How to Use the Power Platform in Financial Services

Earlier this year, Microsoft effectively made your Dynamics 365 Customer Engagement* database and platform the common data service, bringing Microsoft flow and PowerApps into the Microsoft business applications family. This means that Microsoft Dynamics, Flow, and PowerApps are now the same platform and can be used together in unified solutions – known as the Power Platform.

This move creates the opportunity for D365 Customer Engagement customers to expand their solution to a much broader variety of business challenges. While Dynamics 365 is still a great solution for primary business processes, such as sales, customer service, marketing, and a large set of custom model driven applications, the addition of PowerApps and Flow open the door for providing greater integration with other services, namely financial services.

What the Power Platform means to Financial Services

For financial services firms, the Power Platform presents the opportunity to simplify the user experience, taking common user functions and making them more streamlined complete when compared to navigating the full Dynamics 365 application. You can still use Dynamics 365 to run your firm, but giving your users simplified experiences will make their jobs easier.

Here are some examples of the Power Platform in action for a financial services firm:

Business Card Scanner
It’s very common for a wealth advisor to meet a prospective client at a meeting or social function and get their business card. Traditionally you may have had your assistant manually type the contact information into Dynamics 365, or maybe you use the third-party app to scan the business card, then track the contact in Dynamics 365. Since PowerApps supports camera controls and works with cognitive services Vision API service, a PowerApps can be used to scan business cards, use OCR to translate the scan to text, and add the contact to Dynamics 365.

Meeting Notes
After meeting with an important client, you want to capture complete meeting notes. Dynamics 365 Customer Engagement users can already do this via Dynamics 365 or via the Dynamics 365 mobile app on their phone; however, for busy users on the go, sometimes a tailored experience may be more productive than navigating through the full Dynamics 365 application. PowerApps can be used to create a simple meeting or app, which presents users with the meetings in which they are involved, and gives them an easy single screen to capture the meeting notes and create follow-up actions.

Since PowerApps also can work with other applications, such as your Outlook calendar, additional information can be surfaced within the power app, along with other tools, such as camera controls. This is a great example of how we are still using the business applications platform, Dynamics 365, but using the Power Platform to present simple focused user experiences.

Meeting Tear Sheets
Hitachi Solutions’ Engage products provide tear sheet reports, giving partners and advisors a concise summary of company background and meeting attendees. This is a great example of a simple user scenario that can be delivered as a Power App. While the user could log into Dynamics 365, a simple tear sheet PowerApp can give users a simplified way to see information about their upcoming meeting without having to be in the full Dynamics 365 application.


For processes that require approval, Microsoft Flow provides a robust and elegant approval process. Let’s say that your client onboarding process requires legal approval. In the form or business process flow we include a field to trigger an approval request.


Using Flow, we can configure a simple process triggered on the approval request in Dynamics to request approval by the designated approvers.


When a customer approval process is triggered, the approver receives an email. The user can approve the request directly from the email.

From the Microsoft Flow mobile app, the approver can conveniently view all of his or her approval requests and approve or reject them from their phone.


When the request is approved, our Flow updates the Dynamics record to indicate the customer has been approved (and could also trigger additional actions).


Flow then sends an email to the requestor, notifying them that the request has been approved.

Welcome to the Power Platform

These are just a few examples of how the Power Platform extends your Dynamics 365 app for financial services. In an industry where users are busy and customer data is the lifeblood of your business, the combination of Dynamics 365, PowerApps, and Microsoft Flow can provide a simplified user experience and automate complex processes to increase your user adoption and return on investment. Best of all, these tools are included in your standard Dynamics 365 licensing, making it easy for you to take advantage of the Power Platform today.

Want to learn more? Register now to join us for a webinar on December 5th: Opening Doors with the Power Platform: Why you should be using PowerApps and Flow in your Dynamics 365 deployment. Don’t want to wait until then? Reach out to us today to start the conversation about how Hitachi Solutions can help your Financial Services organization utilize the Power Platform.

For an introduction to the way that Dynamics 365 and PowerApps can work together, see this video from the Ignite conference where we presented model driven apps versus canvas apps.



* D365 Customer Engagement is a licensing plan that includes Microsoft Dynamics 365 for Sales, Customer Service, Field Service, Project Service Automation, Marketing and Microsoft Social Engagement. Click here to learn more from Microsoft’s pricing guide.