SchoolFlow 365
School and college finance on Business Central or Finance & Operations, connected to your SIMS.
SchoolFlow 365 connects your student information management system (SIMS) to Dynamics 365 Business Central or Finance & Operations. Students, classes and fee structures flow in, and fee billing, receipts and arrears are handled on the ledger your finance team already uses.
From the SIMS to the ledger
Students and classes
No second capture.
- Students, classes and programmes synchronised from the SIMS.
- Changes in the SIMS reach Dynamics 365 without rekeying.
Fee structures
Fees the way your institution sets them.
- Fee structures by term, class, programme or boarding status.
- Fee invoices raised from the structure.
Receipts and arrears
Collection you can see.
- Receipts posted to the ledger and applied to the invoices of the student.
- Arrears visible per student and per class, and refunds handled as controlled entries.
Bursaries and sponsors
Third parties paying for students.
- Bursaries and scholarships held against the student.
- Sponsor billing and statements.
Back to the school office
Balances in the SIMS
The office sees the fee position.
- Balances and statements returned to the SIMS.
- One student record across the school office and finance.
How a student fee flows through SchoolFlow 365
From the enrolment in the SIMS to the receipt in the ledger, with the balance back where the school office sees it.
- SIMS Enrol the student The student, class and fee structure are held in the SIMS.
- Integration Synchronise New and changed students and structures arrive in Dynamics 365.
- Bursar Raise the fees Fee invoices are generated by term, class or programme.
- Bursar Apply bursaries and sponsors Bursaries, scholarships and sponsor billing are applied to the student. Control point
- Finance Receipt and reconcile Receipts post to the ledger and clear the invoices of the student.
- Integration Return the balance Balances and statements go back to the SIMS for the school office.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Student records | Keyed again in finance | Students, classes and fee structures arrive from the SIMS; nothing is retyped |
| Fee billing | Spreadsheets per term | Invoices raised by class or programme from the fee structure |
| Receipts and arrears | Reconciled by hand | Receipts post to the ledger and arrears are visible per student and class |
| Bursaries and sponsors | Tracked on the side | Bursaries, scholarships and sponsor billing held against the student |
| SIMS integration | — | Two-way: students and structures in, balances and statements back |
| Platforms | — | Business Central and Finance & Operations |
Delivery and support
SchoolFlow 365 is implemented by Software Dynamics on Business Central and Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does SchoolFlow 365 run on?
Business Central and Finance & Operations. The listing on this page shows the platform, status and licensing.
How is SchoolFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
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.