Microsoft Dynamics 365

How an Education CRM improves stakeholder management and boosts collaboration

Amelie Streller,

August 22nd, 2023

3 min read

Many stakeholders (such as students, teachers, sponsors, etc.) shape the education sector. Finding suitable software that can manage these effectively, alongside the other complexities and needs can be difficult.

A Bespoke CRM System, such as Microsoft Dynamics 365 for Education, is a fully customisable solution that enables you to manage core aspects of your organisation. Furthermore, Dynamics 365 easily integrates with other solutions, such as Microsoft 365, other Dynamics 365 applications, or third-party systems, ensuring that your data is connected across the organisation.

This blog will discuss how our CRM solution enables educational institutions to better manage stakeholders and improve department collaboration.

Microsoft Dynamics 365 features for improved stakeholder management and collaboration

Stakeholder segmentation

Sending personalised communications to stakeholders is a common requirement across the education sector. Within Dynamics 365, you can create marketing lists that allow you to categorise contacts by industry, age, course, behaviours and more, allowing you to send more targeted interactions.

For more advanced marketing capabilities, such as student nurture campaigns, Dynamics 365 Marketing can be implemented.

Cloud-based capabilities

Cloud capabilities help education providers to remain productive from wherever they are, as Dynamics 365 can be accessed from anywhere. Whether your workforce are based in the office, from home, or on-the-go, they can access readily available information in real-time.

Additionally, this breaks down data siloes and centralises information within one place. This ensures users can access the data they need to complete day-to-day tasks without needing to look through various systems/spreadsheets.

Work with familiar applications

As part of the Microsoft suite, Dynamics 365 seamlessly integrates with the Microsoft 365 application (Teams, Outlook, SharePoint, etc.), that are commonly used across organisations. Examples of how education providers can use these below:

  • Teams: Meet, chat, call and collaborate in the Dynamics 365 workspace, without switching to Teams. Or, when working in Teams, access, share and edit Dynamics 365 records.
  • Outlook: Easily track email correspondence directly within Dynamics 365. If a member of the team is absent, and someone else needs to contact a student for example, they have visibility of previous communications.
  • SharePoint: Store relevant training material against courses, or certifications against students, for example.

Ensure consistency across processes

Business Process Flows help to ensure that people follow the same steps every time they work with a stakeholder by creating a business process flow. One example of where this is useful for an education provider, is around the student application process; stages could be documents submitted, application review, decision, offer and student decision. Each stage must be completed before moving on to the next, ensuring users follow the standard process and the process can be easily tracked.
Find out more about our Education CRM

Within the education sector, there is a significant amount of information that needs managing across students, courses, and more. Dynamics 365 enables organisations to easily manage, co-ordinate and utilise their data, which in turn supports student retention, admission rates, team productivity and more.

If you would like more information about Dynamics 365 for Education, please get in touch by filling out the contact form, emailing us at, or calling us on 01908 038110


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