The Core Financial Services Demo Pack (aka FinDemo) is based upon my core demo environment. FinDemo has since become a side project with a number colleagues now contributing to enhance the demo toolkit. I’m very pleased that we have been able to make this available via DemoBuilder. Now I am making it available on premises as a standalone install. My only ask is constructive feedback on how this can be improved and any stories you have on how these have been used to help your clients would be much appreciated. Either via the comments on here on DM me via my twitter account.
The solution currently caters for the following sub verticals / scenarios:
- Asset / Wealth Management
- Corporate / Investment Banking
- Insurance
- Retail Banking
- Supplier Management
Table of Contents:
- Overview
- Install files and instructions
- Related Articles
Overview:
Below you will find a brief overview of the Demo Pack as well as a sample screenshots and a presentation that goes into a bit more detail. I will be providing further detail, instructions, demo scripts and information on how you can get your hands on it due course (very soon!).
Install Files, Instructions and Data
CRM 2016 Update 1
- FinDemo_4_0_0_91_managed
- FinDemoSiteMap_4_0_0_5_managed
- FinDemoBaseDashboards_4_0_0_8_managed
- FinDemoBusinessProcess_4_0_0_8_managed
- FinDemoProcesses_4_0_0_11_managed
- Client360Utilities_2016_6_managed
- EntityIconLibrary_2016_3_1_managed
- Client360IconLibrary_2016_3_2_managed
- Client360Configuration_2016_8_managed
- SiteMapIconLibrary_2016_3_1_managed
- FinDemoClient360_4_0_0_7_managed
- FinDemoClient360Settings2016DATA.8 (*This is not a solution file, please Unzip and import this data file to Client360Setting data. *Please remove any old Client36oDataSettings to avoid duplicate settings)
- FinDemoCorporateBankingSiteMap_4_0_0_1_managed (don’t install if you are not doing a Corporate Banking management demo)
- FinDemoCorporateBankingDashboards_4_0_0_1_managed (don’t install if you are not doing a Corporate Banking management demo)
- FinDemoRetailBankingSiteMap_4_0_0_2_managed (don’t `if you are not doing a Retail Banking management demo)
- FinDemoRetailDashboards_4_0_0_1_managed (don’t install if you are not doing a Retail Banking management demo)
- FinDemoAssetManagementDashboards_4_0_0_0_managed (don’t install if you are not doing an asset management demo)
- FinDemoAssetMGMTSiteMap_4_0_0_0_managed (don’t install if you are not doing an asset management demo)
- FinDemoInsuranceSiteMap_4_0_0_0_managed (don’t install if you are not doing an Insurance demo)
- FinDemoCommercialBankingSiteMap_4_0_0_0_managed (don’t install if you are not doing a Commercial Banking management demo)
- Insights_3_4_online_managed
- FinDemoInsideView_4_0_0_6_managed
- Timeline_2_0_2_21_managed_2013
- FinDemoXRMCTimeline_4_0_0_4_managed
CRM 2015 Update 1
- FinDemo_3_0_0_90_managed (Updated Oct 2015)
- FinDemoSiteMap_3_0_0_5_managed (Updated Oct 2015)
- FinDemoBaseDashboards_3_0_0_7_managed
- FinDemoBusinessProcess_3_0_0_8_managed
- FinDemoProcesses_3_0_0_11_managed
- Client360Utilities_2015_2_0_managed
- Client360Configuration_2015_2_0_managed
- Client360IconLibrary_2015_2_0_managed
- Client360Charts_2015_2_0_managed
- FinDemoClient360_3_0_0_6_managed
- FinDemoRetailDashboards_1_0_0_1_managed (don’t install if you are not doing a Retail Banking management demo)
- FinDemoRetailBankingSiteMap_3_0_0_0_managed (don’t install if you are not doing a Retail Banking management demo)
- FinDemoAssetMGMTSiteMap_1_0_0_0_managed (don’t install if you are not doing an asset management demo)
- FinDemoCommercialBankingSiteMap_1_0_0_0_managed ((don’t install if you are not doing commercial banking demo)
CRM 2015
CRM 2013
You can download the files from here:
Please install in the following order:
- www.markmargolis.net/blog/files/FinDemo_2_0_0_81_managed.zip
- www.markmargolis.net/blog/files/FinDemoSiteMap_1_0_0_0_managed.zip
- www.markmargolis.net/blog/files/FinDemoBaseDashboards_2_0_0_7_managed.zip
- www.markmargolis.net/blog/files/FinDemoAssetManagementDashboards_2_0_0_0_managed.zip (don’t install if you are not doing an asset management demo)
- www.markmargolis.net/blog/files/FinDemoRetailDashboards_1_0_0_1_managed.zip (don’t install if you are not doing a Retail Banking management demo)
- www.markmargolis.net/blog/files/FinDemoRetailBankingSiteMap_1_0_0_0_managed.zip (don’t install if you are not doing a Retail Banking management demo)
- www.markmargolis.net/blog/files/FinDemoBusinessProcess_2_0_0_7_managed.zip
- www.markmargolis.net/blog/files/FinDemoProcesses_2_0_0_11_managed.zip
- www.markmargolis.net/blog/files/SingleViewConfiguration_0_0_0_21_managed.zip
- www.markmargolis.net/blog/files/SingleViewIconLibrary_0_0_0_12_managed.zip
- www.markmargolis.net/blog/files/Timeline_2_0_1_7_managed.zip
- www.markmargolis.net/blog/files/FinDemoXRMCTimeline_2_0_0_4_managed.zip
Demo Data
Further Instructions will be provided soon.
Pre Requisites
1. Create Currencies > Settings > Business Management
a. US Dollar
b. Pound Sterling
c. Euro
2. Set Date format to UK dd/mmm/yyyy
3. Ensure Processes are Activated before Import (15 processes will remain draft as data will need to be imported prior)
Import Data
4. Sign in as the primary user for the demo (I normally use Chris.Perry), Set Date format to UK dd/mmm/yyyy
- www.markmargolis.net/blog/files/10%20Div%20Prod%20ProdGroup.zip
- www.markmargolis.net/blog/files/20.zip
- www.markmargolis.net/blog/files/30%20Appointment%20-ADatum.zip
- www.markmargolis.net/blog/files/40.zip
- www.markmargolis.net/blog/files/50%20Fund.zip
- www.markmargolis.net/blog/files/190%20Contact%20Investors.xml
- www.markmargolis.net/blog/files/200%20Fund%20Fund%20Holdings%20Wealth.zip
- www.markmargolis.net/blog/files/210%20Single%20View%20Setting.xml
- www.markmargolis.net/blog/files/220%20Channel%20Usage.xml
- www.markmargolis.net/blog/files/230%20WealthKYC360.zip
- www.markmargolis.net/blog/files/240%20User%20Adoption%20Setting.xml
- www.markmargolis.net/blog/files/250%20User%20Adoption%20Counter.xml
- www.markmargolis.net/blog/files/260%20RetailBanking.zip
- www.markmargolis.net/blog/files/265%20RetailKYC360.zip
- www.markmargolis.net/blog/files/266%20Appointment%20-Bill%20Norman%20-dateformat-ddmmyyyy.xml
- www.markmargolis.net/blog/files/270%20Commercial%20Banking.zip
- www.markmargolis.net/blog/files/280%20Investment%20Banking.zip
- www.markmargolis.net/blog/files/290%20Insurance.zip
- www.markmargolis.net/blog/files/300%20Branch.xml
- www.markmargolis.net/blog/files/310%20Territory%20Retail.xml
- www.markmargolis.net/blog/files/320%20Campaign.zip
For Pre Leo Orgs:
www.markmargolis.net/blog/files/FinDemo_2_0_0_78_target_CRM_6.0_managed.zip
Related Articles:
New Demo Builder with Financial Services Template is now Live
Financial Services Templates and Demo Solution Pack for Microsoft CRM
Mark Margolis's Blog 
Hi Mark,
Thank you for avail these and the great work and effort.
Kindly note that the
•www.markmargolis.net@markmargolis.net/blog/files/FinDemoAssetManagementDashboards_2_0_0_0_managed.zip
cannot be downloaded, Please assist
Thank you
Thanks for letting me know. Resolved.
I wanted to ask if you can help me to resolve my problem that is as follows:
I have installed the solutions as instructed activated them; however 21 were as draft and when I try to import data there are some issues with mapping? Can you somehow help me? Thank you.
Please provide more information.
I installed the solutions in given order. Then I pressed publish all customizations. Next I went to processes to activate them. I selected all processes, pressed activate and I am left with 21 marked as draft (in your manual I should have only 15 processes marked as draft). I can send you a print screen with my draft processes it that would help. Moreover, I have tried it countless times and still I have that 21 processes marked as draft (I also tried to insert data however, there was that mapping issue). I would really appreciate if you can help me.
Did you activate the sample data first? You then need to import the demo data manually and then activate the remaining processes.
So, should I do it as follows:
1) install solutions,
2) set currencies and date format,
3) activate sample data,
4) activate processes,
5) import data,
6) activate draft processes
Do I have it right?
yes
I have a similar issue to you Jan, did you get it working?
Hi Mark,
Love the demo but I had a small issue importing the data. I believe the file “230 WealthKYC360.zip” contains the wrong Opportunity and Onboarding records. They are the same as in the “265 RetailKYC360.zip” file (the Bill Norman records instead of Cameron Rose records). Did I miss something?
Also, the CRM out-of-the-box sample data is a prerequisite. Just pointing that out would probably help someone else 🙂
Again, love the demo and really appreciate your effort.
Thanks good call. I need to work on the data … Any volunteers?:-)
So, should I do it as follows:
1) install solutions,
2) set currencies and date format,
3) activate sample data,
4) activate processes,
5) import data,
6) activate draft processes
Do I have it right?
yes
Hi Mark, hope you are doing fine.
Unfortunately, I´m facing an issue importing the first solution (•www.markmargolis.net/blog/files/FinDemo_2_0_0_78_managed.zip) due to the following error: “Cannot import component OptionSet: 1c470919-e304-4f91-98ee-4d0ece0a28ec. The publisher of the solution that is being imported does not match the publisher of the solution that installed this component”.
Could you please help me?
Thanks in advance,
Cintia
Are there any other solutions installed?
I previously installed the following solution you have uploaded: Microsoft Dynamics CRM Deal, Onboardin, Account Planning Process_managed.zip. There´s no error with it.
As you wrote before, I started importing the first solution for Financial Services but the error appeared.
Thank you very much,
Cintia
The deal onboarding solution is not comparable as I replaced it with findemo. Findemo has everything you need.uninstall the old solution. Thx
This link appears to be broken
http://www.markmargolis.net/blog/files/FinDemoSiteMap_1_0_0_0_managed.zip
Works for me. What exactly happens?
Actually the link in my reply works but not the link in the download location
Have got as far as trying to activate processes but get this error at that stage
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #D4EB57C3Detail:
-2147220970
System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #D4EB57C3
2014-11-27T15:12:04.5308137Z
-2147187627
The selected workflow has errors and cannot be published. Please open the workflow, remove the errors and try again.
2014-11-27T15:12:04.5308137Z
Found that the error is due to an invalid reference although I can’t easily see what
Did you import all the demo data, try changing the product group to a value you have in your system
Didn’t import the data yet as it says ‘Ensure Processes are Activated before Import’. I can’t activate the processes.
Will try changing the product group, thanks
you can import most of the data prior to the import, just you may miss out on some data. Did you check ther terms of demobuilder? Because this would be far easier for you, or work with a partner?
Will this work with Dynamics 2015? Can’t seem to get a trial of anything other than 2015 with CRM online at the moment
Yes it will, with the exception of one Timeline, but if you download the latest version of that from XRM Consultancy you’ll be food to go. I will be releasing FinDemo for 2015 in the new year.
Thanks, I did find a partner who has access to demo builder but they said it is down at the moment as it is being upgraded to Dynamics 2015.
I will try importing the data, appreciate your help.
Hello, I am having a bit of issue with the solutions listed for CRM 2015.
//Import solutions
FinDemo_3_0_0_85_managed [ok]
FinDemoBaseDashboards_3_0_0_7_managed
FinDemoBusinessProcess_3_0_0_8_managed [ok]
FinDemoProcesses_3_0_0_11_managed [ok]
Client360Utilities_2015_2_0_managed [ok]
Client360Configuration_2015_2_0_managed [ok]
Client360IconLibrary_2015_2_0_managed [ok]
Client360Charts_2015_2_0_managed [ok]
FinDemoClient360_3_0_0_6_managed [ok]
Timeline_2_0_2_21_managed_2013 [ok]
FinDemoXRMCTimeline_3_0_0_4_managed [ok]
FinDemoSiteMap_3_0_0_3_managed [failed] >>
Error:
The import of the solution FinDemoSiteMap failled. The following components are missing in your system and are not included in the solution. Import the managed solutions that contain these components (FinDemo (3.0.0.86)) and then try importing this solution again.
fin_img_corpnav | fin_img_corpnav | Web Resource | Fin Demo (3.0.0.86) | Site Map.
I can’t find a link for FinDemo (3.0.0.86) on your blog, so I can’t have the Site Map for your customizations.
I tried getting a demo with demobuilder through a partner, but the system seems to be having a problem provisioning it for the past few days.
Thankfully.
Just updated the base file (_87)
Hi Mark, thanks for the update. I tried to import the new file (_87), but I get the following error:
“You can only import solutions with a package version of 7.0 or earlier into this organization. Also, you can’t import any solutions into this organization that were exported from Microsoft Dynamics CRM 2011 or earlier.” So it would possibly be because the solution has been generated from a CRM 2011 from what I gather.
Hi, what version of crm are you running?
I am running CRM 2015
ok i gave you crm2015 update 1. ill export an earlier version for you. can it wait until tomorrow?
ok, thank you. it can wait until tomorrow.
I’ve added the 7.0 target version on the page above under CRM 2015. PS I always recommend being in the cloud, dev,test and production. 🙂
I mean CRM 2015 On-Premise (I don’t have Update 1).
Mark I am have imported and published the single 2015 Solution file FinDemo_3_0_0_87_target_CRM_7.0_managed for an on prem customer. The solution imported fine-however I show no Dashboards when I click on the Dashboard entity and am unable to check off any options on the other entities to include them on the site map.
You also need to import the base dashboards solution file FinDemoBaseDashboards_3_0_0_7_managed
I installed, CRM 2016 Update 1
1. FinDemo_4_0_0_91_managed
2. FinDemoSiteMap_4_0_0_5_managed
3. FinDemoBaseDashboards_4_0_0_8_managed
4. FinDemoBusinessProcess_4_0_0_8_managed
5. FinDemoProcesses_4_0_0_11_managed
6. Client360Utilities_2016_6_managed
7. EntityIconLibrary_2016_3_1_managed
8. Client360IconLibrary_2016_3_2_managed
9. Client360Configuration_2016_8_managed -> ERROR,
The import of the solution Client360Configuration failed. The following components are missing in your system and are not included in the solution. Import the managed solutions that contain these components (Active) and then try importing this solution again.
File: ms_/ux/IconDisplay.html
Make sure you import ” Client360: Icon Library” use overwrite customisation if this is an upgrade. ms_/ux/IconDisplay.html is in that solution file
Hi Mark, I just installed the Retail Bank solution, and everything was fine.
Just one question: the only data file to import is “findemoclient360settings2016data-8.zip”?
Is there any file to populate Branches, Onboarding and Channel use, and Fund entities?
Thanks
Marco
The data set is available from this page also.