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Dynamics 365 for Education
Connect admissions, student engagement and finance in one system your staff will actually use.
- Admissions pipeline
- Student engagement
- Fees & finance
- Alumni & donors
Why Education businesses choose Dynamics 365
Universities, colleges and training providers compete for applicants and must manage fees, budgets and reporting with limited staff. Enquiries arrive from many channels, and finance data often lives apart from admissions. Dynamics 365 gives you one view from first enquiry to graduation, with finance that reconciles.
Winzi Technologies implements Dynamics 365 CRM for admissions and engagement, and Business Central for fees, budgets and reporting. Where you already run a student information system or learning platform, we integrate with it rather than replace it.
What we typically use
- Dynamics 365 Sales (admissions)
- Customer Service
- Business Central
- Power Automate & Power BI
Challenges we help Education teams solve
The problems we hear most often, and what changes once your data lives in one system.
Enquiries get lost between channels
Website forms, calls, events and agents feed separate lists, so follow-up is inconsistent.
Manual fee tracking
Invoices, payments and reconciliations are handled in spreadsheets.
Limited visibility of conversion
Leaders cannot see where applicants drop off or which channels perform.
Alumni and donor data is disconnected
Relationships end at graduation because records are not kept in one place.
What we deliver for Education
Dynamics 365 capabilities configured around your processes, not the other way round.
Admissions and enquiry management
Track every applicant from first enquiry to enrollment with stages, tasks and reminders.
Dynamics 365 Sales →Student and applicant communication
Handle questions and requests as cases with clear ownership and response times.
Customer Service →Fees and receivables
Invoice fees, apply payments and follow up overdue balances in Business Central.
Business Central overview →Budgets by department or program
Use dimensions to report income and cost by department, program or campus.
Business Central implementation →Forms, approvals and automation
Replace paper forms and email approvals with Power Platform workflows.
Power Platform →Funnel and revenue reporting
Power BI dashboards for applications, conversion, enrollment and revenue.
Power BI services →How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 for education: common questions answered.
Can Dynamics 365 act as our student information system?
Dynamics 365 is not a full student information system out of the box. It is typically used for admissions, engagement and finance, and integrated with an existing student information system or learning platform.
Can we track applicants from enquiry to enrollment?
Yes. Dynamics 365 Sales manages the applicant journey with stages, tasks, communications and reporting.
Can fees be managed in Business Central?
Yes. Fee invoicing, payment application, receivables follow-up and financial reporting are core capabilities.
Do you provide training for our staff?
Yes. We run role-based training and provide ongoing support after go-live.