Choosing Dynamics 365 for Multi Academy Trusts: Key Benefits

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Dynamics 365's Role in Modernizing UK Education

Dynamics 365 for Multi Academy Trusts

Microsoft Dynamics 365 stands out as a true end-to-end solution for Multi Academy Trusts (MATs) in the UK, skillfully meeting their distinct challenges.

Beyond mere resource management and compliance adherence, MATs need to deliver unmatched customer service and experiences to both staff members and students to maintain a competitive edge.

Features of Dynamics 365 for MATs

Effortless Financial Management:

Microsoft Dynamics 365 revolutionizes financial management in education industry. It simplifies budget planning and versioning, streamlines expense management, and efficiently handles various financial aid programs. This comprehensive financial suite ensures MATs can focus more on education and less on financial complexities.

Elevated Accounting & Administration Experience:

Dynamics 365 brings a new level of efficiency to student registration, billing, installment plans, payment processing, and revenue management. These tools are designed to enhance administrative workflows, allowing MATs to provide better services to students and families.

Advanced Project Management for Educational Facilities:

The platform excels in managing investment projects, facility management, and school maintenance, ensuring a safe and conducive learning environment. It addresses the needs of security services and ongoing maintenance with effective management tools.

Robust and Secure Data Management:

Centralized data management in Dynamics 365 ensures all student and teacher data are securely stored and easily accessible. This approach safeguards sensitive information while making data retrieval straightforward and secure.

Intelligent Student Relationship Management:

Dynamics 365 enables MATs to track interactions, communications, and engagement with students. This intelligent system fosters a more personalized and effective educational experience.

Automated IT, Asset, and HR Management:

Leveraging AI, Dynamics 365 automates complex processes in IT, asset, and human resource management. These advanced tools empower MATs with streamlined operations and optimized resource utilization.

Revolutionized Enrollment & Admission Management:

The platform modernizes enrollment and admissions by automating application processing and tracking. This ensures a smoother, more efficient admissions process for both staff and prospective students.

Streamlined Operations for Modern Education:

Dynamics 365 eliminates redundant tasks through automation. This not only saves time and resources but also allows MATs to focus on delivering quality education.

Role of Dynamics 365 Customer Service in MAT

D365 Customer Service

Dynamics 365 Customer Service brings unparalleled efficiency and satisfaction to every student interaction:

  • Quick Queries: Resolve issues faster using Copilot.
  • Flexible Contact: Reach out via chat, email, or phone.
  • Ready Knowledge: Instant access to a comprehensive information base.
  • Customized Interactions: AI-driven personalization for every student.
  • Efficient Problem-Solving: Quick resolution for academic and administrative issues.
  • Feedback Driven: Your input shapes our continuous improvement.
  • Collaborative Approach: Integrated tools like Microsoft Teams for complex issues.
  • Data-Driven Excellence: Insights that constantly refine our services.

One of the key strengths of Dynamics 365 Customer Service is its ability to integrate seamlessly with other Microsoft applications. This integration provides a holistic view of operations and fosters a more cohesive and efficient management approach.

Dynamics 365 Case Studies

Various educational institutions have experienced improved efficiency and engagement after integrating Dynamics 365.

Read the case study below of Nottingham Trent University, which demonstrates its true potential:

Nottingham Trent University (NTU), established in 1843 and serving over 40,000 students across six campuses, has significantly improved its operational efficiency and educational services by adopting Microsoft Dynamics 365. Here's a summary of the key points from the case study:


  • University Overview: NTU, with a long history and large student body, is dedicated to offering an inclusive and environmentally sustainable educational environment.
  • Initial Challenges: Previously, NTU's support teams handled thousands of cases monthly through various channels, with a resolution time of about nine days and a 94% satisfaction rate.

Transition to Dynamics 365

  • Need for Change: The existing help desk solution, Zendesk, faced renewal in 2020 but had several unresolved challenges, prompting the search for an alternative.
  • Key Requirements: Data residency in the UK, GDPR compliance, role-based access control, and integration with existing systems were crucial.
  • Decision to Adopt Dynamics 365: Due to its compatibility with other Microsoft products used by NTU and its comprehensive feature set, Dynamics 365 was chosen.

Implementation Challenges and Solutions

  • Tight Timeline: Faced with the impending expiration of Zendesk, NTU worked with a partner for a swift implementation.
  • Customization and Data Migration Issues: Initially, a custom interface resembling Zendesk was created, adding complexity. Data migration faced synchronization issues.
  • Microsoft's Intervention: Microsoft's Customer Success team, including a Cloud Solution Architect, helped correct these issues and ensure a smooth transition.

Outcomes and Benefits

  • Successful Launch: NTU went live with Dynamics 365 Customer Service and Customer Voice in September 2021.
  • Improved Efficiency and Compliance: The new system offers data security, GDPR compliance, and has reduced case resolution times by more than half.
  • Increased Capacity and User Satisfaction: The user base grew from 300 to 900, and the support teams logged significantly more cases with higher satisfaction rates.
  • Integration and Flexibility: The system integrates well with NTU's existing Microsoft environment and offers enhanced reporting and customization options.
  • Cost Savings and Expanded Usage: NTU achieved 75% cost savings and expanded the use of Dynamics 365 to other departments.

Future Plans

  • Technology Advancements: NTU plans to implement Omnichannel for Customer Service and Dynamics 365 Copilot, leveraging AI for efficiency.
  • Long-term Strategy: These improvements are part of NTU's commitment to effectively delivering top-tier educational services without budget increases for the upcoming years.

Closing Remarks:

Dynamics 365 stands as a comprehensive solution for MATs in the UK. By leveraging ERP and CRM systems, MATs can transform their operations, ensuring a better educational environment.

For MATs looking to explore Dynamics 365 or schedule a demo with Dynamics Square, the journey begins now.

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