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Microsoft Dynamics 365 CRM for Membership Management

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A Comprehensive Solution for Membership Management

Microsoft Dynamics 365 CRM provides a comprehensive solution for Membership Management, which can be tailored to suit the individual needs of each Membership Organisation, whether a Professional Body, a Not-For-Profit, or a Club. At its heart, Microsoft Dynamics CRM provides operational control over, Sales, Service, and Marketing, allowing companies to effectively manage and communicate to all their stakeholders.

There are several key challenges that membership organisations face, with four of the most pertinent being:





Attract, Engage, Retain: Becoming a Sustainable Membership Organisation in a Digital World

In this eBook we address the challenges in the sector and the changes you need to make to become a sustainable organisation.

Key Features of our Solution

Whether your business operates in the Private Sector or Not-For-Profit, these elements all play a part to generate profit and/or adding value your members deserve. In order to successfully manage and grow your members, it is imperative that you can find new members, keep a track of your current ones, keep your database up-to-date and communicate effectively. Microsoft Dynamics CRM for Membership Management allows you to do that.

Whilst Microsoft Dynamics for Membership Management offers all of the standard off-the-shelf functionality, including Sales, Customer Service and Marketing, all enriched through the insights that Power BI offers, it is the xRM customisations that have the potential to bring this product to life. An example of some of the features, which can all be further customised and configured within Dynamics CRM to provide a completely tailored solution for any membership organisation, include:

Membership Record management

Automation for Membership Subscriptions and Renewals

Online Onboarding & Payment Functionality

Self-Service Membership Portal

Events and Course Management

Fundraising and Donations Capabilities

Secure Member Areas

Qualifications, Registrations and Sports Competitions

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