Microsoft Dynamics 365 for Membership Organisations

The essential tool for Membership, Events and Marketing Managers within trade associations, charities and not-for-profit organisations, sports and leisure clubs, professional bodies

Dynamics 365 for Membership Organisations is a next generation Management Information System built directly for organisations looking for better member engagement and operational efficiency.

Our solution comes 80% ‘off-the-shelf’ with the ability to be easily adapted and configured to suit your unique needs and processes should you wish. A unique feature of this solution is a portal, built to match your own website.  Your members can easily access and update their details which is reflected real-time in your database.

Key benefits


Complete 360 view of each stakeholder


Membership recruitment


Education and training course management with live availability


Manage funding bids and requests


Easy performance management using the real-time dashboard


Easily integrates with existing email software

Dynamics 365 dashboard

Product features


Self-service membership portal


Fully integrated digital marketing suite


Industry placements e.g. jobs, internships, apprenticeships


Linkedin integration


'Voice of the Customer' feedback tool links directly to database


A fully futureproof solution

Our customers include

Our credentials

We are a trusted Microsoft Dynamics 365 partner with over 20 years experience working within education and have worked specifically with member organisations since 2008.

Our in-house technical expertise combined with our first class Customer Success Programme is what stands us apart from the rest

Dynamics 365 Blog

Successful CRM / IS implementation – Stage one: research and planning

Welcome to the first part of what I hope will become a useful checklist for organisations looking to buy, or who have recently bought a Dynamics 365 solution. We have many years’ experience developing and delivering MIS solutions for SMBs and we are acutely aware of...

Developing an employer engagement strategy in 4 easy steps

Employer engagement in further education covers a large area. From employer’s visits and job fairs to providing careers advice, to apprenticeships, traineeships and work placement. Employers can also provide valuable feedback on the current curriculum and what they...

GDPR: You have 248 days left (and counting)! How to make compliance easier using Dynamics 365

The GDPR will be enforced on 25th May 2018. It seems like a long way away, but ensuring you have taken steps to compliance is something that should be well under way already. Here at Active we are working towards ensuring we will be compliant well before the...