Dynamics 365 Safeguarding

 Managing Student Safeguarding within Further Education


We hear regularly from college teams how their records on safeguarding and student wellbeing are disjointed and inaccessible across departments.  This does not enable a holistic approach to care.  Our cloud based CRM built with Microsoft Dynamics 365 allows a complete and continuous record of all safeguarding and wellbeing interactions a student may have with college, securely accessible to those departments or individuals that need it.

Dynamics 365 Safeguarding enables the creation and management of an evidence base that safeguards students and reduces time spent on management reporting, self assessment reports and Ofsted inspections. It enables users to easily capture information on every type of pastoral care including counselling, welfare, interventions and mental health and wellbeing.

This is a holistic way of managing student information which integrates easily with your existing management information systems.

Key features:

  • Provide an evidence base and report outputs for self assessment reports and Ofsted
  • Appointment bookings with live availability, integrated with MS Teams
  • Record requests for funding / financial support
  • Record outcomes
  • Mental health and wellbeing session tracking
  • Customise your reporting dashboards
  • Highlight ‘at risk’ students
  • Track referrals
  • Built on the latest Microsoft Dynamics 365 platform – Cloud based and secure
  • Optional: Secure student portal
Student safeguarding CRM

Secure web portal:

A key feature is our web portal – which enables students to easily register concern about an individual; or for individuals to get help – all totally mobile, secure, and linked to your database.

  • Students can register concern about a fellow student or request support for themselves
  • Students can register for wellbeing events and drop-in sessions
  • Ensures key information is captured so that appropriate response is triggered
  • Portal is built to your specification, and designed to match your college branding
  • Fully secure and mobile friendly – linking directly back to your CRM

Key benefits:

  • A ‘one stop shop’ for all student safeguarding case management – Gives a centralised view of every case – enables easy and safe communications between Student Services and wider college staff who may be involved with student welfare.
  • You decide which staff members can access the system – enable greater sharing of information securely, across college teams.
  • Easily integrates with existing software and MIS systems
  • Safe storage and sharing of information – capture and record student consent
  • Fantastic flexibility and integration options
  • Cloud based – fully futureproof with automatic system updates

Additional benefits:

  • System customisation based on the needs of your college
  • Training and helpdesk support included


We have a long history successfully working within education.  Don’t hesitate to ask us for a quote or a 30 minute online viewing session.

View the system online

System viewings generally take place virtually, either 1-2-1 or with your wider team. 

The solutions we provide are built around the needs of the individual organisation, so no two systems are exactly the same. This session is a good time to ask us questions and tell us what you’d need your system to do.

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