EDUCATION SOLUTION
The Education vertical will encompass all the data entities you will need whether you are a University, FE College, or School.
Overview Of The Dynamics 365 Marketing
All sectors have had to rapidly change tactic since Covid 19, but none more so than education. Although our young adults are perhaps more adaptable than us, this is still a worrying time for them, as career paths seem on hold.
Academics and lecturers don’t just ‘teach’ they provide wise counsel for students – so staying connected has never been more important.
Dynamics 365 is particularly suited to the education sector as it’s a cloud-based platform and can be accessed across all media. Transferring data from teacher to student, and vice versa is instantaneous and secure using the Teams App, which most people are familiar with, and secure portals.
Access can be granted with role-based permissions for all users, from administration, lecturers/teachers to parents/caregivers and pupils/students.
Using D365 as a hub for all your data means that administration, academics and lecturers can all benefit from a see-at-a-glance 360-degree view of each pupil/student, throughout their pupil/student journey with you.
Dynamics 365 portal - Schools dashboard
The Dynamics 365 portal for schools, can be skinned to look like your website, so pupils & parents/careers can access a secure network to check progress and update pertinent information, like medical records etc.
Rich reporting is standard for all personas and data can be viewed across all media devices so lines of communication are always open. At the core of the education accelerator, you will have entities for the following which can be finely tuned for your establishment’s needs:
These are the Higher Education and University extra entities:
And these are the extra entities for Schools:
FORMS, PORTALS AND APPS
There are also forms, dashboards and apps which can be customised so solutions can be built quickly and easily.
Forms act as a record of progress or accomplishment and give advisors a 360-degree view.
Portals enable students/parents/care givers and potential enrollees to add documents and information that is stored directly in MS Dynamics 365 CRM.
Apps facilitate administrators, lecturers/teachers and partners to push and pull data from Dynamics 365 cloud-based CRM instantaneously.
Dynamics 365 Student - internship application status form
This form tracks progress, in a see-at-glance graph – as each aspect is completed the red dots are filled across the top bar.
Dynamics 365 Higher Education - student form
Here the student Adam Decker, can see and update his details, he can also see his progress to date, and click through this section to more in-depth information pertaining to his student journey.
STUDENT & PARENT/PUPIL USER PORTALS
Student & parent/pupil user portals are designed for user experience and accessibility. Access can seemingly be through your website, so students/pupils/parents caregivers will have a go to place to log-in. Upon logging in, on a website page, they will transfer seamlessly to the secure portal, where they will be able to:
Schools level (for pupils and their parents/careers):
View personalised progress
Check attendance
Plan and book extracurricular activities
HE & University level:
Arrange virtual meetings with tutors.
View personalised progress
Change contact details
Dynamics 365 Parent/Student portal - weekly attendance to classes
Parents and carers, can see attendance, so they have more immediate involvement.
Dynamics 365 Parent/Student portal - page showing coursework
Parents and carers, can see progress, so they have more immediate involvement.
Dynamics 365 Parent/Student portal - page showing medical records etc.
Parents and carers will be able to keep the school updated of changes, whether it is medical or simply a change of address.
Dynamics 365 Student portal for Uni & HE - dashboard
This is a sample opening dashboard where a student can see each separate entity that they will need. They can click in to these aspects to see timetables, get results, upload work and alter forms as necessary.
Dynamics 365 Student portal for Uni & HE - success path page
This page shows the student their progress.
MODEL DRIVEN APP FOR EDUCATION ESTABLISHMENT ADMINISTRATORS
Administrators can access all information to be able to make informed decisions to support students. Using an instinctual dashboard, they can drill down into the detail of all the aspects that make up the student’s day, from their course choices, attendance, internships, accomplishments, interventions, assessments, behavior-incidents, and extracurricular activities.
Dynamics 365 Administrator Dashboard - attendance overview dashboard
This dashboard can be clicked-though to find more detail on each class and their attendance over-all, as well as individual attendance records.
Dynamics 365 Administrator - active course selection screen
This screen shows course name, campus and timetable details.
Dynamics 365 Administrator - maths attendance screen
This page is accessed by clicking through from the dashboard.
Dynamics 365 Administrator - active internships screen
This is a MS Dynamics 365, HE or University screen with Active internships.
Dynamics 365 Administrator - extra curricular activities screen
This screen shows Extra curricular activities and would be useful across Schools, HE & Universities.
Business Partner Dashboard
For universities who have engagement with outside business. Partners can be given access to the information relevant to them, for example, students interest in opportunities and applications for grants and scholarships.
MARKETING
For Universities and FE marketing is becoming increasingly important and competitive. MS Dynamics 365 is highly adaptable and can integrate with marketing platforms. We have recently been working with a prominent university who have used disparate marketing platforms across different campuses. We have helped them consolidate what they really need for all and are rolling out a new approach for them.
Platforms like ClickDimensions, MailChimp and DotDigital can be integrated which means all of the collateral and the results are fed back into MS Dynamics 365, so marketeers see a 360-degree view of campaigns. The B2C environment can be viewed, and marketing funnels followed –giving you a results driven system.
TIGHT INTEGRATION WITH OFFICE 365
Office 365 (now known as MS365) also has tight integration with Dynamics 365, so you can take advantages of all the programs, you’ll already know, like Word and Excel, with the added advantage of them being in near real-time, so files can be shared using Share Point. The Teams App has further evolved for 2021, to make it even more adapted for hybrid working.
DEPLOYED IN STAGES
Please feel you can get in touch for a chat about the elements involved for your education establishment. Note that Dynamics is deployed in stages, this means that there won’t be a massive upheaval – as we deploy, for example, campus by campus, and each time we deploy we then listen to your feed-back and tweak any aspects that are needed – so the final outcome is totally in tune with what you require, for now and for the future.