Microsoft Dynamics 365 Solution for Education

A Single Unified Solution for Higher Education Institutions

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Admission Module

New Admission Planning

Publish on Admission Portal

Receive Applications

Shortlist Applicants – Test / Interview

Offers Made

Offers Accepted

Enrolments

Intake Planning

Programs

Capacity
Admission process
Fee Structure
Financial Aids
Hostel
Quota

Target Segments

Geo
Demography

Marketing Plan

Team
Assets/ Content
Events
Campaigns

Student Acquisition

Outbound Marketing

Omni Channel Campaigns

Social Media

Calls

Events Online/ Offline

Inbound Marketing

Walk-ins
Calls
Web Enquiries

Journey Plan/ Nurturing

Counselling sessions
Alumni / Students Interaction
Faculty Workshops

Fee Collection

Online/ Offline

Processing Fee
Advances against Offers made
Changes in Options
Admission fee
Hostel fee

Financial Aid

Scholarships
Loans

Academic Module

Define Program Structure

Define Courses and course material

Define Academic Calendar

Create Batches of Students

Time Table Management

Assignments & Assessments

Feedback

Program Structure

Programs

Vision & Mission
Outcomes
Structure
Financial Aids
Eligibility
Admission process
Credits
Locations

Courses

Credits
Subjects
Outcomes
Faculty
Course Material
Assignments

Academic Planning

Academic Calendar

University Level
School / Faculty / Program level

Batch Management

Theory Classes
Labs
Hostel Allocation
Insurance

Capacity Planning

Faculty workload
Infrastructure Utilization
Guest faculty

Time Table

Creation
Publication

Execution

Time Table Management

Manage Changes
Availability of Substitutes
Real time Notifications

Attendance

Through QR Code
Managing Exceptions

Classes

Assignments
Assessments

Feedback

Mentor Mentee Meetings

Data for NAC & NBA Accreditation

Plagiarism Check

Examination & Evaluation

Define Exam Calender

Shortlist Eligible Student

Hall Ticket Management

Invigilation & Attendance

Evaluation

Result Preparation

Result Announcement

Exam Planning

Programs

Assessment Needs
Assessment Methods

Capacity Planning

Rooms Availability
Invigilators
Seating Plan

Eligible Students

Minimum Attendance
No dues
Approval workflow for exceptions

Schedule of Examination

Regular
Resit

Generate Hall Tickets

Invigilation & Evaluation

Schedule of Invigilation's

Exam Attendance

Evaluation Management

Scheduling evaluators
Masking of Copies
Additional for significant marks variation

Revaluation

Students request revaluation
Assignment of revaluation

Alerts Notification and Escalation in cases of missed deadlines

Results

Tabulation of Marks

Internal assessments
External

Grading

Blooms taxonomy
Rubrics
Normalization

Approval Workflow

Result Publication

Transcript Generation

Hostel, Mess & Transportation

Capacity planning

Requests for Hostel

Hostel Allocation

Hostel Maintenance

Mess Menu & Coupons

Result preparation

Result Announcement

Hostel Management

Infrastructure

Type of Hostel , facilities
Type of Rooms
Capacity

Demand - Supply

Hostel requests
Availability Plan
Allocation
Hostel fee Mgmt
Student Self Service

Maintenance

Preventive & Breakdown
Maintenance Requests
Utilities Billing
Hostel Store Management

Gate Pass

Mess Management

Infrastructure

Mess Location
Type of Mess

Mess Management

Fee collection
Mess Coupons
Publish Menu

Special requests

Grievance Management

Notifications

Transportation

Transport Fleet

Vehicle Master
Drivers and Staff
Routes

Transport service Subscribers

Request for Transport
Allocation of Route/Vehicle

Operations

Publish Schedule
Assessments

Feedback

Mentor Mentee Meetings

Student Welfare

Industry Relations

International Collaboration

Students Clubs

Health & Fitment

Sports

GrievanceRedressal

Financial Aid

Industry Relations & Intl. Collaboration

Industry Training Planning

Program wise
Type of Training
Pre requisites

Industry database

Organizations
People
Connections

Opportunity Management

Feedback

Extra Curricular

Student Clubs

Cultural Events

Festivals
Competitions

Health & Fitment

Yoga
counselling

Sports

Facilities / Equipment
Teams
Bookings

NCC

Grievances

Programs

Admission
Hostel
Mess
Transportation
Academic
Placement

Case Management

Financial Aid

Placement & Alumni Management

Placement Planning

Lead generation

Opportunity Management

Placement Scheduling

Screening Process

Offers Accepted

LinkedIn Updates

Placement Planning

Demand

Program wise
Placements
Internships

Historical Analysis

Last year benchmarks
Existing Relationships
Conversion rates

Target

New Leads
Alumni Connects
Industry Connects

Plan Events

HR Conclaves
Alumni talk

Operations

Profiling

University / School
Program
Past Placements
Students profile

Job Listings

Schedule Pre Placement talk
Company Profile & Offer
Invite EOI from students

Candidate Screening

Profiles of Registered Students

Schedule Tests / Interviews

In campus
Online

Offers Closure

Alumni Management

Update Student Record

Contact Details
Access to Alumni Portal
LinkedIn Profile
Connection on University page
Batch Communities

WhatsApp Group

Outbound Communication

News letters
Social Media Posts

Alumni Requests

Service Request through Portal

Quality & Accreditation

Agencies / Bodies

Data Requirement

Data Sources

Data Mapping

Data Collection

Data Validation

Report Generate

Data Management

Masters

Accreditation Bodies
Ranking Agencies
Reporting Frequency

Data Definition

Data Sources

Academics
Student Welfare
Placements
Finance

Data Mapping

KPI’s to Source

Collection & Validation

Communication

Directorates
Faculties

Folder Structure

Directorate wise
Faculty wise
KPI wise

Data

Automated Pull from Source
POE Documents

Validation

Completeness
Correctness
Workflow

Reporting

Reporting Requirements

Agency / body wise Reports
Formats
Samples

Mode of Reporting

Online
Offline

Report

Generation
Approval
Upload

Manage feedback

Fee Management

Define Fee Structure

New Admissions

Revisiting Students

Various Service fees

Fee Demand (Invoices)

Fee Collection

Manage Outstanding

Fee Structure

Fee Components

University level
Program level

Fee Structure

Campus wise
Program wise
Year wise
Category wise
Currency

Data Sources

Academics
Student Welfare
Placements
Finance

Discount Structure

Waivers
Scholarships
Aids

Date wise Revisions

Raise Demands

Basis Student Preference

Requires Hostel
Transport

Automated

Semester wise
Batch wise
For paid Service Requests

On demand (Manually)

For A student
Batch
program

Reversal of Demand

Creating Instalments

Changing Due Dates

Multi Currency

Collection

Online

Manage Changes
Availability of Substitutes
Real time Notifications

Attendance

Through QR Code
Managing Exceptions

Classes

Assignments
Assessments
Upload

Feedback

Mentor Mentee Meetings

Procurement & Asset Management

Purchase requisitions

Requisition Approval

Quote Comparison

Issue Purchase Order

GRN / SRN

QR Code Assets

Result Announcement

Service Requests

Maintenance Requests

Service Category
Acknowledgement of Request
Assignment to Team
Update Status
Alerts & Notifications

Store Management

Goods Receipts
Issue Material
Physical stock take

Maintenance dashboard

Procurement Process

Requisition Management

User Requisitions
Approval / Budgetary Control

Request for Quote (RFQ)

Invite quotes (Min 3)
RFQ published on Portal
Quote comparison

Purchase Order

PO Approval
PO confirmation by Vendor

Vendor Portal

Onboarding through portal
Submission of documents & Invoices
Feedback & Grievances

Accounting

Invoice Processing

Submission through portal / email
AI based scanning
3 way matching

Remittance

Payment Batch Jobs
H2H Bank Integration

Statement

Vendor Statement
Vendor Ageing
Analytics
Alerts & Notifications

Functionality Mapping with Microsoft Stack

Education CRM

Student Acquisition

Outbound Marketing

Omni Channel Campaigns

Email
WhatsApp
Social media
Calls

Events – Online / Offline

Inbound Marketing

Walk-ins
Calls
Web Enquiries

Journey Plan

Digital Assets

Admission Portal
Templates

Relationship management

Donors and Sponsors
Alumni
Prospective Employers
Prospective Faculty
Business partners

D365 Marketing

D365 Sales

Opportunity management regarding placements and Grant mgmt./Fund Raising

Linked sales Navigator

Academic management

Organization Structure

Student Acquisition

Academic Planning

Student enrolment

Batch Intake

Timetable management

Attendance QR Code based

Exams & evaluation

Assessment

Feedback Management

Self Service

Academic
Hostel
Student Welfare

Learning Management System

Online / Hybrid Delivery System

Campus Management

Smart classrooms
Sports facility
Labs
Transport
Security
IT Infrastructure

Power Apps per App

D365 Customer

Power BI

M365 (Teams for Education)

Student Portal (React JS)

Alumni Portal (React JS)

Parent Portal (React JS)

Finance & Admin

Student Finance

Purchase to Pay

Campus Management

Cash & Bank

Expense management

GST & TDS

Financial reporting

Campus Asset Management

Smart classrooms
Sports facility
Labs
Transport
Security
IT Infrastructure

Business Central Essential

Business Central Team users

Vendor Portal

AutoTax365

ProActivate

Customers

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