to your financial services business, you gain a single customer view. The customers we have helped went from logging into multiple software systems, to only logging into Microsoft Dynamics 365 to see all the information associated with a single customer. As a result, your system will function using a single touch-point for all your data.

Tailored Workflows

Identify and create workflows to
manage business activities automatically in Microsoft Dynamics 365.

Management Visibility

Create and manage reports based
on multiple data sources in a
single location.

Remote Worker Access

Get on-the-go access for mobile agents or field workers and get up-to-date data anywhere your employees are.


Integrate Your Financial Systems

We have extensive experience with integrating financial systems. ​Our customers rave about their newfound view of their customers. It's easy to get a full picture and suggest different products and services provided by your financial business. 

Your data belongs in one place, and we can make that happen. We will create a central place where all your data will be stored, accessed and easily manipulated. You're reporting will become more robust, and allow you to make decisions based on good reporting. 

Our Track Record in Financial Services

​We have a history of successfully implementing Microsoft Dynamics 365. As a result, we continue to tailor functional CRM systems for financial services across the globe.​

In addition to basic implementation, our services have included multi-point data mapping, aggregating data, implementing custom workflows, reporting, dashboards and much more. Our clients work in investment management, credit unions, insurance and banking. While our solutions may differ from client to client, our main focus is to configure a functional system that works for you.

​Wait, don't miss Microsoft's whitepaper!

​​In this provocative think piece, Microsoft takes a look at banking and capital markets and the role the emerging world of AI will play in helping financial services organizations reconcile conflicting business imperatives and produce significant breakthroughs with new business models and services.