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Microsoft Dynamics CRM & Membership Solutions

CRM Solutions for Business and Membership Management

​​​​​​Increasing the value of relationships with Dynamics CRM

Core helps businesses increase the value of their key relationships, whether that be prospects, customers, partners, suppliers, influencers or other important contacts. Through our robust methodologies for data migration and project management, we ensure you leverage your data so interactions to and from your organisation are in one place, for all who need it. The single source of data means information can be accessible, easily reported on and truly useful in providing actionable insights.

Read more: Core Customer Relationship Management Brochure.pdf

Tracking and reporting of these developing relationships, from an initial enquiry email, to a sales opportunity, to repeat business, is fundamental to gaining the big picture of what is effective, valuable and important. Your CRM system is the heart which supplies your whole organisation.

The strength of Microsoft Dynamics CRM

Microsoft's fully integrated customer relationship management (CRM) system, Microsoft Dynamics CRM, helps organisations attract, keep and develop profitable and engaged relationships from a single operating platform.

Download the Microsoft_Dynamics_CRM_2016_Release_Preview_Guide.pdf for information on the upcoming update.

See the latest version in action:


Core's Membership Solution

For professional bodies and membership associations, Core's unique Membership Platform (previously known as Excitation's Membership Platform) is an accelerator designed using our extensive experience in this sector, which we configure to individual requirements.

Read more: Core CRM for Membership Leaflet.pdf

Core's Platform for Government

Core offers public sector organisations a secure, centralised relationship management system for engaging with citizens, stakeholders, partners, committees, interest groups and more. 

Read more: Core CRM for Government Leaflet.pdf

Microsoft Dynamics CRM for Marketing, Sales and Customer Service

Microsoft Dynamics CRM provides a single operating platform for all staff that enables you to manage ongoing relationships with customers from first contact, through purchase and post sales. 

With its suite of sales, marketing and customer service tools, Microsoft Dynamics CRM helps organisations attract, keep and develop profitable and engaged relationships not only with prospects and customers, but also with suppliers, partners, influencers and any other type of contact your organisation interacts with.

Get a clearer view of customers, make more informed marketing investments, increase your number of leads, close more business and offer more value.

Next step? Trust in a partner with recognised expertise

As the UK's longest standing Microsoft Gold Partner for CRM, we are technical experts with unrivalled experience and proven successes. Previously known as Excitation, the CRM division of Core has an unrivalled track record of delivering successful CRM projects for a wide spectrum of membership organisations including RICS, the Royal College of Ophthalmologists and the Chartered Institute of Housing.

 Microsoft Dynamics CRM 2016

We pick our top five new features...
  • Analyse using Excel from within CRMopen/close
    Gain insight directly within your sales processes, eliminating time and effort switching between applications in the middle of completing a business process.
  • Information Discoveryopen/close
    Using Delve functionality, information is presented to the user proactively inside CRM, aiding searching and surfacing relevant documents and data to make new connections.
  • Sales document generationopen/close
    With one click users can generate and download a quote, account summary, invoice or other key document from CRM, populated with CRM data, rendered in Word or Excel. Role based document templates can be pre-defined to ensure the users have the content they need.
  • Next generation Cortana integrationopen/close
    In the 2016 release, sales activities, accounts and opportunities are embedded into Cortana to surface the most relevant information to sales teams at any time, across personal and professional sources.
  • Immersive experiences across applicationsopen/close
    Within CRM or the CRM mobile app, seamlessly open Office apps such as SharePoint, OneDrive for Business and Office 365 Groups so you can view contextual documents from any CRM record.

 ‭(Hidden)‬ Five reasons to look closer

  • Gain the 360-degree view of a customeropen/close
    Many organisations who come to us are suffering from issues caused by data in silos, often in spreadsheets maintained by individuals. Information is not always kept up to date, shared or even known about by other teams. Microsoft Dynamics CRM consolidates the information you hold on your customers and prospects, which is, after all, the lifeblood of your organisation.
  • Insights to feed the right business decisionsopen/close
    Consolidating this data in a platform which boasts user-friendly instant reporting tools means you can drive growth whilst mitigating risk, as you are able to see the bigger picture. Data can reveal patterns and insights when centralised and we can help you find those diamonds in the Big Data.
  • A future-proof, extensible investment open/close
    Your IT spend needs to account for how your organisation’s objectives might change. We often help customers who are caught in a cycle of going out to tender every 2-3 years because their current system does not allow for continuous improvement. Microsoft Dynamics CRM is customisable to your needs and we can even train power users to add their own fields and automated workflows.
  • Flexible access to data across your organisationopen/close
    Your teams need a platform that is familiar and easy to work with on a daily basis. Office (including Outlook) integration proves a huge boost to user adoption. Not only that, but mobile and tablet applications let your staff work from anywhere, securely. Permissions can be set for information you want to restrict by job role.
  • Accelerated marketing and sales effectiveness open/close
    In today’s competitive landscape, how can your organisation survive, let alone grow, without effective marketing and sales processes driving engagement and revenue? Microsoft Dynamics CRM offers a suite of sales, marketing and customer service tools.


The speed of progress was rapid…just six months from evaluation to solution roll out
Their customisation enables us to keep on top of a complex network of contacts
We are delighted with the support provided to transform our complex customer sales and operational readiness process without disruption to our day-to-day operations.
They were able to quickly assess our needs and find a solution that was cost-effective and relevant to our business