Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
From Enrolment to Fee Receipt, One Record.
Student records live in the SIMS, fees are keyed again in finance, and the bursar reconciles receipts and arrears by hand every term.
How we solve it
Business Central or Finance & Operations with SchoolFlow 365: the student information management system (SIMS) feeds fee billing, receipts and arrears into the ledger, with sponsor and funder reporting.
What you get
Students, classes and fee structures flowing in from the SIMS
Fee invoices, receipts, arrears and refunds on the ledger
Sponsor, bursary and scholarship tracking
Budgets, procurement and payroll for staff
Learning institutions: from enrolment to fee receipt, one record
The student information management system and the ledger connected, with fees, bursaries and receipts controlled.
Dynamics 365
Fee billing, receipts, budgets, procurement and payroll
Azure
Integration to the student information management system
Power Platform
Approvals and workflow for fee waivers and requisitions
Power BI & Fabric
Collection, arrears and cost per programme
Microsoft 365 & Teams
Approvals and communication in Teams
Start Enrolment in the SIMS
-
Enrol Hold students in the SIMS Students, classes and fee structures are maintained in the student information management system. Azure SchoolFlow 365 Integration SIMS integration
-
Bill Raise fee invoices Fees are invoiced by term, class or programme from the structure. Dynamics 365 SchoolFlow 365
-
Waive Approve waivers and bursaries Bursaries, waivers and refunds are approved before they post. Dynamics 365 Microsoft 365 & Teams SchoolFlow 365 Control point
-
Collect Receipt and reconcile Receipts post to the ledger and arrears are tracked. Dynamics 365 SchoolFlow 365
-
Buy Procure and pay suppliers Requisitions and supplier payments run under approval. Dynamics 365 Power Platform ProcurementFlow 365 DisbursementFlow 365 Control point
-
Report Report to the board and sponsors Collection, arrears and cost per programme from live data. Power BI & Fabric Microsoft 365 & Teams
Result Fees receipted, reconciled and reported
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
01
02
03
04
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Learning Institutions programmes typically run on Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Power Platform & Power BI, with SchoolFlow 365, ProcurementFlow 365, PayrollFlow 365, DisbursementFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Learning Institutions?
Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Power Platform & Power BI. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Learning Institutions?
SchoolFlow 365, ProcurementFlow 365, PayrollFlow 365, DisbursementFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.