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Demo & discovery
60-min demo of the standard application with your use cases in mind. We show what is already there, ask what else you need, and give a rough quote for what the customization will cost.
Solution · Industry CRM
A pre-built application for training and education providers. From the course master record through online registration to the signed certificate — everything in one system: no Excel islands, no inbox ping-pong, and no need for accounting to stitch three tools together at quarter-end.
Education pricing lever
Before we talk about implementation costs, it is worth looking at the license side. Education institutions verified by Microsoft as Education-eligible get Microsoft 365 A1 free of charge — for teaching staff and for learners, in unlimited quantities. Microsoft 365 A3 (Faculty ~€3.00 · Student ~€2.30 per user per month) and Microsoft 365 A5 (Faculty ~€7.40 · Student ~€5.55) are only needed where you require desktop Office, advanced security, and compliance capabilities — typically for administration, IT, and selected teaching staff.
For CRM, the second lever applies: if your organizational form is non-profit (registered association, gGmbH, foundation, church-affiliated entity, or state-recognized education provider), you are eligible for the Microsoft Non-Profit program. There, Microsoft Dynamics 365 Customer Service Enterprise is not €91 but around €22 per user per month — a lever of around 75% on the standalone license, which significantly shifts the economics of an education CRM setup. Adult-education centers, vocational-training organizations, church-affiliated academies, and foundation-run education institutions almost always meet this criterion.
Read the "Microsoft for education providers" topic page → · Source: microsoft.com/education and nonprofit.microsoft.com — as of May 2026.
The problem
In most training and education institutes, five to seven tools have accumulated over the years: a CRM for contacts, an Excel sheet for courses, a mail tool for invitations, accounting software for invoices, a learning platform for content, and a PDF generator for certificates. Each works on its own. The handoffs do not.
What is lost in the process is the overview. Who signed up for which course, when did they pay, did they attend, did they receive their certificate, can participants become candidates for a follow-up course? That question is not fully answered in any single system — it is spread across all of them. Staff fill the gaps manually, with lists and with reminder emails to themselves.
We have closed these gaps — as a pre-built application on Microsoft Dynamics 365 Customer Engagement Apps. What you do not have to build yourself is the logic: we have already built it, tested it in real practice, and we deliver it as a standard implementation. You adjust fields, workflows, and designs to your needs — the basic structure is in place.
Capabilities
Course templates with description, learning objectives, duration, price, and minimum and maximum participant count. A course can be instantiated as a concrete session as often as needed — the template stays maintained in one place.
Participants as contacts with history: all courses attended, all courses booked, all payments, and all certificates. Someone who signs up for course B today is a candidate for the matching course C tomorrow — and the system knows it.
Course sessions with trainer assignment, room booking, and material list. For online courses, linking to a Microsoft Teams meeting. Duplicate scheduling conflicts are detected before saving.
Registration via website form (Power Pages or your own site via API), confirmation email with date and payment note, reminder email one week before, and a cancellation workflow with deadline logic.
Invoice generation per participant or grouped per ordering party, handoff to accounting software (DATEV, lexoffice, Microsoft Business Central) via interface, and payment-status feedback.
Certificate template with placeholders for participant name, course title, date, and trainer signature. Generated at the click of a button or automatically after attendance is recorded. Sent by email or batch-printed.
Each participation automatically becomes a follow-up candidate. Anyone who attended course A receives an offer for course B after 6 months — prepared in the system, approved by sales, and sent in bulk or individually.
Standard dashboards: utilization per course, revenue per trainer, conversion from first contact to registration, and re-invitation rate. Extensible with your own Power BI reports on the Dataverse data foundation.
Approach
60-min demo of the standard application with your use cases in mind. We show what is already there, ask what else you need, and give a rough quote for what the customization will cost.
Provision the Microsoft Dynamics 365 environment, deploy the standard application, adjust fields and workflows to your specifics, and build certificate templates from your corporate design.
Import existing participant, course, and schedule data — typically from Excel, an older CRM, or industry-specific tools. Train your staff on real data in the test system.
Production go-live with three weeks of hypercare. After that, an Application Care contract for ongoing maintenance, release-wave adjustments 2× per year, and support for new requirements.
Reference
Since 2019, one of our long-term clients — a bilateral business association operating across Germany and abroad, headquartered in Central Europe — has been using the solution for its training and continuing-education business. Several hundred courses per year, several thousand participants, in-house trainers and external instructors, and multiple languages.
What used to live in three separate tools — course Excel sheets, CRM contacts, and accounting lists — today lives in one application. The training team has the course lifecycle on a single screen. Accounting receives cleanly structured invoice data, without after-the-fact sorting work.
Anonymized at the client's request. We are happy to introduce a direct reference on request.
Related
FAQ
For education providers with 50 to 5,000 participants per year. For very large university setups, we refer you to specialized campus-management systems — our solution is tailored to training, further-education, and instructional institutes.
Yes. The solution runs as a model-driven app on Microsoft Dynamics 365 Customer Engagement Apps. You need licenses for the staff working in the system — participants themselves need no license. Which license is right we clarify in the initial conversation (see also our License Cost Calculator).
Yes. Via Power Pages (Microsoft's own portal solution) or via a REST API to the existing website. Registration, confirmation, and payment can be initiated by the participant themselves — the record lands in CRM automatically, with no manual transfer.
We store a certificate template (Word or PDF) that is dynamically populated with participant, course, and date data. At the click of a button or automatically after attendance is recorded. Sent by email or batch-printed as PDF.
For a standard setup, typically 4 to 8 weeks — course master-data import, registration logic, billing scheme, and certificate templates. More complex setups with connections to external learning platforms (Moodle, LearnDash) or several language versions take longer.
We quote the implementation per project — depending on customization effort. Added to this are Microsoft Dynamics 365 licenses for staff and an ongoing Application Care contract for maintenance and release-wave adjustments.
In principle, yes — the solution runs on standard Microsoft Dynamics 365 with Power Platform components. Anyone who has an in-house developer or another partner can take over maintenance. We deliver clean documentation as part of the implementation.
60-min live demo
60 minutes of guided demo — we walk through course creation, registration, billing, and certificate generation with a concrete example. Bring your head of training and your accounting team; both will see at the same time what the solution delivers.
Strategy background · arades topic page
Why we consistently build all our apps and recommendations on a single data foundation — and when the island solution is still the better answer. 2,500 words on architecture, migration paths, and honest boundaries.
Read the topic page →