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 CorporateServe, 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.

Why You Should Implement Dynamics 365 Education In Your Institution?

Dynamics 365 for Education is a ERP + CRM solution that centralises the data of all students and streamlines communication while providing real-time insights. You can not only manage students’ data but also the data related to programme curriculum and stakeholders. Based on AI and ML technologies, it is capable to maintaining relationships with students, simplifying most of the existing processes, optimising the use of resources, and much more.

About CorporateServe

CorporateServe Founded in 2003 to focus on end-to-end ERP implementations for universities and higher education institutes. Longstanding and strong Partnership with Microsoft for Dynamics range of solutions. CorporateServes Provides end-to-end ERP implementation solutions. Won several Microsoft President’s Club Awards since 2007 and also the Partner of the Year award. Some of the most reputed universities have been transformed using our solution. Solution for Medical as well as Non-Medical Universities. Achieved Gold Certification as a mark of maturity recognition by Microsoft Promoter & CEO personally leads the monitoring of strategic projects.




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Valuable Features to manage the student journey better with us


• Document uploads by Categories

• Document verification and approval

• Hospital Database

• Hospital contacts list

• Rotation rate Master

• Rotation Inventory

• Document re-upload

• Core & Elective rotation scheduling

• Hospital & Student mapping with rotation

• Rotation Timetable

• Cancellation of a core rotation

• Non-affiliated hospital data workflow

• Adding student to “Clinical Hold” group

• Analysis of Gaps in Rotation

• Rotation Calendar

• Elective Rotation Offers workflow.

• Clinical Progression

• Hospital Rotation Payment management

• Rotations Assessment Management


• Roll number generation (Optional)

• Course maintenance – maintains the master list of courses offered, added, modifies & deleted.

• Subject maintenance – maintains the master list of subjects in each course, subjects modified, deleted.

• Semester maintenance – involves scheduling of course duration, number of semesters in a year & duration of each semester.

• Batch maintenance – also maintain sections

• Bridge course

• Laboratory management

• Timetable Management

• Attendance management

• Elective subject registration

• Exam application form registration

• Exam attendance

• Exam mark entries

• Student assessment

• Student promotion – based on criteria

• Student certificates

Hostel and Mess Management

• Hostel building maintenance – soft furnishing, etc.

• Hostel booking

• Room allocation & cancellations

• Room inventory check

• Room vacant process

• Hostel billing

• Mess billing including for guests

Fee Management

• Fee structure

• Fee generation for each semester

• Generates Pay Challans, to student to pay the fee as per structure for batch / semester

• Ad hoc fee generation – for other than above, such as extra-curricular activities, fines, breakage, capitation fee, etc.

• Collection of fees – bank or cash

• Automatic generation of demands

• Bank reconciliations

Fleet management

• Keeps track of the information about the vehicle, allotment, timing, etc.

• Tracks fuel consumption, tire usage, driver allotted, etc.

• Fleet requests-handles the process of placing a requisition for booking or cancelling a trip.

• Automates and centralizes the transport operations used in the Campus.

• Monthly transportation Fare based on the Trip Sheet is calculated Fleet billing.

• Maintenance data like depreciation, service due dates and its maintenance charges, insurance and fitness certificate due dates.

Placement Management

• Company registration

• Schedule campus interviews

• Industrial training,

• Summer training

• Sponsored projects

• Interview tracking and follow ups including offers

• Appointments and rejections

Student Management

• Student 360 Degree

• Extra-curricular activities

• Attendance

• Sports, cultural events, NSS. NCC, hobby clubs, etc.

• Medical records maintenance – medical history, fitness routines, etc.

• Academics details display – general conduct, performance, etc.

• Marks

• Grades

• Clinical rotations

• Document attachments

• Notes

• Financial ledger

Advisory Module

• Preparing for studying, question analysis, test-taking, anxiety control etc.

• Improving both learning and networking skills during the lifecycle in college

• Managing stress

• Mental health conditions and learning disabilities

• Referral to additional resources

• The module is on MS Dynamics 365 Business Central (Back Office) which seamlessly integrated with Dot net-based portals for Students.


• Student request

• Verification & approvals

• Fees management

• Scheduling programs/Mailers to all

• Invitation letters, etc.

• Newsletters, etc.

• Academic details

Online Web Portals

• Responsive Dot Net based Web Portals for:

• Students

• Faculty

• Parents

• Online Registration

• E-Applications

• Digital Signature Integrations

• Payment gateway integrations

• Realtime academic data

• Feedbacks

• Assignments

Core Functions / Back Office

• Financial accounting

• Statutory reporting

• Budgeting & Controlling

• Cash flow management

• Inventory & store management

• Purchase & payables management

• Fixed assets management

• Human resource management

• Mapping with Microsoft Stack

Admissions Management

• Outbound Marketing – Omni Channel Campaigns (Email, WhatsApp, Social Media)

• Registration – candidate’s personal information & course applied for

• Sale of application brochures, forms & generates receipts. The financial entries made directly automatically

• Receipt of applications – also generate acknowledgements

• Tracking of academic’s history – earlier exams of candidates

• Quota allocation – handles the government management’s related admission procedures & quota reservations

• Call & Admission letter generation

• Statistical data recording

Useful integrations for Dynamics 365 for Education

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts presented in your Education CRM.

Microsoft PowerApps

Power Apps is a suite of apps, services, and connectors, as well as a data platform, that provides a rapid development environment to build custom apps for your business needs.

Microsoft Flow

Business Central Power Automate flows require little or no coding knowledge. They can be associated with a wide range of events and responses.


Great outcomes start with great conversations


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