- Module 1: This module describes the overall capabilities that are included in Microsoft Cloud for Financial Services.
- 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.
- Module 2: Learn how to prepare an environment for Microsoft Cloud for Financial Services.
- 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.
- Module 3: This module describes the dedicated data model that is included in Microsoft Cloud for Financial Services.
- 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
- Module 4: In this module, you will explore the Unified customer profile application. This application shows a 360-degree perspective of the customer, consolidated into a unified dashboard within Microsoft Cloud for Financial Services.
- 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.
- Module 5: Learn about the customer onboarding process within Microsoft Cloud for Financial Services.
- 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.
- Module 6: Learn how to set up Collaboration Manager for Loans within Microsoft Cloud for Financial Services.
- 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.
- Module 7: Learn about customer intelligence in Microsoft Cloud for Financial Services.
- Explore Customer Intelligence components
- Understand the Retail Banking Churn model
- Build a Retail Banking Churn model
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