Microsoft Dynamics 365 CRM for Membership Management

Intelligent CRM Software Solutions for Membership Associations

Microsoft Dynamics 365 CRM for Membership Management

Intelligent CRM Software Solutions for Membership Associations

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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.

CRM Software Solutions for Membership Associations

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

  • Member Management
  • Membership Attraction
  • Membership Recruitment
  • Membership Retention
  • Membership Value

Talk To a Member Of Our Team

Retired couple playing golf in the sun as part of membership organisation

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 includes:

  • Membership Record management
  • Automation for Membership Subscriptions and Renewals
  • Online Onboarding
  • Online Payment functionality
  • Secure Member Areas
  • Self-Service Membership Portal
  • Events and Course Management
  • Fundraising and Donations capabilities
  • Qualifications, Registrations and Sports Competitions

All of the above can be further customised and configured within Dynamics CRM to provide a completely tailored solution for any membership organisation.

Microsoft Dynamics 365 for Membership Associations

Call us on 01908 303724 or email us, to discuss your requirements and arrange a demo discover how Microsoft Dynamics 365 CRM solutions with PragmatiQ Solutions will support your Membership Association to drive relationships and delight members and stakeholders like never before.

Our FREE Fact Sheet for Membership Organisations

In this factsheet we will review the challenges the sector faces, the key features of our solution, followed by the benefits.


Struggling with member retention, acquisition and management? We think we’ve got a solution - talk to us to find out more.

Would you like to speak to a specialist from PragmatiQ Solutions? Just submit your details and we’ll be in touch shortly. You can either call us between 08:00am and 18:00pm Monday to Friday, or e-mail at any time — we would be delighted to speak about how we could partner with your organisation.