Corral Works lets advancement staff make small, safe data updates in Ellucian CRM Advance — without filing an IT ticket or wrestling with the native UI.
Built for higher-ed advancement teams. Also works anywhere Microsoft Dynamics CRM is the system of record.
You know the drill. Export a query to Excel. Fix the typos, the bad addresses, the wrong designations. Hand it to IT. Wait for the import. Spot-check the result. Repeat next week.
Corral Works does that work in place — staff edit the records they own, with guardrails, an audit trail, and no detour through IT.
Corral Works is a focused tool — six things, done well, instead of a hundred features you never use.
Update one record or a thousand without exporting to Excel and importing back. The data stays in Advance the whole time.
Preview every change before commit. Required fields, dependent lookups, and Advance validation rules all run before anything is written.
Understands constituents, gifts, designations, addresses, salutations — the shapes your team works with every day, not generic CRM blobs.
Every change is attributed to a real user, timestamped, and exportable. Roll back a batch if you need to.
Corral mirrors your Advance security model. Staff only see and edit what their existing Advance role lets them touch.
Advancement Services owns the day-to-day cleanups. IT keeps the database. Nobody has to queue behind a release window for a typo fix.
Corral Works keeps the workflow short on purpose. The whole tool is built around these three steps.
Search and filter constituents, gifts, or designations using the same fields you already know from Advance.
See the exact before-and-after for every row. Validation runs against the live Advance rules so bad data is caught before commit, not after.
One click writes to Advance with your name on every change. Export the audit log, or roll the batch back if you spot something later.
The time-savings story
Updates that take a half-day in Advance — exporting a query, fixing records in Excel, handing the file to IT, importing, double-checking — take minutes in Corral Works. Staff stay in one tool, IT stays out of the loop, and the audit trail is automatic.
Customer benchmarks land here as soon as pilot schools share theirs.
Also available for
Corral Works isn't just for Ellucian CRM Advance. If your team runs Dynamics 365 Sales, Customer Service, or any Dataverse-backed app, the same reviewed bulk updates, validation, and audit trails work for you.
See how it works for Dynamics 365 →We're onboarding advancement teams one school at a time. Tell us about your team and we'll reach out when there's a slot — and answer any pricing questions on the same call.