Microsoft Dynamics 365 for Higher Education and Student Recruitment

Higher education is experiencing changes in the ways of interaction with their “customers”: students (and their parents), employees, partners, alumni, etc. Modern technologies can help to improve the quality of those interactions by implementing Microsoft Dynamics 365 for Higher Education and Student Recruitment.

  • abilities to ensure follow-through, documentation, and completeness of checkpoints that manage the recruitment of prospective students, their admission, and beyond;
  • a foundation for recruitment and admissions personnel to manage and monitor information that sees students through prospect-to-graduate stages;
  • processes promote a focused approach to every stage of individual student progress with quick access to pertinent and historical information about each future, current or past student;
  • variety of pre-built dashboards offer an example of a very focused overview and quick access to records, as well as a high-level overview for executive decisions;
  • all out-of-the-box Microsoft Dynamics 365 capabilities;
  • access from any internet connection via laptop, tablet, or mobile (more info here);
  • ability to run the system in Cloud to reduce IT costs and maximize system uptime;
  • integration of Microsoft Dynamics 365 with other Microsoft products ( Excel, Word, Skype, PowerPoint, SharePoint, Yammer, etc.).

Let’s take a closer look at how Microsoft Dynamics 365 & Dynamics CRM can possibly be customized for Higher Education and Student Recruitment

System navigation consists of Lifecycle, Service, Marketing, Settings, and Help tabs.

Dashboard is tailored to be relevant to a recruiter that guides new prospects and inquiries for a specific school and its departments.
Executive level dashboard provides an up-to-date snapshot of the prospect-to-graduate pipeline throughout the institution.
Dashboard focused on Case Management provides a hub from which to resolve complications students encounter and their inquiries.
View of Campus – School – Department Hierarchy:
Prospect to Graduate Process in student recruitment consists of 5 stages:
New Program Selection – identify the Contact and the Program they are interested in save and proceed to the next stage.
Develop Inquiry – provide for the Inquiry Application Submitted and Application Completed dates before proceeding to the next stage.
Admit Applicant – provide for the Completed Applicant Admission date, confirm Acceptance Fee Paid, and that the contact Attended Orientation before proceeding to the next stage.
Enrollment & Start Date – provide the Admitted Student Enrollment date and Start Date before proceeding to the next stage.
End Date to graduation – provide the Current Student's End Date and Graduation date to complete the process.
Contact Summary overview provides info about the student’s status, telephone, address, e-mail, selected programs, admissions, recent cases, and timeline. It allows reviewing and adding new activities or notes.
Department/School/Campus/Workplace Summary provides info about its primary contact telephone, address, e-mail, recent cases, timeline, and child accounts, allowing to review and add to-do new activities or notes.

UDS Consulting's extensive experience has enabled to delivery of sector-specific functionality for the Higher Education Sector. The high flexibility of Microsoft Dynamics 365 & Microsoft Dynamics CRM allows for tailoring the system to suit each individual customer’s needs and implementing solutions effectively and safely. Please feel free to contact us if you have questions about this subject.


Note: UDS Systems provides high-quality Microsoft Dynamics CRM & Dynamics 365 solutions, starting from CRM Online Customization and up to long-term On-Premises Projects with Agile methodology, industry modifications, and multiple system integrations for EU, AU, and US-based companies.


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