Get started with Microsoft Cloud for Financial Services

In this module, you will:

• Learn about Microsoft Cloud for Financial Services.
• Discover Cloud for Financial Services industry trends and prioritization of functional capabilities.
• Explore the architecture of Cloud for Financial Services.

In this module, you will:

• Learn which applications are required to deploy Microsoft Cloud for Financial Services.
• Learn how to obtain trial licenses for all Microsoft Cloud for Financial Services required applications.
• Learn how to set up a Microsoft Cloud for Financial Services training environment.

In this module, you will:

• Get an overview of Common Data Model.
• Learn about the intricacies and layers of Cloud for Financial Services data model
• Learn about the extensibility options in Cloud for Financial Services data model

In this module, you will:

• Explore the Unified customer profile data model.
• Explore the Unified customer profile application.
• Edit customer details in Unified customer profile.
• Extend the Unified customer profile application.

In this module, you will:

• Set up the Retail Banking Sample Portal.
• Extend the Loan Tracker application.
• Embed the Loan Tracker app in Microsoft Teams.
• Submit and approve a loan.

In this module, you'll:

• Explore the Collaboration Toolkit data model.
• Set up the Collaboration Manager for Loans settings.
• Navigate the Collaboration Manager for Loans application.
• Add controls from Loan Tracker.

In this module, you'll:

• Explore Customer Intelligence components
• Understand the Retail Banking Churn model
• Build a Retail Banking Churn model

• Introduction
• Deliver differentiated experiences and empower employees
• Combat financial crime
• Security and compliance
• Architecture
• Check your knowledge
• Summary

• Introduction
• Set up a Microsoft 365 tenant
• Obtain and deploy trial licenses
• Deploy Microsoft Cloud for Financial Services
• Check your knowledge
• Summary

• Introduction
• Common Data Model schema
• Microsoft Cloud for Financial Services industry data model
• Data model extensibility and known limitations
• Check your knowledge
• Summary

• Introduction
• Exercise - Unified customer profile data model
• Exercise - Explore the Unified customer profile application
• Exercise - Edit details in Unified customer profile
• Exercise - Extend Unified customer profile
• Check your knowledge
• Summary

• Introduction
• Exercise - Set up the Retail Banking Portal
• Exercise - Extend Loan Tracker
• Exercise - Embed Loan Tracker in Microsoft Teams
• Exercise - Submit and approve a loan
• Check your knowledge
• Summary

• Introduction
• Explore the Collaboration Toolkit data model
• Exercise - Set up Collaboration Manager for Loans settings
• Explore Collaboration Manager for Loans
• Add controls from Loan Tracker
• Check your knowledge
• Summary

• Introduction
• Set up and deploy Dynamics 365 Customer Insights components
• Create Azure Components and build a data pipeline in Azure Data Factory
• Configure the Retail Banking churn model in Dynamics 365 Customer Insights
• Check your knowledge
• Summary