Microsoft Accelerators · Corporate & Institutional Banking
Ready-to-deploy accelerators
The official Microsoft Financial Services industry accelerator, plus open-source demo accelerators on Dynamics 365, Power Platform and Copilot.
Industry Accelerator for Financial Services
Microsoft's banking data model and base solution for Dynamics 365 and Dataverse — the common foundation every partner build should sit on.
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Account Planning
Corporate Account Planning
Bank-standard account plan on Dataverse — 19 dashboard-style tabs, configurable sections and a one-click demo data seeder.
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M365 Copilot
Account Planning Copilot Agent
Runs the full account planning journey in Copilot chat, backed by an MCP server writing live Dynamics 365 data.
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Client Intelligence
LSEG Intelligence Hub
Multi-agent client intelligence on Copilot Studio, Azure AI Foundry and Dataverse, powered by the LSEG Data & Analytics MCP connector.
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Deal & Credit Process
Sales Process Configurator
Configurable deal handling for D365 Sales — product targeting, close clocks, task graphs and AI agents as process participants.
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Service Process
Case Process Configurator
Declarative case handling for D365 Customer Service — targeting rules, SLAs, outcome-driven task graphs and BPF stages as configuration.
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Client Engagement
Meeting Intelligence for D365
Every Teams meeting becomes a structured call report — Graph transcript notifications, Copilot Studio analysis and engagement analytics.
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Mobile & Voice
CRM Copilot for iOS
Talk to your Dynamics 365 Sales CRM — native iOS app on gpt-realtime via Azure AI Foundry, Dataverse MCP and Microsoft Graph.
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