Transform Your Institution with Dynamics 365 for Education

Unify finance, student services, admissions, and alumni engagement on Microsoft’s leading cloud platform.

40%

Reduction in Manual Data Entry

15-20%

Improvement in Student Retention Rates

50%

Faster Onboarding for New Staff and Faculty 

Why Leading Universities Choose Dynamics 365

As student expectations evolve and budgets tighten, institutions are reimagining how they deliver value—through personalized experiences, operational agility, and better use of data.
Many, however, still rely on disconnected systems that limit visibility and slow innovation. The opportunity lies in building a unified digital foundation that supports the entire student lifecycle, from recruitment to alumni engagement.

Key Benefits of Dynamics 365 for Education:

Designed for the unique needs of higher education, it helps universities:

Break down data silos across departments and campuses.

Reduce administrative workload by up to 92%.

Create a single, connected view of each student journey.

Enable confident, data-informed decisions in real time.

Scale easily to support new programs, campuses, and growth models.

“Universities implementing Dynamics 365 report an average ROI of $16.97 for every dollar invested—with payback in under six months.”

Complete Campus Transformation Capabilities

Transform every department without disrupting operations.

Streamline Student Financial Operations

  • Automated tuition billing and payment processing
  • Integrated scholarship and financial aid management
  • Real-time payment tracking and reconciliation
  • Seamless integration with existing payment gateways

Manage the Complete Student Journey

  • Lead scoring and automated admissions workflows
  • Student lifecycle tracking from inquiry to graduation
  • Alumni engagement and fundraising management
  • Integrated CRM for personalized student experiences

Enhance Student Support and Engagement

  • Centralized case management for student services
  • Multi-channel support across web, mobile, and in-person
  • Automated workflow routing and escalation
  • Self-service portals for students and parents

Enable Real-Time Institutional Intelligence

  • Power BI dashboards for leadership decision-making
  • Predictive analytics for enrollment and retention
  • Compliance reporting and audit trails
  • Cross-campus performance metrics

Scale Operations Efficiently

  • Cloud-based infrastructure for global accessibility
  • Configurable workflows for new programs
  • Multi-campus management from a single platform
  • API-first architecture for future integrations

AI-Powered Productivity with Copilot

Artificial Intelligence isn’t the future; it’s transforming campus operations today.

Intelligent Automation

  • Auto-generate compliance reports and accreditation documents
  • Create personalized student outreach campaigns
  • Forecast enrollment trends and budget requirements
  • Draft policy documents and administrative communications

Predictive Insights

  • Identify at-risk students before they drop out
  • Predict optimal class sizes and resource allocation
  • Analyze giving patterns for fundraising campaigns
  • Forecast maintenance needs for campus facilities

Smart Queries

  • “Which departments are exceeding their budget allocations?”
  • “Show me enrollment trends for the past five years.”
  • “Who are our top scholarship candidates this semester?”
  • “Generate a compliance report for our accreditation review.”

According to recent studies, 73% of higher education institutions have implemented or are planning to integrate digital tools, with AI-powered systems leading the transformation.

Start Smart with Education-specific Implementation

Launch your modern campus operations quickly with our proven education starter pack, designed specifically for the unique needs of higher education.

Financial Operations Foundation

  • Pre-configured student fee management and billing
  • Grant accounting with automated compliance tracking
  • Department budgeting with real-time visibility
  • Custom financial reporting for education regulations

Implementation Support

  • Dedicated education consultants with higher-ed expertise
  • Staff training for bursars, registrars, and finance teams
  • Data migration from legacy systems
  • 24/7 support during go-live

Proven Results

  • 40-50% reduction in payment cycle time
  • Improved grant management accuracy
  • Fewer reporting errors and compliance issues
  • Enhanced financial transparency across campuses

Why LevelShift

As a trusted Microsoft Certified Partner, we offer:

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Deep Expertise

Our team of experts understands the intricacies of Dynamics 365 and Copilot, ensuring seamless integration and optimal performance.

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Proven Track Record

With a history of successful implementations, we deliver tangible results that drive business growth.

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Customization and Flexibility

Our solutions are tailored to your specific needs, adapting to your unique processes.

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Exceptional Support

Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.

On-Demand Support

Our partnership does not end at go-live. LevelShift offers hands-on hypercare support to help stabilize your environment and guide your team through early adoption.

After that, you can continue with our flexible Pay-As-You-Use On-Demand Service Model—a client-favorite that ensures you only pay for what you need, when you need it.

Unlike traditional Microsoft engagement models, our On-Demand approach is:

Affordable
Affordable
Flexible
Flexible
Scalable
Scalable
Available
Available

Whether it’s enhancements, additional training, or day-to-day troubleshooting, we stay with you to make sure your Dynamics 365 environment continues to evolve with your business.

Our Perspectives

FAQs

Core finance functions typically go live in 6–8 weeks. Full rollouts across campuses take 12–15 months, with full system replacements averaging 26 months.
Yes. You can configure each campus individually while maintaining centralized control, reporting, and unified analytics.
Yes. Pre-built connectors for major LMS and SIS platforms enable real-time data sync in 2–4 weeks.
Yes. Dynamics 365 meets FERPA, GDPR, and other regulations, with enterprise-grade encryption, role-based access, and full audit trails.
Starts at $xxx/user/month (CRM) and $xxx/user/month (ERP). Most institutions see ROI within 12–18 months.
Yes. Our flexible On-Demand Services cover everything from daily tasks to strategic consulting, with no long-term commitments.

Ready to Transform Your Institution?

Get a personalized evaluation of your current systems and transformation opportunities.