1. Education
Microsoft Dynamics
CRM
Schools and universities can use Microsoft
Dynamics CRM to improve efficiency and get
the most from their existing resources. Using
Microsoft Dynamics CRM, you can:
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 xRM framework.

2. Alumni
and Donor Management
Get the tools that your institution needs for
… build long-lasting more effective fundraising and development.
With Microsoft Dynamics CRM, you can gain
relationships. insights about your donors to help you boost
contributions and build long-lasting
relationships.
• Provide a complete view of individual
donors, including past interactions with
your institution.
• Identify top alumni donors to better target
communications to them.
• Automate communications to key donors
and the community to strengthen these
vital connections.
• Analyze fundraising campaigns and identify
trends to further refine your efforts and
help increase contributions.
2

3. General
Administration
Controlling administrative costs is an enormous challenge for educational
Now, Microsoft
institutions. Now, Microsoft Dynamics CRM makes that challenge easier
with efficiencies gained through automation and access to real-time
Dynamics CRM
information. makes that
• Use built-in tools to automate processes for workflows and for
challenge easier
collaboration with other institutions. with efficiencies
• Tailor Microsoft Dynamics CRM for your needs with intuitive, Web-
gained through
based design tools to modify forms, data fields, and relationships. automation and
• Get in-depth views of various operations including transportation,
access to real-
food services, and asset management, and use the information time information.
to increase your efficiency.
• Increase productivity with a familiar interface that works like
other Microsoft productivity software, so little training is required
and adoption is quick.
• Create sophisticated reports on your organization’s
performance—without the need for IT assistance.
(continued)
3

4. 3
2
1
Recruiting and Communications
Student Information
Retention Systems
Whether you want to attract and Communications are critical to Gain a comprehensive view of
every educational institution, but each student and streamline the
retain outstanding educators or
with today’s lean budgets and management of records and
bring more students to your school,
limited resources, it can be processes with Microsoft
college, or university, Microsoft
difficult to keep your key Dynamics CRM. Reduce your
Dynamics CRM makes it easier to administrative workload and get
audiences informed. With
target your audience, track Microsoft Dynamics CRM, insights into school performance
responses, and analyze results, as however, your communications to help you serve students better.
well as monitor performance. can help you build stronger
• Centralize the management of
relationships with your
student records such as
• Take advantage of the community. attendance, curriculum,
out-of-the-box capabilities discipline, and extracurricular
• Automatically distribute
of Microsoft Dynamics activities to provide a complete
communications to parents and
view of every student.
CRM to prospect for and the community to increase
awareness of key events and • Take advantage of real-time
recruit qualified educators
achievements. visibility into student data and
and students. classroom or school
• Help reduce the need for
performance to proactively
Track event attendance extensive e-mail
• address potential issues before
communications between
and measure the success they become problems.
distance-learning students and
of marketing or teachers through a quick • Automate processes and
consolidation of information. communications to reduce
informational campaigns
administrative tasks and, at the
within Microsoft Dynamics • Have student records—such as
same time, help ensure that
attendance, curriculum,
CRM. student privacy is protected.
discipline, and extracurricular
activities—readily at hand so
• Give administrators the
you can respond quickly when
ability to evaluate school, parents or others contact you
department, or faculty
performance with real-
time information and
trending analysis.
Take advantage of the out-of-
the-box capabilities of
Microsoft Dynamics CRM to
prospect for and recruit
qualified educators and
students.
4

5. Faculty and Staff Management
Microsoft Dynamics CRM is a fast, flexible, and affordable
solution that helps you achieve higher levels of efficiency with
tools that can help you, your faculty, and your staff manage day-
to-day activities and make more informed decisions.
• Eliminate paper processes for managing the teacher
certification process and other career-related activities.
• Provide faculty, administrators, and staff with mobile access to
take advantage of tools and information at any time, from
almost anywhere, with advanced data synchronization and
mobility features.
• Simplify the management of substitute teachers and staff with
easy, visual scheduling and a centralized view of calendars and
Microsoft Dynamics resources.
CRM is a fast, flexible,
and affordable
solution