Dynamics 365 Tools Enhance the Financial Services Industry

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Discover how JourneyTEAM supports financial institutions looking to move beyond data challenges and realize the full power of data.


With big data continuing to grow and the long-term impacts of COVID unclear, digital transformation for financial organizations has become more important than ever before. A recent BDO survey found that 61% of firms are adding new digital projects and 51% are revising their current strategy. It’s only by implementing Dynamics 365 tools and technologies that allow for increased agility and resilience that financial firms can survive today’s complex business environment.

One of the most successful data platforms within the financial industry is Microsoft. From Dynamics 365 to Power Platform, the solution features the innovation needed for financial firms to revolutionize processes and leverage data to maintain a competitive advantage. Coupled with JourneyTEAM’s extensive experience in customizing Microsoft products, financial institutions can finally overcome business-hindering data challenges and completely transform business processes.



Move Beyond Data Challenges with JourneyTEAM


As digital transformation continues to sweep across the financial industry, firms must ensure they have the tools and processes in place to leverage the full power of business data. With JourneyTEAM, implementing the right solutions has never been easier.

We’re a Microsoft Gold Partner with extensive knowledge and experience with Dynamics 365 tools and are committed to making them work for—not against—financial institutions. We take a close look at firms’ goals and existing technology stack and create a customized implementation plan based on what we see. From helping financial firms increase the quality of data to boosting security and compliance, we’re committed to supporting firms in meeting their specific goals using Microsoft products.

JourneyTEAM has supported a number of financial institutions in implementing Microsoft solutions and providing them with a full, complete solution.

Improving Business Decisions with Dynamics 365 Sales and Marketing


Data is the lifeblood that drives business decisions. It’s what provides valuable context into client behaviors and patterns and allows firms to make informed, data driven decisions. JourneyTEAM makes it easy to access and organize financial data for rapid decision making using Microsoft solutions.

For example, one of our clients is a major bank that offers large loans to other financial institutions. They implemented a number of Microsoft solutions, including Dynamic 365 Sales, Marketing, and Power Platform to manage and track marketing activities, including emails, subscription and event management, opportunities (both won and lost), and banker performance. 

After implementing these solutions, we worked closely with their team to set specific sales goals within Power BI. This allowed them to see information summed up, averaged, and fully calculated in order to make better decisions. They were also able to see a ratio of how many wins and losses, how long it takes sales to work deals, contact someone and how often. Sales reps could then navigate to the page and quickly view valuable information that would help them meet their goals each day, month, and year.

Ready to Get Started?


The use of data will continue to transform the financial industry. Firms looking for new, intelligent ways to integrate data, analyze it, and use insights to improve decision-making and accelerate business growth must contact JourneyTEAM. 

From eliminating data siloes and automating integration processes to enhancing security and improving decision making, JourneyTEAM is financial firms’ trusted technology partner. Contact a representative today to begin building an implementation plan or to learn more about our services.

The post Dynamics 365 Tools Enhance the Financial Services Industry appeared first on CRM Software Blog | Dynamics 365.