Education Management for Microsoft Dynamics 365

Introduction to Education Management

Automate administration and finance management while delivering personalized student experiences.

Education Management for Dynamics 365 is an enterprise platform designed to enhance the administration and student management processes in educational institutions such as schools, colleges, and universities. From class allocation to grading, organizing teacher conferences, managing events, and maintaining student records – all the way to financial management – this platform is designed to simplify school management processes and enhance the educational experience for all stakeholders involved.

One of the key selling points for this solution is you can design your school classes making attending school an interesting and pleasurable experience for students while following the set government criteria. 

Visit Education Management for Microsoft Dynamics 365 

Click here for tutorial on Education Guides

Click here for tutorial on Education Admin Guides

Key Benefits

Here is a list of key benefits.

List of Benefits

• Building on the Microsoft 365/tools that many schools, colleges and universities already use for centralized application and data management.
• Streamlined administration including “built-in” finance, HR, payroll, risk and incident management.
• Improved collaboration integrated with SharePoint for document management, Outlook for email management along with Microsoft Teams, and now Copilot AI.
• Data-driven insights building on the one Microsoft Dataverse with Power BI visualizations.
• Cost and time savings using one system means no more multiple software systems, “app flipping”, copy/paste or wasted time looking for information.
• Enhanced compliance and governance.

Key Features

Here are the key features from Education Management.

Applications

The details of all applications of interest to register to join the school can be captured and this information used in the future to evaluate successful student placements.

Tours, Trials and Enrolments

Parents can make a booking to attend a school tour or register their child for a trial attendance at the school or full-time enrolment from prep, junior or senior schooling.

Class Management

You can capture all the key elements required to produce a timetable such as the courses you run for each class year and their duration and any special requirements.

Timetable Management

The system helps teachers manage their complex year academic timetables for the whole school based on the school timetable, curriculum for each student grade and teacher availability and classrooms.

Student Card

All students medical, immunization, allergies, treatments, absentees can be managed in a central location and available immediately for school administrators.

Student Development

Evaluating the performance of your students throughout the year is pivotal to the success of any school and a great opportunity to assess their goals for the next term and help them advance in their academic career as well as identify training or special needs to help them grow and prosper.  Their academic reports and feedback by teachers are shared on the Parent Portal and at any time parents can email their teachers for feedback on progress.

Uniform Management

Parents can view the Uniform Price List on the portal and order their children’s uniform online as a seamless experience.

Events

Setting up events or extracurricular activities internally or externally, capturing logistics, trainers and the management of student participation.

Document and Email Management

Store and manage all School related emails, documents and online forms securely within the platform for easy access and reference using SharePoint and Outlook integration. In addition, providing the ability to upload knowledge-base school articles or other collateral for parents to peruse on their Parent Portal.

Analytics and Reporting

Gain insights into student retention, satisfaction, sick leave, academic achievement and other key metrics through built-in Power BI reporting and dashboards.

Compliance and Governance

Ensure compliance with Education regulatory requirements by enforcing standard contract terms and approval workflows.

Parent Lounge Portal

With the Dynamics 365 solution comes an optional fully customizable self-management portal that empowers parents with the tools to keep student information update to date and provide their approval. View student performance, keep abreast of all school related news, access school documentation from a knowledge base and maintain/update student information.

Finance Management

Finance for Schools, powered by Dynamics 365 Business Central with support for Student and Parent Cards, fee matrix with family discounts, split billing and revenue auto-deferral.

Summary

Education Management solution for Microsoft Dynamics 365 is an enterprise platform designed to centralize and automate administrative, financial, and student management processes for educational institutions. The platform’s core value is its ability to streamline complex operations—from managing applications, tours, and full-time enrollments to creating academic timetables, organizing classes based on government criteria, and managing student health records (like medical and immunization details). It enhances the entire educational ecosystem by providing features such as uniform ordering via a parent portal, comprehensive event management, and robust tools for tracking student development, including academic reporting and goal setting.

A key advantage of this system is its deep integration across the entire Microsoft stack. Building directly on the Microsoft Dataverse, it leverages existing school investments in Microsoft 365, incorporating tools like SharePoint for document storage, Outlook for email, and Teams for collaboration, along with Copilot AI capabilities. This eliminates the need for multiple, disconnected software systems, leading to significant cost and time savings by eradicating “app flipping” and data fragmentation. The platform also ensures a high degree of enhanced compliance and governance by enforcing standard contract terms and approval workflows.

Ultimately, the solution transforms the experience for all stakeholders. It improves internal efficiency by offering streamlined finance, HR, and payroll functions alongside risk and incident management. For parents and students, the fully customizable Parent Lounge portal empowers families to update student information, access school news, review academic performance, and communicate directly with teachers. All of this unified data fuels powerful analytics and reporting through Power BI, providing school leaders with essential insights into student retention, satisfaction, and academic achievement to drive data-driven decision-making.