Dynamics 365 helped Banco Hipotecario move from on-premises servers to Dynamics 365 Online over two years. According to Microsoft's customer story, the migration unlocked Copilot Studio AI agents, Power BI dashboards and Azure monitoring.

The bank now runs two chatbots. One serves employees and the other serves customers. Employees get instant answers from the MAIA chatbot.

Microsoft reports that Net Promoter Score rose 114% and database storage fell 92%. The bank also reports measurable cost savings, but the story gives no figure.

The on-premises setup required specialized setup roles that the bank did not have.