Microsoft Dynamics 365 for Education
From colleges to universities, teaching hubs to professional development institutions, organisations across the education sector require software that can handle all aspects of both the student and stakeholder journey. 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.
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:
Education CRM Case Study
The University of Buckingham is a non-profit private University with a student base of approximately 2,700 students. The University offers bachelor’s degrees, master’s degrees, and doctorates through five “schools” (or faculties) of study.
The Challenge: Previously managed their data in a disparate, legacy-based system, as well as using Excel spreadsheets. The lack of centralisation made it extremely difficult and time-consuming to manage stakeholder relationships. Additionally, internal teams had trouble communicating and collaborating effectively.
The Solution: Pragmatiq designed and implemented a Bespoke CRM System that provides a single view of students, alumni, donors and other stakeholders. Additionally, a website and Outlook integration provided further support with managing the student engagement process.
The Benefits:
- Improved access to data
- Optimised student experience
- Improved student engagement process
- Enhanced communication
- Improved reporting
- Platform for future growth
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.
Reporting
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.
Dashboards
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.
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 info@pragmatiq.co.uk, or call us on 01908 038110.
Hear from some of our Education clients...
View our other testimonials“Right from the start, Pragmatiq were extremely helpful and worked with us to design and develop a CRM system that suited our requirements.
Throughout the process, the team were responsive, engaging and worked hard to understand our organisation and unique processes. I was particularly impressed by the teams expertise and professionalism, and we now have a solution that supports various departments within the University and enhances the overall student experience.
I would highly recommend Pragmatiq and I’m confident that when we require any further support, Pragmatiq will be able to provide it.”
“We approached Pragmatiq after speaking to two large CRM providers, who offered ‘off-the-shelf’ products, which we felt wouldn’t fit with our outcomes and they also couldn’t understand how a CRM would benefit our business.
Right from the initial meeting, we felt like this would be the company for us! Everyone really took the time to understand our business, what we wanted to achieve, and they offered solutions and suggestions all the way through (even things we hadn’t thought of).
As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”
Useful integrations for Dynamics 365 for Education
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.
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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