Microsoft Dynamics 365 for Education

At Pragmatiq, we work with you to develop and implement bespoke Education CRMs, enabling you to centralise your data & processes, drive productivity, optimise the student experience and more.

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Benefits of an Education CRM

Microsoft Dynamics 365 for the education industry provides many benefits, such as increasing admission rates, saving time on administration, boosting collaboration and much more. More details about the key benefits below:

Increased Admission and Retention Rates

Our Bespoke CRM for Education facilitates and tracks interactions, simplifies workflows and supports teams with their daily processes. As a result, staff and students have a seamless experience, increasing admission and retention rates.

360° Degree View of Data

Effortlessly obtain a comprehensive perspective of all data, including student records, course performance, attendance rates, stakeholder engagement, and beyond.

Time Saved on Administration

Manual tasks can create time-consuming complex processes that reduce efficiency. Dynamics 365 for Education has various automation possibilities, allowing users to focus on the activities that matter most, such as student outreach and pursuing leads.

Enhanced Team Collaboration

We recognise that within the education sector, multiple individuals often need access to the same information. Our CRM ensures that all data is stored within a single place and that required users have access to the data they need, facilitating better teamwork and collaboration across departments.

Comply with Privacy Regulations

It is important that your system complies with data protection and confidentiality regulations. Microsoft Dynamics 365 for Education supports a comprehensive security model, giving you the confidence that data is kept safe and secure.

Personlised Stakeholder Experience

Students, staff, and other stakeholder expectations are higher than ever and fulfilling these is crucial for organisational continuity. D365 for Education provides a seamless customer experience through advanced marketing capabilities, in-depth stakeholder insights, and more.

Features of Microsoft Dynamics 365 for Education

Stakeholder management

Easily manage various stakeholders and relevant communications from one system. This data can also be used in other areas without needing to duplicate information, such as Dynamics 365 Customer Voice for sending surveys, or Dynamics 365 Marketing for follow-up campaigns.

Collaboration anywhere

As a cloud-based system, Dynamics 365 allows staff to access the system from anywhere, whether they are in the office, at home or on-the-go. Data is also updated in real-time ensuring that information is readily available when it is needed.

Track student enquiries

Responding to enquiries in a time-efficient manner is important for both students and staff. With Dynamics 365 for Education, assigning enquiries to the right person is easy; an activity can be auto-created to ensure that the enquiry is followed-up on, any communications can be tracked on the relevant record, and more.

Overview of courses

Gain a complete view of attendance, courses, internships, accomplishments, extracurricular activities, interventions, assessments, and more. Staff can use this information to make data-driven decisions about how to better support students.

Manage multiple student applications

With numerous student applications to manage, it can be difficult to stay on top of everything that needs doing. By using our Education CRM System, users can manage references, route applicants to the right person, decline and accept students, track applicant activities, etc.


student application business process flow in D365 for education


Collating and interpreting data can be difficult if data is stored in disparate systems or various Excel spreadsheets. Within the education sector, the Department for Education (DfE) requires teaching institutions to provide regular information and reports. By using our CRM Solution, reporting is made easy; users can quickly gain the insights they need, and easily create reports for the DFE.

Data Security

In the education sector, information is often confidential or sensitive. The Dynamics 365 security model requires secure credentials to sign-in and two-factor authentication to access information. Administrators can also set more complex security permissions around particular records, ensuring that safeguarding policies are met.


Leverage native Dynamics 365 Dashboards, or integrate with Microsoft Power BI, to view analytics and gain insights into students, classes, and key metrics, such as demographics. Dashboards can be personalised to reflect the necessary analytics that are important to your organisation.

Non-profit dashboard in Dynamics 365
Institutional dashboard

The features and benefits listed above are only a snapshot of how Dynamics 365 can be used within the Education Sector. Throughout the project cycle, we work closely with you to customise the system around your unique needs and requirements, adding and removing features dependent on this. If you would like more information, please get in touch, fill out the contact form below, email us at, or call us on 01908 038110. 

Hear from some of our Education clients...

  • Able Skills logo
  • ECG logo
  • The University of Buckingham logo

Useful integrations for Dynamics 365 for Education


The Microsoft Dynamics 365 App for Outlook allows for seamless integration between these two systems. Sending and tracking communications against members is easy, ensuring up-to-date information.

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts presented in your Education CRM.


Sharepoint is a web-based platform that integrates easily with D365 CRM. Easily store relevant course documentation, application documents and more.

Frequently Asked Questions

No, our solution is built on Dynamics 365, but is a bespoke solution that is tailored to your specific needs and requirements. The above features are only an example of what your system could look like.

At Pragmatiq we have developed our implementation methodology to be the perfect pairing to the technology we offer. Our approach follows several stages, each of which is designed to ensure the successful delivery of your solution.

Learn more about our implementation methodology.

We understand that over time, your organisation will grow and change, and your needs may shift; the beauty of a bespoke solution is that it can be tailored even after implementation.

At Pragmatiq, we have a Managed Service offering, which allows us to support your business post go-live.

At Pragmatiq, we have several factors that set us apart and ensure we are the best fit to support your business:

A consultative focus

Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.

We are passionate and we care

We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.

Simple language

Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.

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