Microsoft Dynamics 365 Membership Management

Membership Management Software to support your organisation

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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.  

Keeping members engaged

Once you have attracted members, retaining them is key. We know that consumers are less loyal than in the past, so organisations have to work harder to retain them. This can be a challenge if you cannot see the data you gather on clients clearly and truly understand your customers.

Enquires not getting followed up

Organisations who rely on manual processes are more likely to miss member enquires due to this ineffective way of working. On top of this, potential opportunities to grow your member base are falling through the cracks, which could be resolved with our Membership Management Solution.

Poor integrations with current systems

Organisations are often using multiple systems which are poorly integrated with each other. As a result, data gets lost or miscommunicated and time is wasted amending errors. Having a 360-degree view of all aspects of the business from one system would be beneficial.

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

Membership Retention

Ensure members aren’t forgotten about by applying an automated process within Dynamics 365, alerting you to accounts with no recent activity. By identifying dormant and disengaged members in your database, you are able to follow up and target them with personalised offers to re-engage. All the data is stored within one centralised area, so no need to spend unnecessary time gathering information about a particular account. To also assist with retention rates, our Membership CRM will automatically notify members when their subscription is up for renewal. 


In such a competitive industry, bringing on board new members to your organisation is a challenge. By automating processes, your team have more time to seek new members and have the tools in place to encourage sign-ups. Additionally, 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, enabling you target potential leads with tailored subscription offers and personalise the interaction to increase conversion rates. 


In a world where members’ expectations are higher than ever and there is no shortage of choice, ensuring your organisation is doing everything you can to keep members satisfied is crucial. With a CRM solution, all member information is stored, from how they came across your organisation to ongoing communications. All departments have access to member records, ensuring that everyone is on the same page and can respond to enquiries without having to re-engage the member. The more efficient your organisation can be, the more satisfied your members will be. 

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.

What our clients say...


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