Dynamics 365 Education for Institutes

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Our 30 minute demonstrations take place either online or in person. The demo is not a hard sell and there’s no obligation to buy.

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

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Transforming your relationship with your members


Dynamics 365 Institutes is a next generation Cloud CRM designed specifically for member management and engagement.

Specifically for Institutes

As well as the comprehensive features you’d expect from a Microsoft Dynamics 365 CRM, our solution is built specifically for Institutes running educational programmes; tracking alumni, running events; as well as member engagement and marketing activities.

Built for you

Our solution is adapted to serve the needs of your organisation, so you can choose which features are most important to you – simply tell us what you need.

Key features:

  • Self-service member portal – customised to match your branding
  • Digital marketing suite – integration with Mailchimp, Click Dimensions etc
  • Integration with financial systems such as Sage for online payments
  • Subscriptions & bursaries management
  • Education and training course management with live availability
  • Funding bids and requests management
  • Customer research tool


Self service member portal

The online portal is designed to allow members to access and submit information with ease, linking directly back to your database.  Examples:

  • Downloading & submitting assignments
  • Updating their contact details
  • Responding to surveys
  • Signing up to events

Everything feeds back to CRM, ensuring your records are always up to date; and your members feel empowered and engaged.

Key benefits


Pre-configured for Institutes


Gives you a complete 360 view of each stakeholder


Easily integrates with existing software and MIS systems


Cloud based – fully futureproof with automatic system updates


System customisation on your terms


Training and helpdesk support included

We have a long history successfully working with education and membership organisations.  Our customers include the Institute of Masters of Wine, and the British Film Institute Film Academy as well as many colleges and universities across the UK