Wealth Management Template for Microsoft Dynamics CRM takes advantage of the familiar, connected and intelligent experience in Microsoft Dynamics CRM to showcase how financial organizations can attain greater insight across the household, improve client interactions and more effectively manage the product portfolio.
To install Wealth Management sample data
Go to Settings > Solutions > Wealth Management solution > Configuration > Install Sample Data.
Please contact your local Microsoft sales representative or partner for details on how best to leverage this template for your specific environment.
This template works with both Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 (on-premise).
Currently, this template and Microsoft Dynamics CRM Online requires one of the following Microsoft Internet Explorer Web browser versions: Internet Explorer 9,Internet Explorer 8,Internet Explorer 7.
For help and support, please refer to the CRM Labs Solutions Forum: http://social.microsoft.com/Forums/en-US/crmlabs/threads
Note: This solution requires Update Rollup 5 for Microsoft Dynamics CRM 2011 (KB 2567454).
Wealth Management Template for Microsoft Dynamics CRM has not been reviewed by any customers.
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