Access Administrative Systems
Administer and track training, financial, human resources, marketing, and student service activities.
All Services & Technologies
Scan or import documents so that you can easily and securely control the workflow of documents according to your business process.
Employee Training & Tracking
This service enables University staff to administer, track, and generate reports about both online and instructor-led training courses and content.
Allows users/units to track, manage, report on and define actions for different types of interactions they have with constituents or organizations. This environment has a private interaction model, but contacts/accounts are visible to users.
Enterprise Student Administration
Manage student lifecycle activities like admissions, registration, student financials, and financial aid processes.
Finance Administration Systems
Manage University accounting and financial business processes with Oracle's PeopleSoft Finance application, also known as the Enterprise Financial System (EFS).
First Report of Injury Reporting
Report worker’s compensation incidents and send reports to the University's risk management vendor.
Human Resources Management System
Manage employee position, recruiting, appointment, and payroll information.
IT Service Management
Manage information technology processes, support, and service delivery.
Mass Email & eMarketing
Enables users to send one-off and automated mass email, track statistics (e.g. open/click rates), manage subscriptions, create drip campaigns, etc.
Noncredit Student Administration
Noncredit Student Administration supports non-traditional higher education by allowing colleges and non-academic units to manage courses, conferences, and other learning experiences that do not bear formal academic credit.
Allows users/units to track, manage, report on and define actions for different types of interactions they have with constituents or organizations. This environment is specific to undergraduate admissions users.
Capture critical content from enterprise systems for secure online viewing.
Training Administration Services
Administer and track required or optional training.
Web Portals and Blogs
Access information from multiple University websites and systems on a single website, including PeopleSoft systems, based on your role at the University.
Generate web-based forms for your collegiate or business unit and monitor the progress of submitted forms.
You can use a variety of tools for sending messages to a group. We have outlined solutions, rated them for effort required, and have identified key considerations.
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
Provisioning and Requests (PAR) manages information access and system security for the University's enterprise...
This Self-Help Guide may change as more users onboard to the Enterprise CRM platform. Instructions provided are intended to assist in explaining and navigating the current functionality but we'd like it to evolve to fit your needs! Use the...
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM. Since different business practices will use functionality of the tool in different ways this Self-Help Guide is intended to be an...
This Self-Help Guide is intended for Campuses using Prospect Management functionality. Much of the basic navigation is the same and can be easily transferred to using a Contact as opposed to Prospect record but some functionality and fields may...
This self-help guide provides an overview of enterprise data that enables decision-making at the University of Minnesota.
This self-help guide is for users who create or edit knowledge in TeamDynamix.
Experts & Communities
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected].
A Salesforce article on Creating and Editing Knowledge articles, including some tips and best practices.
Related Services & Technologies
Enterprise Data Warehouse Administration
The enterprise data warehouse (EDW) and legacy data warehouse provide a centralized repository for consolidated data across multiple enterprise systems, which can be used by staff and faculty at all levels to support operational and strategic decision making, as well as local reporting needs.
Enterprise Web-Based Reporting
Access central reporting and analytics tools that provide pre-built reports, data visualizations, and dashboards, as well as the ability to create your own reports and dashboards using data in the Enterprise Data Warehouse (EDW).
Access online resources that provide just-in-time learning and support.