Updating customer information form

Firms are under no regulatory obligation to use either version of the template, in whole or in part.FINRA recognizes that firms may continue to use their proprietary application forms, methods and processes, as long as they meet all applicable regulatory requirements.

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Data Export intelligently synchronizes the entire Dynamics 365 schema and data initially and thereafter synchronizes on a continuous basis as changes occur (delta changes) in the Microsoft Dynamics 365 (online) system.The Customer Insights Programming Reference documents the two sets of REST interfaces provided by this service: the Azure Resource Manager (ARM) APIs and the Hub APIs.These interfaces enable developers to extend custom applications, as well as to automate Customer Insights Hub administrative operations.More information: Data Export service When you write form scripts that use the Web API, these scripts can work using the local data in Dynamics 365 for Outlook when the user is offline.This capability has been available for the Organization service (SOAP endpoint) and the Organization Data service (OData v2), but was not previously available with the Web API.A successful POST request will return HTTP 201 (Created) and include the entity properties you select.You can select which properties are returned by using the $select system query option.The ability to replicate Dynamics 365 data to an external SQL database provides a lot of flexibility for generating reports.Data Export is an add-on service made available as a Microsoft Dynamics 365 (online) solution that adds the ability to replicate Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription.We hope that by providing this sample template, firms will benefit from being able to create easy-to-use, easy-to-read, plain-English new account forms.In developing the template, FINRA worked with a firm that specializes in presenting investor information in a clear, intuitive format to assist in the design of the application form.

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