Microsoft Dynamics 365 Membership Management
Membership Management Software to support your organisation
Microsoft Dynamics 365 provides a comprehensive CRM solution for Membership Organisations, which can be tailored to suit the individual needs of each business. Whether a Professional Body, Club, Association or Growth Hub, Dynamics 365 will enable you to effectively manage your data and gain a 360-degree view of member interactions.
Challenges faced by Membership Organisations
At Pragmatiq, we understand the industry challenges Membership Organisations face. To retain members, organisations require an in-depth understanding of interactions with members to be able to adapt to current needs and anticipate future opportunities.
Features of Dynamics 365 for Membership Organisations
- Single view of each member – Gain a single view of each member with all their information, history and notes in one place. This also presents new opportunities to up-sell to members, which can be a challenge if you are relying on manual processes.
- Automated renewal reminders – Deliver automated reminders to members when their membership is due for renewal. This reduces pressure on the renewals team and new offers can be personalised based on information within the system, increasing retention rates.
- Increase reach to prospective members – Dynamics 365 has options for basic marketing functionality, or more substantial features (such as email marketing automation and integration with social channels) dependant on your organisations need. Leveraging this functionality increases your reach to prospective members.

- Self-service portals – Enable members to update details, preferences and registrations through self-service portals. This saves staff admin time and gives the customer access when they want it.
- Identify common reasons for non-renewals/cancellations – Track and monitor all member lifecycles and identify common reasons for not renewing memberships, making more informed decisions for the future. Also, spot members at risk of canceling and intervene before this happens.
- Gain important insights about your organisation – Gain important insights about your organisation and members with easy-to-use, configurable dashboards. Segment data in various ways, such as ‘member type’, enabling you to understand the full picture of your membership portfolio.

Benefits of Dynamics 365 for Membership Organisations
Some Membership Organisations we have supported…
The Drapers' Company
The Drapers’ Company is one of the 110 livery companies in the City of London. As a philanthropic institution, interests vary across a range of charitable areas, with a particular focus on education, prisoner rehabilitation, and older people’s care. The organisation also encourages volunteering opportunities where possible.
To overcome business challenges, PragmtatiQ designed and implemented a bespoke Membership Management solution, built on Microsoft Dynamics 365.
Retail Motor Industry Federation (RMI)
The Retail Motor Industry Federation (RMI) is the UK’s leading automotive trade body, representing franchised car and commercial vehicle dealers, independent garages, bodyshops, motorcycle dealers, petrol retailers, auction houses, and cherished number plate dealers, who provide sales and services to motorists and businesses across the UK. RMI consists of 8 sub-associations, which each operate in a slightly different way. Previously, all associations were working with an archaic, on-premise membership database. Pragmatiq was engaged to design, develop and implement a cloud-based system built on Microsoft Dynamics 365.
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