Microsoft Dynamics 365 for Membership Organisations

The essential tool for Membership, Events and Marketing Managers within trade associations, professional bodies and Institutes.

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

Book your demo

The best way to see how Dynamics 365 Membership can benefit your organisation is through a 30 minute demonstration.  This can be done online or in person.  The demo is not a hard sell and there’s no obligation to buy.

We have many years’ experience working with Membership organisations and would be glad to help you fully understand the benefits of using our system.

The information you provide here will only be used to arrange your product demonstration. You can view our privacy policy here.

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