Microsoft Dynamics CRM for Academics

By Praveen Kumar 3 min read

TA Digital aims to provide you with the Dynamics Customer Relationship Management (CRM) for academic institutions and make your tasks easy.
Why do you need the CRM strategy? Here are a few reasons:

  • Your two greatest assets are your students and staff
  • A robust CRM strategy strives to bring these assets together
  • Staff are given tools and guidance to carry out their jobs with efficiency and confidence
  • Students are treated as they wish to be and are given the best experience needed
  • Prospective students are given the opportunity to be empowered

Microsoft Dynamics CRM Modules include:

  • Sales
  • Services
  • Marketing

For academic establishments, deploying a CRM system is gaining popularity. It is true that educational institutions do not necessarily have clients, in the traditional sense. With Microsoft Dynamics CRM, “customer” is replaced with students, staff, alumni, partners, and so on.
Dynamics CRM has potential as a student or staff management system and can be a complete solution for the oversight of an educational institution. For example, it can aid in meeting reporting standards for audits, managing staff, and many more activities. Dynamics CRM can provide a broader view of your school, university, or other academic institution. It is designed to perform the way you, your institution, and your technology should. TA Digital is here to provide you all those electronic components and allows your work to be as seamless and efficient as possible.

Every educational institution is unique, and every department within it is also unique. Dynamics CRM can easily be tailored and adapted to meet the individual needs of any department or organization.

 Microsoft Dynamics CRM for Academics

Key Features of a Microsoft Dynamics CRM for Education Solutions:

1. General Administration

  • Control administrative costs with efficiencies gained through automation and access to real-time information
  • Use built-in tools to automate processes for workflows and collaboration with other institutions

2. Communications

  • Automatically distribute communications to increase awareness of key events and achievements
  • Help reduce the need for capacious e-mail communications between distance-learning students and teachers through a quick consolidation of information
  • Have student records readily at hand for quick responses when contacted

3. Student Information Systems

  • Centralize the management of student records, such as attendance, curriculum, discipline, academic results, and extracurricular activities, to provide a complete view of every student
  • Take charge and confront potential issues through real-time viewing into student data and classroom or school performance
  • Automate processes and communications to reduce administrative tasks and, at the same time, ensure protection of student privacy

This is just a few of the many key features of a Dynamics CRM for educational institutions that can be provided by TA Digital.

Microsoft Dynamics CRM can do a variety of things inside the solution through a configuration, not coded changes, using the software development kit inside. We have brought in Dynamics CRM to cover donation, student, and alumni management. As it handles multiple departments, it all goes into a single database, so it is easy to see the full relationship that you are developing with your students.

Microsoft Dynamics CRM for Academics

Explore Additional Resources

Learn how you can select the best Digital Experience platform for your business.

Our Enterprise Solutions Practice works with our clients to recommend the optimum ERP/CRM Application along with the appropriate implementation and configuration.


Over the past 20 years, we have completed thousands of digital projects globally. We have one of the largest and deepest multi-solutions digital consulting teams in the world. Our proprietary processes and years of Digital Experience expertise have earned us a 97% customer satisfaction rating with our clients ranging from Global Fortune 1000 to Mid-Market Enterprises, leading educational institutions, and Non-Profits.

Contact us today if your organization needs assistance with your Microsoft Dynamics CRM project.

About TA Digital?

TA Digital is the only global boutique agency that delivers the “best of both worlds” to clients seeking to achieve organizational success through digital transformation. Unlike smaller, regional agencies that lack the ability to scale or large organizations that succumb to a quantity-over-quality approach, we offer resource diversity while also providing meticulous attention to the details that enable strategic success.

Over the past 20 years, TA Digital has positioned clients to achieve digital maturity by focusing on data, customer-centricity and exponential return on investment; by melding exceptional user experience and data-driven methodologies with artificial intelligence and machine learning, we enable digital transformations that intelligently build upon the strategies we set into motion. We are known as a global leader that assists marketing and technology executives in understanding the digital ecosystem while identifying cultural and operational gaps within their business – ultimately ushering organizations toward a more mature model and profitable digital landscape.

Recognized in 2013, 2014, 2015, 2019, and 2020 Inc. 5000 list as one of the most successful technology companies in the United States, TA Digital is pleased also to share high-level strategic partnerships with world class digital experience platform companies like Adobe, SAP and Salesforce and possess global partnerships with industry leaders such as Sitecore, Episerver, Elastic Path, BigCommerce, AWS, Azure and Coveo.

Praveen Kumar

Written By

Praveen Kumar