Dynamics 365 CRM

Dynamics 365 for SchoolsConnect students, staff and school operations in one platform

Improve communication, streamline administration and support better learning experiences with Microsoft Dynamics 365 for schools.

Overview

Why schools need Dynamics 365

Schools need clear communication, organised data and efficient workflows to support students and staff. Dynamics 365 brings all essential information into one connected platform.

Schools manage many responsibilities at once, including attendance, behaviour, safeguarding, communication, timetable planning, parental engagement, reporting and day to day operations. With information often spread across several systems, it becomes harder for teams to work efficiently or gain a full view of student needs. This leads to delays, duplicated work and inconsistent communication across the school community.

Microsoft Dynamics 365 CRM centralises student records, communication, administration, scheduling and operational data. Routine tasks can be automated and staff gain real time visibility into key information that supports teaching, wellbeing and school management. With a unified system, schools can reduce administrative pressure and focus more time on supporting students.

Benefits

The benefits that help school teams work smarter

Discover how Dynamics 365 supports teaching, learning and school operations.

Student and school data in one place

Dynamics 365 stores student profiles, behaviour records, attendance, communication, SEN notes, pastoral updates and achievement information in a single secure platform.

Automation that reduces administrative workload

Schools can automate absence notifications, reminders, event communication, permission requests, reporting tasks and data collection to save valuable time.

Real time insight for improved decision making

Dashboards provide clear visibility into attendance trends, behaviour patterns, pastoral concerns, achievement data and operational performance.

Security and compliance suitable for education

Dynamics 365 offers enterprise grade protection, strict access control and audit trails to support safeguarding and data protection responsibilities.

CRM stats

Why your school organisation needs a CRM

Data is from a recent survey we commissioned in December 2024 Click here to view

0%

of businesses are utilising a CRM

0%

of businesses are planning to invest in AI or automation tools

0%

of businesses say using a CRM contributes to increasing customer retention

Capabilities

How Dynamics 365 empowers school leaders, teachers and support teams

Dynamics 365 supports the full school environment including classroom teams, pastoral staff, administration, safeguarding and leadership.

The capabilities of Dynamics 365 extend across key areas of school activity:

01

Student Relationship Management

Track wellbeing, academic progress, communication and pastoral needs in one place to support a complete view of each student.

Why choose us

Why schools choose Dynamics 365

Adaptable for primary, secondary and multi academy trusts

Dynamics 365 can be configured to support individual schools or large MATs that require consistent processes across multiple sites.

Integrates with key school systems

The platform connects with Microsoft 365, Power BI and external MIS, safeguarding, timetable or assessment systems through APIs.

Improves communication across the school community

Teachers, leaders, pastoral staff and administrative teams can share accurate information quickly and effectively.

Reduces administrative workload

Automation and organised workflows help schools streamline processes and free up time for teaching and student support.

Supports secure handling of sensitive student data

Schools can rely on strong data security, role based access and audit trails to protect sensitive information.

Download our report

The Dynamics of Success

Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.

Download report
The Dynamics of Success report cover
Case studies

How other businesses have benefitted from Dynamics 365

SHI Cryogenics

SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.

Get started today

Looking at Dynamics 365 CRM beyond schools? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.

Enquiry form

Transform your school operations with Dynamics 365

Schools rely on strong communication, accurate information and efficient processes. Dynamics 365 brings everything together so you can support staff, students and families more effectively. To learn more about Dynamics 365 for schools, get in touch via this short form.

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FAQ

Frequently asked questions

It is a connected platform that helps schools manage students, communication, attendance, administration and reporting in one place.

Yes. It can integrate with many MIS and education systems through APIs where supported.

Most schools adapt quickly due to the familiar Microsoft interface and clear workflows.