This document discusses using Microsoft Dynamics CRM 2011 in education. It highlights how CRM can help schools and educational institutions get a 360-degree view of students and better manage relationships. CRM allows tracking communications in real-time while working within limited budgets. It also enables quick application development and increases productivity through enhanced collaboration. Microsoft Dynamics CRM is a customer relationship management tool that helps organizations optimize operations through automation and standardization.

2. •
Why CRM ? The Challenge
•
Why Microsoft Dynamics CRM 2011?
•
Microsoft Dynamics CRM 2011 Pillars
•
CRM 2011 in Education
•
CRM User Experience

3. •
Expectations of parents, local education authorities,
government agencies and higher education students.
•
The need for real time data.
•
Limited budgets.
•
The need for better tracked communications.

4. •
•
•
Get a 360-degree view of your school, district, or campus
with tools for educators and administrators that are easy to
use and manage.
Increase productivity and enhance collaboration.
Quickly develop applications for learning, education,
research, faculty, and student management with the CRM
framework.

5. •
Microsoft Dynamics CRM is a customer relationship
management (CRM).
•
It enables organizations to record customer interactions,
opportunities, and improve customer loyalty.
•
It also helps organizations optimize their operations by
automating routine tasks, and standardizing best practices.

6. •
Sales
•
Marketing
•
Services

7. •
Leads
•
Opportunities
•
Quotes
•
Orders
•
Invoices
•
Accounts
•
Contacts
•
Products

8. •
Sales
•
Marketing
•
Services

9. •
Planning
•
Campaigns
•
Budgets
•
Lists
•
Tracking
Sources
•
Reporting

10. •
Sales
•
Marketing
•
Services

11. •
Case Management : recording complaints, problem,
questions or other queries.
•
Contract Management : recording entitlement to service.
•
Defining services provided and the resources needed for
these services.
•
Scheduling appointments using the scheduling engine.
•
Building a store of intelligences using the Knowledge Base
(can double as a call center script).

12. •
Alumni & Donor Management
•
General Administration
•
Communication Tracking
•
Student Information system
•
Faculty and Staff Management
•
Recruiting and Retention

13. •
•
The Web Client
• Access CRM using Internet
Explorer 7.0 or better
Microsoft Dynamics CRM for Microsoft Office Outlook
• Access all CRM Entities
•
Track Activities done in Outlook
into related Data in CRM
•
Create and synchronize
activities to CRM

14. •
•
•
•
Building on
familiar MS
Office experience
This screen
shows a form
representing a
single contact
Notice the
editable fields.
Also Notice the
Related Records
links.

15. •
•
This Screen
shows when a
Related Record
link is clicked.
Showing list of
related contacts
for an account.

16. •
•
•
CRM Navigation
Allows User to Go
Through all Modules
of CRM easily
Within Every module
list of links to Entities
is displayed.
A shortcut list is also
available to display
functions for that link

18. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.