Support that evolves with you Experience the freedom and flexibility to tailor support according to your key priorities with Microsoft Unified Enterprise Support. The economic impact Unified Support brings business benefits and cost savings to its customers around the world, validated by a commissioned study by Forrester Research.
Follow Microsoft. As you add each field, you must specify the field name and certain other values in the Properties window, as described in the following table. Prepare to add some of the fields to the AutoSummary field group by selecting the fields in the following list. To select multiple fields, hold down the Ctrl key while you click each field:.
The EDT designer opens. Tip: Click the drop-down list, and then type the prefix "FMT" in the search box. This filters the drop-down list to only show tables that contain "FMT" in their name.
Select the FMTCustomer table from the list of filtered entries. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Simplified integration and disambiguation of data that's collected from processes, digital interactions, product telemetry, people interactions, and so on. A unified shape , where data integrations can combine existing enterprise data with other sources and use that data holistically to develop apps or derive insights. The ability to extend the schema and Common Data Model standard entities to tailor the model to your organization.
Common Data Model is influenced by data schemas that are present in Dynamics , covering a range of business areas. If you are a customer or a partner using Dynamics , you are already using Common Data Model.
Thousands of independent software vendors ISVs and their partners use Common Data Model for their own solutions, and are building services and offerings based on Common Data Model schemas. Organizations from industries such as healthcare are working closely with Microsoft to extend Common Data Model to their specific business concepts—for example, Budget and Currency —through industry accelerators.
This extends the benefit of the Common Data Model standard entities to these verticals so that industry solutions can interoperate more easily. Learn about Dynamics industry solutions. Skip to main content. In this example, Corey Gray is an accounting client of Amber Rodriguez.
The Financial holdings tab expands on the information presented in the Financial holdings area of the Summary tab. This tab shows the following information:. Selecting a financial holding, like a saving account, shows detailed information about that specific holding. Customers in financial services organizations might have financial relationships with the bank financial holdings and financial instruments in the default currency of the organization, as well as in other currencies. Unified customer profile allows sophisticated treatment of multi-currency holdings.
For each financial holding, a different currency may be passed from the bank's core systems. The total balance of a financial holding if different than the default currency of the system is shown both in the original currency of the holding and converted to the default currency of the system. Currency presentation follows the ISO standard. In this example, the sample account is in euros, whereas the default currency of the system is US dollars.
For the total balance, the converted amount is shown. Where assets or liabilities are summed up in the Summary view of financial holdings, Groups financial holdings, and in total customer assets and liabilities , the sum is calculated based on the value of each holding in the default currency of the organization. Both the original and converted financial holding values are passed from the bank's core systems, rather than being converted within Unified customer profile. Customer intelligence unifies important, relevant, and accurate customer information across multiple sources through Dynamics Customer Insights.
Engage with customers with relevant insights that combine compliant demographic information, financial measures, and attitudes to form financial segments and AI models, helping to quickly understand the customer. View important indicators regarding the relationship between the bank and customer.
To enable this feature, a model must be defined and trained within the Dynamics Customer Insights portal. The customer churn model is tailored to predict the likelihood of churn in the scope of retail banking. After training, the churn scores of the customers will appear on the customer profile pages. Churn risk levels presented within the customer snapshot high, medium, low are based on the model score and ranges can be customized by the administrator.
The churn risk score is provided with an explainability element as part of the AI model. To view the explainability details for the churn level, select the information icon next to the displayed churn risk level.
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